Enterprise Products PartnersEPD

13F holders, Q3 2025 (September 30)
1,429holders −11
64new positions
69sold out
6famous investors
$31.27avg. 13F price*

At the end of Q3 2025, 1,429 institutions reported holding Enterprise Products Partners (EPD) in their 13F filings, down 11 from Q2 2025. 64 opened new positions and 69 sold out. The largest holders were Alps Advisors Inc. ($1.3B), Invesco Ltd. ($838.6M) and Blackstone Inc. ($642.6M). 6 famous investors held it, including Bruce Berkowitz (13.8% of Fairholme Capital Management's portfolio), Leon Cooperman (1.3% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions64$23.8M
Exits69$168.2M

All 13F filers, Q2 2025 → Q3 2025: 17,770,670 shares bought and 27,654,925 shares sold, net −9,884,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,429 holders

Alps Advisors Inc. 7.38% Reduce -0.7% 42,378,826 $1.3B
Invesco Ltd. 0.13% Add +0.1% 26,817,843 $838.6M
Blackstone Inc. 2.75% Add +2.8% 20,549,131 $642.6M
Morgan Stanley 0.03% Reduce -21.7% 18,232,350 $570.1M
Fayez Sarofim & Co 1.25% Reduce -1.9% 17,182,405 $537.3M
American Century Companies Inc. 0.27% Reduce -8.5% 17,068,804 $533.7M
Goldman Sachs Group Inc. 0.07% Reduce -10.0% 16,222,760 $507.3M
Neuberger Berman Group LLC 0.35% Reduce -0.2% 15,393,846 $481.4M
Energy Income Partners, LLC 8.87% Add +0.6% 14,705,122 $459.8M
Tortoise Capital Advisors, L.L.C. 5.91% Reduce -1.6% 14,652,128 $458.2M
BlackRock, Inc. 0.01% Add +63.4% 13,606,373 $425.5M
Kayne Anderson Capital Advisors LP 9.26% Reduce -0.7% 13,356,060 $417.6M
UBS Group AG 0.07% Reduce -3.3% 12,205,790 $381.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.58% Add +1.9% 11,570,499 $361.8M
Bank of America Corp. 0.03% Reduce -0.7% 11,068,681 $346.1M
CIBC Private Wealth Group LLC 0.50% Reduce -0.9% 9,276,999 $290.1M
Ensign Peak Advisors, Inc 0.46% No change 9,052,325 $283.1M
FMR LLC 0.01% Add +1.5% 8,446,127 $264.1M
Raymond James Financial Inc. 0.07% Add +2.9% 6,651,439 $208.0M
Clearbridge Investments, LLC 0.15% Reduce -1.4% 6,396,622 $200.0M
Berkley W R Corp. 12.38% Add +17.9% 6,000,000 $187.6M
Westwood Holdings Group Inc. 1.26% Reduce -1.0% 5,584,415 $174.6M
Fairholme Capital Management 13.76% No change 5,450,400 $170.4M
Chickasaw Capital Management LLC 6.34% Reduce -10.1% 4,960,865 $155.1M
Hamlin Capital Management, LLC 3.50% Reduce -1.5% 4,918,780 $153.8M
Principal Financial Group Inc. 0.07% Reduce -17.9% 4,697,380 $146.9M
Wells Fargo & Company 0.03% Reduce -0.3% 4,674,625 $146.2M
Thrivent Financial for Lutherans 0.26% Add +8.6% 4,182,229 $130.8M
Stifel Financial Corp. 0.11% Add +2.8% 3,932,600 $123.0M
LPL Financial LLC 0.04% Add +4.4% 3,906,083 $122.1M
Paralel Advisors LLC 4.45% No change 3,650,000 $114.1M
Reaves W H & Co. Inc. 1.95% Reduce -2.8% 3,493,940 $109.3M
Royal Bank of Canada 0.02% Add +1.9% 3,348,002 $104.7M
BNP Paribas Financial Markets 0.08% Add +74.8% 3,340,778 $104.5M
HighTower Advisors, LLC 0.11% Reduce -1.1% 3,096,550 $96.8M
Miller Howard Investments Inc. 2.94% Reduce -8.3% 3,080,386 $96.3M
Eagle Global Advisors LLC 3.51% Add +42.2% 2,931,052 $91.7M
Corient Private Wealth LP 0.13% Add +13.8% 2,740,097 $85.1M
JPMorgan Chase & Co. 0.01% Reduce -2.0% 2,549,261 $79.7M
Brookfield Corp 0.08% Reduce -50.2% 2,309,141 $72.2M
U.S. Capital Wealth Advisors, LLC 1.91% Add +3.6% 2,264,557 $70.8M
Americana Partners, LLC 1.92% Add +2.6% 2,043,630 $63.9M
Truist Financial Corp. 0.09% Add +0.6% 2,038,244 $63.7M
Chicago Partners Investment Group LLC 1.67% Add +1.8% 2,038,356 $63.6M
Deutsche Bank AG 0.02% Reduce -11.1% 2,007,995 $62.8M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3.54% Add +1.8% 1,992,500 $62.3M
Rockefeller Capital Management L.P. 0.12% Add +9.3% 1,991,941 $62.3M
Progeny 3, Inc. 3.06% No change 1,895,024 $59.3M
Bollard Group LLC 1.46% Add +6.6% 1,880,964 $58.8M
Barclays PLC 0.02% Reduce -14.7% 1,858,764 $58.1M
First Eagle Investment Management, LLC 0.11% Reduce -0.1% 1,849,600 $57.8M
Fractal Investments LLC 8.29% Reduce -5.2% 1,837,044 $57.4M
Texas Yale Capital Corp. 1.79% Add +1.4% 1,817,464 $56.8M
Duff & Phelps Investment Management Co. 0.62% Add +35.6% 1,750,560 $54.7M
HRT Financial LP 0.20% Add +13.9% 1,740,743 $54.4M
Recurrent Investment Advisors LLC 4.17% Reduce -0.1% 1,737,572 $54.3M
Osaic Holdings, Inc. 0.07% Add +20.0% 1,636,946 $52.1M
Williams Jones Wealth Management, LLC. 0.55% Reduce -1.0% 1,550,199 $48.5M
Northside Capital Management, LLC 4.41% Add +0.5% 1,543,396 $48.3M
Longfellow Investment Management Co. LLC 11.30% No change 1,524,314 $47.7M
Victory Capital Management Inc. 0.03% Add +70.6% 1,495,518 $46.8M
Saudi Central Bank 1.71% No change 1,438,187 $45.0M
Infrastructure Capital Advisors, LLC 7.55% Reduce -22.0% 1,375,943 $42.4M
Maryland State Retirement & Pension System 0.88% Add +2.7% 1,344,771 $42.1M
Epoch Investment Partners, Inc. 0.23% Reduce -2.2% 1,334,285 $41.7M
Omega Advisors (Leon Cooperman) 1.29% Add +4.4% 1,323,635 $41.4M
Oxbow Advisors, LLC 3.80% Reduce -3.9% 1,290,033 $40.3M
Mariner, LLC 0.05% Reduce -3.3% 1,257,037 $39.3M
PNC Financial Services Group, Inc. 0.02% Add +3.0% 1,252,088 $39.2M
Wealth Enhancement Advisory Services, LLC 0.06% Add +0.8% 1,173,227 $37.2M
Penn Davis McFarland Inc. 3.83% Reduce -0.4% 1,183,766 $37.0M
Allianz Asset Management GmbH 0.04% Reduce -11.0% 1,168,055 $36.5M
Commonwealth Equity Services, LLC 0.05% Reduce -5.6% 1,162,679 $36.4M
Tetrad Corp. 3.22% No change 1,100,000 $34.4M
Blair William & Co. 0.09% Reduce -0.9% 1,095,749 $34.3M
Cetera Investment Advisers 0.04% Add +16.0% 1,091,652 $34.1M
RR Advisors, LLC 7.79% Add +15.2% 1,051,000 $32.9M
Cna Financial Corp. 19.34% Add +5.0% 1,050,000 $32.8M
Bowen Hanes & Co. Inc. 0.80% No change 1,018,000 $31.8M
Auto-Owners Insurance Co 0.81% No change 1,000,000 $31.3M
Fort Sheridan Advisors LLC 4.02% Reduce -0.4% 981,586 $30.7M
Prospera Financial Services Inc 0.52% Reduce -0.1% 979,277 $30.6M
SailingStone Capital Partners LLC 7.94% Add +4.7% 969,275 $30.3M
Creative Planning 0.02% Add +8.0% 917,960 $28.7M
Janney Montgomery Scott LLC 0.07% Add +5.0% 915,518 $28.6M
Evergreen Capital Management LLC 0.68% Reduce -4.7% 908,159 $28.4M
Exchange Traded Concepts, LLC 0.26% Add +2.2% 884,381 $27.7M
Commerce Bank 0.15% Add +0.8% 877,255 $27.4M
Focus Partners Wealth 0.04% Add +5.4% 872,875 $27.3M
Beck Mack & Oliver LLC 0.46% Reduce -9.8% 807,001 $25.2M
Vorpal, LLC 99.10% No change 783,541 $24.5M
KDK Private Wealth Management, LLC 24.47% Add +0.3% 771,977 $24.1M
Kamunting Street Capital Management, L.P. 17.75% Reduce -11.0% 762,964 $23.9M
Cambridge Investment Research Advisors, Inc. 0.07% Add +3.4% 756,468 $23.7M
US Bancorp \de 0.03% Add +5.3% 755,464 $23.6M
Jennison Associates LLC 0.01% No change 725,211 $22.7M
Kestra Advisory Services, LLC 0.10% Add +1.1% 721,560 $22.6M
Sanders Morris Harris LLC 2.95% Reduce -3.8% 706,820 $22.1M
Tectonic Advisors LLC 1.16% Add +10.0% 678,769 $21.2M
MAI Capital Management 0.12% Add +1.0% 628,570 $19.7M
Stephens Inc. 0.25% Add +18.3% 627,434 $19.6M
Beacon Pointe Advisors, LLC 0.17% Add +7.5% 627,048 $19.6M
Capital Investment Advisors, LLC 0.31% Add +1.6% 603,310 $18.9M
M&T Bank Corp 0.06% Add +2.0% 603,229 $18.9M
Glenmede Investment Management, LP 0.09% Reduce -11.4% 582,708 $18.2M
GP Brinson Investments LLC 7.37% No change 577,929 $18.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -4.4% 566,475 $17.7M
Catalyst Capital Advisors LLC 0.36% No change 564,894 $17.7M
HSBC Holdings PLC 0.01% Reduce -0.6% 562,510 $17.5M
Captrust Financial Advisors 0.04% Reduce -2.4% 550,401 $17.2M
Heronetta Management, L.P. 9.41% No change 549,248 $17.2M
Waverly Advisors, LLC 0.17% Add +1.5% 546,016 $17.1M
Envestnet Asset Management Inc. 0.00% Reduce -12.2% 539,395 $16.9M
Investment Management Associates Inc. 4.98% Add +0.2% 535,444 $16.7M
JRM Investment Counsel, LLC 5.04% Add +2.1% 533,937 $16.7M
Icon Wealth Advisors, LLC 1.13% Reduce -1.9% 533,904 $16.7M
Private Capital Advisors, Inc. 1.85% No change 530,948 $16.6M
Marco Investment Management LLC 1.27% Add +0.3% 530,691 $16.6M
iA Global Asset Management Inc. 0.23% Add +49.9% 529,737 $16.6M
Gagnon Securities LLC 3.32% Add +8.4% 528,752 $16.5M
Sanctuary Advisors, LLC 0.09% Add +19.4% 517,382 $16.2M
Wellington Management Group LLP 0.00% No change 497,000 $15.5M
Allen Mooney & Barnes Investment Advisors LLC 2.41% Add +44.9% 495,026 $15.5M
Cerity Partners LLC 0.03% Add +1.2% 492,641 $15.4M
Cohen & Steers, Inc. 0.03% Add +162.5% 489,669 $15.3M
D.A. Davidson & Co. 0.10% Reduce -2.9% 475,490 $14.9M
Oppenheimer & Co. Inc. 0.17% Reduce -0.5% 443,509 $13.9M
Mesirow Financial Investment Management, Inc. 0.25% Reduce -0.2% 441,123 $13.8M
Private Advisor Group, LLC 0.07% Reduce -2.8% 424,551 $13.3M
First Manhattan Co. Llc. 0.04% Add +2.2% 424,508 $13.3M
Payden & Rygel 1.10% Reduce -32.8% 417,070 $13.0M
Citigroup Inc. 0.01% Add +2.5% 412,730 $12.9M
Moors & Cabot, Inc. 0.55% Reduce -4.5% 404,907 $12.7M
&partners 0.08% Add +6.9% 403,457 $12.6M
NewEdge Advisors, LLC 0.06% Add +0.9% 402,940 $12.6M
Northern Trust Corp. 0.00% Reduce -5.1% 396,511 $12.4M
AlphaCore Capital LLC 0.41% Add +2.0% 390,241 $12.2M
Dividend Assets Capital, LLC 2.12% Reduce -1.0% 386,895 $12.1M
Turtle Creek Wealth Advisors, LLC 1.07% Add +149.7% 383,829 $12.0M
Cresset Asset Management, LLC 0.05% Add +1.2% 376,619 $11.8M
Alliancebernstein L.P. 0.00% Reduce -6.6% 374,747 $11.7M
Gabelli Funds LLC 0.08% Add +0.5% 373,000 $11.7M
WP Advisors, LLC 2.94% Add +1.4% 369,442 $11.6M
McGowan Group Asset Management, Inc. 1.45% Reduce -0.3% 369,242 $11.5M
Cohen Capital Management, Inc. 1.80% No change 368,691 $11.5M
Heritage Wealth Advisors 0.50% Add +1.1% 367,415 $11.5M
Bank of Montreal 0.00% Add +0.0% 364,749 $11.4M
Fogel Capital Management, Inc. 5.23% Add +1.8% 361,740 $11.3M
Fisher Funds Management LTD 0.30% Reduce -16.8% 359,963 $11.3M
Parsons Capital Management Inc. 0.61% Add +0.6% 345,010 $10.8M
Mercer Global Advisors Inc. 0.02% Add +7.5% 344,975 $10.8M
Ameriprise Financial Inc. 0.00% Reduce -3.3% 344,892 $10.8M
Gagnon Advisors, LLC 6.56% No change 339,877 $10.6M
DAVENPORT & Co LLC 0.06% Reduce -0.9% 336,587 $10.5M
Sovereign Investment Advisors, LLC 2.84% No change 332,382 $10.4M
GenTrust, LLC 0.47% No change 332,201 $10.4M
Pathstone Holdings, LLC 0.04% Add +1.2% 328,559 $10.3M
Nuveen, LLC 0.00% Reduce -2.2% 326,802 $10.2M
Bank of New York Mellon Corp 0.00% Add +0.5% 316,277 $9.9M
Ballast Advisors LLC 2.72% Add +1.5% 315,550 $9.9M
Empowered Funds, LLC 0.10% Add +12.0% 311,891 $9.8M
Hennessy Advisors Inc. 0.33% No change 310,050 $9.7M
Delta Investment Management, LLC 1.73% Reduce -12.1% 308,068 $9.6M
Edgemoor Investment Advisors, Inc. 0.74% Reduce -0.9% 303,337 $9.5M
Seven Post Investment Office LP 3.40% No change 302,130 $9.4M
Adams Asset Advisors, LLC 1.22% Add +19.5% 296,668 $9.3M
Inscription Capital, LLC 1.00% Add +0.0% 295,568 $9.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +6.3% 294,593 $9.2M
HUB Investment Partners, LLC 0.34% Add +2.7% 293,376 $9.2M
Brown Advisory Inc. 0.01% Reduce -0.3% 287,180 $9.0M
Deroy & Devereaux Private Investment Counsel Inc. 0.45% Add +0.3% 287,144 $9.0M
Pathway Financial Advisers, LLC 2.62% Add +2.3% 287,156 $9.0M
Hurley Capital, LLC 5.04% Add +35.5% 285,937 $8.9M
Choate Investment Advisors 0.18% Reduce -6.7% 276,489 $8.6M
Linscomb Wealth, Inc. 0.37% Add +1.3% 276,016 $8.6M
Foundations Investment Advisors, LLC 0.12% Add +5.6% 266,163 $8.3M
Cullen Investment Group, LTD. 1.08% Reduce -1.3% 258,756 $8.2M
Walnut Private Equity Partners, LLC 4.62% Reduce -1.9% 260,978 $8.2M
Account Management LLC 8.57% No change 257,210 $8.0M
American Financial Group Inc. 3.14% No change 255,000 $8.0M
Steward Partners Investment Advisory, LLC 0.05% Reduce -26.7% 253,995 $7.9M
Lido Advisors, LLC 0.03% Add +26.6% 252,902 $7.9M
Segment Wealth Management, LLC 0.47% Reduce -1.1% 251,751 $7.9M
Nations Financial Group Inc, /Ia/ 0.49% Reduce -0.7% 251,636 $7.9M
Rothschild Capital Partners, LLC 1.85% Reduce -0.1% 250,624 $7.8M
Salem Investment Counselors Inc. 0.22% Add +0.4% 248,744 $7.8M
Jackson Hole Capital Partners, LLC 1.32% Add +3.5% 246,887 $7.7M
Baldwin Wealth Partners LLC 0.50% Reduce -4.0% 246,730 $7.7M
Jump Financial, LLC 0.10% Reduce -65.3% 246,500 $7.7M
Sound View Wealth Advisors Group, LLC 0.53% No change 245,944 $7.7M
Advisory Services Network, LLC 0.11% Reduce -3.5% 241,504 $7.6M
Renaissance Investment Group LLC 1.47% Reduce -0.2% 231,774 $7.2M
Advisors Asset Management, Inc. 0.12% Add +20.2% 229,911 $7.2M
Sunbelt Securities, Inc. 0.49% Add +6.1% 225,956 $7.1M
Ellsworth Advisors, LLC 1.49% Add +3.5% 229,373 $7.0M
Wexford Capital LP 2.07% No change 219,887 $6.9M
Rothschild Investment LLC 0.39% Reduce -0.1% 218,302 $6.8M
Loudon Investment Management, LLC 3.56% No change 217,371 $6.8M
Evercore Wealth Management, LLC 0.10% No change 216,493 $6.8M
Bridges Investment Management Inc. 0.09% Add +5.3% 214,461 $6.7M
Bradley Foster & Sargent Inc. 0.10% Reduce -2.6% 213,660 $6.7M
King Luther Capital Management Corp. 0.03% Reduce -0.9% 211,966 $6.6M
Chilton Capital Management LLC 0.22% Reduce -3.2% 211,111 $6.6M
Sheets Smith Wealth Management 0.74% Reduce -5.3% 208,027 $6.5M
Mutual Advisors, LLC 0.14% Reduce -2.0% 209,616 $6.5M
Gilman Hill Asset Management, LLC 1.01% Add +1.3% 205,393 $6.4M
GAMCO Investors 0.06% No change 204,773 $6.4M
Clarkston Capital Partners, LLC 0.14% Add +1.6% 204,600 $6.4M
Hexagon Capital Partners LLC 1.27% New 202,272 $6.3M
Outfitters Financial LLC 5.07% No change 200,372 $6.3M
Adell Harriman & Carpenter Inc. 0.38% Reduce -0.4% 199,935 $6.3M
Moneta Group Investment Advisors LLC 0.05% Add +0.8% 197,968 $6.2M
Knollwood Investment Advisory, LLC 0.55% Add +1.6% 195,939 $6.1M
Baldwin Investment Management, LLC 0.69% Reduce -0.1% 192,440 $6.0M
Oak Family Advisors, LLC 1.95% Add +0.4% 191,897 $6.0M
Silvercrest Asset Management Group LLC 0.04% Reduce -5.1% 190,382 $6.0M
CFM Wealth Partners LLC 0.85% Reduce -0.1% 187,670 $5.9M
Snowden Capital Advisors LLC 0.16% Reduce -0.3% 187,173 $5.9M
Fort Washington Investment Advisors Inc. 0.03% Add +3.5% 185,925 $5.8M
Susquehanna Fundamental Investments, LLC 0.22% Reduce -82.8% 183,835 $5.7M
Hollow Brook Wealth Management LLC 1.36% Reduce -6.7% 183,184 $5.7M
Bfsg, LLC 0.55% Add +2.5% 180,554 $5.6M
Spirit of America Management Corp. 1.12% Reduce -3.3% 178,136 $5.6M
Ar Asset Management Inc. 1.18% Add +0.7% 177,060 $5.5M
Elgethun Capital Management 0.98% Add +0.7% 173,566 $5.4M
Birch Capital Management, LLC 2.76% Add +2.7% 172,716 $5.4M
Independent Financial Group, LLC 0.13% Reduce -3.0% 172,557 $5.4M
Crescent Grove Advisors, LLC 0.51% Add +6.5% 171,894 $5.4M
FourThought Financial Partners, LLC 0.47% Add +8.9% 169,768 $5.3M
Savant Capital, LLC 0.03% Add +4.9% 169,549 $5.3M
Ancora Advisors LLC 0.11% Add +3.6% 169,367 $5.3M
Bard Financial Services, Inc. 0.58% Add +0.8% 168,200 $5.3M
Annandale Capital, LLC 0.93% Add +0.0% 168,127 $5.3M
ArchPoint Investors 1.43% Add +0.3% 166,898 $5.2M
Franklin Resources Inc. 0.00% Add +1.5% 165,886 $5.2M
Childress Capital Advisors, LLC 0.94% No change 164,965 $5.2M
Argent Trust Co 0.18% Add +10.1% 164,819 $5.2M
Ashford Capital Management Inc. 0.57% Reduce -1.5% 164,070 $5.1M
Hilltop Holdings Inc. 0.27% Reduce -4.4% 163,617 $5.1M
Pekin Hardy Strauss, Inc. 0.51% Reduce -1.4% 160,333 $5.0M
Verity Asset Management, Inc. 1.63% Add +85.5% 159,482 $5.0M
Jones Financial Companies LLLP 0.00% Add +25.2% 157,325 $5.0M
Hardman Johnston Global Advisors LLC 0.24% Reduce -18.1% 157,148 $4.9M
A. D. Beadell Investment Counsel, Inc. 3.33% No change 155,910 $4.9M
Choreo, LLC 0.06% Add +3.4% 153,945 $4.8M
Private Management Group Inc. 0.14% Add +0.7% 152,098 $4.8M
Vanguard Personalized Indexing Management, LLC 0.05% Add +0.1% 151,752 $4.7M
True North Advisors, LLC 0.75% Add +0.1% 150,669 $4.7M
Canal Insurance CO 1.00% No change 150,000 $4.7M
PFG Investments, LLC 0.24% Add +12.4% 149,556 $4.7M
Summit Financial, LLC 0.07% Add +2.8% 148,684 $4.6M
Cwm, LLC 0.01% Add +21.4% 148,027 $4.6M
Susquehanna Portfolio Strategies, LLC 0.07% No change 146,068 $4.6M
Concurrent Investment Advisors, LLC 0.08% Add +2.5% 144,097 $4.5M
Equitable Holdings, Inc. 0.03% Add +0.1% 142,765 $4.5M
River Road Asset Management, LLC 0.05% Reduce -0.3% 141,390 $4.4M
J.W. Cole Advisors, Inc. 0.08% Reduce -0.9% 140,441 $4.4M
Pin Oak Investment Advisors Inc. 3.11% Reduce -6.3% 139,411 $4.4M
Epacria Capital Partners, LLC 3.55% No change 139,372 $4.4M
Stratos Wealth Partners, LTD. 0.05% Reduce -0.4% 138,325 $4.3M
Capital Analysts, LLC 0.13% Add +3.7% 138,210 $4.3M
Hutner Capital Management Inc. 1.82% Add +0.9% 137,784 $4.3M
HB Wealth Management, LLC 0.03% Add +14.9% 136,173 $4.3M
Shoker Investment Counsel, Inc. 1.25% Reduce -0.8% 135,423 $4.2M
F/m Investments LLC 0.16% Add +0.5% 134,731 $4.2M
Rollins Financial Advisors, LLC 0.64% Reduce -6.3% 134,490 $4.2M
Tower Bridge Advisors 0.42% Reduce -2.4% 134,135 $4.2M
Capital Advisors Inc. 0.07% Reduce -9.5% 132,961 $4.2M
Independent Advisor Alliance 0.11% Reduce -1.1% 132,929 $4.2M
R.H. Investment Group, LLC 3.57% Add +996.6% 131,595 $4.1M
CoreCap Advisors, LLC 0.15% Add +17.1% 131,594 $4.1M
First Foundation Advisors 0.15% Add +1349.9% 130,634 $4.1M
Sapient Capital LLC 0.06% Add +0.0% 129,839 $4.1M
Level Four Advisory Services, LLC 0.14% Add +1.7% 129,320 $4.0M
Asset Planning Services Inc. /La/ 1.70% No change 128,790 $4.0M
Jane Street Group, LLC 0.00% Add +513.4% 127,562 $4.0M
Trust Co. of Toledo NA 0.40% Add +1.8% 127,385 $4.0M
Horizon Kinetics Asset Management LLC 0.05% Reduce -21.6% 127,373 $4.0M
Woodmont Investment Counsel LLC 0.26% Reduce -3.4% 127,270 $4.0M
JFS Wealth Advisors, LLC 0.23% Add +2.0% 126,558 $4.0M
Cyndeo Wealth Partners, LLC 0.22% Reduce -3.7% 125,991 $3.9M
Avenir Corp. 0.41% No change 125,478 $3.9M
KKM Financial LLC 1.23% Add +22.1% 125,002 $3.9M
Meixler Investment Management, Ltd. 2.39% Add +14.0% 124,775 $3.9M
BCM Advisors, LLC 0.77% No change 122,984 $3.8M
Consolidated Portfolio Review Corp 0.48% Reduce -0.2% 122,049 $3.8M
Kestra Private Wealth Services, LLC 0.05% Add +9.0% 122,018 $3.8M
Am Investment Strategies LLC 0.82% Add +1.5% 120,912 $3.8M
Cercano Management LLC 0.14% No change 120,021 $3.8M
Cherokee Insurance Co 1.61% No change 120,000 $3.8M
Hilton Capital Management, LLC 0.30% Reduce -8.7% 119,880 $3.7M
ProShare Advisors LLC 0.01% Add +5.0% 119,593 $3.7M
Nicholas Company, Inc. 0.06% No change 119,100 $3.7M
JB Capital LLC 0.16% Reduce -3.0% 119,099 $3.7M
XML Financial, LLC 0.30% Add +1.9% 118,035 $3.7M
Moneco Advisors, LLC 0.31% Reduce -1.2% 117,554 $3.7M
Howard Financial Services, LTD. 0.45% Add +1.3% 117,443 $3.7M
Legacy Advisors, LLC 0.45% — 116,454 $3.6M
ProVise Management Group, LLC 0.27% Reduce -1.5% 115,363 $3.6M
Pacer Advisors, Inc. 0.01% Reduce -11.1% 113,266 $3.5M
Tritonpoint Wealth, LLC 0.30% Add +9.7% 112,656 $3.5M
ARS Investment Partners, LLC 0.23% Reduce -2.0% 112,297 $3.5M
McIntyre Freedman & Flynn Investment Advisers Inc. 2.10% Reduce -0.4% 112,084 $3.5M
Apollon Wealth Management, LLC 0.06% Reduce -2.2% 111,999 $3.5M
FLC Capital Advisors 0.67% Reduce -3.2% 111,265 $3.5M
Sei Investments Co. 0.00% Add +5.2% 110,156 $3.4M
TD Waterhouse Canada Inc. 0.02% Add +3.0% 108,858 $3.4M
Tweedy, Browne Co LLC 0.29% No change 108,435 $3.4M
Great Valley Advisor Group, Inc. 0.07% Add +1.6% 108,396 $3.4M
Blackhill Capital Inc. 0.17% Reduce -0.9% 107,704 $3.4M
Integrated Wealth Concepts LLC 0.03% Add +19.4% 107,412 $3.4M
Private Wealth Partners, LLC 0.24% Add +18.5% 106,150 $3.3M
Calamos Advisors LLC 0.02% No change 105,810 $3.3M
Daymark Wealth Partners, LLC 0.11% Add +1.6% 104,007 $3.3M
Bokf, NA 0.05% Add +3.2% 103,745 $3.2M
Lavaca Capital LLC 0.58% No change 103,098 $3.2M
Cannell & Spears LLC 0.06% Add +1.2% 103,060 $3.2M
WCG Wealth Advisors LLC 0.20% Reduce -10.4% 102,707 $3.2M
Van Eck Associates Corp. 0.00% Reduce -13.4% 101,939 $3.2M
Allworth Financial LP 0.01% Reduce -3.5% 101,632 $3.2M
Curi Capital, LLC 0.06% Add +1.0% 100,281 $3.1M
Verity & Verity, LLC 0.25% Reduce -0.9% 100,225 $3.1M
Morningstar Investment Management LLC 0.12% Add +121.7% 99,987 $3.1M
NorthCoast Asset Management LLC 0.01% Reduce -43.5% 98,763 $3.1M
Keybank National Association 0.01% Reduce -5.3% 98,362 $3.1M
Perigon Wealth Management, LLC 0.06% Reduce -3.3% 98,227 $3.1M
Doliver Advisors, LP 0.79% Reduce -0.3% 97,913 $3.1M
Joel Isaacson & Co., LLC 0.11% Add +0.5% 97,671 $3.1M
GraniteShares Advisors LLC 1.77% Add +9.7% 97,611 $3.1M
Steel Grove Capital Advisors, LLC 0.36% No change 97,965 $3.0M
Cobblestone Capital Advisors LLC 0.15% Add +0.0% 96,916 $3.0M
Exencial Wealth Advisors, LLC 0.10% Reduce -3.7% 96,686 $3.0M
Wealthcare Advisory Partners LLC 0.06% Add +4.0% 96,655 $3.0M
Caprock Group, LLC 0.07% — 93,904 $3.0M
First Trust Advisors LP 0.00% Reduce -69.5% 96,362 $3.0M
Dynamic Advisor Solutions LLC 0.09% Add +3.2% 94,591 $3.0M
Pinnacle Associates Ltd. 0.04% Add +0.1% 93,551 $2.9M
Valeo Financial Advisors, LLC 0.07% Reduce -3.6% 93,047 $2.9M
Clearstead Advisors, LLC 0.04% Add +27.6% 92,335 $2.9M
Blue Trust, Inc. 0.03% Add +1.1% 92,199 $2.9M
Regions Financial Corp. 0.02% Reduce -5.1% 91,581 $2.9M
Integrity Alliance, Llc. 0.13% Add +2.6% 91,250 $2.9M
Pinnacle Holdings, LLC 1.10% Add +0.2% 89,688 $2.8M
Trinity Legacy Partners, LLC 0.64% No change 90,096 $2.8M
Certified Advisory Corp 0.26% Add +7.7% 87,915 $2.7M
Osterweis Capital Management Inc. 0.16% No change 87,815 $2.7M
Tufton Capital Management 0.49% Reduce -0.6% 87,737 $2.7M
Wilmington Savings Fund Society, FSB 0.07% Reduce -3.2% 87,005 $2.7M
Teamwork Financial Advisors, LLC 0.29% Add +123.8% 85,681 $2.7M
Corps Capital Advisors, LLC 4.03% Reduce -0.1% 85,034 $2.7M
Inspire Investing, LLC 0.26% Add +0.8% 84,940 $2.7M
Cullen Capital Management, LLC 0.03% Reduce -20.5% 84,905 $2.7M
Oppenheimer Asset Management Inc. 0.03% Reduce -3.2% 84,720 $2.6M
Bessemer Group Inc. 0.00% Reduce -17.3% 84,610 $2.6M
Everett Harris & Co. 0.03% Add +0.9% 83,905 $2.6M
Cowa, LLC 0.93% Add +0.0% 83,633 $2.6M
Wedbush Securities Inc. 0.08% Reduce -0.2% 81,977 $2.6M
Flagship Harbor Advisors, LLC 0.11% Add +0.7% 81,542 $2.5M
MML Investors Services, LLC 0.01% Reduce -5.0% 80,801 $2.5M
Rwa Wealth Partners, LLC 0.03% Add +1.4% 79,804 $2.5M
Quantinno Capital Management LP 0.01% Add +62.2% 79,567 $2.5M
Castleark Management LLC 0.07% No change 79,461 $2.5M
Wealthspire Advisors, LLC 0.01% Reduce -0.1% 79,244 $2.5M
Sowell Financial Services LLC 0.10% Add +5.6% 79,115 $2.5M
Huntington National Bank 0.02% Add +5.0% 77,920 $2.4M
StoneX Group Inc. 0.11% Reduce -5.9% 77,208 $2.4M
Callahan Advisors, LLC 0.20% Reduce -7.9% 77,048 $2.4M
Avidian Wealth Enterprises, LLC 0.09% Add +1.6% 76,478 $2.4M
Arkadios Wealth Advisors 0.06% Reduce -3.1% 76,109 $2.4M
Greenline Partners, LLC 0.29% Add +10.2% 76,032 $2.4M
Fiducient Advisors LLC 0.28% Reduce -0.9% 75,504 $2.4M
GM Advisory Group, LLC 0.10% Reduce -3.0% 75,196 $2.4M
Granby Capital Management, LLC 1.25% No change 75,000 $2.3M
IFG Advisory, LLC 0.11% Reduce -24.3% 74,479 $2.3M
Haverford Trust Co 0.02% No change 74,359 $2.3M
SL Advisors, LLC 4.55% Add +1.2% 73,971 $2.3M
Samalin Investment Counsel, LLC 0.80% Add +9.5% 73,697 $2.3M
Chatham Capital Group, Inc. 0.33% Add +0.1% 73,456 $2.3M
Intrua Financial, LLC 0.27% Add +1.3% 72,625 $2.3M
Edmp, Inc. 1.79% Add +1.0% 72,380 $2.3M
Paragon Advisors, LLC 0.58% Reduce -2.7% 72,284 $2.3M
Peapack Gladstone Financial Corp. 0.03% Add +0.0% 71,454 $2.2M
IHT Wealth Management, LLC 0.06% Add +3.7% 71,281 $2.2M
Mgo One Seven LLC 0.05% Add +19.5% 71,223 $2.2M
One Charles Private Wealth Services, LLC 0.58% Reduce -0.7% 70,175 $2.2M
Farther Finance Advisors, LLC 0.03% Add +6.5% 69,205 $2.2M
RS Crum Inc. 0.48% No change 68,703 $2.1M
Cary Street Partners Investment Advisory LLC 0.89% No change 67,900 $2.1M
Chiron Capital Management, LLC 1.81% Reduce -0.4% 67,479 $2.1M
B. Riley Wealth Advisors, Inc. 0.10% Reduce -3.5% 67,333 $2.1M
Applied Capital LLC 1.50% Add +1.4% 67,266 $2.1M
Charles Schwab Trust Co 0.14% Add +2.3% 67,018 $2.1M
Ieq Capital, LLC 0.01% Add +2.8% 66,721 $2.1M
Ascentis Wealth Management, LLC 0.49% Add +0.5% 65,949 $2.1M
Leavell Investment Management, Inc. 0.09% No change 65,935 $2.1M
Synovus Financial Corp. 0.02% Add +0.3% 65,143 $2.0M
United Advisor Group, LLC 0.27% Add +0.3% 64,969 $2.0M
Inspire Advisors, LLC 0.19% Add +18.1% 64,279 $2.0M
Basso Capital Management, L.P. 1.35% No change 64,265 $2.0M
Intellus Advisors LLC 0.27% Add +2.3% 64,177 $2.0M
Optimist Retirement Group LLC 0.91% Add +0.4% 64,074 $2.0M
Visionary Wealth Advisors 0.09% Reduce -1.4% 63,650 $2.0M
C2C Wealth Management, LLC 1.70% Add +5.0% 63,146 $2.0M
Lee Financial Co 0.25% Add +22.3% 63,043 $2.0M
Palisade Capital Management, LP 0.06% No change 62,992 $2.0M
Silverberg Bernstein Capital Management LLC 1.19% Add +6.8% 62,480 $2.0M
MADDEN SECURITIES Corp 0.60% Reduce -1.6% 62,437 $2.0M
Sonora Investment Management Group, LLC 0.14% Add +0.8% 62,332 $1.9M
Cornerstone Select Advisors, LLC 1.43% Add +4.5% 62,177 $1.9M
Morey & Quinn Wealth Partners, LLC 1.43% Reduce -0.5% 62,078 $1.9M
Whipplewood Advisors, LLC 1.26% No change 61,190 $1.9M
SCS Capital Management LLC 0.02% Reduce 0.0% 61,070 $1.9M
Pinnacle Financial Partners Inc 0.05% Add +20.2% 60,498 $1.9M
TCFG Wealth Management, LLC 0.74% Reduce -2.3% 60,404 $1.9M
Magnus Financial Group LLC 0.15% Add +12.8% 60,394 $1.9M
Cadence Bank 0.11% Add +2.2% 60,325 $1.9M
Pinnacle West Asset Management, Inc. 1.21% No change 59,960 $1.9M
Global Retirement Partners, LLC 0.04% Reduce -13.9% 59,855 $1.9M
Ausdal Financial Partners, Inc. 0.09% Add +2.3% 59,499 $1.9M
Moody National Bank Trust Division 0.16% Reduce -1.1% 58,980 $1.8M
Promethium Advisors,llc 1.05% Reduce -2.2% 58,584 $1.8M
Central Valley Advisors, LLC 0.57% Add +4.9% 58,521 $1.8M
Smith, Moore & Co. 0.14% Add +1.4% 58,134 $1.8M
Creegan & Nassoura Financial Group, LLC 1.16% Reduce -0.9% 57,608 $1.8M
Milestone Asset Management, LLC 0.34% Add +17.8% 56,941 $1.8M
FSM Wealth Advisors, LLC 0.25% Reduce -0.8% 56,769 $1.8M
Avion Wealth 0.38% Add +2.9% 56,409 $1.8M
Merit Financial Group, LLC 0.02% Add +34.9% 56,080 $1.8M
Vaughan Nelson Investment Management, L.P. 0.02% No change 55,760 $1.7M
Brown Brothers Harriman & Co. 0.01% Reduce -12.0% 55,465 $1.7M
L. Roy Papp & Associates, LLP 0.19% Add +6.2% 55,056 $1.7M
Covenant Asset Management, LLC 0.32% Reduce -3.7% 54,624 $1.7M
Quadrant Private Wealth Management, LLC 0.31% Add +0.4% 54,466 $1.7M
Argyle Capital Partners, LLC 1.21% Add +14.6% 54,006 $1.7M
Argent Advisors, Inc. 0.49% Add +3.9% 53,574 $1.7M
Schnieders Capital Management, Llc. 0.27% — 53,147 $1.7M
UMB Bank, n.a. 0.02% Reduce -2.8% 52,838 $1.7M
ELCO Management Co., LLC 0.86% Reduce -8.2% 52,658 $1.6M
GFS Advisors, LLC 0.21% No change 52,500 $1.6M
R.H. Dinel Investment Counsel, Inc. 1.06% No change 52,350 $1.6M
Geneos Wealth Management Inc. 0.04% Add +7.8% 52,118 $1.6M
Evanson Asset Management, LLC 0.09% Reduce -17.1% 52,109 $1.6M
Kornitzer Capital Management Inc. 0.03% No change 51,920 $1.6M
Windsor Advisory Group, LLC 1.43% No change 51,673 $1.6M
World Investment Advisors 0.03% Reduce -0.4% 51,517 $1.6M
Prevail Innovative Wealth Advisors, LLC 0.31% Reduce -3.2% 50,583 $1.6M
Patten Group, Inc. 0.31% Reduce -0.1% 50,540 $1.6M
Smithbridge Asset Management Inc. 0.23% Reduce -5.0% 50,383 $1.6M
Pasadena Private Wealth, LLC 0.23% Add +5.5% 50,136 $1.6M
Belpointe Asset Management LLC 0.06% Reduce -1.9% 50,052 $1.6M
American Assets Investment Management, LLC 0.11% No change 50,000 $1.6M
Parkside Financial Bank & Trust 0.12% Reduce -0.4% 49,935 $1.6M
Capital Investment Advisory Services, LLC 0.12% Reduce -3.0% 49,759 $1.6M
E&G Advisors, LLC 0.36% Add +0.0% 49,551 $1.5M
Silver Lake Advisory, LLC 0.61% Add +0.2% 48,953 $1.5M
Waterfront Wealth Inc. 0.31% Add +0.2% 49,034 $1.5M
Mitchell McLeod Pugh & Williams Inc. 0.24% Reduce -8.4% 48,597 $1.5M
Addison Capital Co 0.45% No change 48,495 $1.5M
Uptown Financial Advisors LLC 1.32% No change 48,051 $1.5M
Samjo Management, LLC 0.57% Add +6.2% 47,950 $1.5M
Cary Street Partners Financial LLC 0.04% Add +0.1% 47,580 $1.5M
Bramshill Investments, LLC 0.10% Reduce -2.3% 47,500 $1.5M
Quantum Private Wealth, LLC 0.43% Reduce -1.7% 47,482 $1.5M
Virtu Financial LLC 0.08% Reduce -38.4% 46,969 $1.5M
Oliver Luxxe Assets LLC 0.23% No change 46,889 $1.5M
Parallel Advisors, LLC 0.03% Add +0.1% 46,715 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Reduce -0.9% 46,555 $1.5M
Macquarie Group Ltd. 0.00% Reduce -3.4% 46,410 $1.5M
Baer Investment Advisory LLC 1.81% Reduce -28.5% 46,225 $1.4M
LMCG Investments, LLC 0.08% No change 46,176 $1.4M
Orleans Capital Management Corp. 0.93% Reduce -28.0% 46,152 $1.4M
Clarus Group, Inc. 0.50% Add +0.1% 46,130 $1.4M
Red Door Wealth Management, LLC 0.15% Add +0.9% 45,957 $1.4M
Objectivity Squared, LLC 0.86% Add +1.7% 45,945 $1.4M
Capital City Trust Co. 0.35% Add +2.9% 45,852 $1.4M
Keystone Financial Group 0.11% Add +21.5% 45,703 $1.4M
Plan Group Financial, LLC 0.38% Add +1.7% 45,604 $1.4M
McElhenny Sheffield Capital Management, LLC 0.34% No change 45,530 $1.4M
VestGen Advisors, LLC 0.05% New 45,500 $1.4M
Neville Rodie & Shaw Inc. 0.10% Reduce -11.4% 45,333 $1.4M
AE Wealth Management LLC 0.01% Add +4.1% 45,281 $1.4M
Country Club Bank 0.08% Add +4.9% 44,890 $1.4M
Summit Trail Advisors, LLC 0.02% Add +0.5% 44,675 $1.4M
Pennsylvania Capital Management Inc. 0.41% Add +0.5% 44,667 $1.4M
1776 Wealth LLC 0.54% Reduce -1.2% 44,590 $1.4M
Fidelis Capital Partners, LLC 0.11% Add +7.7% 44,568 $1.4M
Ritholtz Wealth Management 0.03% Reduce -0.3% 44,470 $1.4M
Creative Financial Designs Inc. 0.09% Add +4.6% 44,364 $1.4M
Cullen/Frost Bankers, Inc. 0.02% Reduce -11.4% 43,852 $1.4M
OneDigital Investment Advisors LLC 0.01% Add +0.2% 43,742 $1.4M
LRI Investments, LLC 0.11% No change 43,728 $1.4M
FORA Capital, LLC 0.24% Add +98.9% 43,654 $1.4M
Virtue Capital Management, LLC 0.22% Add +79.7% 14,531 $1.4M
Park Avenue Securities LLC 0.01% Add +17.0% 43,318 $1.4M
WealthTrust Axiom LLC 0.36% Add +3.5% 43,139 $1.3M
180 Wealth Advisors, LLC 0.16% Add +15.1% 42,927 $1.3M
Ascentis Independent Advisors 0.23% Reduce -3.2% 42,899 $1.3M
Obermeyer Wealth Partners 0.06% No change 42,772 $1.3M
Bogart Wealth, LLC 0.05% Reduce -1.2% 42,260 $1.3M
Veracity Capital LLC 0.42% Add +1.5% 42,006 $1.3M
Platform Technology Partners 0.31% Add +0.1% 41,947 $1.3M
Wellington Shields & Co., LLC 0.34% No change 41,448 $1.3M
Cresta Advisors, Ltd. 0.58% Add +1.6% 41,446 $1.3M
Valley National Advisers Inc. 0.20% Reduce -4.5% 41,291 $1.3M
Tyche Wealth Partners LLC 0.23% Add +0.0% 41,110 $1.3M
Avantax Planning Partners, Inc. 0.04% Add +15.2% 41,044 $1.3M
Novak & Powell Financial Services, Inc. 0.67% Add +1.5% 40,903 $1.3M
Meridian Wealth Advisors, LLC 0.18% Reduce -2.2% 40,448 $1.3M
Wolverine Trading, LLC 0.03% Add +119.0% 40,360 $1.3M
CORDA Investment Management, LLC. 0.09% Add +6.0% 40,335 $1.3M
Stock Yards Bank & Trust Co. 0.04% Reduce -19.2% 40,289 $1.3M
Geneva Partners, LLC 0.46% No change 40,250 $1.3M
CMG Global Holdings, LLC 0.61% Add +0.0% 41,083 $1.3M
Moseley Investment Management Inc. 0.38% Reduce -4.4% 39,927 $1.2M
Galvin, Gaustad & Stein, LLC 0.10% Add +13.3% 39,921 $1.2M
Cornerstone Advisory, LLC 0.12% Add +7.3% 39,798 $1.2M
Jamison Private Wealth Management, Inc. 0.16% Add +0.2% 39,386 $1.2M
International Assets Investment Management, LLC 0.10% No change 39,420 $1.2M
IMC-Chicago, LLC 0.02% Add +42.2% 39,253 $1.2M
Albert D Mason Inc. 0.80% Add +0.3% 39,052 $1.2M
Chilton Investment Co. Inc. 0.02% New 39,000 $1.2M
Cascade Financial Partners, LLC 0.14% Add +3.8% 38,920 $1.2M
SteelPeak Wealth, LLC 0.04% Reduce -4.3% 38,863 $1.2M
NewEdge Wealth, LLC 0.02% Reduce -0.5% 39,608 $1.2M
Wesbanco Bank Inc. 0.03% No change 38,812 $1.2M
Essex Financial Services, Inc. 0.07% Add +2.7% 38,568 $1.2M
CreativeOne Wealth, LLC 0.03% Add +4.8% 38,558 $1.2M
Round Rock Advisors LLC 0.19% Reduce -1.3% 38,435 $1.2M
IFP Advisors, Inc 0.03% Add +6.2% 38,293 $1.2M
Overbrook Management Corp 0.22% No change 38,241 $1.2M
HWG Holdings LP 0.30% Add +108.7% 38,223 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% No change 38,019 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Add +8.6% 37,903 $1.2M
Kingsview Wealth Management, LLC 0.02% Add +11.0% 37,639 $1.2M
NorthRock Partners, LLC 0.02% Add +12.0% 37,618 $1.2M
Ameritas Advisory Services, LLC 0.08% Add +114.1% 37,591 $1.2M
Bryn Mawr Trust Advisors, LLC 0.06% No change 37,522 $1.2M
Integrated Advisors Network LLC 0.05% Add +8.4% 37,266 $1.2M
Eaton Financial Holdings Company, LLC 0.33% Reduce -5.3% 37,141 $1.2M
Anchor Investment Management, LLC 0.10% Reduce -2.6% 37,135 $1.2M
Brighton Jones LLC 0.03% Add +1.0% 37,127 $1.2M
HM Payson & Co. 0.02% Add +1.4% 37,118 $1.2M
Asset Dedication, LLC 0.08% Reduce -3.9% 37,115 $1.2M
Providence Capital Advisors, LLC 0.20% No change 37,000 $1.2M
Mayflower Financial Advisors, LLC 0.15% Add +11.3% 36,963 $1.2M
Busey Bank 0.03% Add +3.5% 36,936 $1.2M
Leisure Capital Management 0.39% Reduce -3.5% 36,676 $1.1M
Fiduciary Trust Co 0.01% Add +5.8% 36,336 $1.1M
Northstar Advisory Group, LLC 0.46% Add +17.6% 35,692 $1.1M
SeaBridge Investment Advisors LLC 0.18% No change 35,606 $1.1M
Carnegie Investment Counsel 0.02% Add +0.4% 35,586 $1.1M
JBR Co Financial Management Inc 0.47% Add +341.1% 35,447 $1.1M
Glenview Trust Co 0.02% Add +5.1% 35,373 $1.1M
Matthew Goff Investment Advisor, LLC 0.19% No change 35,261 $1.1M
Chicago Capital, LLC 0.03% Add +1.8% 35,053 $1.1M
Optimum Investment Advisors 0.43% No change 34,846 $1.1M
Quad-Cities Investment Group, LLC 0.46% Add +2.6% 34,780 $1.1M
Fiduciary Group, LLC 0.10% Add +2.1% 34,719 $1.1M
Quadrant Capital Group LLC 0.04% No change 34,536 $1.1M
American National Bank & Trust 0.11% No change 34,519 $1.1M
Investor's Fiduciary Advisor Network, LLC 0.36% Reduce -1.7% 34,412 $1.1M
DF Dent & Co. Inc. 0.01% No change 34,332 $1.1M
Robertson Stephens Wealth Management, LLC 0.03% Add +12.1% 34,116 $1.1M
PBMares Wealth Management LLC 0.17% Add +183.3% 34,020 $1.1M
Lanark Financial, Inc. 0.08% Reduce -0.9% 34,004 $1.1M
Russell Investments Group, Ltd. 0.00% Add +4.9% 33,932 $1.1M
NTV Asset Management LLC 0.12% Reduce -1.7% 33,906 $1.1M
Whitener Capital Management, Inc. 0.25% Add +0.5% 33,877 $1.1M
Sigma Planning Corp 0.03% Add +3.6% 33,820 $1.1M
Olistico Wealth, LLC 0.55% Reduce -0.2% 33,552 $1.0M
HFG Advisors, Inc. 0.77% Add +6.1% 33,335 $1.0M
Burford Brothers, Inc. 0.44% Add +1.6% 33,195 $1.0M
Orion Investment Co 0.33% Add +61.7% 33,177 $1.0M
Pointe Capital Management LLC 0.51% Reduce -11.1% 33,037 $1.0M
Aull & Monroe Investment Management Corp 0.53% No change 33,031 $1.0M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -56.0% 33,000 $1.0M
Uhlmann Price Securities, LLC 0.63% Reduce -0.5% 32,947 $1.0M
Harbour Investments, Inc. 0.02% Add +3.6% 32,912 $1.0M
Tocqueville Asset Management L.P. 0.01% Add +32.4% 32,699 $1.0M
Claro Advisors Inc. 0.15% No change 32,564 $1.0M
Tred Avon Family Wealth, LLC 0.35% — 32,474 $1.0M
Root Financial Partners, LLC 0.06% Add +6.5% 32,309 $1.0M
Ranch Capital Advisors Inc. 0.39% Add +19.2% 32,206 $1.0M
Jaffetilchin Investment Partners, LLC 0.06% Reduce -5.2% 32,176 $1.0M
Stablepoint Partners, LLC 0.16% Add +5.7% 32,162 $1.0M
Mission Wealth Management, LP 0.02% Add +28.2% 32,020 $1.0M
Stokes Family Office, LLC 0.09% Add +4.1% 31,960 $999K
Griffin Asset Management, Inc. 0.11% Reduce -16.7% 31,950 $999K
Almanack Investment Partners, LLC. 0.15% Reduce -29.3% 31,917 $998K
Mosaic Family Wealth Partners, LLC 0.12% Reduce -1.6% 31,902 $997K
Frisch Financial Group, Inc. 0.23% Reduce -7.0% 31,842 $996K
Fisher Asset Management 0.00% Add +68.0% 31,783 $994K
Searle & Co. 0.26% Reduce -10.3% 31,755 $993K
Requisite Capital Management, LLC 0.17% Add +11.4% 31,568 $987K
Park Place Capital Corp 0.21% Add +6.4% 31,522 $986K
Waters Parkerson & Co., LLC 0.05% No change 31,518 $986K
McAdam, LLC 0.05% Add +0.0% 31,494 $985K
Blue Owl Capital Holdings LP 0.31% No change 31,290 $978K
Northern Financial Advisors Inc 0.51% Reduce -3.7% 31,129 $973K
Angeles Wealth Management, LLC 0.06% No change 31,083 $972K
Hartford Financial Management Inc. 0.26% Reduce -4.9% 31,045 $971K
Natixis 0.01% Reduce -96.6% 30,572 $956K
Vista Investment Partners LLC 0.27% No change 30,517 $954K
Novem Group 0.11% Add +8.6% 30,515 $954K
Harrell Investment Partners, LLC 0.22% Add +0.8% 30,322 $948K
Tiaa Trust, National Association 0.00% Reduce -1.1% 30,256 $946K
Aptus Capital Advisors, LLC 0.01% Add +1.5% 30,231 $945K
Larson Financial Group LLC 0.03% Add +72.7% 30,166 $943K
Monetary Management Group Inc. 0.22% No change 30,160 $943K
Moloney Securities Asset Management, LLC 0.11% Reduce -5.5% 30,081 $941K
Guggenheim Capital LLC 0.01% Add +10.1% 30,069 $940K
Crumly & Associates Inc. 0.21% Add +68.8% 30,011 $938K
Smart Money Group LLC 0.28% Reduce -0.8% 29,864 $934K
Advisor OS, LLC 0.08% Reduce -0.6% 29,803 $932K
Hilltop National Bank 0.23% No change 29,647 $927K
Stockman Wealth Management, Inc. 0.11% Add +5.7% 29,609 $926K
Arax Advisory Partners 0.01% Add +76.8% 29,323 $917K
Rockwood Wealth Management, LLC 0.07% No change 29,218 $914K
Welch & Forbes LLC 0.01% Reduce -2.8% 29,133 $911K
Ami Investment Management Inc. 0.21% No change 28,947 $905K
Renasant Bank 0.57% New 28,536 $892K
Tru Independence Asset Management 2, LLC 0.58% No change 28,402 $888K
Home Federal Bank of Tennessee 0.23% No change 27,960 $874K
Mill Creek Capital Advisors, LLC 0.02% Add +11.9% 27,898 $872K
Atlantic Union Bankshares Corp 0.02% Add +36.4% 27,877 $872K
Curated Wealth Partners LLC 0.10% No change 27,670 $865K
CWA Asset Management Group, LLC 0.03% Reduce -8.2% 27,554 $862K
Beverly Hills Private Wealth, LLC 0.15% Add +0.5% 27,484 $859K
Allen Wealth Management, LLC 0.58% Reduce -7.8% 27,476 $859K
Associated Banc-Corp 0.02% Reduce -15.1% 27,468 $859K
CFO4Life Group, LLC 0.12% Reduce -1.7% 27,449 $858K
Manske Wealth Management 0.26% No change 27,435 $858K
Citizens Financial Group Inc. 0.01% Reduce -3.3% 27,324 $854K
Spire Wealth Management 0.03% Add +4.3% 27,174 $850K
Mather Group, Llc. 0.01% Reduce -0.2% 27,029 $845K
Hancock Whitney Corp. 0.02% Reduce -16.8% 27,029 $845K
Sequoia Financial Advisors, LLC 0.01% Add +5.0% 26,975 $844K
HBW Advisory Services LLC 0.09% Reduce -6.8% 26,872 $840K
Atria Investments, Inc 0.01% Reduce -20.0% 26,798 $838K
CENTRAL TRUST Co 0.02% Reduce -0.9% 26,726 $836K
Credit Industriel Et Commercial 0.19% No change 26,705 $835K
Transcend Capital Advisors, LLC 0.06% Reduce -1.5% 26,589 $831K
Gsa Capital Partners LLP 0.07% Add +8.9% 26,520 $829K
Investors Research Corp 0.15% No change 26,350 $824K
Sage Investment Counsel LLC 0.91% Reduce -41.9% 26,304 $823K
Verus Capital Partners, LLC 0.06% Reduce -17.0% 26,068 $815K
Schwarz Dygos Wheeler Investment Advisors LLC 0.17% No change 25,949 $811K
Douglass Winthrop Advisors, LLC 0.01% Reduce -17.9% 25,776 $806K
Beam Wealth Advisors, Inc. 0.22% Reduce -18.4% 25,773 $806K
Crawford Investment Counsel Inc. 0.01% Reduce -4.1% 25,749 $805K
Balentine LLC 0.03% Add +10.6% 25,720 $804K
Buck Wealth Strategies, LLC 0.11% Reduce -20.2% 25,716 $804K
Lakewood Asset Management LLC 0.48% No change 25,640 $802K
Pine Valley Investments Ltd Liability Co 0.04% Add +5.5% 25,633 $802K
Cornerstone Wealth Management, LLC 0.04% Reduce -1.1% 25,508 $798K
Sargent Investment Group, LLC 0.11% No change 25,505 $798K
Ellenbecker Investment Group 0.12% Add +0.2% 25,263 $790K
United Capital Financial Advisors, LLC 0.01% Reduce -13.8% 25,257 $790K
Firestone Capital Management 0.17% No change 25,247 $789K
Sunbeam Capital Management, LLC 0.49% Add +175.1% 25,148 $786K
RBF Capital, LLC 0.04% No change 25,000 $782K
Venture Visionary Partners LLC 0.03% Add +0.1% 24,956 $780K
Muhlenkamp & Co. Inc. 0.21% No change 24,855 $777K
ZEGA Investments, LLC 0.18% Add +1.1% 24,825 $776K
RiverGlades Family Offices LLC 0.47% No change 24,760 $774K
FineMark National Bank & Trust 0.03% Add +33.9% 24,759 $774K
KCM Investment Advisors LLC 0.03% Add +0.4% 24,648 $771K
Evermay Wealth Management LLC 0.09% No change 24,614 $770K
Perissos Private Wealth Management, LLC 0.56% Reduce -19.2% 24,598 $769K
Leo Wealth, LLC 0.10% Reduce -5.7% 24,519 $767K
Allen Capital Group, LLC 0.07% Add +47.3% 24,310 $760K
Tranquility Partners, LLC 0.26% Add +1.5% 24,299 $760K
Benjamin Edwards Inc. 0.01% Add +189.0% 24,264 $759K
Brookstone Capital Management 0.01% Reduce -1.2% 24,248 $758K
Apollon Financial, LLC 0.13% Add +14.2% 24,166 $756K
Hardy Reed LLC 0.06% Add +43.7% 24,156 $755K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -20.0% 24,000 $750K
Asset Allocation Strategies LLC 0.15% Add +4.5% 23,938 $749K
South Street Advisors LLC 0.10% Add +6.2% 23,890 $747K
TBH Global Asset Management, LLC 0.14% No change 23,688 $741K
Per Stirling Capital Management, LLC. 0.09% Reduce -11.6% 23,593 $738K
BIP Wealth, LLC 0.04% Add +1.7% 23,582 $737K
Wedmont Private Capital 0.03% Add +0.3% 23,204 $736K
MSH Capital Advisors LLC 0.20% Reduce -0.2% 23,503 $735K
Sage Advisors, LLC 0.53% Reduce -87.7% 23,466 $734K
Performance Wealth Partners, LLC 0.02% New 23,395 $732K
Ellis Investment Partners, LLC 0.13% Add +0.2% 23,355 $730K
Morton Capital Management LLC 0.12% Reduce -23.6% 23,351 $730K
Goodman Financial Corp 0.14% Reduce -1.3% 23,341 $730K
Bridgewater Advisors Inc. 0.05% New 23,545 $729K
Sagespring Wealth Partners, LLC 0.01% Add +3.9% 23,281 $728K
Register Financial Advisors LLC 0.29% Add +0.9% 23,270 $728K
Addis & Hill, Inc 0.44% Add +0.1% 23,336 $727K
SeaCrest Wealth Management, LLC 0.08% Reduce -4.9% 22,934 $726K
Ipswich Investment Management Co., Inc. 0.17% No change 23,127 $723K
Modern Wealth Management, LLC 0.01% Reduce -5.4% 23,109 $723K
White Pine Investment CO 0.17% No change 23,080 $722K
St Germain D J Co. Inc. 0.03% Reduce -3.4% 23,073 $721K
Voya Financial Advisors, Inc. 0.07% Reduce -11.8% 22,963 $718K
Nwam LLC 0.04% Add +0.9% 23,296 $715K
Steele Capital Management, Inc. 0.03% No change 22,822 $714K
Powers Advisory Group, LLC 0.28% Add +0.7% 22,797 $713K
Tactive Advisors, LLC 0.20% Reduce -2.5% 22,758 $712K
Merrion Investment Management Co, LLC 0.41% No change 22,714 $710K
Westbourne Investment Advisors, Inc. 0.20% Add +7.1% 22,700 $710K
Stokes Capital Advisors, LLC 0.16% No change 22,668 $709K
Meriwether Wealth & Planning, LLC 0.41% Add +2.3% 22,598 $707K
Bleakley Financial Group, LLC 0.02% Reduce -2.3% 22,573 $706K
Hobbs Group Advisors, LLC 0.22% Add +0.3% 22,560 $705K
ORBA Wealth Advisors, L.L.C. 0.58% Reduce -0.5% 22,559 $705K
Shepherd Kaplan Krochuk, LLC 0.58% No change 22,538 $705K
Cascade Investment Advisors, Inc. 0.42% Reduce -1.5% 22,226 $695K
Atlanta Consulting Group Advisors, LLC 0.17% No change 22,081 $690K
McIlrath & Eck, LLC 0.07% Add +4.2% 21,969 $687K
Advus Financial Partners, LLC 0.16% No change 21,892 $685K
Epiq Partners, LLC 0.33% No change 21,860 $684K
King Wealth Management Group 0.09% Reduce -2.1% 21,852 $683K
Heritage Investors Management Corp. 0.02% No change 21,850 $683K
TCW Group Inc. 0.01% No change 21,772 $681K
Perritt Capital Management Inc 0.32% Reduce -0.4% 21,749 $680K
Kingswood Wealth Advisors, LLC 0.04% Add +20.2% 21,732 $680K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 21,712 $679K
Saxon Interests, Inc. 0.26% Add +17.9% 21,066 $677K
Archer Investment Corp 0.15% Add +0.0% 21,643 $677K
Fifth Third Bancorp 0.00% Add +47.5% 21,588 $675K
Signal Advisors Wealth, LLC 0.06% New 21,552 $674K
RDA Financial Network 0.17% Add +2.1% 21,526 $673K
MTM Investment Management, LLC 0.21% No change 21,459 $671K
Victory Financial Group, LLC 0.09% No change 21,324 $667K
Tradition Wealth Management, LLC 0.05% Add +0.9% 21,301 $666K
Silvia McColl Wealth Management, LLC 0.45% No change 21,263 $665K
Patriot Investment Management Group, Inc. 0.04% Add +1.7% 21,242 $664K
Charter Research & Investment Group, Inc. 0.46% No change 21,160 $662K
Canton Hathaway, LLC 0.13% No change 21,150 $661K
Arete Wealth Advisors, LLC 0.04% Add +1.5% 21,145 $661K
Rehmann Capital Advisory Group 0.04% Add +9.1% 21,103 $660K
Prime Capital Investment Advisors, LLC 0.01% Reduce -19.9% 20,926 $654K
North Star Investment Management Corp. 0.04% Add +0.3% 20,916 $654K
Brown Miller Wealth Management, LLC 0.18% Add +0.1% 20,874 $653K
American Money Management, LLC 0.11% Add +142.8% 20,853 $652K
Private Trust Co. NA 0.06% No change 20,773 $650K
Fortem Financial Group, LLC 0.19% Reduce -18.2% 20,702 $647K
First Heartland Consultants, Inc. 0.05% Add +3.2% 20,628 $645K
Modus Advisors, LLC 0.17% Add +0.0% 20,577 $643K
Cibc World Market Inc. 0.00% Add +57.4% 20,542 $642K
Sippican Capital Advisors 0.42% Add +0.5% 20,485 $641K
Stratos Wealth Advisors, LLC 0.03% Add +6.9% 20,455 $640K
Jacobi Capital Management LLC 0.04% Add +0.3% 20,362 $637K
JFG Wealth Management, LLC 0.12% No change 20,280 $634K
BSW Wealth Partners 0.08% Add +0.5% 20,275 $634K
J.P. Marvel Investment Advisors, LLC 0.09% No change 20,247 $633K
Torrey Growth & Income Advisors 0.18% — 20,080 $628K
Liberty Capital Management, Inc. 0.12% No change 20,054 $627K
Evernest Financial Advisors, LLC 0.18% No change 20,000 $625K
Forum Financial Management, LP 0.01% Add +1.1% 19,990 $625K
10Elms LLP 0.64% No change 19,818 $620K
Yukon Wealth Management, Inc. 0.20% Add +0.3% 19,802 $619K
Romano Brothers and Company 0.07% No change 19,664 $615K
Chapin Davis, Inc. 0.15% Add +11.3% 19,618 $613K
Wealthstar Advisors, LLC 0.24% Add +12.3% 19,412 $607K
Clear Creek Financial Management, LLC 0.05% Add +25.0% 19,384 $606K
Walker Asset Management, LLC 0.34% Add +1.7% 19,352 $605K
Partners Group Holding AG 0.03% No change 19,324 $604K
Arista Wealth Management, LLC 0.08% No change 19,300 $604K
Federation des caisses Desjardins du Quebec 0.00% Reduce -5.0% 19,180 $600K
Old North State Wealth Management, LLC 0.28% Add +1.6% 19,148 $599K
Citizens National Bank Trust Department 0.11% Add +15.2% 19,095 $597K
Aspen Grove Capital, LLC 0.10% Add +17.3% 19,077 $597K
Chesley Taft & Associates LLC 0.03% No change 19,044 $596K
Allen Investment Management, LLC 0.01% No change 18,987 $594K
United Asset Strategies, Inc. 0.05% Add +1.4% 18,985 $594K
Wealth Alliance Advisory Group, LLC 0.11% Add +5.8% 18,914 $591K
First Horizon Corp. 0.03% — 18,901 $591K
RFG Advisory, LLC 0.01% Reduce -10.0% 18,829 $589K
Personal Cfo Solutions, LLC 0.10% Reduce -4.8% 18,786 $587K
Susquehanna International Group, LLP 0.00% Add +27.8% 18,775 $587K
TCV Trust & Wealth Management, Inc. 0.05% No change 18,700 $585K
Elevation Point Wealth Partners, LLC 0.04% Add +4611.9% 18,659 $583K
Hudock, Inc. 0.09% Reduce -5.5% 18,649 $583K
Gladstone Institutional Advisory LLC 0.02% Add +0.2% 18,458 $577K
Redwood Wealth Management Group, LLC 0.24% Reduce -0.7% 18,397 $575K
Albion Financial Group 0.03% No change 18,342 $574K
Cannon Advisors, Inc. 0.38% New 18,395 $569K
Sfmg, LLC 0.04% Add +13.7% 18,097 $566K
Oder Investment Management, LLC 0.41% Add +1.1% 18,068 $565K
Brookwood Investment Group LLC 0.07% Add +11.1% 18,057 $565K
Somerset Trust Co 0.17% No change 18,035 $564K
Van Cleef Asset Management,Inc 0.06% No change 18,000 $563K
Schmidt P J Investment Management Inc. 0.09% No change 17,760 $555K
Delta Financial Advisors LLC 0.16% New 17,686 $553K
M Holdings Securities, Inc. 0.12% New 17,675 $553K
Family Manage LLC 0.08% No change 17,642 $552K
Smithfield Trust Co 0.02% No change 17,570 $549K
HBK Sorce Advisory LLC 0.01% Add +3.6% 17,974 $548K
Vestmark Advisory Solutions, Inc. 0.01% New 17,440 $545K
Modera Wealth Management, LLC 0.01% Reduce -10.3% 17,427 $545K
Diversified Trust Co. 0.01% Add +15.2% 17,422 $545K
Pennington Partners & Co., LLC 0.26% No change 17,386 $544K
Fortitude Advisory Group L.L.C. 0.29% Add +0.1% 17,277 $540K
Gould Asset Management LLC 0.10% Add +16.7% 17,273 $540K
Castleview Partners, LLC 0.29% Add +14.5% 17,265 $540K
Sittner & Nelson, LLC 0.20% Reduce -2.5% 17,216 $538K
PSI Advisors, LLC 0.14% Reduce -1.7% 17,204 $538K
Natixis Advisors, LLC 0.00% Reduce -19.1% 17,176 $537K
Collaborative Wealth Managment Inc. 0.22% Reduce -2.2% 17,160 $537K
Salvus Wealth Management, LLC 0.30% Add +0.0% 17,061 $533K
Fourpath Capital Management, LLC 0.08% No change 17,000 $532K
WJ Financial Advisors LLC 0.51% — 16,927 $529K
Empirical Asset Management, LLC 0.15% Add +0.1% 16,914 $529K
Weinberger Asset Management, Inc 0.19% No change 16,900 $528K
Krilogy Financial LLC 0.02% New 17,205 $528K
Clifford Swan Investment Counsel LLC 0.02% Reduce -4.8% 16,778 $525K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +3.5% 16,740 $523K
Harbor Investment Advisory, LLC 0.04% Add +2.8% 16,621 $520K
Narwhal Capital Management 0.04% Reduce -8.8% 16,600 $519K
First City Capital Management, Inc. 0.28% No change 16,541 $517K
Delta Asset Management LLC 0.04% No change 16,397 $513K
Shufro Rose & Co. LLC 0.04% No change 14,950 $510K
Heirloom Wealth Management 0.12% No change 16,319 $510K
New Vernon Investment Management LLC 0.47% No change 16,271 $509K
Archford Capital Strategies, LLC 0.06% Reduce -21.7% 16,217 $507K
Whalerock Point Partners, LLC 0.10% No change 16,148 $505K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -2.9% 16,121 $504K
Burney Co./ 0.02% Add +0.8% 16,099 $503K
Leading Edge Financial Planning LLC 0.13% Add +1.6% 16,067 $502K
Lion Street Advisors, LLC 0.17% Add +69.8% 22,060 $500K
Creekside Partners 0.22% No change 15,980 $500K
Strategic Financial Concepts, LLC 0.07% Reduce -1.5% 15,940 $498K
Thompson Investment Management, Inc. 0.07% No change 15,916 $498K
Davis Investment Partners, LLC 0.17% Reduce -15.5% 15,924 $496K
Valued Retirements, Inc. 0.56% No change 15,890 $493K
Barnes Pettey Financial Advisors, LLC 0.27% Add +125.3% 15,750 $493K
Millennium Capital Advisors, LLC 0.30% Reduce -3.2% 15,654 $489K
American Institute for Advanced Investment Management, LLP 0.32% Add +5.6% 15,635 $489K
Orion Porfolio Solutions, LLC 0.00% Add +11.4% 15,598 $488K
Alpha Cubed Investments, LLC 0.02% Add +1.6% 15,577 $487K
Sovereign Financial Group, Inc. 0.09% Add +4.0% 15,567 $487K
Summa Corp. 0.21% No change 15,500 $485K
BBR Partners, LLC 0.03% No change 15,500 $485K
Next Level Private LLC 0.14% Add +1.5% 15,363 $484K
PMG Family Office LLC 0.54% — 15,458 $483K
Guardian Wealth Advisors, LLC / NC 0.03% No change 15,452 $483K
Crestwood Advisors Group, LLC 0.01% Reduce -4.9% 15,393 $481K
Douglas Lane & Associates, LLC 0.01% Add +3.7% 15,382 $481K
Palumbo Wealth Management LLC 0.15% No change 15,306 $479K
Violich Capital Management, Inc. 0.06% No change 15,300 $478K
Kovack Advisors, Inc. 0.04% Reduce -0.9% 15,279 $478K
Summit Asset Management, LLC 0.07% Add +21.9% 15,273 $478K
Port Capital LLC 0.02% No change 15,250 $477K
White Pine Capital LLC 0.14% No change 15,236 $476K
Howe & Rusling Inc. 0.03% Reduce -1.8% 15,218 $476K
Composition Wealth, LLC 0.01% Add +118.5% 15,184 $475K
Jeppson Wealth Management, LLC 0.15% Add +0.0% 15,165 $474K
Fairman Group, LLC 0.38% No change 15,155 $474K
Winebrenner Capital Management LLC 0.34% Add +1.2% 15,142 $473K
Sound Income Strategies, LLC 0.03% Reduce -10.0% 15,116 $473K
Paragon Capital Management Ltd 0.09% No change 15,000 $469K
First Interstate Bank 0.03% New 15,000 $469K
Woodward Diversified Capital, LLC 0.22% No change 14,920 $467K
Kirtland Hills Capital Management, LLC 0.18% Add +16.1% 14,912 $466K
Peak Planning Group, LLC 0.24% Add +1.1% 14,875 $465K
Nicolet Advisory Services, LLC 0.04% Add +9.5% 14,620 $464K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +6.1% 14,757 $461K
Ingalls & Snyder LLC 0.02% Add +0.3% 14,728 $461K
Adalta Capital Management LLC 0.21% No change 14,675 $459K
MV Capital Management, Inc. 0.04% No change 14,632 $458K
Westover Capital Advisors, LLC 0.08% No change 14,622 $457K
Cerro Pacific Wealth Advisors LLC 0.12% No change 14,589 $456K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -24.8% 14,558 $455K
Formidable Asset Management, LLC 0.07% Add +4.2% 14,667 $455K
BancFirst Trust & Investment Management 0.17% No change 14,530 $454K
FAS Wealth Partners, Inc. 0.03% Reduce -3.0% 14,516 $454K
CRA Financial Services, LLC 0.06% Add +0.2% 14,457 $452K
Fulcrum Asset Management LLP 0.12% Add +0.9% 14,413 $451K
Csenge Advisory Group 0.02% Add +4.2% 14,349 $449K
Aviance Capital Partners, LLC 0.05% Add +26.6% 14,292 $447K
Colonial River Investments, LLC 0.16% Reduce -0.5% 14,269 $446K
Axxcess Wealth Management, LLC 0.01% Reduce -0.5% 14,269 $446K
Matrix Private Capital Group LLC 0.24% Add +0.0% 14,264 $446K
Dearborn Partners LLC 0.02% Reduce -2.7% 14,241 $445K
Cornell Pochily Investment Advisors, Inc. 0.13% Add +0.1% 14,239 $445K
Patten & Patten Inc. 0.03% Reduce -14.1% 14,230 $445K
Waterloo Capital, L.P. 0.03% Add +1.0% 14,142 $442K
Midwest Trust Co 0.01% Reduce -17.4% 14,096 $441K
TT Capital Management LLC 0.34% Add +64.2% 14,069 $440K
Wealth Alliance, LLC 0.05% Reduce -1.3% 14,046 $439K
Highlander Partners, L.P. 0.15% No change 14,000 $438K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% Reduce -22.2% 14,000 $438K
Next Capital Management LLC 0.15% Reduce -4.3% 13,993 $438K
AQR Capital Management 0.00% No change 13,977 $437K
Uptick Partners, LLC 0.11% Add +29.8% 13,956 $436K
Meridian Wealth Management, LLC 0.02% Add +7.3% 13,940 $436K
Shepherd Financial Partners LLC 0.04% Add +0.3% 13,927 $435K
Alteri Wealth LLC 0.15% Add +0.0% 13,879 $434K
Sentinel Wealth Management, Inc. 0.38% No change 13,864 $434K
Zacks Investment Management 0.00% Add +0.5% 13,785 $431K
Naples Global Advisors, LLC 0.03% Add +10.2% 13,784 $431K
Bank of Stockton 0.12% Add +7.0% 13,783 $431K
Schear Investment Advisers, LLC 0.19% No change 13,751 $430K
Florida Trust Wealth Management Co 0.01% No change 13,673 $428K
Advisors Capital Management, LLC 0.01% Add +7.2% 13,669 $427K
RiverFront Investment Group, LLC 0.01% Add +15.2% 13,620 $426K
Traynor Capital Management, Inc. 0.02% Add +80.2% 13,562 $424K
NBT Bank, N.A. 0.03% Reduce -18.2% 13,500 $422K
Clare Market Investments LLC 0.08% Add +1.2% 13,481 $422K
Cypress Capital Management LLC (WY) 0.42% Reduce -2.2% 13,475 $421K
Kiley Juergens Wealth Management, LLC 0.09% Reduce -0.6% 13,455 $421K
Savvy Advisors, Inc. 0.02% Add +11.0% 13,444 $420K
1620 Investment Advisors, Inc. 0.28% Reduce -0.2% 13,350 $417K
Keystone Wealth Services, LLC 0.09% Reduce -1.1% 13,343 $417K
Advisors Management Group Inc. 0.07% No change 13,332 $417K
Diamant Asset Management, Inc. 0.30% Reduce -7.7% 13,170 $412K
Evoke Wealth, LLC 0.01% Add +51.0% 13,116 $410K
Smartleaf Asset Management LLC 0.03% Add +287.2% 13,022 $407K
Magnolia Capital Management Ltd. 0.31% No change 13,015 $407K
Gruss & Co., LLC 1.06% New 13,000 $407K
HHM Wealth Advisors, LLC 0.05% Add +0.2% 12,941 $405K
AssuredPartners Investment Advisors, LLC 0.09% Reduce -8.5% 12,898 $403K
Jefferies Financial Group Inc. 0.00% Add +1.4% 12,890 $403K
Garrison Bradford & Associates Inc. 0.43% Reduce -3.0% 12,844 $402K
Bank of New Hampshire 0.09% No change 12,825 $401K
Pflug Koory, LLC 0.19% No change 12,797 $400K
Royal Harbor Partners, LLC 0.13% No change 12,686 $397K
Stonegate Investment Group, LLC 0.01% Reduce -5.0% 12,645 $395K
Insigneo Advisory Services, LLC 0.03% Add +3.4% 12,626 $395K
Summit Securities Group LLC 0.13% Add +41.6% 12,600 $394K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.14% No change 12,512 $391K
Norman Fields, Gottscho Capital Management, LLC 0.13% No change 12,490 $391K
AllSquare Wealth Management LLC 0.21% No change 12,500 $391K
Atlas Brown,Inc. 0.12% Add +6.7% 12,492 $391K
AA Financial Advisors, LLC 0.08% Add +1.2% 12,425 $389K
Arkos Global Advisors 0.05% No change 12,394 $388K
Thoroughbred Financial Services, LLC 0.02% Add +1.1% 12,433 $388K
Estabrook Capital Management 0.06% No change 12,390 $387K
Toth Financial Advisory Corp. 0.04% Reduce -2.9% 12,354 $386K
PFG Advisors 0.02% Add +0.2% 12,132 $379K
Kiker Wealth Management, LLC 0.19% Add +0.3% 12,106 $379K
Fermata Advisors, LLC 0.10% Add +12.6% 12,078 $378K
Outlook Wealth Advisors, LLC 0.09% No change 12,058 $377K
Welch Group, LLC 0.01% Reduce -7.4% 12,042 $377K
Black Swift Group, LLC 0.07% No change 12,000 $375K
Austin Private Wealth, LLC 0.03% No change 12,000 $375K
Patrick M Sweeney & Associates, Inc. 0.24% Add +2.9% 11,978 $375K
Arkfeld Wealth Strategies, L.L.C. 0.14% Add +0.1% 11,747 $372K
Sequent Asset Management, LLC 0.18% No change 11,886 $372K
Patron Partners, LLC 0.17% Reduce -0.1% 11,838 $370K
Cynosure Group, LLC 0.04% No change 11,820 $370K
EverSource Wealth Advisors, LLC 0.01% Reduce -1.3% 11,813 $369K
Journey Strategic Wealth LLC 0.01% No change 11,768 $368K
Financial Gravity Asset Management, Inc. 0.07% — 11,748 $367K
Badgley Phelps Wealth Managers, LLC 0.01% No change 11,707 $366K
Fulcrum Capital LLC 0.07% No change 11,703 $366K
Diversify Advisory Services, LLC 0.01% Reduce -3.9% 11,957 $365K
Channel Wealth LLC 0.10% No change 11,684 $365K
Chapman Financial Group, LLC 0.25% No change 11,579 $362K
Sather Financial Group Inc 0.02% No change 11,500 $360K
Silverlake Wealth Management LLC 0.09% Add +3.9% 11,461 $358K
Penbrook Management LLC 0.25% No change 11,427 $357K
Freestone Capital Holdings, LLC 0.01% Add +20.3% 11,426 $357K
Aft, Forsyth & Company, Inc. 0.17% Add +1.7% 11,412 $357K
SYM FINANCIAL Corp 0.04% Add +2.9% 11,375 $356K
Principle Wealth Partners LLC 0.02% Add +7.8% 11,307 $354K
Clearstead Trust, LLC 0.06% Reduce -10.3% 11,296 $353K
Plancorp, LLC 0.01% Add +0.3% 11,272 $352K
Auxano Advisors, LLC 0.07% No change 11,256 $352K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 11,069 $346K
Waldron Private Wealth LLC 0.01% No change 11,050 $346K
Corsicana & Co. 0.19% — 11,000 $344K
Phillips Wealth Planners LLC 0.28% Reduce -2.0% 10,895 $343K
MCF Advisors LLC 0.02% No change 10,969 $343K
Lazard Asset Management LLC 0.00% Add +20.9% 10,968 $343K
Coastal Bridge Advisors, LLC 0.03% Add +7.2% 10,963 $343K
Abel Hall, LLC 0.14% Add +1.7% 10,952 $342K
Avior Wealth Management, LLC 0.01% Reduce -26.8% 10,945 $342K
Claris Advisors, LLC / Mo / 0.12% No change 11,000 $341K
Fiduciary Alliance LLC 0.02% Reduce -3.4% 10,903 $341K
Verdence Capital Advisors LLC 0.02% Reduce -11.3% 10,937 $341K
CVA Family Office, LLC 0.04% Add +0.1% 10,890 $341K
Maia Wealth LLC 0.06% Reduce -15.9% 10,787 $337K
Naviter Wealth, LLC 0.04% No change 10,739 $336K
Consilium Wealth Advisory, LLC 0.13% No change 10,730 $336K
Southland Equity Partners LLC 0.07% Add +3.8% 10,702 $335K
Wealth Effects LLC 0.11% No change 10,700 $335K
Strategic Advisors LLC 0.05% Add +0.3% 10,653 $333K
Conning Inc. 0.01% No change 10,640 $333K
Cardiff Park Advisors, LLC 0.03% No change 10,568 $330K
Bull Street Advisors, LLC 0.15% No change 10,551 $330K
Kelleher Financial Advisors 0.08% New 10,553 $330K
Koshinski Asset Management, Inc. 0.02% Add +16.4% 10,539 $330K
GatePass Capital, LLC 0.19% No change 10,500 $328K
Resonant Capital Advisors, LLC 0.02% Add +0.1% 10,498 $328K
Integrity Financial Corp 0.16% New 10,490 $328K
KPP Advisory Services LLC 0.05% No change 10,423 $326K
Walled Lake Planning & Wealth Management, LLC 0.11% No change 10,369 $324K
Summit Financial Wealth Advisors, LLC 0.05% No change 10,401 $324K
Founders Financial Alliance, LLC 0.06% No change 10,338 $323K
Raab & Moskowitz Asset Management LLC 0.07% Reduce -5.0% 10,326 $323K
Princeton Global Asset Management LLC 0.05% Reduce -3.5% 10,308 $322K
Wealth Advisors of Iowa, LLC 0.11% Add +0.0% 10,301 $322K
LongView Wealth Management 0.09% Add +1.7% 10,292 $322K
Armstrong Advisory Group, Inc. 0.02% Reduce -9.0% 10,217 $319K
Finer Wealth Management, Inc. 0.16% Add +0.1% 10,204 $319K
Purkiss Capital Advisors LLC 0.15% Reduce -16.4% 10,130 $317K
Founders Capital Management 0.17% Add +0.0% 10,122 $316K
Strategic Wealth Partners, Ltd. 0.02% Reduce -11.1% 10,112 $316K
First Merchants Corp. 0.01% No change 10,074 $315K
Clarity Financial LLC 0.03% Add +10.0% 10,034 $314K
Phillips Financial Management, LLC 0.02% Add +1.1% 10,028 $314K
Hyperion Capital Advisors LP 0.17% No change 10,000 $313K
Pettinga Financial Advisors LLC 0.06% No change 10,000 $313K
Ironwood Investment Counsel, LLC 0.05% Reduce -28.6% 10,000 $313K
Pinnacle Wealth Management Advisory Group, LLC 0.02% New 9,960 $311K
Assetmark, Inc. 0.00% Add +9.3% 9,956 $311K
Valmark Advisers, Inc. 0.00% Add +16.5% 9,947 $311K
MKT Advisors LLC 0.12% Add +1.0% 9,925 $309K
Navellier & Associates Inc. 0.03% Add +0.1% 9,873 $309K
Oak Ridge Investments LLC 0.02% Add +51.1% 9,835 $308K
Summit Financial Consulting LLC 0.25% No change 9,833 $307K
First Bancorp, Inc 0.16% No change 9,831 $307K
Granite Group Advisors, LLC 0.19% Add +2.6% 9,822 $307K
Pinnacle Financial Group, LLC / IL 0.09% Add +1.7% 9,816 $307K
Avalon Trust Co 0.02% No change 9,800 $306K
Farnam Financial LLC 0.24% No change 9,800 $306K
Arcadia Investment Management Corp. 0.05% No change 9,591 $300K
Garrett Wealth Advisory Group, LLC 0.06% Add +0.1% 9,499 $297K
Tempus Wealth Planning, LLC 0.07% Add +1.1% 9,492 $297K
Challenger Wealth Management 0.23% Add +12.2% 9,439 $295K
WNY Asset Management, LLC 0.03% New 9,439 $295K
Hudson Value Partners, LLC 0.09% No change 9,433 $295K
Quadcap Wealth Management, LLC 0.03% Reduce -5.4% 9,430 $295K
Paradigm Asset Management Co. LLC 0.07% No change 9,400 $294K
Omnia Family Wealth, LLC 0.10% No change 9,384 $293K
Sandbox Financial Partners, LLC 0.08% Reduce -2.3% 9,376 $293K
Davis R M Inc. 0.01% Reduce -4.1% 9,351 $292K
Investment Advisory Services Inc. /TX 0.09% No change 9,324 $292K
Capital Advisors, Ltd. LLC 0.03% Add +0.3% 9,322 $291K
Leigh Baldwin & Co., LLC 0.16% Add +0.1% 9,301 $291K
Whittier Trust Co. of Nevada Inc. 0.01% Add +4.6% 9,161 $290K
Physician Wealth Advisors, Inc. 0.04% No change 9,268 $290K
Souders Financial Advisors 0.03% Add +0.8% 9,247 $289K
Lantern Wealth Advisors, LLC 0.15% Reduce -10.9% 9,230 $289K
Hara Capital LLC 0.17% No change 9,225 $288K
OneAscent Financial Services LLC 0.02% Reduce -29.0% 9,194 $288K
WPWealth LLP 0.05% Add +17.6% 9,186 $287K
Wealth Management Associates, Inc. 0.10% No change 9,185 $287K
Duncker Streett & Co. Inc. 0.05% Reduce -3.8% 9,119 $285K
Summitry LLC 0.01% No change 9,110 $285K
Emergent Wealth Advisors, LLC 0.17% No change 9,100 $285K
Foster Victor Wealth Advisors, LLC 0.02% Add +38.3% 8,961 $284K
Wealth Advisors of Tampa Bay, LLC 0.09% New 9,050 $283K
Cottage Street Advisors LLC 0.12% No change 9,000 $281K
Alan B Lancz & Associates, Inc. 0.25% No change 8,996 $281K
Enhancing Capital LLC 0.20% No change 8,960 $280K
Old North State Trust, LLC 0.17% No change 8,955 $280K
Howland Capital Management LLC 0.01% No change 8,950 $280K
Atwood & Palmer Inc. 0.02% No change 8,931 $279K
Spinnaker Trust 0.02% No change 8,920 $279K
Duncan Williams Asset Management, LLC 0.08% Add +1.2% 8,920 $279K
Coastline Trust Co 0.03% No change 8,900 $278K
Goepper Burkhardt LLC 0.09% No change 8,850 $277K
Probity Advisors, Inc. 0.04% Add +6.0% 8,849 $277K
Proficio Capital Partners LLC 0.02% No change 8,820 $276K
WFA Asset Management Corp 0.15% Add +1.6% 9,469 $276K
Money Concepts Capital Corp. 0.02% Reduce -6.1% 8,754 $274K
Whittier Trust Co. 0.00% Reduce -1.4% 8,623 $273K
Fiduciary Financial Group, LLC 0.04% New 8,726 $273K
Western Wealth Management, LLC 0.01% Add +0.5% 8,719 $273K
Powell Investment Advisors, LLC 0.09% Add +1.7% 8,681 $271K
Canal Capital Management, LLC 0.04% Reduce -7.5% 8,658 $271K
Mairs & Power Inc. 0.00% No change 8,600 $269K
L & S Advisors Inc 0.03% No change 8,590 $269K
Trek Financial, LLC 0.02% Reduce -3.8% 8,538 $267K
Retirement Planning Group, LLC 0.01% New 8,537 $267K
Farmers & Merchants Investments Inc. 0.01% No change 8,535 $267K
Guyasuta Investment Advisors Inc. 0.02% Reduce -45.0% 8,528 $267K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.09% No change 8,554 $267K
Charter Oak Capital Management, LLC 0.02% No change 8,523 $267K
Shikiar Asset Management Inc. 0.07% Reduce -22.7% 8,500 $266K
Forbes J M & Co. LLP 0.02% No change 8,500 $266K
Investors Asset Management of Georgia Inc. /Ga/ 0.11% New 8,456 $264K
ARS Wealth Advisors Group, LLC 0.03% Reduce -8.4% 8,449 $264K
YHB Investment Advisors, Inc. 0.02% Add +4.2% 8,437 $264K
S.A. Mason LLC 0.12% No change 8,432 $264K
Allegheny Financial Group 0.05% No change 8,398 $263K
New Republic Capital, LLC 0.08% No change 8,384 $262K
Holderness Investments Co. 0.05% New 8,336 $261K
Canvas Wealth Advisors, LLC 0.05% New 8,177 $259K
Freedom Financial Partners LLC 0.10% Add +5.1% 8,273 $259K
ARK & TLK Investments, LLC 0.08% Reduce -1.7% 8,263 $258K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -2.9% 8,250 $258K
Capital Advantage, Inc. 0.04% No change 8,234 $257K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% No change 8,228 $257K
Stanley-Laman Group, Ltd. 0.04% No change 8,204 $257K
Harmony Asset Management LLC 0.09% Add +0.1% 8,188 $256K
Beaumont Financial Advisors, LLC 0.02% No change 8,187 $256K
Seven Mile Advisory 0.04% No change 8,183 $256K
Purus Wealth Management, LLC 0.08% Add +1.5% 8,156 $255K
Kavar Capital Partners Group, LLC 0.03% No change 8,144 $255K
LexAurum Advisors, LLC 0.04% Reduce -9.0% 8,104 $253K
Cadent Capital Advisors, LLC 0.07% Add +1.0% 8,103 $253K
Conservest Capital Advisors, Inc. 0.02% No change 8,102 $253K
Institute for Wealth Management, LLC. 0.03% Reduce -1.7% 8,084 $253K
Satovsky Asset Management LLC 0.05% Add +1.7% 8,073 $252K
Eight 31 Financial, LLC 0.14% No change 8,059 $252K
Blue Fin Capital, Inc. 0.04% No change 8,029 $251K
Signaturefd, LLC 0.00% Add +0.8% 8,027 $251K
Mattern Capital Management, LLC 0.03% No change 8,002 $250K
GS Investments, Inc. 0.12% No change 8,000 $250K
Carnegie Lake Advisors LLC 0.10% No change 8,000 $250K
Uniting Wealth Partners, LLC 0.06% Reduce -2.0% 7,998 $250K
Godsey & Gibb, Inc. 0.02% No change 7,977 $249K
Bahl & Gaynor LLC 0.00% Reduce -45.9% 7,974 $249K
Continuum Advisory, LLC 0.03% Add +3.9% 7,953 $249K
Fortis Capital Management LLC 0.04% Add +1.7% 7,944 $248K
Texas Capital Bank Wealth Management Services Inc 0.02% New 7,926 $248K
LBMC Investment Advisors, LLC 0.02% No change 7,924 $248K
Pavion Blue Capital, LLC 0.11% Reduce -8.1% 7,916 $248K
Willis Johnson & Associates, Inc. 0.02% Reduce -8.4% 7,897 $247K
Chancellor Financial Group WB LP 0.18% Add +10.5% 7,880 $246K
Legacy Advisory Services, LLC 0.19% No change 7,878 $246K
Hunter Associates Investment Management LLC 0.03% Add +15.6% 7,806 $246K
Chemistry Wealth Management LLC 0.05% Reduce -29.7% 7,834 $245K
Encompass Wealth Advisors, LLC 0.08% No change 7,822 $245K
Kanawha Capital Management LLC 0.02% New 7,804 $244K
Acropolis Investment Management, LLC 0.01% New 7,857 $244K
Flputnam Investment Management Co. 0.00% New 7,749 $242K
Apexium Financial, LP 0.01% Add +0.4% 7,744 $242K
Full Sail Capital, LLC 0.01% No change 7,740 $242K
Centaurus Financial, Inc. 0.01% Reduce -7.3% 7,742 $242K
Anderson Hoagland & Co. 0.02% No change 7,720 $241K
Insight Wealth Partners, LLC 0.11% Add +17.5% 7,714 $241K
NWF Advisory Services Inc. 0.03% New 7,701 $241K
Indiana Trust & Investment Management Co 0.07% No change 7,694 $241K
Procyon Advisors, LLC 0.01% Add +3.1% 7,678 $240K
Sax Wealth Advisors, LLC 0.01% Add +0.3% 7,674 $240K
Mainstay Capital Management LLC 0.02% Reduce -49.9% 7,663 $240K
CWS Financial Advisors, LLC 0.07% Reduce -13.2% 7,655 $239K
Austin Wealth Management, LLC 0.04% Add +4.2% 7,710 $239K
Tanglewood Legacy Advisors, LLC 0.09% No change 7,650 $239K
Seelaus Asset Management LLC 0.19% Add +0.0% 7,619 $238K
Lyell Wealth Management, LP 0.02% No change 7,589 $237K
Members Trust Co 0.01% Reduce -20.9% 7,575 $237K
Wescott Financial Advisory Group, LLC 0.02% Add +3.0% 7,558 $236K
Fifth Third Wealth Advisors LLC 0.01% New 7,556 $236K
Principal Securities, Inc. 0.00% Reduce -71.9% 7,548 $236K
MBE Wealth Management, LLC 0.10% New 7,533 $236K
Elser Financial Planning, Inc 0.28% No change 7,488 $235K
USAdvisors Wealth Management, LLC 0.08% Add +2.5% 7,543 $235K
Henrickson Nauta Wealth Advisors, Inc. 0.07% No change 7,513 $235K
Caldwell Sutter Capital, Inc. 0.10% Add +0.8% 7,506 $235K
Hemenway Trust Co LLC 0.02% No change 7,500 $235K
Sterling Financial Planning, Inc. 0.07% New 7,476 $234K
Broadwater Capital Management LLC 0.17% Reduce -96.8% 7,472 $234K
TFB Advisors LLC 0.07% Add +10.1% 7,584 $234K
Northern Capital Management, Inc. 0.13% Add +0.2% 7,457 $233K
SevenBridge Financial Group, LLC 0.04% No change 7,384 $233K
Aventura Private Wealth, LLC 0.09% Add +0.5% 7,434 $232K
Prossimo Advisors, LLC 1.70% Reduce -15.7% 7,407 $232K
Villere St Denis J & Co. LLC 0.02% No change 7,402 $231K
AdvisorNet Financial, Inc 0.01% Add +36.1% 7,386 $231K
Alliance Wealth Advisors, LLC 0.12% No change 7,364 $230K
M.E. Allison & Co., Inc. 0.16% Reduce -1.5% 7,363 $230K
Symphony Financial, Ltd. Co. 0.03% Add +1.7% 7,286 $230K
Adirondack Trust Co. 0.08% Reduce -0.3% 7,354 $230K
Citadel Advisors 0.00% Reduce -99.4% 7,334 $229K
Oxford Financial Group, LTD. LLC 0.01% Add +4.4% 7,324 $229K
MBL Wealth, LLC 0.02% No change 7,320 $229K
Old Mission Investment Co LLC 0.06% New 7,311 $229K
Penobscot Investment Management Company, Inc. 0.02% No change 7,300 $228K
Fortis Advisors, LLC 0.13% No change 7,262 $227K
Calydon Capital 0.04% Reduce -50.0% 7,246 $227K
Martel Wealth Advisors LLC 0.04% Reduce -7.0% 7,240 $226K
Southeast Asset Advisors, LLC 0.02% No change 7,207 $225K
Dumont & Blake Investment Advisors LLC 0.05% No change 7,201 $225K
Thrive Wealth Management, LLC 0.03% No change 7,197 $225K
Inman Jager Wealth Management, LLC 0.14% No change 7,191 $225K
Breakwater Capital Group 0.03% No change 7,148 $224K
Covestor Ltd 0.12% Add +1.2% 7,128 $223K
Chase Investment Counsel Corp. 0.07% Reduce -49.7% 7,128 $222K
Golden State Wealth Management, LLC 0.02% Add +0.8% 7,082 $221K
Bridgewealth Advisory Group, LLC 0.05% Add +0.1% 7,050 $220K
Balboa Wealth Partners 0.04% No change 7,043 $220K
Wolff Financial Management LLC 0.05% No change 7,034 $220K
McDaniel Terry & Co. 0.02% No change 7,020 $220K
Barry Investment Advisors, LLC 0.05% No change 7,016 $219K
Everstar Asset Management, LLC 0.12% No change 7,000 $219K
Sterneck Capital Management, LLC 0.10% No change 7,000 $219K
Bay Rivers Group 0.09% No change 7,000 $219K
CNB Bank 0.09% No change 7,000 $219K
Bedell Frazier Investment Counselling, LLC 0.04% No change 6,980 $218K
Resolute Wealth Strategies, LLC 0.10% Add +0.6% 6,966 $218K
Private Harbour Investment Management & Counsel, LLC 0.23% Reduce -33.5% 6,950 $217K
Gibraltar Capital Management, Inc. 0.04% Reduce -12.7% 6,945 $217K
First Citizens Bank & Trust Co. 0.00% New 6,945 $217K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -86.0% 6,936 $217K
Vertex Planning Partners, LLC 0.04% No change 6,925 $217K
Alhambra Investment Management LLC 0.10% No change 6,920 $216K
CHICAGO TRUST Co NA 0.03% New 6,908 $216K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 6,900 $216K
Mountain Capital Investment Advisors Inc. 0.04% Add +1.1% 6,889 $215K
Community Trust & Investment Co. 0.01% New 6,850 $214K
Mindset Wealth Management, LLC 0.06% New 6,846 $214K
Sendero Wealth Management, LLC 0.03% Reduce -51.9% 6,827 $213K
Kore Advisors LP 0.24% No change 6,800 $213K
Rossmore Private Capital 0.02% New 6,800 $213K
Enterprise Financial Services Corp 0.11% No change 6,757 $211K
SOA Wealth Advisors, LLC. 0.03% Add +0.2% 6,749 $211K
Northeast Investment Management 0.01% No change 6,749 $211K
First Trust Capital Management L.P. 0.01% No change 6,726 $210K
Independence Bank of Kentucky 0.03% No change 6,725 $210K
Tevis Investment Management 0.13% No change 6,719 $210K
Exchange Bank 0.15% New 6,701 $210K
Brooks, Moore & Associates, Inc. 0.11% No change 6,665 $208K
Coldstream Capital Management Inc. 0.00% Reduce -1.1% 6,665 $208K
Intrepid Capital Management Inc. 0.10% No change 6,653 $208K
Winthrop Advisory Group LLC 0.02% No change 6,638 $208K
Townsend Asset Management Corp. /NC/ 0.07% Reduce -13.6% 6,610 $207K
GWN Securities Inc. 0.05% Reduce -4.9% 6,592 $206K
Berger Financial Group, Inc 0.01% New 6,582 $206K
Terril Brothers, Inc. 0.06% No change 6,575 $206K
Wilkins Miller Wealth Management, LLC 0.13% Add +0.5% 6,544 $205K
J Hagan Capital, Inc. 0.12% New 6,544 $205K
Birch Financial Group, LLC 0.12% New 6,542 $205K
Colorado Capital Management, Inc. 0.08% New 6,501 $203K
GPS Wealth Strategies Group, LLC 0.02% Reduce -5.2% 6,455 $202K
Worth Asset Management, LLC 0.09% New 6,400 $200K
Community Bank & Trust, Waco, Texas 0.04% New 6,405 $200K
First Financial Corp. 0.08% No change 6,349 $199K
Tortoise Investment Management, LLC 0.02% Add +20.3% 5,920 $185K
Sawyer & Company, Inc 0.07% No change 5,900 $183K
Wellington Shields Capital Management, LLC 0.03% No change 5,700 $178K
Caldwell Trust Co 0.02% No change 5,700 $178K
Nemes Rush Group LLC 0.02% No change 5,621 $176K
CGC Financial Services, LLC 0.05% No change 5,554 $174K
Montag A & Associates Inc. 0.01% No change 5,550 $174K
Cloud Capital Management, LLC 0.09% New 5,356 $167K
Medallion Wealth Advisors, LLC 0.06% Reduce -16.2% 5,336 $167K
Roxbury Financial LLC 0.15% Add +1.7% 5,278 $165K
Dagco, Inc. 0.04% Add +1.7% 5,276 $165K
Logan Capital Management Inc. 0.01% No change 5,057 $158K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 5,000 $156K
First Community Trust NA 0.12% No change 4,960 $155K
Provenance Wealth Advisors, LLC 0.02% No change 4,960 $155K
Financial Management Professionals, Inc. 0.02% Add +83.4% 4,939 $154K
TCTC Holdings, LLC 0.00% No change 4,891 $153K
Vermillion Wealth Management, Inc. 0.04% Add +0.1% 4,863 $152K
Trifecta Capital Advisors, LLC 0.02% No change 4,840 $151K
Nova Wealth Management, Inc. 0.11% Add +1.6% 4,809 $150K
Coston, McIsaac & Partners 0.04% Add +1.7% 4,786 $149K
Pittenger & Anderson Inc. 0.01% No change 4,700 $147K
Atlantic Private Wealth, LLC 0.09% No change 4,500 $141K
Private Wealth Asset Management, LLC 0.02% Add +9.4% 4,366 $137K
Sterling Capital Management LLC 0.00% No change 4,360 $136K
CoreFirst Bank & Trust 0.07% No change 4,320 $135K
Gen-Wealth Partners Inc 0.04% No change 4,217 $132K
Barrett & Company, Inc. 0.05% Add +0.1% 4,211 $132K
South Plains Financial, Inc. 0.08% No change 4,175 $131K
State of Wyoming 0.01% Add +137.7% 4,145 $130K
Navigoe, LLC 0.08% No change 4,147 $129K
Inlight Wealth Management, LLC 0.06% No change 4,000 $125K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -28.6% 4,000 $125K
Tower Research Capital LLC (TRC) 0.00% Reduce -34.1% 3,901 $122K
Miller Wealth Advisors, LLC 0.05% Reduce -5.9% 3,811 $119K
Missouri Trust & Investment Co 0.03% Add +1.1% 3,718 $116K
Versant Capital Management, Inc 0.02% Add +1.6% 3,682 $115K
Promus Capital, LLC 0.07% No change 3,507 $110K
Painted Porch Advisors LLC 0.04% No change 3,493 $109K
American Capital Advisory, LLC 0.05% No change 3,441 $108K
Proffitt & Goodson Inc. 0.02% Reduce -8.7% 3,431 $107K
Parvin Asset Management, LLC 0.09% Reduce -12.2% 3,425 $107K
Elevation Wealth Partners, LLC 0.04% Add +1.7% 3,384 $106K
Operose Advisors LLC 0.03% No change 3,300 $103K
Fairscale Capital, LLC 0.07% No change 3,200 $100K
Ulland Investment Advisors, LLC 0.08% New 3,200 $100K
City Holding Co. 0.01% Add +46.7% 3,141 $98K
Quent Capital, LLC 0.01% New 3,072 $96K
Piscataqua Savings Bank 0.07% Reduce -36.8% 3,000 $94K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 2,981 $93K
Wolff Wiese Magana LLC 0.05% Add +30.8% 2,978 $93K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,000 $93K
Kozak & Associates, Inc. 0.02% Add +7.7% 2,884 $92K
Trust Co. of Vermont 0.00% Reduce -12.1% 2,907 $91K
Ameriflex Group, Inc. 0.03% Add +73.1% 2,900 $91K
Washington Trust Advisors, Inc. 0.01% No change 2,900 $91K
Alerus Financial NA 0.00% No change 2,850 $89K
Byrne Asset Management LLC 0.06% No change 2,800 $88K
Hoey Investments, Inc. 0.01% No change 2,750 $86K
Creekmur Asset Management LLC 0.01% Add +2.7% 2,668 $83K
Eastern Bank 0.00% Add +23.3% 2,650 $83K
Old Second National Bank of Aurora 0.02% No change 2,640 $83K
Future Financial Wealth Managment LLC 0.05% Reduce -3.8% 2,550 $80K
Center for Financial Planning, Inc. 0.01% No change 2,532 $79K
Chung Wu Investment Group, LLC 0.07% No change 2,500 $78K
Pingora Partners LLC 0.05% No change 2,500 $78K
Horrell Capital Management, Inc. 0.03% No change 2,500 $78K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -11.3% 2,450 $77K
Marquette Asset Management, LLC 0.01% New 2,453 $77K
Compass Financial Services Inc 0.03% Add +1.7% 2,403 $75K
Fourth Dimension Wealth, LLC 0.03% No change 2,294 $72K
NFSG Corp 0.01% No change 2,258 $71K
Cheviot Value Management, LLC 0.01% No change 2,250 $70K
Crews Bank & Trust 0.01% No change 2,190 $68K
Key Financial Inc 0.01% Add +22.4% 2,184 $68K
Webster Bank, N. A. 0.01% No change 2,166 $68K
Gleason Group, Inc. 0.01% Add +1.7% 2,163 $68K
Kings Path Partners LLC 0.02% Reduce -20.8% 2,144 $67K
Koesten, Hirschmann & Crabtree, INC. 0.03% No change 2,132 $67K
Hanson & Doremus Investment Management 0.01% Reduce -62.1% 2,010 $63K
SouthState Bank Corp 0.00% Reduce -76.5% 2,014 $63K
Gables Capital Management Inc. 0.03% No change 2,000 $63K
Hemington Wealth Management 0.01% No change 2,000 $62K
Boyd Watterson Asset Management LLC 0.02% No change 1,980 $62K
Lummis Asset Management, LP 0.04% No change 1,932 $60K
Financial Freedom, LLC 0.03% Add +1.7% 1,921 $60K
CX Institutional 0.00% Add +17.0% 1,906 $60K
Hollencrest Capital Management 0.00% Add +1.7% 1,888 $59K
Acadian Asset Management LLC 0.00% Reduce -85.7% 1,700 $53K
Plante Moran Financial Advisors, LLC 0.00% Reduce -0.6% 1,648 $52K
Asset Planning,Inc 0.04% Add +1.7% 1,604 $50K
Mowery & Schoenfeld Wealth Management, LLC 0.09% New 1,600 $50K
Beaird Harris Wealth Management, LLC 0.00% No change 1,558 $49K
Hantz Financial Services, Inc. 0.00% Add +80.7% 1,545 $48K
Johnson Financial Group, Inc. 0.00% No change 1,513 $47K
First Command Advisory Services, Inc. 0.00% No change 1,500 $47K
Davis Capital Management 0.03% — 1,443 $45K
Pandora Wealth, Inc. 0.03% No change 1,418 $44K
Hopwood Financial Services, Inc. 0.03% No change 1,400 $44K
Main Street Group, LTD 0.01% Add +0.2% 1,344 $42K
JNBA Financial Advisors 0.00% No change 1,323 $41K
Truvestments Capital LLC 0.01% Add +0.1% 1,319 $41K
Colonial Trust Advisors 0.00% No change 1,313 $41K
Essex Investment Management Co. LLC 0.01% No change 1,266 $40K
Fortitude Family Office, LLC 0.01% Reduce -48.7% 1,254 $39K
General Partner, Inc. 0.02% No change 1,250 $39K
Burkett Financial Services, LLC 0.01% Add +1.7% 1,202 $38K
Chelsea Counsel Co. 0.02% No change 1,200 $38K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 1,196 $37K
REAP Financial Group, LLC 0.01% Reduce -72.4% 1,189 $37K
Motco 0.00% No change 1,158 $36K
Smallwood Wealth Investment Management, LLC 0.02% No change 1,151 $36K
Copia Wealth Management 0.03% No change 1,109 $35K
Community Bank, N.A. 0.00% No change 1,098 $34K
Stephens Consulting, LLC 0.01% Add +5.6% 1,056 $33K
Financial Consulate, Inc. 0.00% New 1,050 $33K
Abich Financial Wealth Management LLC 0.01% — 1,036 $32K
DiNuzzo Private Wealth, Inc. 0.00% No change 1,000 $32K
Texas Capital Bancshares Inc 0.01% New 1,020 $32K
Colonial Trust Co / SC 0.00% No change 1,014 $32K
Bellevue Asset Management, LLC 0.01% No change 1,010 $32K
N.E.W. Advisory Services LLC 0.00% Add +0.1% 1,001 $31K
Cornerstone National Bank & Trust Co 0.01% No change 1,000 $31K
Pacific Center for Financial Services 0.01% No change 1,000 $31K
Mascoma Wealth Management LLC 0.01% No change 1,000 $31K
Palisade Asset Management, LLC 0.00% New 1,000 $31K
GHP Investment Advisors, Inc. 0.00% No change 1,000 $31K
North Capital, Inc. 0.02% Add +0.1% 997 $31K
Tidemark, LLC 0.01% Add +1.0% 988 $31K
Crowley Wealth Management, Inc. 0.02% No change 950 $30K
Westside Investment Management, Inc. 0.00% No change 931 $29K
IAG Wealth Partners, LLC 0.00% No change 904 $28K
Alpine Bank Wealth Management 0.00% No change 900 $28K
Accordant Advisory Group Inc 0.02% No change 896 $28K
Security National Bank 0.00% No change 875 $27K
Wealth Preservation Advisors, LLC 0.02% Add +0.8% 839 $26K
First PREMIER Bank 0.01% No change 772 $24K
Turning Point Benefit Group, Inc. 0.01% New 728 $23K
National Bank of Canada 0.00% Reduce -12.3% 716 $22K
Cranbrook Wealth Management, LLC 0.00% Add +216.0% 711 $22K
Centerpoint Advisors, LLC 0.01% No change 700 $22K
VSM Wealth Advisory, LLC 0.01% Reduce -66.3% 689 $22K
SJS Investment Consulting Inc. 0.00% Add +0.3% 687 $21K
Ransom Advisory, Ltd 0.01% No change 663 $21K
Brown, Lisle/Cummings, Inc. 0.01% No change 660 $21K
Dogwood Wealth Management LLC 0.01% Add +1.7% 656 $21K
Rosenberg Matthew Hamilton 0.00% Reduce -25.4% 624 $20K
Mark Sheptoff Financial Planning, LLC 0.01% No change 620 $19K
Chesapeake Asset Management LLC 0.02% No change 600 $19K
Lowe Wealth Advisors, LLC 0.01% No change 600 $19K
Stone House Investment Management, LLC 0.00% No change 600 $19K
Harbor Asset Planning, Inc. 0.02% No change 568 $18K
Deane Retirement Strategies, Inc. 0.01% New 524 $16K
Tsfg, LLC 0.00% Add +1.8% 513 $16K
GAMMA Investing LLC 0.00% No change 500 $16K
Fiduciary Advisors, Inc. 0.01% New 485 $15K
Blue Bell Private Wealth Management, LLC 0.00% No change 485 $15K
Steigerwald, Gordon & Koch Inc. 0.00% New 484 $15K
Glen Eagle Advisors, LLC 0.00% Reduce -33.3% 465 $15K
Country Trust Bank 0.00% No change 439 $14K
Front Row Advisors LLC 0.00% No change 435 $14K
Abound Wealth Management 0.00% New 408 $13K
Financial Connections Group, Inc. 0.00% Add +1.7% 415 $12K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.03% No change 380 $12K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -92.0% 361 $11K
Salomon & Ludwin, LLC 0.00% No change 343 $11K
Rossby Financial, LCC 0.00% No change 300 $9K
St. Johns Investment Management Company, LLC 0.00% No change 292 $9K
Resources Management Corp. /CT/ 0.00% No change 300 $9K
GoalVest Advisory LLC 0.00% New 273 $9K
Evolution Wealth Management Inc. 0.01% No change 264 $8K
West Branch Capital LLC 0.00% No change 255 $8K
Game Plan Financial Advisors, LLC 0.00% No change 250 $8K
Cape Investment Advisory, Inc. 0.01% Reduce -56.9% 227 $7K
Dunhill Financial, LLC 0.00% No change 225 $7K
Financial Network Wealth Advisors LLC 0.01% No change 224 $7K
Murphy & Mullick Capital Management Corp 0.01% Add +1.4% 218 $7K
SWAN Capital LLC 0.00% Add +32.9% 214 $7K
Sachetta, LLC 0.00% No change 200 $6K
Costello Asset Management, INC 0.00% No change 200 $6K
Arlington Trust Co LLC 0.00% No change 200 $6K
Bangor Savings Bank 0.00% Reduce -64.9% 192 $6K
Strategic Advocates LLC 0.00% New 161 $5K
Pineridge Advisors LLC 0.00% No change 150 $5K
Fortis Group Advisors, LLC 0.00% No change 150 $5K
TD Private Client Wealth LLC 0.00% Reduce -86.8% 136 $4K
Penserra Capital Management LLC 0.00% Reduce -24.6% 138 $4K
Flagship Wealth Advisors, LLC 0.00% No change 121 $4K
HighMark Wealth Management LLC 0.00% Reduce -73.2% 116 $4K
First United Bank & Trust 0.00% No change 100 $3K
Investment Research & Advisory Group, Inc. 0.00% Add +2.0% 100 $3K
Tradewinds Capital Management, LLC 0.00% No change 80 $3K
Strengthening Families & Communities, LLC 0.00% New 66 $2K
Nisa Investment Advisors, LLC 0.00% No change 58 $2K
Rogco, LP 0.00% No change 51 $2K
JPL Wealth Management, LLC 0.00% New 50 $2K
Caitlin John, LLC 0.00% New 43 $1K
Mountain Hill Investment Partners Corp. 0.00% Add +2.6% 40 $1K
Roble, Belko & Company, Inc 0.00% No change 18 $1K
MPWM Advisory Solutions, LLC 0.00% No change 20 $625
Aspect Partners, LLC 0.00% No change 3 $95

"% of holder's portfolio" is EPD's weight in each manager's 13F, not the share of Enterprise Products Partners the manager owns.