Enterprise Products PartnersEPD

13F holders, Q4 2025 (December 31)
1,490holders +61
77new positions
70sold out
6famous investors
$32.06avg. 13F price*

At the end of Q4 2025, 1,490 institutions reported holding Enterprise Products Partners (EPD) in their 13F filings, up 61 from Q3 2025. 77 opened new positions and 70 sold out. The largest holders were Alps Advisors Inc. ($1.4B), Invesco Ltd. ($852.7M) and Blackstone Inc. ($617.3M). 6 famous investors held it, including Bruce Berkowitz (12.2% of Fairholme Capital Management's portfolio), Leon Cooperman (1.5% 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 2025 → Q4 2025

InstitutionsTotal Value
New Positions77$24.2M
Exits70$86.5M

All 13F filers, Q3 2025 → Q4 2025: 17,180,441 shares bought and 23,756,602 shares sold, net −6,576,161 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,490 holders

Alps Advisors Inc. 7.96% Add +0.6% 42,639,131 $1.4B
Invesco Ltd. 0.08% Reduce -0.8% 26,596,537 $852.7M
Blackstone Inc. 2.69% Reduce -6.3% 19,255,355 $617.3M
Morgan Stanley 0.04% Add +4.8% 19,116,333 $612.9M
Goldman Sachs Group Inc. 0.08% Add +12.0% 18,163,343 $582.3M
Fayez Sarofim & Co 1.29% Reduce -2.4% 16,768,791 $537.6M
Energy Income Partners, LLC 8.65% Add +1.3% 14,890,183 $477.4M
American Century Companies Inc. 0.24% Reduce -13.0% 14,855,077 $476.3M
Neuberger Berman Group LLC 0.34% Reduce -7.2% 14,292,826 $458.2M
Tortoise Capital Advisors, L.L.C. 5.83% Reduce -2.5% 14,281,220 $457.9M
Kayne Anderson Capital Advisors LP 9.73% Reduce -0.1% 13,349,349 $428.0M
UBS Group AG 0.08% Add +6.3% 12,977,784 $416.1M
Bank of America Corp. 0.03% Add +15.0% 12,728,850 $408.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.56% Reduce -0.8% 11,482,686 $368.1M
BlackRock, Inc. 0.01% Reduce -21.4% 10,699,412 $343.0M
Ensign Peak Advisors, Inc 0.51% No change 9,052,325 $290.2M
CIBC Private Wealth Group LLC 0.49% Reduce -3.2% 8,977,239 $287.8M
FMR LLC 0.01% Reduce -4.8% 8,036,142 $257.6M
Berkley W R Corp. 12.50% Add +13.8% 6,825,000 $218.8M
Raymond James Financial Inc. 0.07% Reduce -0.3% 6,632,826 $212.6M
Clearbridge Investments, LLC 0.16% Reduce -0.1% 6,391,002 $204.9M
Fairholme Capital Management 12.19% No change 5,450,400 $174.7M
Hamlin Capital Management, LLC 3.78% Add +0.1% 4,922,486 $157.8M
Chickasaw Capital Management LLC 6.35% Reduce -3.1% 4,805,291 $154.1M
Wells Fargo & Company 0.03% Add +2.1% 4,774,222 $153.1M
Principal Financial Group Inc. 0.08% Reduce -2.3% 4,590,192 $147.2M
Thrivent Financial for Lutherans 0.26% Add +7.8% 4,510,036 $144.6M
LPL Financial LLC 0.04% Add +6.3% 4,153,365 $133.2M
BNP Paribas Financial Markets 0.08% Add +21.3% 4,053,797 $130.0M
Stifel Financial Corp. 0.11% Add +1.2% 3,978,731 $127.6M
HighTower Advisors, LLC 0.14% Add +24.6% 3,858,629 $123.7M
Paralel Advisors LLC 4.55% No change 3,650,000 $117.0M
Reaves W H & Co. Inc. 1.96% No change 3,493,940 $112.0M
Royal Bank of Canada 0.02% Add +0.8% 3,373,129 $108.1M
Miller Howard Investments Inc. 3.01% Add +1.0% 3,112,119 $99.8M
Eagle Global Advisors LLC 3.47% Reduce -0.0% 2,929,802 $93.9M
Barclays PLC 0.04% Add +57.5% 2,928,068 $93.9M
Corient Private Wealth LP 0.12% Reduce -1.0% 2,711,645 $86.9M
JPMorgan Chase & Co. 0.01% Add +0.4% 2,559,671 $82.1M
U.S. Capital Wealth Advisors, LLC 1.91% Add +0.8% 2,282,316 $73.2M
Americana Partners, LLC 1.98% Add +10.0% 2,247,462 $72.1M
Chicago Partners Investment Group LLC 1.67% Add +0.4% 2,046,751 $67.6M
Brookfield Corp 0.08% Reduce -8.8% 2,106,123 $67.5M
Rockefeller Capital Management L.P. 0.12% Add +2.5% 2,040,773 $65.4M
Truist Financial Corp. 0.09% Reduce -1.0% 2,018,098 $64.7M
First Eagle Investment Management, LLC 0.11% Add +3.6% 1,915,695 $61.4M
Texas Yale Capital Corp. 1.85% Add +4.9% 1,905,939 $61.1M
Deutsche Bank AG 0.02% Reduce -7.5% 1,857,935 $59.6M
Fractal Investments LLC 8.22% No change 1,837,044 $58.9M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3.30% Reduce -10.0% 1,792,500 $57.5M
Progeny 3, Inc. 3.02% Reduce -7.8% 1,747,306 $56.0M
Recurrent Investment Advisors LLC 4.03% Reduce -2.1% 1,700,650 $54.5M
Bollard Group LLC 1.37% Reduce -13.6% 1,625,178 $52.1M
Longfellow Investment Management Co. LLC 11.48% Add +4.1% 1,587,296 $50.9M
Duff & Phelps Investment Management Co. 0.57% Reduce -10.8% 1,561,283 $50.1M
Northside Capital Management, LLC 4.30% Add +0.0% 1,543,413 $49.5M
Williams Jones Wealth Management, LLC. 0.56% Reduce -0.9% 1,535,778 $49.2M
HRT Financial LP 0.15% Reduce -13.6% 1,504,057 $48.2M
Victory Capital Management Inc. 0.03% Add +0.4% 1,500,893 $48.1M
Osaic Holdings, Inc. 0.07% Reduce -11.7% 1,445,142 $46.3M
Saudi Central Bank 1.72% No change 1,438,187 $46.1M
Mariner, LLC 0.05% Add +11.0% 1,394,854 $44.7M
Omega Advisors (Leon Cooperman) 1.46% Add +3.8% 1,373,755 $44.0M
Maryland State Retirement & Pension System 0.90% Add +1.6% 1,366,687 $43.8M
Infrastructure Capital Advisors, LLC 7.09% Reduce -2.6% 1,340,742 $43.0M
Oxbow Advisors, LLC 3.80% Add +3.0% 1,329,085 $42.6M
Epoch Investment Partners, Inc. 0.23% Reduce -3.4% 1,288,552 $41.3M
PNC Financial Services Group, Inc. 0.02% Reduce -2.5% 1,220,948 $39.1M
Wealth Enhancement Advisory Services, LLC 0.05% Add +1.9% 1,194,956 $37.9M
Penn Davis McFarland Inc. 3.63% Reduce -0.2% 1,181,138 $37.9M
Blair William & Co. 0.10% Add +5.3% 1,153,901 $37.0M
SailingStone Capital Partners LLC 9.17% Add +18.7% 1,150,631 $36.9M
Commonwealth Equity Services, LLC 0.05% Reduce -4.7% 1,108,527 $35.5M
Tetrad Corp. 3.39% No change 1,100,000 $35.3M
Cetera Investment Advisers 0.04% Reduce -1.3% 1,077,382 $34.5M
Cna Financial Corp. 16.36% No change 1,050,000 $33.7M
Allianz Asset Management GmbH 0.04% Reduce -12.4% 1,023,587 $32.8M
Elevation Point Wealth Partners, LLC 1.57% Add +5361.5% 1,019,056 $32.7M
Vestmark Advisory Solutions, Inc. 0.44% Add +5743.2% 1,019,056 $32.7M
Bowen Hanes & Co. Inc. 0.82% No change 1,018,000 $32.6M
Auto-Owners Insurance Co 0.67% No change 1,000,000 $32.1M
Focus Partners Wealth 0.04% Add +14.1% 995,714 $31.9M
Fort Sheridan Advisors LLC 3.99% Reduce -0.2% 979,659 $31.4M
Prospera Financial Services Inc 0.51% Reduce -1.2% 967,764 $31.0M
Exchange Traded Concepts, LLC 0.25% Add +7.7% 952,560 $30.5M
Janney Montgomery Scott LLC 0.07% Add +2.5% 938,815 $30.1M
Citigroup Inc. 0.02% Add +126.8% 935,931 $30.0M
Evergreen Capital Management LLC 0.64% Reduce -1.5% 894,406 $28.7M
Commerce Bank 0.16% Add +0.6% 882,508 $28.3M
Creative Planning 0.02% Reduce -5.6% 866,380 $27.8M
Vorpal, LLC 99.16% Add +7.0% 838,807 $26.9M
Beck Mack & Oliver LLC 0.46% Reduce -1.5% 795,082 $25.5M
KDK Private Wealth Management, LLC 21.62% Add +0.1% 772,510 $24.8M
US Bancorp \de 0.03% Reduce -1.7% 742,369 $23.8M
Kestra Advisory Services, LLC 0.10% Add +1.4% 731,653 $23.5M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -3.5% 730,202 $23.4M
Tectonic Advisors LLC 1.18% Add +3.1% 699,510 $22.4M
Jennison Associates LLC 0.01% Reduce -5.3% 687,096 $22.0M
Kamunting Street Capital Management, L.P. 14.94% Reduce -10.4% 683,352 $21.9M
Beacon Pointe Advisors, LLC 0.14% Add +0.9% 632,834 $20.3M
MAI Capital Management 0.12% Add +0.1% 629,049 $20.2M
M&T Bank Corp 0.06% Add +2.2% 616,748 $19.8M
Envestnet Asset Management Inc. 0.01% Add +12.6% 607,341 $19.5M
Stephens Inc. 0.24% Reduce -3.5% 605,273 $19.4M
Capital Investment Advisors, LLC 0.29% Reduce -1.1% 596,433 $19.1M
Captrust Financial Advisors 0.04% Add +5.7% 581,753 $18.7M
Glenmede Trust Co. NA 0.09% — 571,695 $18.3M
HSBC Holdings PLC 0.01% Reduce -0.4% 560,486 $18.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.3% 553,686 $17.8M
Waverly Advisors, LLC 0.14% Reduce -0.6% 542,575 $17.4M
JRM Investment Counsel, LLC 5.06% Add +1.4% 541,196 $17.4M
Investment Management Associates Inc. 4.75% Reduce -1.0% 530,324 $17.0M
Marco Investment Management LLC 1.28% Reduce -0.1% 530,241 $17.0M
iA Global Asset Management Inc. 0.22% No change 529,737 $17.0M
Private Capital Advisors, Inc. 1.73% Reduce -0.5% 528,384 $16.9M
Gagnon Securities LLC 3.47% Reduce -0.2% 527,601 $16.9M
Sanctuary Advisors, LLC 0.09% Add +1.8% 526,743 $16.9M
Allen Mooney & Barnes Investment Advisors LLC 2.49% Add +4.3% 516,486 $16.6M
Heronetta Management, L.P. 9.20% Reduce -9.6% 496,448 $15.9M
Cerity Partners LLC 0.02% Reduce -0.1% 492,300 $15.8M
&partners 0.08% Add +18.2% 476,819 $15.3M
D.A. Davidson & Co. 0.09% Reduce -1.5% 468,459 $15.0M
Cohen & Steers, Inc. 0.03% Reduce -4.8% 466,255 $14.9M
RR Advisors, LLC 4.67% Reduce -55.7% 465,591 $14.9M
Catalyst Capital Advisors LLC 0.30% Reduce -18.8% 458,840 $14.7M
Icon Wealth Advisors, LLC 0.98% Reduce -14.4% 457,137 $14.6M
AlphaCore Capital LLC 0.32% Add +14.6% 447,383 $14.3M
Cresset Asset Management, LLC 0.06% Add +12.8% 424,796 $13.6M
Mesirow Financial Investment Management, Inc. 0.28% Reduce -3.8% 424,593 $13.6M
Payden & Rygel 0.93% No change 417,070 $13.4M
Private Advisor Group, LLC 0.06% Reduce -2.8% 412,766 $13.2M
Northern Trust Corp. 0.00% Add +4.1% 412,732 $13.2M
Turtle Creek Wealth Advisors, LLC 1.04% Add +7.0% 410,581 $13.2M
Jump Financial, LLC 0.18% Add +65.3% 407,467 $13.1M
Moors & Cabot, Inc. 0.56% Reduce -0.1% 404,377 $13.0M
First Manhattan Co. Llc. 0.03% Reduce -5.0% 403,069 $12.9M
Oppenheimer & Co. Inc. 0.18% Reduce -9.4% 401,726 $12.9M
NewEdge Advisors, LLC 0.04% Reduce -6.2% 378,125 $12.1M
Fogel Capital Management, Inc. 5.56% Add +4.1% 376,440 $12.1M
WP Advisors, LLC 2.99% Add +1.4% 374,616 $12.0M
McGowan Group Asset Management, Inc. 1.49% Add +0.5% 371,150 $11.9M
Cohen Capital Management, Inc. 1.78% No change 368,691 $11.8M
Dividend Assets Capital, LLC 2.24% Reduce -5.6% 365,174 $11.7M
Adams Asset Advisors, LLC 1.56% Add +22.9% 364,668 $11.7M
Bank of Montreal 0.00% Reduce -0.5% 363,097 $11.6M
Gabelli Funds LLC 0.08% Reduce -3.0% 361,625 $11.6M
Heritage Wealth Advisors 0.44% Reduce -1.9% 360,341 $11.6M
Mercer Global Advisors Inc. 0.02% Add +4.3% 359,835 $11.5M
Fisher Funds Management LTD 0.30% No change 359,963 $11.5M
Ameriprise Financial Inc. 0.00% Add +1.8% 351,035 $11.3M
Parsons Capital Management Inc. 0.61% Add +0.3% 346,080 $11.1M
Bank of New York Mellon Corp 0.00% Add +8.0% 341,511 $10.9M
DAVENPORT & Co LLC 0.06% Add +1.1% 340,276 $10.9M
Gagnon Advisors, LLC 6.92% No change 339,877 $10.9M
Alliancebernstein L.P. 0.00% Reduce -10.3% 336,049 $10.8M
GenTrust, LLC 0.46% No change 332,201 $10.7M
Sovereign Investment Advisors, LLC 2.65% Reduce -0.5% 330,808 $10.6M
Pathstone Holdings, LLC 0.04% Reduce -0.3% 327,424 $10.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +6.3% 313,260 $10.0M
Hennessy Advisors Inc. 0.35% No change 310,050 $9.9M
Ballast Advisors LLC 2.73% Reduce -2.1% 309,009 $9.9M
Seven Post Investment Office LP 3.46% No change 302,130 $9.7M
HUB Investment Partners, LLC 0.26% Add +2.2% 299,701 $9.6M
Edgemoor Investment Advisors, Inc. 0.74% Reduce -1.9% 297,525 $9.5M
Inscription Capital, LLC 0.98% Add +0.5% 297,073 $9.5M
Deroy & Devereaux Private Investment Counsel Inc. 0.47% Add +3.1% 296,144 $9.5M
Foundations Investment Advisors, LLC 0.12% Add +9.1% 290,379 $9.3M
Pathway Financial Advisers, LLC 2.70% Add +0.9% 289,794 $9.3M
Delta Investment Management, LLC 1.59% Reduce -7.4% 285,369 $9.1M
Steward Partners Investment Advisory, LLC 0.05% Add +11.8% 283,906 $9.1M
Linscomb Wealth, Inc. 0.37% Reduce -0.2% 275,582 $8.8M
GP Brinson Investments LLC 3.75% Reduce -53.0% 271,463 $8.7M
Choate Investment Advisors 0.17% Reduce -3.8% 265,991 $8.5M
Hurley Capital, LLC 4.75% Reduce -7.6% 264,232 $8.5M
Nuveen, LLC 0.00% Reduce -20.1% 261,216 $8.4M
Walnut Private Equity Partners, LLC 4.87% No change 260,978 $8.4M
Account Management LLC 8.85% No change 257,210 $8.2M
Cullen Investment Group, LTD. 1.07% Reduce -0.6% 257,276 $8.2M
Nations Financial Group Inc, /Ia/ 0.43% Add +1.6% 255,783 $8.2M
American Financial Group Inc. 3.03% No change 255,000 $8.2M
Salem Investment Counselors Inc. 0.23% Add +2.3% 254,426 $8.2M
Segment Wealth Management, LLC 0.47% No change 251,751 $8.1M
Lido Advisors, LLC 0.03% Add +0.7% 254,694 $8.0M
Jackson Hole Capital Partners, LLC 1.35% Reduce -0.3% 246,142 $7.9M
Advisors Asset Management, Inc. 0.13% Add +6.2% 244,128 $7.8M
Sound View Wealth Advisors Group, LLC 0.52% Reduce -1.1% 243,112 $7.8M
Baldwin Wealth Partners LLC 0.50% Reduce -1.7% 242,535 $7.8M
Renaissance Investment Group LLC 1.50% Reduce -0.1% 231,560 $7.4M
Sunbelt Securities, Inc. 0.49% Add +0.6% 227,327 $7.3M
EP Wealth Advisors, LLC 0.04% — 223,607 $7.2M
Nitor Capital Management LLC 6.35% — 222,604 $7.1M
Wexford Capital LP 1.81% No change 219,887 $7.0M
Ellsworth Advisors, LLC 1.39% Reduce -6.0% 215,731 $7.0M
Bridgelight Financial Advisors, Inc. 5.97% — 218,612 $7.0M
Loudon Investment Management, LLC 3.65% Add +0.3% 217,907 $7.0M
Evercore Wealth Management, LLC 0.10% No change 216,493 $6.9M
Rothschild Capital Partners, LLC 1.64% Reduce -13.6% 216,431 $6.9M
Bridges Investment Management Inc. 0.09% Reduce -0.1% 214,327 $6.9M
Bradley Foster & Sargent Inc. 0.10% No change 213,660 $6.8M
Rothschild Investment LLC 0.38% Reduce -2.4% 213,002 $6.8M
Brown Advisory Inc. 0.01% Reduce -26.2% 212,008 $6.8M
Chilton Capital Management LLC 0.23% Reduce -1.3% 208,328 $6.7M
King Luther Capital Management Corp. 0.03% Reduce -1.7% 208,269 $6.7M
Clarkston Capital Partners, LLC 0.15% Add +0.6% 205,800 $6.6M
Advisory Services Network, LLC 0.09% Reduce -15.1% 205,033 $6.6M
Mutual Advisors, LLC 0.14% Reduce -2.5% 204,385 $6.6M
GAMCO Investors 0.06% Reduce -0.2% 204,273 $6.5M
Gilman Hill Asset Management, LLC 1.03% Reduce -1.2% 202,978 $6.5M
Hexagon Capital Partners LLC 1.20% No change 202,272 $6.5M
Sheets Smith Wealth Management 0.71% Reduce -2.9% 202,027 $6.5M
Outfitters Financial LLC 5.05% No change 200,372 $6.4M
Oak Family Advisors, LLC 1.93% Add +2.7% 197,001 $6.3M
Knollwood Investment Advisory, LLC 0.59% Add +0.5% 196,968 $6.3M
Adell Harriman & Carpenter Inc. 0.37% Reduce -2.1% 195,725 $6.3M
Snowden Capital Advisors LLC 0.16% Add +3.9% 194,520 $6.2M
Independent Financial Group, LLC 0.14% Add +11.7% 192,787 $6.2M
Baldwin Investment Management, LLC 0.69% Reduce -0.2% 191,988 $6.2M
Independent Advisor Alliance 0.15% Add +41.9% 188,658 $6.0M
Elgethun Capital Management 1.02% Add +6.2% 184,331 $5.9M
CFM Wealth Partners LLC 0.85% Reduce -2.1% 183,670 $5.9M
Silvercrest Asset Management Group LLC 0.04% Reduce -4.4% 181,988 $5.8M
Moneta Group Investment Advisors LLC 0.04% Reduce -8.5% 181,116 $5.8M
Jones Financial Companies LLLP 0.00% Add +15.1% 181,005 $5.8M
Savant Capital, LLC 0.03% Add +5.6% 179,118 $5.7M
Hardman Johnston Global Advisors LLC 0.27% Add +13.8% 178,885 $5.7M
Birch Capital Management, LLC 2.84% Add +3.0% 177,808 $5.7M
Ancora Advisors LLC 0.12% Add +5.0% 177,759 $5.7M
Citadel Advisors 0.00% Add +2317.1% 177,267 $5.7M
Ar Asset Management Inc. 1.17% No change 177,060 $5.7M
FourThought Financial Partners, LLC 0.48% Add +3.8% 176,229 $5.6M
Pekin Hardy Strauss, Inc. 0.50% Add +5.7% 169,393 $5.4M
Annandale Capital, LLC 0.88% Reduce -0.1% 168,031 $5.4M
ArchPoint Investors 1.27% Add +0.3% 167,438 $5.4M
Fort Washington Investment Advisors Inc. 0.03% Reduce -10.1% 167,064 $5.4M
Childress Capital Advisors, LLC 0.85% Add +0.6% 165,965 $5.3M
Cwm, LLC 0.01% Add +11.4% 164,980 $5.3M
Hilltop Holdings Inc. 0.32% Add +0.6% 164,623 $5.3M
Argent Trust Co 0.18% Reduce -0.4% 164,140 $5.3M
Franklin Resources Inc. 0.00% Reduce -3.0% 160,887 $5.2M
Hollow Brook Wealth Management LLC 1.32% Reduce -12.8% 159,726 $5.1M
A. D. Beadell Investment Counsel, Inc. 3.25% No change 155,910 $5.0M
Spirit of America Management Corp. 1.05% Reduce -13.3% 154,386 $4.9M
Summit Financial, LLC 0.07% Add +3.0% 153,175 $4.9M
Pin Oak Investment Advisors Inc. 3.44% Reduce -0.8% 138,370 $4.9M
Private Management Group Inc. 0.14% No change 152,098 $4.9M
CoreCap Advisors, LLC 0.17% Add +15.3% 151,770 $4.9M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -0.1% 151,595 $4.9M
Equitable Holdings, Inc. 0.03% Add +5.3% 150,376 $4.8M
First Foundation Advisors 0.18% Add +14.9% 150,062 $4.8M
True North Advisors, LLC 0.62% Reduce -0.4% 150,001 $4.8M
Canal Insurance CO 1.17% No change 150,000 $4.8M
PFG Investments, LLC 0.22% Reduce -1.7% 147,046 $4.7M
Concurrent Investment Advisors, LLC 0.05% Add +2.0% 146,964 $4.7M
HB Wealth Management, LLC 0.03% Add +7.6% 146,556 $4.7M
KKM Financial LLC 0.83% Add +17.2% 146,480 $4.7M
Ashford Capital Management Inc. 0.52% Reduce -11.9% 144,610 $4.6M
Meixler Investment Management, Ltd. 2.79% Add +14.6% 142,925 $4.6M
Stratos Wealth Partners, LTD. 0.05% Add +1.6% 140,523 $4.5M
Capital Analysts, LLC 0.12% Add +1.7% 140,530 $4.5M
Epacria Capital Partners, LLC 3.55% No change 139,372 $4.5M
Choreo, LLC 0.06% Reduce -9.7% 139,054 $4.5M
Capital Advisors Inc. 0.07% Add +4.7% 139,257 $4.5M
Hutner Capital Management Inc. 1.83% Reduce -0.5% 137,053 $4.4M
Level Four Advisory Services, LLC 0.14% Add +4.8% 135,459 $4.3M
ProShare Advisors LLC 0.01% Add +13.2% 135,406 $4.3M
F/m Investments LLC 0.16% No change 134,731 $4.3M
J.W. Cole Advisors, Inc. 0.10% Reduce -0.5% 139,721 $4.3M
Shoker Investment Counsel, Inc. 1.26% Reduce -0.8% 134,359 $4.3M
Tower Bridge Advisors 0.43% Reduce -1.1% 132,635 $4.3M
R.H. Investment Group, LLC 3.53% No change 131,595 $4.2M
Sapient Capital LLC 0.06% Add +0.4% 130,361 $4.2M
WCG Wealth Advisors LLC 0.12% Add +27.0% 130,450 $4.2M
Pinnacle Financial Partners, Inc. 0.03% — 128,767 $4.1M
Westwood Holdings Group Inc. 0.03% Reduce -97.7% 128,252 $4.1M
Trust Co. of Toledo NA 0.40% No change 127,385 $4.1M
Asset Planning Services Inc. /La/ 1.80% Reduce -1.4% 126,990 $4.1M
Cyndeo Wealth Partners, LLC 0.22% Add +0.8% 126,956 $4.1M
BCM Advisors, LLC 0.78% No change 122,984 $4.1M
Avenir Corp. 0.44% No change 125,478 $4.0M
Woodmont Investment Counsel LLC 0.25% Reduce -1.9% 124,796 $4.0M
JFS Wealth Advisors, LLC 0.22% Reduce -2.9% 122,908 $3.9M
Am Investment Strategies LLC 0.82% Add +1.5% 122,749 $3.9M
Kestra Private Wealth Services, LLC 0.05% Add +0.4% 122,458 $3.9M
Cercano Management LLC 0.15% No change 120,021 $3.8M
Cherokee Insurance Co 1.56% No change 120,000 $3.8M
Pasadena Private Wealth, LLC 0.53% Add +138.2% 119,400 $3.8M
Howard Financial Services, LTD. 0.45% Add +1.6% 119,376 $3.8M
Rollins Financial Advisors, LLC 0.56% Reduce -11.3% 119,325 $3.8M
Nicholas Company, Inc. 0.07% No change 119,100 $3.8M
Moneco Advisors, LLC 0.30% Add +0.7% 118,372 $3.8M
Legacy Advisors, LLC 0.40% Add +0.8% 117,385 $3.8M
Private Wealth Partners, LLC 0.27% Add +10.5% 117,300 $3.8M
Allworth Financial LP 0.02% Add +14.0% 115,884 $3.7M
ProVise Management Group, LLC 0.26% Add +0.3% 115,708 $3.7M
Integrity Alliance, Llc. 0.13% Add +25.9% 114,931 $3.7M
FLC Capital Advisors 0.67% Add +1.7% 113,190 $3.6M
ARS Investment Partners, LLC 0.21% Reduce -0.1% 112,187 $3.6M
Horizon Kinetics Asset Management LLC 0.05% Reduce -12.0% 112,063 $3.6M
TD Waterhouse Canada Inc. 0.02% Add +2.0% 110,994 $3.6M
Apollon Wealth Management, LLC 0.06% Reduce -2.7% 108,980 $3.5M
XML Financial, LLC 0.28% Reduce -7.8% 108,869 $3.5M
McIntyre Freedman & Flynn Investment Advisers Inc. 2.19% Reduce -2.9% 108,846 $3.5M
Farther Finance Advisors, LLC 0.04% Add +56.7% 108,446 $3.5M
Tweedy, Browne Co LLC 0.28% No change 108,435 $3.5M
Clear Trail Advisors, LLC 0.80% — 108,147 $3.5M
JB Capital LLC 0.14% Reduce -9.3% 108,043 $3.5M
Daymark Wealth Partners, LLC 0.11% Add +3.8% 107,992 $3.5M
Blackhill Capital Inc. 0.18% No change 107,704 $3.5M
Pacer Advisors, Inc. 0.01% Reduce -5.4% 107,192 $3.4M
Calamos Advisors LLC 0.02% No change 105,810 $3.4M
Sei Investments Co. 0.00% Reduce -4.0% 105,788 $3.4M
Van Eck Associates Corp. 0.00% Add +3.8% 105,773 $3.4M
Hilton Capital Management, LLC 0.25% Reduce -12.7% 104,630 $3.4M
Bokf, NA 0.05% Add +0.7% 104,469 $3.3M
Tritonpoint Wealth, LLC 0.34% Reduce -7.5% 104,176 $3.3M
River Road Asset Management, LLC 0.04% Reduce -27.0% 103,165 $3.3M
Lavaca Capital LLC 0.56% No change 103,098 $3.3M
Joel Isaacson & Co., LLC 0.11% Add +5.2% 102,771 $3.3M
Curi Capital, LLC 0.06% Add +1.7% 101,955 $3.3M
United Capital Financial Advisors, LLC 0.02% Add +302.9% 101,759 $3.3M
Cannell & Spears LLC 0.06% Reduce -1.8% 101,170 $3.2M
Steel Grove Capital Advisors, LLC 0.34% Add +3.1% 100,996 $3.2M
Verity & Verity, LLC 0.25% Reduce -0.1% 100,086 $3.2M
Doliver Advisors, LP 0.80% Add +1.4% 99,313 $3.2M
Exencial Wealth Advisors, LLC 0.10% Reduce -0.9% 95,851 $3.1M
MML Investors Services, LLC 0.01% Add +18.5% 95,762 $3.1M
Perigon Wealth Management, LLC 0.05% Reduce -2.9% 95,380 $3.1M
Teamwork Financial Advisors, LLC 0.33% Add +11.2% 95,309 $3.1M
Wealthcare Advisory Partners LLC 0.06% Reduce -1.7% 94,971 $3.0M
Blue Trust, Inc. 0.03% Add +2.5% 94,523 $3.0M
Valeo Financial Advisors, LLC 0.07% Add +1.4% 94,396 $3.0M
Mitchell McLeod Pugh & Williams Inc. 0.43% Add +76.8% 85,942 $3.0M
Pinnacle Associates Ltd. 0.04% Add +0.0% 93,572 $3.0M
Clearstead Advisors, LLC 0.04% Add +1.0% 93,225 $3.0M
First Trust Advisors LP 0.00% Reduce -5.5% 91,077 $2.9M
Keybank National Association 0.01% Reduce -8.3% 90,187 $2.9M
Trinity Legacy Partners, LLC 0.66% No change 90,096 $2.9M
Susquehanna Portfolio Strategies, LLC 0.04% Reduce -38.3% 90,079 $2.9M
Certified Advisory Corp 0.26% Add +1.6% 89,344 $2.9M
Pinnacle Holdings, LLC 1.08% Reduce -0.9% 88,894 $2.8M
Cowa, LLC 0.86% Add +5.4% 88,146 $2.8M
Osterweis Capital Management Inc. 0.16% No change 87,815 $2.8M
Quantinno Capital Management LP 0.01% Add +9.1% 86,787 $2.8M
Greenline Partners, LLC 0.32% Add +13.7% 86,467 $2.8M
Great Valley Advisor Group, Inc. 0.05% Reduce -20.8% 85,892 $2.8M
Oppenheimer Asset Management Inc. 0.03% Add +1.0% 85,587 $2.7M
Verity Asset Management, Inc. 1.17% Reduce -46.5% 85,284 $2.7M
Corps Capital Advisors, LLC 2.82% Reduce -0.1% 84,970 $2.7M
Flagship Harbor Advisors, LLC 0.13% Add +3.8% 84,659 $2.7M
World Investment Advisors 0.04% Add +63.9% 84,457 $2.7M
GraniteShares Advisors LLC 1.64% Reduce -13.8% 84,178 $2.7M
Wedbush Securities Inc. 0.08% Add +1.8% 83,473 $2.7M
Tufton Capital Management 0.47% Reduce -5.3% 83,046 $2.7M
Wilmington Savings Fund Society, FSB 0.06% Reduce -4.6% 83,005 $2.7M
Arkadios Wealth Advisors 0.05% Add +9.0% 82,943 $2.7M
Regions Financial Corp. 0.02% Reduce -9.8% 82,576 $2.6M
Procyon Advisors, LLC 0.13% Add +972.1% 82,313 $2.6M
Everett Harris & Co. 0.03% Reduce -3.1% 81,311 $2.6M
Shrier Wealth Management, LLC 1.03% — 80,491 $2.6M
Rwa Wealth Partners, LLC 0.03% Add +0.1% 79,897 $2.6M
Baer Investment Advisory LLC 3.57% Add +72.6% 79,774 $2.6M
Castleark Management LLC 0.07% No change 79,461 $2.5M
Sowell Financial Services LLC 0.09% Reduce -0.8% 78,468 $2.5M
Cullen Capital Management, LLC 0.03% Reduce -7.9% 78,203 $2.5M
Integrated Wealth Concepts LLC 0.03% Reduce -27.3% 78,046 $2.5M
Applied Capital LLC 1.71% Add +15.9% 77,932 $2.5M
Fiducient Advisors LLC 0.31% Add +3.2% 77,925 $2.5M
Callahan Advisors, LLC 0.20% Add +0.2% 77,205 $2.5M
Caprock Group, LLC 0.05% Reduce -18.8% 76,277 $2.4M
Huntington National Bank 0.02% Reduce -3.2% 75,404 $2.4M
Haverford Trust Co 0.02% No change 74,359 $2.4M
Mgo One Seven LLC 0.05% Add +4.0% 74,095 $2.4M
Chatham Capital Group, Inc. 0.34% Add +0.1% 73,493 $2.4M
Smith, Moore & Co. 0.18% Add +24.3% 72,263 $2.3M
Global Retirement Partners, LLC 0.04% Add +20.5% 72,120 $2.3M
IFG Advisory, LLC 0.10% Reduce -3.2% 72,105 $2.3M
SL Advisors, LLC 4.71% Reduce -3.0% 71,745 $2.3M
IHT Wealth Management, LLC 0.06% Add +0.6% 71,740 $2.3M
Peapack Gladstone Financial Corp. 0.03% Add +0.2% 71,586 $2.3M
Samalin Investment Counsel, LLC 0.81% Reduce -3.4% 71,215 $2.3M
McAlvany Wealth Management LLC 1.72% — 70,336 $2.3M
Paragon Advisors, LLC 0.61% Reduce -2.8% 70,288 $2.3M
One Charles Private Wealth Services, LLC 0.58% No change 70,175 $2.2M
HWG Holdings LP 0.54% Add +83.1% 70,002 $2.2M
Intellus Advisors LLC 0.30% Add +8.9% 69,885 $2.2M
Crescent Grove Advisors, LLC 0.21% Reduce -59.5% 69,662 $2.2M
IFP Advisors, Inc 0.05% Add +81.9% 69,655 $2.2M
Bessemer Group Inc. 0.00% Reduce -17.7% 69,630 $2.2M
B. Riley Wealth Advisors, Inc. 0.10% Add +2.4% 68,914 $2.2M
RS Crum Inc. 0.44% No change 68,703 $2.2M
Cary Street Partners Investment Advisory LLC 0.59% No change 67,900 $2.2M
Avidian Wealth Enterprises, LLC 0.08% Reduce -12.6% 66,843 $2.1M
United Advisor Group, LLC 0.27% Add +2.6% 66,667 $2.1M
Ascentis Wealth Management, LLC 0.54% Add +0.5% 66,266 $2.1M
Merit Financial Group, LLC 0.02% Add +17.8% 66,085 $2.1M
Leavell Investment Management, Inc. 0.09% No change 65,935 $2.1M
Charles Schwab Trust Co 0.14% Reduce -2.2% 65,518 $2.1M
Palisade Capital Management, LP 0.07% Add +3.9% 65,461 $2.1M
SCS Capital Management LLC 0.02% Add +6.9% 65,271 $2.1M
Ieq Capital, LLC 0.01% Reduce -3.4% 64,489 $2.1M
Intrua Financial, LLC 0.23% Reduce -11.5% 64,247 $2.1M
Optimist Retirement Group LLC 0.94% Reduce -0.0% 64,065 $2.1M
Basso Capital Management, L.P. 1.22% Reduce -0.7% 63,800 $2.0M
Cornerstone Select Advisors, LLC 1.42% Add +2.5% 63,730 $2.0M
Visionary Wealth Advisors 0.09% Reduce -0.2% 63,531 $2.0M
C2C Wealth Management, LLC 1.71% No change 63,146 $2.0M
Central Valley Advisors, LLC 0.60% Add +7.3% 62,767 $2.0M
Silverberg Bernstein Capital Management LLC 1.16% No change 62,480 $2.0M
L. Roy Papp & Associates, LLP 0.22% Add +12.3% 61,845 $2.0M
Virtu Financial LLC 0.08% Add +30.1% 61,124 $2.0M
Magnus Financial Group LLC 0.15% Add +1.0% 60,985 $2.0M
TCFG Wealth Management, LLC 0.76% Add +0.3% 60,604 $1.9M
OpenArc Corporate Advisory, LLC 0.03% — 60,548 $1.9M
Morey & Quinn Wealth Partners, LLC 1.38% Reduce -3.2% 60,078 $1.9M
Whipplewood Advisors, LLC 1.23% Reduce -2.0% 59,945 $1.9M
Edmp, Inc. 1.57% Reduce -17.5% 59,715 $1.9M
Dynamic Advisor Solutions LLC 0.06% Reduce -37.1% 59,494 $1.9M
Robertson Stephens Wealth Management, LLC 0.05% Add +74.0% 59,377 $1.9M
Promethium Advisors,llc 1.03% Add +1.3% 59,339 $1.9M
Pinnacle West Asset Management, Inc. 1.22% Reduce -2.4% 58,537 $1.9M
Avion Wealth 0.39% Add +2.5% 57,809 $1.9M
Creegan & Nassoura Financial Group, LLC 1.20% No change 57,608 $1.8M
GM Advisory Group, LLC 0.07% Reduce -23.5% 57,557 $1.8M
Lifetime Wealth Management P.C. 1.17% — 57,381 $1.8M
Royal Palms Capital LLC 2.17% — 57,090 $1.8M
Argent Advisors, Inc. 0.50% Add +4.5% 56,007 $1.8M
Ausdal Financial Partners, Inc. 0.08% Reduce -7.2% 55,242 $1.8M
Inspire Advisors, LLC 0.16% Reduce -14.3% 55,070 $1.8M
Geneos Wealth Management Inc. 0.04% Add +5.2% 54,845 $1.8M
Cadence Bank 0.10% Reduce -9.4% 54,661 $1.8M
Northstar Advisory Group, LLC 0.62% Add +52.6% 54,481 $1.7M
Quadrant Private Wealth Management, LLC 0.29% Add +0.0% 54,469 $1.7M
UMB Bank, n.a. 0.02% Add +2.4% 54,088 $1.7M
Argyle Capital Partners, LLC 1.26% Reduce -0.4% 53,787 $1.7M
Fund Advisors of America Inc 1.57% — 53,539 $1.7M
Covenant Asset Management, LLC 0.33% Reduce -2.6% 53,190 $1.7M
MSH Capital Advisors LLC 0.36% Add +126.2% 53,154 $1.7M
Schnieders Capital Management, Llc. 0.27% No change 53,147 $1.7M
Red Door Wealth Management, LLC 0.18% Add +14.5% 52,618 $1.7M
GFS Advisors, LLC 0.20% No change 52,500 $1.7M
Patten Group, Inc. 0.31% Add +3.7% 52,391 $1.7M
Evanson Asset Management, LLC 0.09% Add +0.5% 52,352 $1.7M
R.H. Dinel Investment Counsel, Inc. 1.23% No change 52,350 $1.7M
Brown Brothers Harriman & Co. 0.01% Reduce -5.9% 52,198 $1.7M
Capital Investment Advisory Services, LLC 0.12% Add +3.8% 51,672 $1.7M
Lee Financial Co 0.22% Reduce -18.2% 51,591 $1.7M
Cary Street Partners Financial LLC 0.04% Add +7.7% 51,258 $1.6M
Samjo Management, LLC 0.62% Add +4.6% 50,150 $1.6M
American Assets Investment Management, LLC 0.11% No change 50,000 $1.6M
Parkside Financial Bank & Trust 0.12% No change 49,935 $1.6M
Kornitzer Capital Management Inc. 0.03% Reduce -4.4% 49,650 $1.6M
McGuire Capital Advisors Inc. 1.01% — 49,437 $1.6M
Belpointe Asset Management LLC 0.06% Reduce -1.6% 49,263 $1.6M
VestGen Advisors, LLC 0.07% Add +7.7% 48,987 $1.6M
Silver Lake Advisory, LLC 0.61% Reduce -0.0% 48,950 $1.6M
Morningstar Investment Management LLC 0.09% Reduce -51.1% 48,916 $1.6M
AE Wealth Management LLC 0.01% Add +7.8% 48,797 $1.6M
180 Wealth Advisors, LLC 0.18% Add +12.8% 48,400 $1.6M
Uptown Financial Advisors LLC 1.31% No change 48,051 $1.5M
Bramshill Investments, LLC 0.09% Add +0.7% 47,814 $1.5M
E&G Advisors, LLC 0.34% Reduce -3.2% 47,969 $1.5M
Parallel Advisors, LLC 0.03% Add +1.7% 47,530 $1.5M
Windsor Advisory Group, LLC 1.35% Reduce -8.5% 47,259 $1.5M
Quantum Private Wealth, LLC 0.44% Reduce -0.5% 47,232 $1.5M
Moody National Bank Trust Division 0.14% Reduce -20.3% 46,989 $1.5M
Oliver Luxxe Assets LLC 0.23% No change 46,889 $1.5M
Objectivity Squared, LLC 0.84% Add +1.7% 46,721 $1.5M
Cornerstone Advisory, LLC 0.14% Add +17.4% 46,716 $1.5M
NEOS Investment Management LLC 0.01% New 46,580 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Reduce -0.1% 46,503 $1.5M
Nomura Asset Management International Inc. 0.00% — 46,410 $1.5M
Addison Capital Co 0.37% Reduce -4.5% 46,315 $1.5M
FSM Wealth Advisors, LLC 0.20% Reduce -18.6% 46,183 $1.5M
LMCG Investments, LLC 0.08% No change 46,176 $1.5M
Clarus Group, Inc. 0.53% Add +0.0% 46,144 $1.5M
Ritholtz Wealth Management 0.03% Add +2.2% 45,457 $1.5M
Capital City Trust Co. 0.32% Reduce -0.9% 45,440 $1.5M
Milestone Asset Management, LLC 0.27% Reduce -20.7% 45,158 $1.4M
CMG Global Holdings, LLC 0.64% No change 41,083 $1.4M
OneDigital Investment Advisors LLC 0.01% Add +3.0% 45,070 $1.4M
Neville Rodie & Shaw Inc. 0.10% Reduce -0.7% 45,006 $1.4M
First National Bank of Omaha 0.04% New 44,890 $1.4M
1776 Wealth LLC 0.54% Add +0.1% 44,629 $1.4M
MADDEN SECURITIES Corp 0.44% Reduce -28.6% 44,591 $1.4M
Keystone Financial Group 0.11% Reduce -2.5% 44,581 $1.4M
Fidelis Capital Partners, LLC 0.10% No change 44,568 $1.4M
Sequoia Financial Advisors, LLC 0.01% Add +65.0% 44,523 $1.4M
Cascade Financial Partners, LLC 0.14% Add +13.9% 44,320 $1.4M
Orleans Capital Management Corp. 0.88% Reduce -4.3% 44,170 $1.4M
Kovack Advisors, Inc. 0.07% Add +187.9% 43,986 $1.4M
Carnegie Investment Counsel 0.03% Add +21.9% 43,381 $1.4M
NewEdge Wealth, LLC 0.02% Add +9.3% 43,297 $1.4M
Pennsylvania Capital Management Inc. 0.38% Reduce -3.2% 43,235 $1.4M
WealthTrust Axiom LLC 0.36% No change 43,139 $1.4M
Summit Trail Advisors, LLC 0.02% Reduce -3.4% 43,138 $1.4M
Gilpin Wealth Management, LLC 1.09% — 42,907 $1.4M
Obermeyer Wealth Partners 0.06% No change 42,772 $1.4M
LRI Investments, LLC 0.11% Reduce -2.3% 42,728 $1.4M
Veracity Capital LLC 0.41% Add +1.5% 42,630 $1.4M
Vista Investment Partners LLC 0.36% Add +38.7% 42,317 $1.4M
Kercheville Advisors, LLC 0.35% New 40,700 $1.4M
Valley National Advisers Inc. 0.19% Add +2.0% 42,103 $1.3M
Avantax Planning Partners, Inc. 0.04% Add +2.5% 42,070 $1.3M
Platform Technology Partners 0.29% Add +0.1% 41,977 $1.3M
Ascentis Independent Advisors 0.22% Reduce -2.7% 41,760 $1.3M
Novak & Powell Financial Services, Inc. 0.69% Add +1.4% 41,496 $1.3M
Wellington Shields & Co., LLC 0.33% No change 41,448 $1.3M
StoneX Group Inc. 0.06% Reduce -47.0% 40,928 $1.3M
Cresta Advisors, Ltd. 0.55% Reduce -1.5% 40,819 $1.3M
Tyche Wealth Partners LLC 0.21% Reduce -0.8% 40,787 $1.3M
Meridian Wealth Advisors, LLC 0.18% No change 40,448 $1.3M
Busey Bank 0.03% Add +9.1% 40,278 $1.3M
Geneva Partners, LLC 0.46% No change 40,250 $1.3M
Texas Capital Bank Wealth Management Services Inc 0.07% Add +407.5% 40,226 $1.3M
American National Bank & Trust 0.12% Add +16.2% 40,121 $1.3M
Stock Yards Bank & Trust Co. 0.04% Reduce -0.6% 40,046 $1.3M
Chilton Investment Co. Inc. 0.03% Add +2.6% 40,000 $1.3M
Galvin, Gaustad & Stein, LLC 0.10% Reduce -0.3% 39,806 $1.3M
Glenview Trust Co 0.02% Add +12.0% 39,624 $1.3M
Albert D Mason Inc. 0.83% Add +1.3% 39,548 $1.3M
Jamison Private Wealth Management, Inc. 0.16% Add +0.2% 39,464 $1.3M
CORDA Investment Management, LLC. 0.09% Reduce -2.5% 39,335 $1.3M
International Assets Investment Management, LLC 0.09% Reduce -0.3% 39,301 $1.3M
NorthRock Partners, LLC 0.02% Add +3.0% 38,734 $1.2M
Moseley Investment Management Inc. 0.38% Reduce -3.2% 38,657 $1.2M
Round Rock Advisors LLC 0.19% No change 38,435 $1.2M
Kingsview Wealth Management, LLC 0.02% Add +1.9% 38,362 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -51.6% 38,340 $1.2M
Overbrook Management Corp 0.21% No change 38,241 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -0.0% 38,005 $1.2M
Venture Visionary Partners LLC 0.04% Add +11.7% 27,866 $1.2M
Eaton Financial Holdings Company, LLC 0.33% Add +1.7% 37,777 $1.2M
Karras Company, Inc. 1.18% — 37,742 $1.2M
Bryn Mawr Trust Advisors, LLC 0.06% Add +0.5% 37,725 $1.2M
Smithbridge Asset Management Inc. 0.10% Reduce -26.0% 37,294 $1.2M
CreativeOne Wealth, LLC 0.03% Reduce -3.4% 37,247 $1.2M
Anchor Investment Management, LLC 0.10% Add +0.0% 37,141 $1.2M
HM Payson & Co. 0.02% No change 37,118 $1.2M
Providence Capital Advisors, LLC 0.20% No change 37,000 $1.2M
Essex Financial Services, Inc. 0.07% Reduce -5.4% 36,494 $1.2M
Fiduciary Group, LLC 0.10% Add +3.8% 36,051 $1.2M
Quad-Cities Investment Group, LLC 0.48% Add +3.6% 36,030 $1.2M
Quadrant Capital Group LLC 0.03% Add +3.8% 35,836 $1.1M
Sigma Planning Corp 0.03% Add +5.4% 35,645 $1.1M
SeaBridge Investment Advisors LLC 0.19% No change 35,606 $1.1M
Orion Investment Co 0.35% Add +6.6% 35,367 $1.1M
Forum Financial Management, LP 0.01% Add +76.6% 35,309 $1.1M
Matthew Goff Investment Advisor, LLC 0.20% No change 35,261 $1.1M
Fiduciary Trust Co 0.01% Reduce -3.0% 35,261 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Reduce -7.5% 35,057 $1.1M
Asset Dedication, LLC 0.07% Reduce -5.6% 35,050 $1.1M
Diversified Trust Co. 0.02% Add +100.3% 34,894 $1.1M
Mayflower Financial Advisors, LLC 0.13% Reduce -6.4% 34,590 $1.1M
Chicago Capital, LLC 0.03% Reduce -1.5% 34,528 $1.1M
M Holdings Securities, Inc. 0.08% Add +94.5% 34,387 $1.1M
McAdam, LLC 0.05% Add +9.0% 34,338 $1.1M
Russell Investments Group, Ltd. 0.00% Add +1.2% 34,333 $1.1M
DF Dent & Co. Inc. 0.02% No change 34,332 $1.1M
Park Avenue Securities LLC 0.01% Reduce -20.8% 34,304 $1.1M
NTV Asset Management LLC 0.12% Add +1.1% 34,264 $1.1M
Fisher Asset Management 0.00% Add +7.6% 34,192 $1.1M
Plan Group Financial, LLC 0.28% Reduce -25.1% 34,149 $1.1M
Investor's Fiduciary Advisor Network, LLC 0.23% Reduce -1.3% 33,975 $1.1M
Whitener Capital Management, Inc. 0.25% Add +0.0% 33,879 $1.1M
Integrated Advisors Network LLC 0.05% Reduce -9.4% 33,757 $1.1M
Leisure Capital Management 0.36% Reduce -8.3% 33,643 $1.1M
Larson Financial Group LLC 0.04% Add +11.5% 33,624 $1.1M
Olistico Wealth, LLC 0.52% No change 33,552 $1.1M
Victory Financial Group, LLC 0.14% Add +57.2% 33,516 $1.1M
Wesbanco Bank Inc. 0.03% Reduce -13.8% 33,462 $1.1M
Lanark Financial, Inc. 0.08% Reduce -1.8% 33,394 $1.1M
HFG Advisors, Inc. 0.77% No change 33,335 $1.1M
Tred Avon Family Wealth, LLC 0.35% Add +2.0% 33,109 $1.1M
Aull & Monroe Investment Management Corp 0.53% No change 33,031 $1.1M
Stockman Wealth Management, Inc. 0.12% Add +11.1% 32,883 $1.1M
Park Place Capital Corp 0.22% Add +4.1% 32,805 $1.1M
Tocqueville Asset Management L.P. 0.02% No change 32,699 $1.0M
Claro Advisors Inc. 0.14% No change 32,564 $1.0M
Jaffetilchin Investment Partners, LLC 0.06% Add +0.6% 32,367 $1.0M
Mission Wealth Management, LP 0.02% Add +1.0% 32,348 $1.0M
Ranch Capital Advisors Inc. 0.38% Add +0.4% 32,322 $1.0M
Bleakley Financial Group, LLC 0.02% Add +43.2% 32,315 $1.0M
Guggenheim Capital LLC 0.01% Add +6.8% 32,102 $1.0M
Griffin Asset Management, Inc. 0.11% Add +0.3% 32,032 $1.0M
Stablepoint Partners, LLC 0.16% Reduce -0.8% 31,898 $1.0M
Founders Capital Management 0.53% Add +214.7% 31,852 $1.0M
Crumly & Associates Inc. 0.21% Add +6.1% 31,852 $1.0M
Almanack Investment Partners, LLC. 0.17% Reduce -0.2% 31,851 $1.0M
Frisch Financial Group, Inc. 0.23% No change 31,842 $1.0M
Root Financial Partners, LLC 0.05% Reduce -1.9% 31,678 $1.0M
JBR Co Financial Management Inc 0.42% Reduce -10.8% 31,611 $1.0M
Waters Parkerson & Co., LLC 0.05% No change 31,518 $1.0M
Blue Owl Capital Holdings LP 0.31% No change 31,290 $1.0M
Requisite Capital Management, LLC 0.19% Reduce -1.0% 31,244 $1.0M
Signal Advisors Wealth, LLC 0.08% Add +44.4% 31,129 $998K
Hartford Financial Management Inc. 0.26% No change 31,045 $995K
Angeles Wealth Management, LLC 0.05% Reduce -0.3% 30,983 $993K
Murphy, Middleton, Hinkle & Parker, Inc. 0.48% New 41,027 $986K
Mosaic Family Wealth Partners, LLC 0.11% Reduce -3.6% 30,746 $986K
Citizens Financial Group Inc. 0.01% Add +12.4% 30,727 $985K
Natixis 0.00% No change 30,572 $980K
Uhlmann Price Securities, LLC 0.58% Reduce -7.3% 30,536 $979K
CWA Asset Management Group, LLC 0.04% Add +10.7% 30,496 $978K
Cornerstone Wealth Management, LLC 0.05% Add +18.9% 30,316 $972K
Tiaa Trust, National Association 0.00% Add +0.2% 30,313 $972K
Monetary Management Group Inc. 0.22% No change 30,160 $967K
Harrell Investment Partners, LLC 0.23% Reduce -0.7% 30,106 $965K
Benjamin Edwards Inc. 0.01% Add +23.6% 29,986 $961K
Leo Wealth, LLC 0.07% Add +22.2% 29,960 $961K
Arax Advisory Partners 0.03% Add +2.2% 29,955 $960K
SeaCrest Wealth Management, LLC 0.10% Add +31.9% 30,251 $959K
Stokes Family Office, LLC 0.09% Reduce -6.5% 29,880 $958K
Renasant Bank 0.65% Add +4.6% 29,853 $957K
Advisor OS, LLC 0.08% Add +0.1% 29,840 $957K
King Wealth Management Group 0.12% Add +36.5% 29,824 $956K
Hilltop National Bank 0.23% No change 29,647 $950K
Lavelle Capital LP 0.60% — 29,566 $948K
Rockwood Wealth Management, LLC 0.07% No change 29,218 $937K
Pointe Capital Management LLC 0.46% Reduce -12.0% 29,061 $932K
Ami Investment Management Inc. 0.21% No change 28,947 $928K
Smart Money Group LLC 0.27% Reduce -3.7% 28,752 $922K
Bogart Wealth, LLC 0.04% Reduce -32.0% 28,746 $922K
Tru Independence Asset Management 2, LLC 0.57% No change 28,402 $911K
Granville Capital, Inc. 0.48% — 27,978 $897K
Home Federal Bank of Tennessee 0.23% No change 27,960 $896K
Mather Group, Llc. 0.01% Add +3.3% 27,911 $895K
Searle & Co. 0.23% Reduce -12.1% 27,903 $895K
Advisor Resource Council 0.32% New 27,002 $894K
Curated Wealth Partners LLC 0.10% No change 27,670 $887K
Cullen/Frost Bankers, Inc. 0.01% Reduce -37.1% 27,576 $884K
CFO4Life Group, LLC 0.13% Add +0.3% 27,534 $883K
Mill Creek Capital Advisors, LLC 0.02% Reduce -1.4% 27,498 $882K
Virtue Capital Management, LLC 0.14% Add +87.6% 27,265 $877K
Vaughan Nelson Investment Management, L.P. 0.01% Reduce -51.2% 27,200 $872K
Tidal Investments LLC 0.00% New 27,098 $869K
HBW Advisory Services LLC 0.09% Add +0.4% 26,974 $865K
Pine Valley Investments Ltd Liability Co 0.04% Add +5.0% 26,905 $863K
Northeast Investment Management 0.03% Add +297.8% 26,849 $861K
CENTRAL TRUST Co 0.02% Add +0.1% 26,758 $858K
Simon Quick Advisors, LLC 0.04% New 26,750 $858K
Credit Industriel Et Commercial 0.20% No change 26,705 $856K
Delta Financial Advisors LLC 0.22% Add +50.9% 26,682 $855K
HighPoint Advisor Group LLC 0.02% New 26,610 $853K
Hancock Whitney Corp. 0.02% Reduce -2.2% 26,429 $847K
Manske Wealth Management 0.25% Reduce -4.1% 26,320 $844K
Rehmann Capital Advisory Group 0.04% Add +24.2% 26,209 $840K
Sage Investment Counsel LLC 0.91% Reduce -1.4% 25,932 $831K
Allen Wealth Management, LLC 0.50% Reduce -5.8% 25,876 $830K
Douglass Winthrop Advisors, LLC 0.01% No change 25,776 $826K
Crawford Investment Counsel Inc. 0.01% No change 25,749 $826K
Koenig Investment Advisory, LLC 0.67% — 22,931 $825K
Brookstone Capital Management 0.01% Add +6.0% 25,701 $824K
Advus Financial Partners, LLC 0.20% Add +17.4% 25,692 $824K
Spire Wealth Management 0.03% Reduce -5.6% 25,653 $822K
Lakewood Asset Management LLC 0.48% No change 25,640 $822K
Sargent Investment Group, LLC 0.10% Add +0.4% 25,618 $821K
Schwarz Dygos Wheeler Investment Advisors LLC 0.17% Reduce -1.4% 25,599 $821K
ZEGA Investments, LLC 0.16% Add +2.7% 25,492 $817K
Maia Wealth LLC 0.14% Add +112.7% 22,940 $813K
Ellenbecker Investment Group 0.11% Add +0.2% 25,319 $812K
Sunbeam Capital Management, LLC 0.48% Add +0.1% 25,170 $807K
RBF Capital, LLC 0.04% No change 25,000 $802K
Associated Banc-Corp 0.02% Reduce -9.1% 24,968 $800K
Beam Wealth Advisors, Inc. 0.22% Reduce -3.3% 24,933 $799K
Beverly Hills Private Wealth, LLC 0.14% Reduce -9.5% 24,874 $797K
Muhlenkamp & Co. Inc. 0.21% No change 24,855 $797K
Atria Investments, Inc 0.01% Reduce -7.3% 24,837 $796K
KCM Investment Advisors LLC 0.03% Add +0.4% 24,756 $794K
Allen Capital Group, LLC 0.07% Add +1.7% 24,720 $793K
Asset Allocation Strategies LLC 0.15% Add +2.9% 24,639 $790K
Evermay Wealth Management LLC 0.09% No change 24,614 $789K
South Street Advisors LLC 0.11% Add +2.2% 24,410 $783K
Bridgewater Advisors Inc. 0.05% Add +0.7% 23,703 $781K
Clear Creek Financial Management, LLC 0.06% Add +25.5% 24,327 $780K
Apollon Financial, LLC 0.11% Add +0.4% 24,261 $778K
Nwam LLC 0.04% Add +1.0% 23,519 $776K
Hardy Reed LLC 0.06% No change 24,156 $774K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -27.3% 24,000 $769K
Investors Research Corp 0.14% Reduce -9.0% 23,971 $769K
Tranquility Partners, LLC 0.28% Reduce -1.4% 23,956 $768K
BIP Wealth, LLC 0.03% Add +1.3% 23,882 $766K
RFG Holdings, Inc. 0.19% New 23,851 $765K
Cibc World Market Inc. 0.00% Add +15.7% 23,773 $762K
Morton Capital Management LLC 0.12% Add +1.6% 23,732 $761K
Ellis Investment Partners, LLC 0.13% Add +1.5% 23,695 $760K
TBH Global Asset Management, LLC 0.13% No change 23,688 $759K
Kingswood Wealth Advisors, LLC 0.04% Add +8.8% 23,638 $758K
Novem Group 0.09% Reduce -22.6% 23,607 $757K
Perissos Private Wealth Management, LLC 0.65% Reduce -4.0% 23,604 $757K
Saxon Interests, Inc. 0.27% Add +11.6% 23,512 $754K
Goodman Financial Corp 0.14% No change 23,341 $748K
Modern Wealth Management, LLC 0.01% Add +0.9% 23,318 $748K
Rede Wealth, LLC 0.26% New 23,257 $746K
Balentine LLC 0.03% Reduce -9.6% 23,249 $745K
Sagespring Wealth Partners, LLC 0.01% Reduce -0.5% 23,156 $742K
Ipswich Investment Management Co., Inc. 0.17% No change 23,127 $741K
Powers Advisory Group, LLC 0.28% Add +1.3% 23,082 $740K
White Pine Investment CO 0.17% No change 23,080 $740K
Bitterroot Capital Advisors LLC 0.51% — 23,069 $740K
Tactive Advisors, LLC 0.22% Add +1.3% 23,046 $739K
Wedmont Private Capital 0.03% Add +0.3% 23,283 $738K
Cascade Investment Advisors, Inc. 0.43% Add +2.7% 22,826 $732K
Steele Capital Management, Inc. 0.03% No change 22,822 $732K
Merrion Investment Management Co, LLC 0.39% No change 22,714 $728K
Westbourne Investment Advisors, Inc. 0.20% No change 22,700 $728K
Stokes Capital Advisors, LLC 0.17% No change 22,668 $727K
Per Stirling Capital Management, LLC. 0.08% Reduce -4.1% 22,631 $726K
Meriwether Wealth & Planning, LLC 0.41% No change 22,598 $724K
Fifth Third Bancorp 0.00% Add +4.7% 22,598 $724K
Transcend Capital Advisors, LLC 0.06% Reduce -15.1% 22,570 $724K
ORBA Wealth Advisors, L.L.C. 0.63% No change 22,559 $723K
Shepherd Kaplan Krochuk, LLC 0.60% No change 22,538 $723K
ELCO Management Co., LLC 0.45% Reduce -57.6% 22,312 $715K
Register Financial Advisors LLC 0.28% Reduce -4.3% 22,270 $714K
St Germain D J Co. Inc. 0.03% Reduce -4.3% 22,088 $708K
Atlanta Consulting Group Advisors, LLC 0.16% No change 22,081 $708K
Verus Capital Partners, LLC 0.05% Reduce -15.6% 22,000 $705K
Evernest Financial Advisors, LLC 0.15% No change 20,000 $703K
Heritage Investors Management Corp. 0.02% No change 21,850 $701K
Epiq Partners, LLC 0.34% No change 21,860 $701K
Addis & Hill, Inc 0.42% Reduce -6.5% 21,809 $699K
Prime Capital Investment Advisors, LLC 0.01% Add +4.1% 21,783 $698K
TCW Group Inc. 0.01% No change 21,772 $698K
Rothschild Wealth LLC 0.07% New 21,749 $697K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 21,712 $696K
Archer Investment Corp 0.16% Add +0.3% 21,698 $696K
Tradition Wealth Management, LLC 0.05% Add +1.1% 21,532 $690K
MTM Investment Management, LLC 0.22% No change 21,459 $688K
Patriot Investment Management Group, Inc. 0.04% Add +0.9% 21,443 $687K
McIlrath & Eck, LLC 0.06% Reduce -2.7% 21,384 $686K
Phraction Management LLC 0.19% New 21,304 $683K
Silvia McColl Wealth Management, LLC 0.45% No change 21,263 $682K
Kelsey Financial, LLC 0.58% — 21,203 $680K
Henson-Edgewater Management, LLC 0.40% — 21,183 $679K
Charter Research & Investment Group, Inc. 0.45% No change 21,160 $678K
Canton Hathaway, LLC 0.13% No change 21,150 $678K
Voya Financial Advisors, Inc. 0.06% Reduce -7.8% 21,165 $676K
Harbour Investments, Inc. 0.01% Reduce -36.2% 21,010 $674K
Brown Miller Wealth Management, LLC 0.18% Add +0.1% 20,890 $670K
Wealthstar Advisors, LLC 0.36% Add +7.1% 20,783 $666K
Johnson Financial Group, LLC 0.04% New 20,655 $662K
Hobbs Group Advisors, LLC 0.20% Reduce -8.7% 20,597 $660K
Modus Advisors, LLC 0.17% Add +0.0% 20,583 $660K
Sippican Capital Advisors 0.42% No change 20,485 $657K
Firestone Capital Management 0.14% Reduce -19.2% 20,407 $654K
Sittner & Nelson, LLC 0.23% Add +8.7% 18,721 $654K
BSW Wealth Partners 0.08% Add +0.5% 20,382 $653K
TT Capital Management LLC 0.52% Add +44.8% 20,370 $653K
IMC-Chicago, LLC 0.01% Reduce -48.1% 20,357 $653K
First Heartland Consultants, Inc. 0.05% Reduce -1.6% 20,302 $651K
RDA Financial Network 0.16% Reduce -5.7% 20,296 $651K
Arete Wealth Advisors, LLC 0.05% Reduce -4.1% 20,284 $650K
Evolve Private Wealth, LLC 0.04% — 20,274 $650K
J.P. Marvel Investment Advisors, LLC 0.09% No change 20,247 $649K
Jacobi Capital Management LLC 0.04% Reduce -0.7% 20,220 $648K
Zacks Investment Management 0.01% Add +45.6% 20,075 $644K
Liberty Capital Management, Inc. 0.12% No change 20,054 $643K
American Money Management, LLC 0.10% Reduce -3.9% 20,048 $643K
Wealth Enhancement Trust Services, Inc. 0.08% — 20,006 $641K
Wealth Alliance Advisory Group, LLC 0.11% Add +5.5% 19,945 $639K
Clearwave Capital, LLC 0.47% — 19,880 $637K
10Elms LLP 0.67% No change 19,818 $635K
Romano Brothers and Company 0.07% Add +0.5% 19,759 $633K
Walker Asset Management, LLC 0.34% Add +1.7% 19,678 $631K
TopTier Wealth Management, LLC 0.43% — 19,670 $631K
Chapin Davis, Inc. 0.15% No change 19,618 $629K
Sfmg, LLC 0.04% Add +8.3% 19,596 $628K
RFG Advisory, LLC 0.01% Add +3.5% 19,481 $625K
Stratos Wealth Advisors, LLC 0.03% Reduce -4.9% 19,444 $623K
Old North State Wealth Management, LLC 0.29% Add +1.5% 19,430 $623K
Castleview Partners, LLC 0.31% Add +12.1% 19,357 $621K
Summit Securities Group LLC 0.11% Add +53.2% 19,300 $619K
Federation des caisses Desjardins du Quebec 0.00% Add +0.6% 19,295 $618K
United Asset Strategies, Inc. 0.05% Add +1.4% 19,251 $617K
Northern Financial Advisors Inc 0.70% Reduce -38.3% 19,211 $616K
Aptus Capital Advisors, LLC 0.01% Reduce -36.7% 19,134 $613K
Citizens National Bank Trust Department 0.11% No change 19,095 $612K
Aspen Grove Capital, LLC 0.11% No change 19,077 $612K
Artesa Financial Group, LLC 0.63% — 19,077 $612K
Private Trust Co. NA 0.05% Reduce -8.5% 19,015 $610K
Allen Investment Management, LLC 0.01% No change 18,987 $609K
Fortem Financial Group, LLC 0.16% Reduce -8.5% 18,947 $607K
HBK Sorce Advisory LLC 0.01% Reduce -3.3% 17,388 $607K
Gladstone Institutional Advisory LLC 0.02% Add +2.4% 18,904 $606K
First Horizon Corp. 0.03% No change 18,901 $606K
BBR Partners, LLC 0.03% Add +21.5% 18,835 $604K
Personal Cfo Solutions, LLC 0.10% Add +0.1% 18,811 $603K
Millennium Capital Advisors, LLC 0.36% Add +20.0% 18,787 $602K
Hilton Head Capital Partners, LLC 0.35% — 18,744 $601K
TCV Trust & Wealth Management, Inc. 0.05% No change 18,700 $600K
Oder Investment Management, LLC 0.43% Add +2.2% 18,458 $592K
Kirtland Hills Capital Management, LLC 0.20% Add +22.2% 18,229 $584K
Fortitude Advisory Group L.L.C. 0.25% Add +5.5% 18,219 $584K
Somerset Trust Co 0.18% No change 18,035 $578K
Van Cleef Asset Management,Inc 0.06% No change 18,000 $577K
Whittier Trust Co. of Nevada Inc. 0.01% Add +98.2% 18,160 $576K
SageGuard Financial Group, LLC 0.09% — 17,849 $572K
Schmidt P J Investment Management Inc. 0.09% No change 17,760 $569K
Advisory Advocates, LLC 0.57% — 17,729 $568K
Family Manage LLC 0.07% No change 17,642 $566K
Sage Advisors, LLC 0.37% Reduce -25.1% 17,583 $564K
Smithfield Trust Co 0.02% No change 17,570 $561K
Redwood Wealth Management Group, LLC 0.23% Reduce -5.0% 17,471 $560K
Modera Wealth Management, LLC 0.01% No change 17,427 $559K
Krilogy Financial LLC 0.02% Reduce -1.7% 16,905 $559K
North Star Investment Management Corp. 0.04% Reduce -16.8% 17,405 $558K
Pennington Partners & Co., LLC 0.22% No change 17,386 $557K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +3.3% 17,290 $554K
Orion Porfolio Solutions, LLC 0.00% Add +10.8% 17,279 $554K
Gould Asset Management LLC 0.10% Reduce -0.0% 17,267 $554K
PSI Advisors, LLC 0.14% No change 17,204 $552K
Atlantic Union Bankshares Corp 0.01% Reduce -38.3% 17,196 $551K
Performance Wealth Partners, LLC 0.01% Reduce -26.7% 17,143 $550K
Salvus Wealth Management, LLC 0.31% Add +0.0% 17,063 $547K
Fourpath Capital Management, LLC 0.07% No change 17,000 $545K
FineMark National Bank & Trust 0.02% Reduce -31.4% 16,994 $545K
WJ Financial Advisors LLC 0.48% No change 16,927 $543K
Empirical Asset Management, LLC 0.15% Add +0.0% 16,920 $542K
Reynders McVeigh Capital Management, LLC 0.03% Add +5.0% 16,921 $542K
Weinberger Asset Management, Inc 0.20% No change 16,900 $542K
Aviance Capital Partners, LLC 0.06% Add +17.5% 16,794 $538K
Fulcrum Asset Management LLP 0.15% Add +16.1% 16,733 $537K
Meridian Wealth Management, LLC 0.02% Add +19.8% 16,699 $535K
Narwhal Capital Management 0.04% No change 16,600 $532K
Harbor Investment Advisory, LLC 0.04% Reduce -0.1% 16,599 $532K
First City Capital Management, Inc. 0.28% No change 16,541 $530K
Gruss & Co., LLC 1.16% Add +26.9% 16,500 $529K
Clifford Swan Investment Counsel LLC 0.02% Reduce -1.7% 16,498 $529K
Burney Co./ 0.02% Add +2.3% 16,469 $528K
Sound Income Strategies, LLC 0.02% Add +5.5% 15,952 $525K
Sovereign Financial Group, Inc. 0.09% Add +5.1% 16,367 $525K
Heirloom Wealth Management 0.12% No change 16,319 $523K
Leading Edge Financial Planning LLC 0.12% Add +1.6% 16,318 $523K
New Vernon Investment Management LLC 0.51% No change 16,271 $522K
Delta Asset Management LLC 0.04% Reduce -1.4% 16,172 $518K
Whalerock Point Partners, LLC 0.10% No change 16,148 $518K
Davis Investment Partners, LLC 0.18% Add +0.5% 16,004 $515K
Creekside Partners 0.22% No change 15,980 $512K
Collaborative Wealth Managment Inc. 0.18% Reduce -7.1% 15,945 $511K
Thompson Investment Management, Inc. 0.06% No change 15,916 $510K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +7.7% 15,894 $510K
Valued Retirements, Inc. 0.50% No change 15,890 $509K
Ameritas Advisory Services, LLC 0.02% Reduce -57.9% 15,846 $508K
Nicolet Advisory Services, LLC 0.03% Add +8.0% 15,791 $507K
Barnes Pettey Financial Advisors, LLC 0.25% No change 15,750 $505K
Symphony Financial, Ltd. Co. 0.07% Add +114.2% 15,609 $500K
Next Level Private LLC 0.13% Add +1.6% 15,607 $500K
Savvy Advisors, Inc. 0.02% Add +15.8% 15,563 $499K
Brookwood Investment Group LLC 0.06% Reduce -13.9% 15,540 $498K
Summa Corp. 0.21% No change 15,500 $497K
Summitry LLC 0.02% Add +70.0% 15,490 $497K
PMG Family Office LLC 0.57% No change 15,458 $496K
Crestwood Advisors Group, LLC 0.01% Reduce -0.0% 15,392 $493K
Douglas Lane & Associates, LLC 0.01% No change 15,382 $493K
Schear Investment Advisers, LLC 0.21% Add +11.3% 15,311 $491K
Palumbo Wealth Management LLC 0.12% No change 15,306 $491K
Capstone Wealth Management, Inc. 0.43% — 15,300 $489K
Port Capital LLC 0.02% No change 15,250 $489K
White Pine Capital LLC 0.13% No change 15,236 $488K
Fairman Group, LLC 0.39% No change 15,155 $486K
Legacy Wealth Partners, LLC 0.13% — 15,096 $484K
Peak Planning Group, LLC 0.14% Add +1.1% 15,036 $482K
Paragon Capital Management Ltd 0.10% No change 15,000 $481K
Woodward Diversified Capital, LLC 0.22% No change 14,920 $478K
Henrickson Nauta Wealth Advisors, Inc. 0.07% Add +100.0% 15,026 $477K
Composition Wealth, LLC 0.01% Reduce -2.1% 14,859 $476K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +2.0% 14,852 $476K
Bank of Stockton 0.14% Add +7.5% 14,811 $475K
Advisors Capital Management, LLC 0.01% Add +8.2% 14,792 $474K
Annex Advisory Services, LLC 0.01% New 14,751 $473K
Ingalls & Snyder LLC 0.02% No change 14,728 $472K
Adalta Capital Management LLC 0.21% No change 14,675 $470K
MV Capital Management, Inc. 0.05% Add +0.2% 14,666 $470K
Howe & Rusling Inc. 0.03% Reduce -3.8% 14,647 $470K
Investors Asset Management of Georgia Inc. /Ga/ 0.19% Add +72.9% 14,624 $469K
Westover Capital Advisors, LLC 0.09% No change 14,622 $469K
Matrix Private Capital Group LLC 0.24% Add +2.4% 14,602 $468K
Cerro Pacific Wealth Advisors LLC 0.13% No change 14,589 $468K
Alteri Wealth LLC 0.15% Add +5.0% 14,570 $467K
FAS Wealth Partners, Inc. 0.03% Add +0.3% 14,559 $467K
CRA Financial Services, LLC 0.06% Add +0.6% 14,542 $466K
Summit Asset Management, LLC 0.07% Reduce -5.5% 14,441 $463K
RiverFront Investment Group, LLC 0.01% Add +5.8% 14,417 $462K
Bluefin Capital Management, LLC 0.13% New 14,400 $462K
Patten & Patten Inc. 0.03% Add +0.9% 14,357 $460K
Waterloo Capital, L.P. 0.03% Add +1.2% 14,312 $459K
Smartleaf Asset Management LLC 0.02% Add +9.2% 14,222 $457K
Dearborn Partners LLC 0.02% No change 14,241 $457K
Cornell Pochily Investment Advisors, Inc. 0.13% Reduce -0.1% 14,227 $456K
Winebrenner Capital Management LLC 0.30% Reduce -6.5% 14,152 $454K
AssuredPartners Investment Advisors, LLC 0.07% Add +9.6% 14,140 $453K
Beto Financial Group, LLC 0.31% — 13,692 $453K
Colonial River Investments, LLC 0.16% Reduce -1.1% 14,114 $452K
Axxcess Wealth Management, LLC 0.01% Reduce -1.1% 14,114 $452K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% Add +0.6% 14,077 $451K
Wealth Alliance, LLC 0.04% Add +0.2% 14,070 $451K
American Institute for Advanced Investment Management, LLP 0.29% Reduce -10.2% 14,035 $451K
Keudell/Morrison Wealth Management 0.09% — 14,048 $450K
Highlander Partners, L.P. 0.16% No change 14,000 $449K
MidFirst Bank 0.04% — 14,000 $449K
Next Capital Management LLC 0.14% No change 13,993 $449K
AQR Capital Management 0.00% No change 13,977 $448K
Soltis Investment Advisors LLC 0.03% New 13,967 $448K
Shepherd Financial Partners LLC 0.04% Add +0.3% 13,964 $448K
Uptick Partners, LLC 0.10% No change 13,956 $447K
Sentinel Wealth Management, Inc. 0.37% No change 13,864 $444K
Cannon Advisors, Inc. 0.31% Reduce -25.8% 13,655 $444K
Naples Global Advisors, LLC 0.03% No change 13,784 $442K
Summit Financial Wealth Advisors, LLC 0.06% Add +32.0% 13,725 $440K
Traynor Capital Management, Inc. 0.02% Add +1.1% 13,707 $439K
Jeppson Wealth Management, LLC 0.14% Reduce -9.7% 13,699 $439K
Florida Trust Wealth Management Co 0.01% No change 13,673 $438K
Natixis Advisors, LLC 0.00% Reduce -20.5% 13,661 $438K
Formidable Asset Management, LLC 0.06% Reduce -4.6% 13,995 $438K
Archford Capital Strategies, LLC 0.05% Reduce -15.9% 13,643 $437K
Magnolia Capital Advisors LLC 0.09% New 13,610 $436K
Alpha Cubed Investments, LLC 0.01% Reduce -12.7% 13,601 $436K
Strategic Wealth Partners, Ltd. 0.03% Add +34.0% 13,548 $434K
McElhenny Sheffield Capital Management, LLC 0.11% Reduce -70.3% 13,546 $434K
NBT Bank, N.A. 0.03% No change 13,500 $433K
Kiley Juergens Wealth Management, LLC 0.09% Add +0.2% 13,481 $432K
NorthCoast Asset Management LLC 0.01% Reduce -86.4% 13,431 $431K
Coquina Private Wealth LLC 0.34% — 13,336 $428K
1620 Investment Advisors, Inc. 0.29% Reduce -0.3% 13,311 $427K
Hyperion Capital Advisors LP 0.21% Add +33.0% 13,300 $426K
Advisors Management Group Inc. 0.08% Reduce -0.6% 13,256 $425K
Keystone Wealth Services, LLC 0.09% Reduce -0.8% 13,243 $425K
Naviter Wealth, LLC 0.06% Add +23.3% 13,239 $424K
Bayban 0.37% — 13,100 $420K
Jefferies Financial Group Inc. 0.00% Add +1.4% 13,070 $419K
HHM Wealth Advisors, LLC 0.05% No change 12,941 $415K
Midwest Trust Co 0.01% Reduce -8.8% 12,858 $412K
Bank of New Hampshire 0.09% No change 12,825 $411K
Pflug Koory, LLC 0.19% Reduce -0.0% 12,796 $410K
AA Financial Advisors, LLC 0.08% Add +2.8% 12,773 $410K
Fiduciary Alliance LLC 0.03% Add +17.1% 12,762 $409K
Royal Harbor Partners, LLC 0.13% No change 12,686 $407K
Waterfront Wealth Inc. 0.08% Reduce -75.0% 12,283 $406K
Rhodes Investment Advisors Inc. 0.33% — 12,610 $404K
Cypress Capital Management LLC (WY) 0.39% Reduce -6.5% 12,600 $404K
Whittier Trust Co. 0.00% Add +46.7% 12,648 $401K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.13% No change 12,512 $401K
Atlas Brown,Inc. 0.12% No change 12,492 $400K
Triangle Securities Wealth Management 0.08% New 12,587 $399K
Coldstream Capital Management Inc. 0.01% Add +86.4% 12,421 $398K
Toth Financial Advisory Corp. 0.04% Add +0.3% 12,393 $397K
Estabrook Capital Management 0.06% No change 12,390 $397K
Lazard Asset Management LLC 0.00% Add +12.4% 12,332 $395K
Diversify Advisory Services, LLC 0.01% Add +0.4% 12,003 $395K
Fermata Advisors, LLC 0.09% Add +1.7% 12,280 $394K
Welch Group, LLC 0.02% Add +1.7% 12,242 $392K
Patrick M Sweeney & Associates, Inc. 0.24% Add +1.8% 12,198 $391K
Outlook Wealth Advisors, LLC 0.09% Add +0.9% 12,163 $390K
Clark Capital Management Group, Inc. 0.00% New 12,156 $390K
Garton & Associates Financial Advisors LLC 0.22% — 12,046 $386K
Nicolet Bankshares Inc. 0.06% New 12,025 $386K
Csenge Advisory Group 0.02% Reduce -16.3% 12,012 $385K
Black Swift Group, LLC 0.06% No change 12,000 $385K
Austin Private Wealth, LLC 0.03% No change 12,000 $385K
Freestone Capital Holdings, LLC 0.01% Add +5.0% 11,998 $385K
Auxano Advisors, LLC 0.08% Add +6.2% 11,956 $383K
Diamant Asset Management, Inc. 0.28% Reduce -9.4% 11,930 $382K
Silverlake Wealth Management LLC 0.09% Add +4.1% 11,930 $382K
Armstrong Advisory Group, Inc. 0.03% Add +16.6% 11,916 $382K
Sequent Asset Management, LLC 0.17% No change 11,886 $381K
Hudock, Inc. 0.06% Reduce -36.4% 11,866 $380K
Patron Partners, LLC 0.17% Add +0.1% 11,848 $380K
Cynosure Group, LLC 0.04% No change 11,820 $379K
EverSource Wealth Advisors, LLC 0.01% Reduce -0.0% 11,812 $379K
Evoke Wealth, LLC 0.01% Reduce -10.2% 11,774 $377K
Financial Gravity Asset Management, Inc. 0.07% Reduce -0.1% 11,732 $376K
Fiduciary Financial Group, LLC 0.05% Add +34.3% 11,721 $376K
Badgley Phelps Wealth Managers, LLC 0.01% No change 11,707 $375K
Fulcrum Capital LLC 0.08% No change 11,703 $375K
Channel Wealth LLC 0.09% No change 11,684 $375K
Thoroughbred Financial Services, LLC 0.02% Reduce -6.3% 11,647 $373K
Arkfeld Wealth Strategies, L.L.C. 0.13% Add +0.1% 11,759 $373K
Aft, Forsyth & Company, Inc. 0.16% Add +1.7% 11,604 $372K
Chapman Financial Group, LLC 0.25% No change 11,579 $371K
Penbrook Management LLC 0.25% No change 11,427 $366K
Anchyra Partners LLC 0.11% — 11,400 $365K
Sather Financial Group Inc 0.02% Reduce -1.1% 11,371 $365K
Principle Wealth Partners LLC 0.02% Add +0.5% 11,361 $364K
Plancorp, LLC 0.01% Add +0.3% 11,311 $363K
Clearstead Trust, LLC 0.06% No change 11,296 $362K
Rare Wolf Capital LLC 0.23% — 11,237 $360K
Sepio Capital, LP 0.02% New 11,230 $360K
Vise Technologies, Inc. 0.01% New 11,227 $360K
Uniting Wealth Partners, LLC 0.11% Add +40.0% 11,200 $359K
Foster Group, Inc. 0.01% New 11,181 $358K
Belleair Asset Management, LLC 0.34% — 11,170 $358K
Corsicana & Co. 0.20% No change 11,000 $353K
Claris Advisors, LLC / Mo / 0.11% No change 11,000 $353K
Abel Hall, LLC 0.08% No change 10,952 $351K
Arkos Global Advisors 0.04% Reduce -11.7% 10,950 $351K
Avior Wealth Management, LLC 0.01% No change 10,945 $351K
Waldron Private Wealth LLC 0.01% Reduce -1.4% 10,900 $349K
CVA Family Office, LLC 0.04% Add +0.1% 10,896 $349K
TMB Capital Partners, LLC 0.12% — 10,889 $349K
Trek Financial, LLC 0.02% Add +27.5% 10,888 $349K
Garrison Bradford & Associates Inc. 0.38% Reduce -15.6% 10,844 $348K
Southland Equity Partners LLC 0.07% Add +0.9% 10,801 $346K
Consilium Wealth Advisory, LLC 0.13% No change 10,730 $344K
Wealth Effects LLC 0.11% No change 10,700 $343K
Strategic Advisors LLC 0.05% Add +0.3% 10,690 $343K
Norman Fields, Gottscho Capital Management, LLC 0.11% Reduce -14.4% 10,690 $343K
Conning Inc. 0.01% No change 10,640 $341K
55 North Private Wealth, LLC 0.09% — 10,631 $341K
Walled Lake Planning & Wealth Management, LLC 0.11% Add +2.5% 10,623 $341K
Shufro Rose & Co. LLC 0.02% Reduce -29.1% 10,598 $340K
Kelleher Financial Advisors 0.08% No change 10,553 $338K
Bull Street Advisors, LLC 0.16% No change 10,551 $338K
Clarity Financial LLC 0.03% Add +4.4% 10,472 $336K
Burford Brothers, Inc. 0.14% Reduce -68.5% 10,462 $335K
Novare Capital Management LLC 0.03% New 10,425 $334K
KPP Advisory Services LLC 0.05% No change 10,423 $334K
LongView Wealth Management 0.08% Add +0.4% 10,337 $332K
Founders Financial Alliance, LLC 0.06% No change 10,338 $331K
Fortis Capital Management LLC 0.04% Add +30.1% 10,338 $331K
Raab & Moskowitz Asset Management LLC 0.07% Add +0.0% 10,328 $331K
Princeton Global Asset Management LLC 0.05% Add +0.0% 10,311 $331K
Wealth Advisors of Iowa, LLC 0.11% Add +0.0% 10,304 $330K
Coastal Bridge Advisors, LLC 0.02% Reduce -6.4% 10,262 $329K
Gsa Capital Partners LLP 0.03% Reduce -61.5% 10,223 $328K
Purkiss Capital Advisors LLC 0.15% Add +0.6% 10,192 $327K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 10,106 $324K
L & S Advisors Inc 0.03% Add +17.5% 10,090 $323K
Journey Strategic Wealth LLC 0.01% Reduce -14.8% 10,031 $322K
Phillips Financial Management, LLC 0.02% No change 10,028 $321K
Pettinga Financial Advisors LLC 0.06% Add +0.3% 10,025 $321K
Boyer Financial Services, Inc. 0.34% — 9,978 $321K
Commonwealth Retirement Investments LLC 0.10% New 10,000 $321K
Ironwood Investment Counsel, LLC 0.04% No change 10,000 $321K
L2 Asset Management, LLC 0.04% New 10,000 $321K
Pinnacle Financial Group, LLC / IL 0.09% Add +1.7% 9,982 $320K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +0.0% 9,961 $319K
MKT Advisors LLC 0.11% No change 9,925 $319K
BancFirst Trust & Investment Management 0.13% Reduce -31.7% 9,930 $319K
Navellier & Associates Inc. 0.04% Add +0.1% 9,878 $317K
Koshinski Asset Management, Inc. 0.02% Reduce -6.3% 9,874 $317K
Valmark Advisers, Inc. 0.00% Reduce -1.1% 9,837 $315K
Alan B Lancz & Associates, Inc. 0.28% Add +9.3% 9,833 $315K
Summit Financial Consulting LLC 0.23% No change 9,833 $315K
First Bancorp, Inc 0.17% No change 9,831 $315K
Granite Group Advisors, LLC 0.18% Add +0.0% 9,826 $315K
Redwood Family Wealth LLC 0.31% — 9,810 $315K
Sun Financial Inc 0.18% — 9,807 $314K
Farnam Financial LLC 0.24% No change 9,800 $314K
Violich Capital Management, Inc. 0.04% Reduce -36.0% 9,800 $314K
QRG Capital Management, Inc. 0.00% New 9,707 $311K
MCF Advisors LLC 0.02% Reduce -11.8% 9,669 $310K
Arcadia Investment Management Corp. 0.05% No change 9,591 $307K
Duncan Williams Asset Management, LLC 0.08% Reduce -2.2% 8,722 $307K
Garrett Wealth Advisory Group, LLC 0.06% No change 9,499 $305K
Challenger Wealth Management 0.23% Add +0.3% 9,464 $303K
Tempus Wealth Planning, LLC 0.07% Reduce -0.4% 9,454 $303K
Sax Wealth Advisors, LLC 0.01% Add +23.2% 9,451 $303K
Hudson Value Partners, LLC 0.09% No change 9,433 $303K
Canal Capital Management, LLC 0.04% Add +8.5% 9,394 $301K
Omnia Family Wealth, LLC 0.09% No change 9,384 $301K
Verdence Capital Advisors LLC 0.02% Reduce -14.4% 9,366 $300K
Capital Advisors, Ltd. LLC 0.03% Add +0.3% 9,353 $300K
Davis R M Inc. 0.01% No change 9,351 $300K
Old North State Trust, LLC 0.18% Add +4.3% 9,340 $299K
Investment Advisory Services Inc. /TX 0.09% No change 9,324 $299K
Arista Wealth Management, LLC 0.04% Reduce -51.8% 9,300 $298K
Leigh Baldwin & Co., LLC 0.20% Add +0.1% 9,309 $298K
Susquehanna International Group, LLP 0.00% Reduce -50.6% 9,273 $297K
Physician Wealth Advisors, Inc. 0.04% No change 9,268 $297K
Yukon Wealth Management, Inc. 0.17% Reduce -57.4% 8,436 $297K
Lantern Wealth Advisors, LLC 0.16% No change 9,230 $296K
Hara Capital LLC 0.16% No change 9,225 $296K
OneAscent Financial Services LLC 0.03% Add +0.2% 9,215 $295K
GatePass Capital, LLC 0.15% Reduce -12.4% 9,200 $295K
WPWealth LLP 0.05% No change 9,186 $295K
Wealth Management Associates, Inc. 0.10% No change 9,185 $294K
Sandbox Financial Partners, LLC 0.08% Reduce -2.1% 9,176 $294K
Emergent Wealth Advisors, LLC 0.16% No change 9,100 $292K
Continuum Advisory, LLC 0.03% Add +14.3% 9,093 $292K
Wealth Advisors of Tampa Bay, LLC 0.10% No change 9,050 $290K
Chesley Taft & Associates LLC 0.01% Reduce -52.5% 9,044 $290K
Creative Financial Designs Inc. 0.02% Reduce -79.6% 9,039 $290K
Cottage Street Advisors LLC 0.12% No change 9,000 $289K
Enhancing Capital LLC 0.21% No change 8,960 $287K
Howland Capital Management LLC 0.01% No change 8,950 $287K
Duncker Streett & Co. Inc. 0.05% Reduce -2.0% 8,938 $287K
Retirement Planning Group, LLC 0.01% Add +4.7% 8,934 $286K
Atwood & Palmer Inc. 0.02% No change 8,931 $286K
First Merchants Corp. 0.01% Reduce -11.4% 8,924 $286K
Spinnaker Trust 0.02% No change 8,920 $286K
Coastline Trust Co 0.03% No change 8,900 $285K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -3.3% 8,667 $285K
Chancellor Financial Group WB LP 0.19% Add +12.7% 8,880 $285K
Adkins Seale Capital Management LLC 0.28% — 8,867 $284K
Goepper Burkhardt LLC 0.09% No change 8,850 $284K
Proficio Capital Partners LLC 0.02% Add +0.2% 8,837 $283K
Powell Investment Advisors, LLC 0.10% Add +1.7% 8,827 $283K
Avalon Trust Co 0.02% Reduce -10.2% 8,800 $282K
Money Concepts Capital Corp. 0.02% Add +0.2% 8,771 $281K
Phillips Wealth Planners LLC 0.23% Reduce -21.8% 8,524 $281K
Freedom Financial Partners LLC 0.10% Add +5.0% 8,683 $278K
Oak Ridge Investments LLC 0.02% Reduce -11.9% 8,664 $278K
Purus Wealth Management, LLC 0.09% Add +6.1% 8,653 $277K
Winthrop Advisory Group LLC 0.02% Add +30.1% 8,638 $277K
Cardiff Park Advisors, LLC 0.02% Reduce -18.4% 8,628 $277K
Paradigm Asset Management Co. LLC 0.06% Reduce -8.5% 8,600 $276K
Mairs & Power Inc. 0.00% No change 8,600 $276K
Quadcap Wealth Management, LLC 0.03% Reduce -9.1% 8,571 $275K
Guyasuta Investment Advisors Inc. 0.02% Add +0.4% 8,562 $275K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.09% No change 8,554 $274K
Farmers & Merchants Investments Inc. 0.01% No change 8,535 $274K
Charter Oak Capital Management, LLC 0.02% No change 8,523 $273K
Shikiar Asset Management Inc. 0.07% No change 8,500 $273K
Forbes J M & Co. LLP 0.02% No change 8,500 $273K
ARS Wealth Advisors Group, LLC 0.02% No change 8,449 $271K
YHB Investment Advisors, Inc. 0.02% Add +0.0% 8,438 $271K
Western Wealth Management, LLC 0.01% Reduce -3.3% 8,435 $270K
S.A. Mason LLC 0.11% No change 8,432 $270K
Allegheny Financial Group 0.04% No change 8,398 $269K
Probity Advisors, Inc. 0.04% Reduce -5.7% 8,345 $268K
Albion Financial Group 0.02% Reduce -54.5% 8,342 $267K
Holderness Investments Co. 0.05% No change 8,336 $267K
Willis Johnson & Associates, Inc. 0.02% Add +5.1% 8,298 $266K
Canvas Wealth Advisors, LLC 0.05% Add +1.4% 8,290 $266K
ARK & TLK Investments, LLC 0.07% No change 8,263 $265K
Chevy Chase Trust Holdings, LLC 0.00% No change 8,250 $264K
Capital Advantage, Inc. 0.04% No change 8,234 $264K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% No change 8,228 $264K
Satovsky Asset Management LLC 0.05% Add +1.7% 8,211 $263K
Stanley-Laman Group, Ltd. 0.03% No change 8,204 $263K
Cadent Capital Advisors, LLC 0.07% Add +1.0% 8,184 $262K
Harmony Asset Management LLC 0.09% Reduce -0.3% 8,167 $262K
Insight Wealth Partners, LLC 0.11% Add +5.8% 8,164 $262K
Advisortrust Partners, LLC 0.11% — 8,149 $261K
Royal Capital Wealth Management, LLC 0.15% New 8,144 $261K
Kavar Capital Partners Group, LLC 0.04% No change 8,144 $261K
Centaurus Financial, Inc. 0.01% Add +5.0% 8,131 $261K
Conservest Capital Advisors, Inc. 0.02% No change 8,102 $260K
Signaturefd, LLC 0.00% Add +0.8% 8,091 $259K
Eight 31 Financial, LLC 0.14% No change 8,059 $258K
Blue Fin Capital, Inc. 0.04% No change 8,029 $257K
Mattern Capital Management, LLC 0.03% No change 8,002 $257K
GS Investments, Inc. 0.14% No change 8,000 $256K
Carnegie Lake Advisors LLC 0.10% No change 8,000 $256K
Resonant Capital Advisors, LLC 0.01% Reduce -23.8% 8,000 $256K
Godsey & Gibb, Inc. 0.02% No change 7,977 $256K
Bahl & Gaynor LLC 0.00% No change 7,974 $256K
LBMC Investment Advisors, LLC 0.02% Add +0.5% 7,961 $255K
Pavion Blue Capital, LLC 0.11% No change 7,916 $254K
Acropolis Investment Management, LLC 0.01% Add +0.5% 7,896 $253K
Mainstay Capital Management LLC 0.02% Add +3.0% 7,895 $253K
Legacy Advisory Services, LLC 0.19% No change 7,878 $253K
Chemistry Wealth Management LLC 0.05% No change 7,834 $251K
Hunter Associates Investment Management LLC 0.03% No change 7,806 $251K
Sendero Wealth Management, LLC 0.03% Add +14.7% 7,827 $251K
Encompass Wealth Advisors, LLC 0.09% No change 7,822 $251K
Members Trust Co 0.01% Add +3.2% 7,814 $251K
Cloud Capital Management, LLC 0.12% Add +44.7% 7,751 $248K
Anderson Hoagland & Co. 0.02% No change 7,720 $248K
Ledyard National Bank 0.02% New 7,720 $248K
Legacy Financial Group, Inc. 0.06% New 7,700 $247K
Indiana Trust & Investment Management Co 0.07% No change 7,694 $247K
Tanglewood Legacy Advisors, LLC 0.09% No change 7,650 $245K
Caldwell Sutter Capital, Inc. 0.10% Add +1.8% 7,643 $245K
TFB Advisors LLC 0.07% Add +0.7% 7,634 $245K
Austin Wealth Management, LLC 0.04% Reduce -0.5% 7,675 $245K
Everest Financial Group LLC 0.05% — 7,615 $244K
SevenBridge Financial Group, LLC 0.04% No change 7,384 $244K
Fifth Third Wealth Advisors LLC 0.01% Add +0.6% 7,601 $244K
MBE Wealth Management, LLC 0.10% Add +0.6% 7,580 $243K
Sterling Financial Planning, Inc. 0.07% Add +0.8% 7,537 $242K
Patriot Financial Group Insurance Agency, LLC 0.03% New 7,520 $241K
Hemenway Trust Co LLC 0.02% No change 7,500 $240K
Principal Securities, Inc. 0.00% Reduce -0.8% 7,490 $240K
Elser Financial Planning, Inc 0.17% No change 7,488 $240K
Northern Capital Management, Inc. 0.13% Add +0.2% 7,473 $240K
Prossimo Advisors, LLC 1.53% No change 7,407 $237K
Villere St Denis J & Co. LLC 0.02% No change 7,402 $237K
Oxford Financial Group, LTD. LLC 0.01% Add +0.8% 7,380 $237K
Alliance Wealth Advisors, LLC 0.11% Add +0.0% 7,365 $236K
M.E. Allison & Co., Inc. 0.16% No change 7,363 $236K
Wescott Financial Advisory Group, LLC 0.02% Reduce -2.7% 7,357 $236K
Adirondack Trust Co. 0.08% No change 7,354 $236K
Insigneo Advisory Services, LLC 0.02% Reduce -41.8% 7,343 $235K
MBL Wealth, LLC 0.02% No change 7,320 $235K
Old Mission Investment Co LLC 0.06% No change 7,311 $234K
Penobscot Investment Management Company, Inc. 0.02% No change 7,300 $234K
Fortis Advisors, LLC 0.13% No change 7,262 $233K
Enterprise Financial Services Corp 0.12% Add +7.4% 7,257 $233K
Calydon Capital 0.04% No change 7,246 $232K
Martel Wealth Advisors LLC 0.04% No change 7,240 $232K
Southeast Asset Advisors, LLC 0.02% No change 7,207 $231K
Covestor Ltd 0.12% Add +0.9% 7,195 $231K
Dumont & Blake Investment Advisors LLC 0.06% No change 7,201 $231K
Thrive Wealth Management, LLC 0.03% No change 7,197 $231K
Inman Jager Wealth Management, LLC 0.14% No change 7,191 $231K
Mountain Capital Investment Advisors Inc. 0.04% Add +1.1% 6,964 $230K
Breakwater Capital Group 0.03% Reduce -0.2% 7,132 $229K
Chase Investment Counsel Corp. 0.06% No change 7,128 $228K
Golden State Wealth Management, LLC 0.02% Add +0.1% 7,088 $227K
Balboa Wealth Partners 0.04% No change 7,043 $226K
NWF Advisory Services Inc. 0.02% Reduce -8.6% 7,040 $226K
Wolff Financial Management LLC 0.05% No change 7,034 $226K
Stonebridge Financial Group, LLC / MO 0.20% — 7,032 $225K
McDaniel Terry & Co. 0.02% No change 7,020 $225K
Barry Investment Advisors, LLC 0.05% No change 7,016 $225K
Second Line Capital, LLC 0.05% New 7,008 $225K
Arthur M. Cohen & Associates, LLC 0.04% New 7,000 $225K
Everstar Asset Management, LLC 0.12% No change 7,000 $224K
Sterneck Capital Management, LLC 0.10% No change 7,000 $224K
CNB Bank 0.09% No change 7,000 $224K
Bay Rivers Group 0.09% No change 7,000 $224K
Ulland Investment Advisors, LLC 0.18% Add +118.8% 7,000 $224K
Cardinal Point Capital Management ULC 0.01% New 6,980 $224K
Gibraltar Capital Management, Inc. 0.04% No change 6,945 $223K
Smith Salley Wealth Management 0.01% New 6,943 $223K
Alhambra Investment Management LLC 0.10% No change 6,920 $222K
AdvisorNet Financial, Inc 0.01% Reduce -6.5% 6,902 $221K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 6,900 $221K
Mindset Wealth Management, LLC 0.06% No change 6,846 $219K
Fjell Capital, LLC 0.17% New 6,840 $219K
Caldwell Trust Co 0.02% Add +19.8% 6,830 $219K
GWN Securities Inc. 0.04% Add +3.4% 6,814 $218K
Resolute Wealth Strategies, LLC 0.10% Reduce -2.3% 6,806 $218K
Wright Wealth LLC 0.14% — 6,802 $218K
Kore Advisors LP 0.37% No change 6,800 $218K
Rossmore Private Capital 0.02% No change 6,800 $218K
Birch Financial Group, LLC 0.12% Add +3.6% 6,780 $217K
Independence Bank of Kentucky 0.03% No change 6,725 $216K
Townsend Asset Management Corp. /NC/ 0.08% Add +1.6% 6,717 $215K
Exchange Bank 0.15% No change 6,701 $215K
Asset One Wealth Management LLC 0.03% — 6,479 $214K
Kanawha Capital Management LLC 0.01% Reduce -14.5% 6,671 $214K
Brooks, Moore & Associates, Inc. 0.10% No change 6,665 $214K
Tortuga Wealth Management, Inc 0.22% — 6,657 $213K
Seelaus Asset Management LLC 0.17% Reduce -12.6% 6,656 $213K
Aventura Private Wealth, LLC 0.08% Reduce -10.5% 6,656 $213K
Jackson Thornton Wealth Management, LLC 0.02% New 6,720 $213K
Private Harbour Investment Management & Counsel, LLC 0.22% Reduce -5.0% 6,600 $212K
SOA Wealth Advisors, LLC. 0.03% Reduce -2.4% 6,589 $211K
Berger Financial Group, Inc 0.01% No change 6,582 $211K
Wilkins Miller Wealth Management, LLC 0.13% Add +0.5% 6,577 $211K
Terril Brothers, Inc. 0.06% No change 6,575 $211K
Assetmark, Inc. 0.00% Reduce -34.1% 6,559 $210K
Tevis Investment Management 0.13% No change 6,719 $210K
SVRN Asset Management, LLC 0.17% — 6,515 $209K
Z3 Capital Partners, LLC 0.05% — 6,501 $208K
Mengis Capital Management, Inc. 0.04% New 6,500 $208K
Colorado Capital Management, Inc. 0.08% No change 6,501 $208K
Pinion Investment Advisors, LLC 0.05% New 6,486 $208K
Worth Asset Management, LLC 0.09% No change 6,400 $205K
Aurora Private Wealth, Inc. 0.13% — 6,398 $205K
Convergence Financial, LLC 0.03% New 6,381 $205K
BOS Asset Management, LLC 0.05% New 6,375 $204K
AMG National Trust Bank 0.00% New 6,360 $204K
71 West Capital Partners 0.01% — 6,350 $204K
First Financial Corp. 0.08% No change 6,349 $204K
Simplicity Wealth,LLC 0.01% New 6,344 $203K
First Trust Capital Management L.P. 0.01% Reduce -5.8% 6,337 $203K
Compass Ion Advisors, LLC 0.02% New 6,317 $203K
Legacy Wealth Advisors, LLC 0.13% — 6,312 $202K
Kesler, Norman & Wride, LLC 0.03% New 6,309 $202K
Clearwater Capital Advisors, LLC 0.02% New 6,303 $202K
Providence Financial Advisors, LLC 0.20% New 6,296 $202K
Symphony Financial Services, Inc. 0.10% New 6,262 $201K
Mainsail Financial Group, LLC 0.08% New 6,247 $200K
Optima Capital LLC 0.08% New 5,921 $190K
Sawyer & Company, Inc 0.07% No change 5,900 $189K
Montag A & Associates Inc. 0.01% Add +6.0% 5,880 $189K
Eagle Bay Advisors LLC 0.14% New 5,830 $187K
Medallion Wealth Advisors, LLC 0.06% Add +9.1% 5,820 $187K
CX Institutional 0.01% Add +200.4% 5,725 $184K
Fairscale Capital, LLC 0.12% Add +78.3% 5,707 $183K
Wellington Shields Capital Management, LLC 0.03% No change 5,700 $183K
Nemes Rush Group LLC 0.02% No change 5,621 $180K
CGC Financial Services, LLC 0.05% No change 5,554 $178K
Camelot Portfolios, LLC 0.11% New 5,425 $174K
Meramec Financial Planners, LLC 0.07% — 4,970 $174K
Roxbury Financial LLC 0.15% Add +1.7% 5,368 $172K
Dagco, Inc. 0.04% Add +1.7% 5,365 $172K
SHP Wealth Management 0.01% — 5,307 $170K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 5,000 $160K
First Community Trust NA 0.12% No change 4,960 $159K
Provenance Wealth Advisors, LLC 0.02% No change 4,960 $159K
Financial Management Professionals, Inc. 0.02% No change 4,939 $158K
TCTC Holdings, LLC 0.00% No change 4,891 $157K
Nova Wealth Management, Inc. 0.11% Add +1.6% 4,885 $157K
Vermillion Wealth Management, Inc. 0.06% Add +0.1% 4,866 $156K
Coston, McIsaac & Partners 0.04% Add +1.7% 4,866 $156K
Trifecta Capital Advisors, LLC 0.02% No change 4,840 $155K
Acumen Wealth Advisors, LLC 0.04% — 4,832 $155K
Pittenger & Anderson Inc. 0.01% No change 4,700 $151K
Atlantic Private Wealth, LLC 0.09% No change 4,500 $144K
Private Wealth Asset Management, LLC 0.02% No change 4,366 $140K
CoreFirst Bank & Trust 0.07% No change 4,320 $138K
South Plains Financial, Inc. 0.08% No change 4,175 $134K
Navigoe, LLC 0.08% No change 4,147 $132K
Parvin Asset Management, LLC 0.10% Add +17.5% 4,025 $129K
Gen-Wealth Partners Inc 0.04% Reduce -4.9% 4,012 $129K
Inlight Wealth Management, LLC 0.05% No change 4,000 $128K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 4,000 $128K
SageView Advisory Group, LLC 0.00% New 3,846 $123K
Versant Capital Management, Inc 0.01% Add +1.6% 3,740 $120K
Ameriflex Group, Inc. 0.06% Add +28.9% 3,737 $120K
Missouri Trust & Investment Co 0.04% No change 3,718 $119K
Wellington-Altus USA Inc. 0.09% — 3,640 $117K
Trust Co. of Vermont 0.00% Add +18.5% 3,445 $110K
Elevation Wealth Partners, LLC 0.04% Add +1.7% 3,442 $110K
Proffitt & Goodson Inc. 0.02% No change 3,431 $110K
Monetary Solutions, Ltd 0.11% — 3,363 $108K
Glen Eagle Advisors, LLC 0.01% Add +615.9% 3,329 $107K
Operose Advisors LLC 0.02% No change 3,300 $106K
Kohmann Bosshard Financial Services, LLC 0.01% New 3,300 $106K
Acadian Asset Management LLC 0.00% Add +93.7% 3,292 $105K
Laurel Wealth Advisors LLC 0.01% New 3,204 $103K
Strive Financial Group ,LLC 0.05% — 3,170 $102K
Miller Wealth Advisors, LLC 0.04% Reduce -17.1% 3,158 $101K
City Holding Co. 0.01% No change 3,141 $101K
Quent Capital, LLC 0.01% No change 3,072 $98K
Gables Capital Management Inc. 0.04% Add +50.0% 3,000 $96K
Piscataqua Savings Bank 0.07% No change 3,000 $96K
Wolff Wiese Magana LLC 0.05% Add +0.6% 2,995 $96K
Broadwater Capital Management LLC 0.07% Reduce -60.0% 2,990 $96K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 2,981 $96K
Tower Research Capital LLC (TRC) 0.00% Reduce -25.1% 2,920 $94K
Washington Trust Advisors, Inc. 0.01% No change 2,900 $93K
Alerus Financial NA 0.00% No change 2,850 $91K
Byrne Asset Management LLC 0.05% No change 2,800 $90K
Hoey Investments, Inc. 0.01% No change 2,750 $88K
American Capital Advisory, LLC 0.04% Reduce -20.2% 2,747 $88K
Kozak & Associates, Inc. 0.02% Reduce -4.8% 2,744 $88K
Navalign, LLC 0.02% New 2,702 $87K
Eastern Bank 0.00% No change 2,650 $85K
Old Second National Bank of Aurora 0.02% No change 2,640 $85K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 2,536 $81K
Center for Financial Planning, Inc. 0.01% No change 2,532 $81K
Chung Wu Investment Group, LLC 0.07% No change 2,500 $80K
Pingora Partners LLC 0.05% No change 2,500 $80K
Horrell Capital Management, Inc. 0.03% No change 2,500 $80K
Hazlett, Burt & Watson, Inc. 0.03% Add +3.2% 2,528 $80K
Compass Financial Services Inc 0.03% Add +1.7% 2,444 $78K
Godfrey Financial Associates, Inc. 0.07% — 2,414 $77K
Prosperity Bancshares Inc 0.07% — 2,400 $77K
NFSG Corp 0.01% Add +6.2% 2,398 $77K
Cheviot Value Management, LLC 0.01% No change 2,250 $75K
Fourth Dimension Wealth, LLC 0.03% No change 2,294 $74K
Gleason Group, Inc. 0.01% Add +1.7% 2,200 $71K
Key Financial Inc 0.01% No change 2,184 $70K
Halbert Hargrove Global Advisors, LLC 0.00% New 2,150 $69K
Barrett & Company, Inc. 0.02% Reduce -51.4% 2,045 $66K
SouthState Bank Corp 0.00% No change 2,014 $65K
Pinnacle Wealth Planning Services, Inc. 0.01% New 2,000 $64K
Hanson & Doremus Investment Management 0.01% No change 2,010 $64K
Boyd Watterson Asset Management LLC 0.02% No change 1,980 $63K
Financial Freedom, LLC 0.03% Add +1.7% 1,954 $63K
Lummis Asset Management, LP 0.04% No change 1,932 $62K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +431.6% 1,919 $62K
Hollencrest Capital Management 0.00% Add +1.7% 1,920 $62K
Entrust Financial LLC 0.04% — 1,842 $59K
Walsh & Associates, LLC 0.05% — 1,736 $56K
Tucker Asset Management LLC 0.02% New 1,700 $55K
Hantz Financial Services, Inc. 0.00% Add +6.6% 1,647 $53K
Essential Investment Partners LLC 0.05% — 1,650 $53K
Asset Planning,Inc 0.04% Add +1.7% 1,631 $52K
Mowery & Schoenfeld Wealth Management, LLC 0.07% No change 1,600 $51K
Beaird Harris Wealth Management, LLC 0.00% No change 1,558 $50K
Johnson Financial Group, Inc. 0.00% No change 1,513 $49K
Merited Wealth, LLC 0.04% — 1,508 $48K
Align Financial, LLC 0.03% — 48,090 $48K
First Command Advisory Services, Inc. 0.00% No change 1,500 $48K
Crews Bank & Trust 0.01% Reduce -32.0% 1,490 $48K
Davis Capital Management 0.03% No change 1,443 $46K
Pandora Wealth, Inc. 0.03% No change 1,418 $45K
Groesbeck Investment Management Corp. 0.08% New 1,400 $45K
Colonial Trust Advisors 0.00% Add +5.9% 1,390 $45K
JNBA Financial Advisors 0.00% No change 1,323 $42K
Truvestments Capital LLC 0.01% Add +0.1% 1,321 $42K
Bfsg, LLC 0.00% Reduce -99.3% 1,308 $42K
Daytona Street Capital LLC 0.03% — 1,300 $42K
Essex Investment Management Co. LLC 0.01% No change 1,266 $41K
Fortitude Family Office, LLC 0.01% No change 1,254 $40K
General Partner, Inc. 0.02% No change 1,250 $40K
Burkett Financial Services, LLC 0.01% Add +1.7% 1,222 $39K
REAP Financial Group, LLC 0.01% Add +1.8% 1,210 $39K
Chelsea Counsel Co. 0.02% No change 1,200 $38K
Marshall & Sterling Wealth Advisors Inc. 0.03% No change 1,196 $38K
Vision Retirement, LLC 0.01% — 1,187 $38K
Motco 0.00% No change 1,158 $37K
Smallwood Wealth Investment Management, LLC 0.02% No change 1,151 $37K
Copia Wealth Management 0.03% No change 1,109 $36K
Community Bank, N.A. 0.00% No change 1,098 $35K
Bullock Wealth Management Group 0.02% — 1,077 $35K
Bellevue Asset Management, LLC 0.01% No change 1,010 $32K
N.E.W. Advisory Services LLC 0.00% No change 1,001 $32K
Cornerstone National Bank & Trust Co 0.01% No change 1,000 $32K
Stephens Consulting, LLC 0.01% Reduce -5.3% 1,000 $32K
DiNuzzo Private Wealth, Inc. 0.00% No change 1,000 $32K
GHP Investment Advisors, Inc. 0.00% No change 1,000 $32K
Tidemark, LLC 0.01% Add +1.1% 999 $32K
Pacific Center for Financial Services 0.01% No change 1,000 $31K
GPS Wealth Strategies Group, LLC 0.03% Reduce -85.1% 960 $31K
Westside Investment Management, Inc. 0.00% No change 931 $30K
IAG Wealth Partners, LLC 0.00% No change 904 $29K
Accordant Advisory Group Inc 0.02% No change 896 $29K
Security National Bank 0.00% No change 875 $28K
Colonial Trust Co / SC 0.00% Reduce -15.5% 857 $27K
Wealth Preservation Advisors, LLC 0.01% Reduce -4.3% 803 $26K
PMV Capital Advisers, LLC 0.05% New 795 $25K
First PREMIER Bank 0.01% No change 772 $25K
IFC & Insurance Marketing, Inc. 0.02% — 704 $23K
National Bank of Canada 0.00% No change 716 $23K
Hughes Financial Services, LLC 0.00% New 700 $22K
SJS Investment Consulting Inc. 0.00% Add +0.1% 688 $22K
Centerpoint Advisors, LLC 0.01% No change 700 $22K
Trust Co 0.00% New 685 $22K
Ransom Advisory, Ltd 0.01% No change 663 $21K
Abound Wealth Management 0.01% Add +61.8% 660 $21K
Stone House Investment Management, LLC 0.00% Add +7.7% 646 $21K
Rosenberg Matthew Hamilton 0.00% No change 624 $20K
Mark Sheptoff Financial Planning, LLC 0.01% No change 620 $20K
Dogwood Wealth Management LLC 0.01% Reduce -6.1% 616 $20K
Chesapeake Asset Management LLC 0.02% No change 600 $19K
Harbor Asset Planning, Inc. 0.02% No change 568 $18K
Tsfg, LLC 0.00% Add +1.8% 522 $17K
Cape Investment Advisory, Inc. 0.01% Add +132.2% 527 $17K
Deane Retirement Strategies, Inc. 0.01% No change 524 $17K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -83.3% 500 $17K
Turning Point Benefit Group, Inc. 0.01% Reduce -29.1% 516 $17K
Sachetta, LLC 0.01% Add +150.0% 500 $16K
Financial Consulate, Inc. 0.00% Reduce -52.4% 500 $16K
Fiduciary Advisors, Inc. 0.01% Add +1.6% 493 $16K
Lodestone Wealth Management LLC 0.01% New 492 $16K
Blue Bell Private Wealth Management, LLC 0.00% No change 485 $16K
Steigerwald, Gordon & Koch Inc. 0.00% No change 484 $16K
Timmons Wealth Management, LLC 0.01% — 464 $15K
Country Trust Bank 0.00% No change 439 $14K
Front Row Advisors LLC 0.00% No change 435 $14K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 423 $14K
Financial Connections Group, Inc. 0.00% Add +1.7% 422 $13K
Key Capital Management, INC 0.01% — 405 $13K
Sunrise Financial Services, LLC 0.01% — 400 $13K
Maseco LLP 0.00% New 392 $13K
Salomon & Ludwin, LLC 0.00% No change 343 $11K
Ares Financial Consulting, LLC 0.01% — 336 $11K
Nalls Sherbakoff Group, LLC 0.01% New 325 $10K
Evolution Wealth Management Inc. 0.01% Add +18.9% 314 $10K
Resources Management Corp. /CT/ 0.00% No change 300 $10K
Signature Equity Partners, LLC 0.01% — 300 $10K
Rossby Financial, LCC 0.00% No change 300 $10K
SRH Advisors, LLC 0.00% New 300 $10K
Keating Financial Advisory Services, Inc. 0.00% — 298 $10K
Reflection Asset Management 0.01% — 300 $10K
St. Johns Investment Management Company, LLC 0.00% No change 292 $9K
Motiv8 Investments LLC 0.00% New 268 $9K
GoalVest Advisory LLC 0.00% No change 273 $9K
West Branch Capital LLC 0.00% No change 255 $8K
Game Plan Financial Advisors, LLC 0.00% No change 250 $8K
Bangor Savings Bank 0.00% Add +28.1% 246 $8K
Dunhill Financial, LLC 0.00% No change 225 $7K
Cranbrook Wealth Management, LLC 0.00% Reduce -68.3% 225 $7K
Financial Network Wealth Advisors LLC 0.01% No change 224 $7K
Advocate Investing Services LLC 0.01% — 216 $7K
Costello Asset Management, INC 0.00% No change 200 $6K
Arlington Trust Co LLC 0.00% No change 200 $6K
LM Advisors LLC 0.03% New 204 $6K
SWAN Capital LLC 0.00% Reduce -22.0% 167 $5K
Frazier Financial Advisors, LLC 0.00% New 167 $5K
Strategic Advocates LLC 0.00% No change 161 $5K
Fortis Group Advisors, LLC 0.00% No change 150 $5K
TD Private Client Wealth LLC 0.00% No change 136 $4K
Penserra Capital Management LLC 0.00% Reduce -4.3% 132 $4K
Flagship Wealth Advisors, LLC 0.00% No change 121 $4K
HighMark Wealth Management LLC 0.00% No change 116 $4K
Investment Research & Advisory Group, Inc. 0.00% Add +1.0% 101 $3K
First United Bank & Trust 0.00% No change 100 $3K
Triumph Capital Management 0.00% New 99 $3K
First Pacific Financial 0.00% New 97 $3K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 94 $3K
Osbon Capital Management LLC 0.00% — 90 $3K
Rachor Investment Advisory Services, LLC 0.00% — 87 $3K
Tradewinds Capital Management, LLC 0.00% No change 80 $3K
Nisa Investment Advisors, LLC 0.00% No change 58 $2K
Rogco, LP 0.00% No change 51 $2K
Mountain Hill Investment Partners Corp. 0.00% No change 40 $1K
Caitlin John, LLC 0.00% Reduce -18.6% 35 $1K
Roble, Belko & Company, Inc 0.00% No change 18 $1K
Garner Asset Management Corp 0.00% New 27 $852
MPWM Advisory Solutions, LLC 0.00% No change 20 $641
Aspect Partners, LLC 0.00% No change 3 $98
Murphy & Mullick Capital Management Corp 0.00% Reduce -98.6% 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.