Enterprise Products PartnersEPD

13F holders, Q1 2026 (March 31)
1,615holders +125
177new positions
56sold out
8famous investors
$37.80avg. 13F price*

At the end of Q1 2026, 1,615 institutions reported holding Enterprise Products Partners (EPD) in their 13F filings, up 125 from Q4 2025. 177 opened new positions and 56 sold out. The largest holders were Alps Advisors Inc. ($1.6B), Invesco Ltd. ($1.0B) and Morgan Stanley ($810.5M). 8 famous investors held it, including Bruce Berkowitz (13.6% of Fairholme Capital Management's portfolio), Leon Cooperman (1.7% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions177$122.3M
Exits56$31.1M

All 13F filers, Q4 2025 → Q1 2026: 23,678,513 shares bought and 24,397,532 shares sold, net −719,019 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,615 holders

Alps Advisors Inc. 7.75% Add +2.1% 43,521,097 $1.6B
Invesco Ltd. 0.10% Add +0.2% 26,646,255 $1.0B
Morgan Stanley 0.05% Add +12.1% 21,419,522 $810.5M
Blackstone Inc. 3.27% Add +9.6% 21,103,484 $798.6M
Goldman Sachs Group Inc. 0.10% Add +10.6% 20,090,417 $760.2M
Fayez Sarofim & Co 1.57% Reduce -3.4% 16,199,184 $613.0M
Tortoise Capital Advisors, L.L.C. 5.86% Add +4.1% 14,861,384 $562.4M
Energy Income Partners, LLC 8.36% Reduce -7.8% 13,731,348 $519.6M
Neuberger Berman Group LLC 0.39% Reduce -4.6% 13,640,543 $516.2M
Kayne Anderson Capital Advisors LP 9.45% Reduce -2.4% 13,031,597 $493.1M
UBS Group AG 0.08% Reduce -2.9% 12,607,250 $477.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.63% Add +5.5% 12,118,253 $458.6M
Bank of America Corp. 0.03% Reduce -7.5% 11,778,570 $445.7M
American Century Companies Inc. 0.22% Reduce -23.4% 11,384,591 $430.8M
CIBC Bancorp USA Inc. 0.44% — 8,680,163 $328.6M
Ensign Peak Advisors, Inc 0.59% Reduce -8.3% 8,302,325 $314.2M
FMR LLC 0.01% Reduce -8.6% 7,346,475 $278.0M
BlackRock, Inc. 0.00% Reduce -34.3% 7,028,170 $265.9M
Berkley W R Corp. 13.90% No change 6,825,000 $258.3M
Raymond James Financial Inc. 0.08% Add +0.2% 6,645,019 $251.5M
Clearbridge Investments, LLC 0.19% Reduce -9.0% 5,813,484 $220.0M
Westwood Holdings Group Inc. 1.52% Add +4185.4% 5,496,068 $208.0M
Fairholme Capital Management 13.63% Add +0.1% 5,455,800 $206.4M
Wells Fargo & Company 0.04% Add +3.0% 4,919,698 $186.2M
Hamlin Capital Management, LLC 4.44% Reduce -1.2% 4,863,306 $184.0M
Chickasaw Capital Management LLC 6.42% Reduce -0.1% 4,798,337 $181.6M
Thrivent Financial for Lutherans 0.34% Add +1.7% 4,588,523 $173.6M
Principal Financial Group Inc. 0.09% Reduce -7.0% 4,270,820 $161.6M
LPL Financial LLC 0.04% Add +0.3% 4,165,740 $157.6M
Stifel Financial Corp. 0.14% Add +2.2% 4,067,750 $153.9M
HighTower Advisors, LLC 0.16% Add +0.2% 3,866,288 $146.3M
Paralel Advisors LLC 5.74% No change 3,650,000 $138.1M
BNP Paribas Financial Markets 0.09% Reduce -11.0% 3,609,101 $136.6M
Reaves W H & Co. Inc. 2.19% No change 3,493,940 $132.2M
JPMorgan Chase & Co. 0.01% Add +29.9% 3,325,596 $130.0M
Eagle Global Advisors LLC 4.53% Add +13.5% 3,325,426 $125.8M
Royal Bank of Canada 0.02% Reduce -4.2% 3,230,255 $122.2M
Miller Howard Investments Inc. 3.27% Add +1.6% 3,160,206 $119.6M
Corient Private Wealth LP 0.14% Add +1.1% 2,741,683 $94.8M
Americana Partners, LLC 2.25% Add +1.7% 2,285,210 $86.5M
U.S. Capital Wealth Advisors, LLC 2.17% Reduce -0.2% 2,276,743 $86.2M
Barclays PLC 0.03% Reduce -26.6% 2,149,061 $81.3M
Rockefeller Capital Management L.P. 0.14% Add +5.1% 2,144,188 $81.1M
Brookfield Corp 0.11% Reduce -1.7% 2,071,160 $78.4M
Chicago Partners Investment Group LLC 1.75% Add +1.0% 2,066,758 $78.0M
First Eagle Investment Management, LLC 0.12% Add +1.4% 1,941,481 $73.5M
Texas Yale Capital Corp. 2.05% Add +0.2% 1,909,341 $72.2M
Fractal Investments LLC 8.23% No change 1,837,044 $69.5M
Deutsche Bank AG 0.02% Reduce -1.4% 1,831,446 $69.3M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3.29% Reduce -2.6% 1,745,500 $66.0M
Progeny 3, Inc. 3.41% Reduce -3.6% 1,683,631 $63.7M
Recurrent Investment Advisors LLC 3.82% Reduce -1.5% 1,675,483 $63.4M
Bollard Group LLC 1.87% Reduce -0.3% 1,620,055 $61.3M
Duff & Phelps Investment Management Co. 0.61% Reduce -0.1% 1,560,173 $59.0M
Infrastructure Capital Advisors, LLC 8.32% Add +15.5% 1,548,308 $58.6M
Osaic Holdings, Inc. 0.08% Add +4.9% 1,516,185 $57.4M
Victory Capital Management Inc. 0.04% Add +0.0% 1,501,034 $56.8M
Williams Jones Wealth Management, LLC. 0.70% Reduce -2.4% 1,498,970 $56.7M
Blair William & Co. 0.16% Add +26.0% 1,454,357 $55.0M
Saudi Central Bank 1.15% No change 1,438,187 $54.4M
Omega Advisors (Leon Cooperman) 1.71% No change 1,373,755 $52.0M
Mariner, LLC 0.06% Reduce -1.6% 1,372,882 $51.9M
Oxbow Advisors, LLC 4.46% Add +2.7% 1,364,787 $51.6M
HRT Financial LP 0.13% Reduce -10.3% 1,348,480 $51.0M
Maryland State Retirement & Pension System 1.01% Reduce -4.3% 1,307,298 $49.5M
Epoch Investment Partners, Inc. 0.29% Reduce -2.6% 1,254,604 $47.5M
PNC Financial Services Group, Inc. 0.03% Reduce -1.7% 1,200,531 $45.4M
Penn Davis McFarland Inc. 4.35% Reduce -0.4% 1,175,998 $44.5M
SailingStone Capital Partners LLC 9.71% Reduce -1.8% 1,129,954 $42.8M
Northside Capital Management, LLC 3.75% Reduce -27.0% 1,127,179 $42.7M
Tetrad Corp. 4.16% No change 1,100,000 $41.6M
Cetera Investment Advisers 0.04% Add +1.6% 1,094,669 $41.4M
Commonwealth Equity Services, LLC 0.06% Reduce -1.8% 1,088,417 $41.2M
Fort Sheridan Advisors LLC 4.83% Add +7.9% 1,056,663 $40.0M
Elevation Point Wealth Partners, LLC 0.93% Add +1.3% 1,032,176 $39.1M
Longfellow Investment Management Co. LLC 8.13% Reduce -35.0% 1,031,154 $39.0M
Vestmark Advisory Solutions, Inc. 0.43% Add +1.1% 1,030,490 $39.0M
Focus Partners Wealth 0.04% Add +3.0% 1,025,113 $38.8M
Bowen Hanes & Co. Inc. 0.94% No change 1,018,000 $38.5M
Allianz Asset Management GmbH 0.04% Reduce -2.0% 1,003,325 $38.0M
Auto-Owners Insurance Co 0.79% No change 1,000,000 $37.8M
Creative Planning 0.02% Add +11.1% 962,240 $36.4M
Exchange Traded Concepts, LLC 0.28% Add +0.8% 960,294 $36.3M
Janney Montgomery Scott LLC 0.09% Add +0.3% 941,580 $35.6M
Prospera Financial Services Inc 0.57% Reduce -2.7% 941,495 $35.6M
Commerce Bank 0.17% Add +2.2% 901,591 $34.1M
Evergreen Capital Management LLC 0.72% Reduce -2.0% 876,343 $33.2M
Vorpal, LLC 99.24% No change 838,807 $31.7M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -29.8% 838,506 $31.5M
Cna Financial Corp. 13.28% Reduce -21.4% 825,000 $31.2M
Beck Mack & Oliver LLC 0.64% Add +2.8% 817,046 $30.9M
Beacon Pointe Advisors, LLC 0.16% Add +26.8% 802,248 $30.4M
Sanders Morris Harris LLC 4.91% New 802,160 $30.4M
KDK Private Wealth Management, LLC 26.99% Add +0.9% 779,657 $29.5M
Cambridge Investment Research Advisors, Inc. 0.07% Add +4.5% 762,970 $28.9M
Jennison Associates LLC 0.02% Add +4.6% 718,543 $27.2M
Kestra Advisory Services, LLC 0.10% Reduce -3.0% 709,712 $26.9M
US Bancorp \de 0.03% Reduce -6.1% 697,005 $26.4M
Citigroup Inc. 0.02% Reduce -27.1% 681,853 $25.8M
Kamunting Street Capital Management, L.P. 13.76% Reduce -3.0% 662,964 $25.1M
Envestnet Asset Management Inc. 0.01% Add +6.3% 645,792 $24.4M
Stephens Inc. 0.30% Add +4.5% 632,544 $23.9M
Cerity Partners LLC 0.03% Add +28.3% 631,472 $23.9M
MAI Capital Management 0.14% Add +0.1% 630,008 $23.8M
M&T Bank Corp 0.08% Reduce -0.1% 616,138 $23.3M
Captrust Financial Advisors 0.04% Add +3.2% 600,242 $22.7M
Capital Investment Advisors, LLC 0.33% Add +0.5% 599,088 $22.7M
iA Global Asset Management Inc. 0.30% Add +7.3% 568,476 $21.5M
Glenmede Trust Co. NA 0.10% Reduce -2.1% 559,616 $21.2M
JRM Investment Counsel, LLC 5.62% Add +2.2% 553,284 $20.9M
Investment Management Associates Inc. 5.53% Add +1.6% 539,017 $20.4M
NEOS Investment Management LLC 0.10% Add +1054.6% 537,801 $20.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.8% 537,981 $20.3M
Marco Investment Management LLC 1.51% Reduce -0.1% 529,681 $20.0M
Private Capital Advisors, Inc. 2.30% Add +0.1% 529,184 $20.0M
Waverly Advisors, LLC 0.15% Reduce -3.7% 522,446 $19.8M
Sanctuary Advisors, LLC 0.11% Reduce -1.1% 520,778 $19.7M
Gagnon Securities LLC 4.49% Reduce -2.5% 514,257 $19.5M
Allen Mooney & Barnes Investment Advisors LLC 2.74% Reduce -2.5% 503,794 $19.1M
Truist Financial Corp. 0.03% Reduce -75.4% 495,763 $18.8M
Heronetta Management, L.P. 17.10% Reduce -0.3% 495,048 $18.7M
D.A. Davidson & Co. 0.11% Add +1.7% 476,594 $18.0M
&partners 0.09% Reduce -0.2% 475,737 $18.0M
Catalyst Capital Advisors LLC 0.33% Add +1.9% 467,740 $17.7M
AlphaCore Capital LLC 0.41% Add +2.0% 456,511 $17.3M
RR Advisors, LLC 4.74% Reduce -2.9% 451,930 $17.1M
Mesirow Financial Investment Management, Inc. 0.26% Add +0.9% 428,545 $16.2M
Oppenheimer & Co. Inc. 0.20% Add +6.0% 425,624 $16.1M
Payden & Rygel 1.23% No change 417,070 $15.8M
Icon Wealth Advisors, LLC 1.01% Reduce -11.9% 402,511 $15.6M
Turtle Creek Wealth Advisors, LLC 1.18% Add +0.3% 411,781 $15.6M
Tectonic Advisors LLC 0.81% Reduce -42.0% 405,360 $15.3M
Jump Financial, LLC 0.25% Reduce -0.8% 404,194 $15.3M
Moors & Cabot, Inc. 0.65% Reduce -0.2% 403,430 $15.3M
Cresset Asset Management, LLC 0.07% Reduce -5.3% 402,106 $15.2M
Private Advisor Group, LLC 0.07% Reduce -3.3% 399,000 $15.1M
Adams Asset Advisors, LLC 1.74% Add +9.3% 398,768 $15.1M
First Manhattan Co. Llc. 0.04% Reduce -1.5% 397,204 $15.0M
NewEdge Advisors, LLC 0.05% Add +4.9% 396,788 $15.0M
Northern Trust Corp. 0.00% Reduce -5.8% 388,664 $14.7M
Fogel Capital Management, Inc. 6.70% Add +2.9% 387,260 $14.7M
WP Advisors, LLC 3.73% Add +1.7% 381,103 $14.4M
McGowan Group Asset Management, Inc. 1.79% Add +0.3% 372,104 $14.1M
Cohen Capital Management, Inc. 2.17% No change 368,691 $14.0M
Fisher Funds Management LTD 0.40% No change 359,963 $13.6M
Empowered Funds, LLC 0.09% New 352,437 $13.3M
Hurley Capital, LLC 7.15% Add +33.1% 351,725 $13.3M
DAVENPORT & Co LLC 0.07% Add +2.3% 348,085 $13.3M
Parsons Capital Management Inc. 0.60% Add +0.5% 347,843 $13.2M
Dividend Assets Capital, LLC 2.62% Reduce -5.0% 346,750 $13.1M
Gabelli Funds LLC 0.09% Reduce -4.4% 345,625 $13.1M
Mercer Global Advisors Inc. 0.02% Reduce -4.4% 344,002 $13.0M
Heritage Wealth Advisors 0.51% Reduce -4.6% 343,769 $13.0M
Gagnon Advisors, LLC 9.46% No change 339,877 $12.9M
Bank of New York Mellon Corp 0.00% Reduce -2.5% 332,934 $12.6M
Sovereign Investment Advisors, LLC 2.66% Add +0.5% 332,382 $12.6M
GenTrust, LLC 0.54% No change 332,201 $12.6M
Pathstone Holdings, LLC 0.05% Add +0.9% 330,404 $12.5M
Ameriprise Financial Inc. 0.00% Reduce -7.1% 325,957 $12.4M
Cohen & Steers, Inc. 0.02% Reduce -30.8% 322,791 $12.2M
Segment Wealth Management, LLC 0.71% Add +27.7% 321,451 $12.2M
Ballast Advisors LLC 3.42% Add +0.5% 310,519 $11.8M
Seven Post Investment Office LP 3.72% Add +0.8% 304,608 $11.5M
Steward Partners Investment Advisory, LLC 0.06% Add +6.7% 303,029 $11.5M
Inscription Capital, LLC 1.18% Add +0.0% 297,174 $11.2M
Deroy & Devereaux Private Investment Counsel Inc. 0.54% No change 296,144 $11.2M
Edgemoor Investment Advisors, Inc. 0.88% Reduce -1.0% 294,522 $11.1M
Pathway Financial Advisers, LLC 3.15% Add +1.4% 293,889 $11.1M
Delta Investment Management, LLC 1.97% Add +1.8% 290,483 $11.0M
Hennessy Advisors Inc. 0.39% Reduce -8.0% 285,390 $10.8M
HUB Investment Partners, LLC 0.26% Reduce -7.6% 276,951 $10.5M
Linscomb Wealth, Inc. 0.46% Add +0.1% 275,809 $10.4M
Alliancebernstein L.P. 0.00% Reduce -5.6% 317,262 $10.2M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -16.1% 262,917 $9.9M
Walnut Private Equity Partners, LLC 5.45% No change 260,978 $9.9M
Foundations Investment Advisors, LLC 0.12% Reduce -10.9% 258,853 $9.8M
Nations Financial Group Inc, /Ia/ 0.50% Add +1.0% 258,379 $9.8M
Account Management LLC 10.66% No change 257,210 $9.7M
Cullen Investment Group, LTD. 1.28% Reduce -0.4% 256,324 $9.7M
Ellsworth Advisors, LLC 1.82% Add +18.7% 256,060 $9.7M
Advisors Asset Management, Inc. 0.16% Add +4.7% 255,473 $9.7M
American Financial Group Inc. 3.58% No change 255,000 $9.6M
Salem Investment Counselors Inc. 0.28% No change 254,426 $9.6M
Advisory Services Network, LLC 0.13% Add +23.1% 252,467 $9.6M
Jackson Hole Capital Partners, LLC 1.56% Add +1.4% 249,598 $9.4M
Sound View Wealth Advisors Group, LLC 0.62% Reduce -0.5% 241,788 $9.1M
Bridges Investment Management Inc. 0.12% Add +10.4% 236,597 $9.0M
Rothschild Capital Partners, LLC 2.17% Add +7.7% 233,118 $8.8M
Choate Investment Advisors 0.17% Reduce -12.8% 231,940 $8.8M
Renaissance Investment Group LLC 1.86% Reduce -1.2% 228,710 $8.7M
Van Eck Associates Corp. 0.01% Add +112.4% 224,620 $8.5M
Nitor Capital Management LLC 6.49% No change 222,604 $8.4M
Sunbelt Securities, Inc. 0.53% Reduce -2.4% 221,971 $8.4M
Bridgelight Financial Advisors, Inc. 7.10% Add +1.3% 221,378 $8.4M
Evercore Wealth Management, LLC 0.13% Add +1.6% 219,962 $8.3M
Wexford Capital LP 1.37% No change 219,887 $8.3M
Loudon Investment Management, LLC 4.44% No change 217,907 $8.2M
King Luther Capital Management Corp. 0.04% Add +3.8% 216,221 $8.2M
Gilman Hill Asset Management, LLC 1.23% Add +6.3% 215,812 $8.2M
Bradley Foster & Sargent Inc. 0.13% Reduce -0.2% 213,241 $8.1M
Brown Advisory Inc. 0.01% Reduce -0.4% 211,114 $8.0M
Adell Harriman & Carpenter Inc. 0.48% Add +6.3% 208,096 $7.9M
Mutual Advisors, LLC 0.17% Add +1.3% 206,995 $7.8M
GAMCO Investors 0.08% Add +0.8% 205,873 $7.8M
Jones Financial Companies LLLP 0.00% Add +9.4% 198,035 $7.8M
Hexagon Capital Partners LLC 1.13% Add +0.7% 203,772 $7.7M
Sheets Smith Wealth Management 0.86% No change 202,027 $7.6M
Markel Group 0.06% New 202,000 $7.6M
Outfitters Financial LLC 5.87% No change 200,372 $7.6M
HSBC Holdings PLC 0.00% Reduce -64.4% 199,428 $7.5M
EP Wealth Advisors, LLC 0.04% Reduce -10.8% 199,373 $7.5M
Chilton Capital Management LLC 0.26% Reduce -4.5% 199,067 $7.5M
Snowden Capital Advisors LLC 0.20% Add +2.0% 198,382 $7.5M
Knollwood Investment Advisory, LLC 0.75% No change 196,968 $7.5M
Oak Family Advisors, LLC 2.30% Reduce -0.1% 196,866 $7.4M
Lido Advisors, LLC 0.03% Reduce -22.9% 196,388 $7.4M
Baldwin Investment Management, LLC 0.85% Reduce -0.1% 191,838 $7.3M
Ar Asset Management Inc. 1.41% Add +7.5% 190,278 $7.2M
Elgethun Capital Management 1.17% Add +1.5% 187,091 $7.1M
CFM Wealth Partners LLC 1.04% No change 183,670 $7.0M
Silvercrest Asset Management Group LLC 0.05% Add +0.1% 182,244 $6.9M
Moneta Group Investment Advisors LLC 0.05% Add +0.4% 181,811 $6.9M
Baldwin Wealth Partners LLC 0.50% Reduce -25.1% 181,726 $6.9M
Argent Trust Co 0.23% Add +10.4% 181,235 $6.9M
Savant Capital, LLC 0.03% Add +0.5% 180,013 $6.8M
FourThought Financial Partners, LLC 0.59% Add +1.9% 179,566 $6.8M
Ancora Advisors LLC 0.14% Reduce -0.7% 176,607 $6.7M
Independent Advisor Alliance 0.07% Reduce -8.5% 172,578 $6.5M
ArchPoint Investors 1.55% Add +2.7% 171,996 $6.5M
Birch Capital Management, LLC 3.41% Reduce -3.4% 171,751 $6.5M
Franklin Resources Inc. 0.00% Add +6.2% 170,776 $6.5M
Pekin Hardy Strauss, Inc. 0.67% Reduce -0.1% 169,243 $6.4M
Independent Financial Group, LLC 0.14% Reduce -12.4% 168,864 $6.4M
Childress Capital Advisors, LLC 1.13% No change 165,965 $6.3M
CoreCap Advisors, LLC 0.21% Add +7.6% 163,262 $6.2M
Rothschild Investment LLC 0.32% Reduce -24.7% 160,456 $6.1M
Cwm, LLC 0.02% Reduce -3.2% 159,724 $6.0M
Hollow Brook Wealth Management LLC 1.51% Reduce -2.1% 156,316 $5.9M
A. D. Beadell Investment Counsel, Inc. 3.75% Reduce -0.6% 154,910 $5.9M
Meixler Investment Management, Ltd. 3.15% Add +9.0% 155,825 $5.9M
Evolve Private Wealth, LLC 0.31% Add +662.0% 154,492 $5.8M
Hilltop Holdings Inc. 0.53% Reduce -7.0% 153,054 $5.8M
Toronto Dominion Bank 0.01% New 151,943 $5.7M
HB Wealth Management, LLC 0.04% Add +3.3% 151,455 $5.7M
Private Management Group Inc. 0.16% Reduce -0.6% 151,147 $5.7M
Equitable Holdings, Inc. 0.04% Add +16.3% 174,887 $5.7M
First Foundation Advisors 0.23% Add +0.1% 150,279 $5.7M
Canal Insurance CO 1.22% No change 150,000 $5.7M
Concurrent Investment Advisors, LLC 0.06% Add +1.4% 149,089 $5.6M
PFG Investments, LLC 0.26% Add +1.1% 148,606 $5.6M
Choreo, LLC 0.07% Add +6.8% 148,513 $5.6M
Summit Financial, LLC 0.07% Reduce -3.3% 148,171 $5.6M
Capital Advisors Inc. 0.09% Add +5.9% 147,471 $5.6M
Ashford Capital Management Inc. 0.69% Add +1.4% 146,610 $5.5M
Hardman Johnston Global Advisors LLC 0.26% Reduce -19.1% 144,671 $5.5M
Huntington National Bank 0.04% Add +89.5% 142,929 $5.4M
Stratos Wealth Partners, LTD. 0.06% Add +1.4% 142,565 $5.4M
Epacria Capital Partners, LLC 4.09% No change 139,372 $5.3M
Quantinno Capital Management LP 0.01% Add +60.3% 139,100 $5.3M
Capital Analysts, LLC 0.14% Reduce -1.9% 137,900 $5.2M
Hutner Capital Management Inc. 2.13% No change 137,053 $5.2M
Haverford Trust Co 0.05% Add +82.7% 135,880 $5.1M
R.H. Investment Group, LLC 3.96% Add +2.6% 134,995 $5.1M
Spirit of America Management Corp. 1.01% Reduce -12.6% 134,886 $5.1M
F/m Investments LLC 0.34% Reduce -0.2% 134,431 $5.1M
Fort Washington Investment Advisors Inc. 0.03% Reduce -19.6% 134,287 $5.1M
Howard Financial Services, LTD. 0.57% Add +12.1% 133,768 $5.1M
Pin Oak Investment Advisors Inc. 3.55% Reduce -4.2% 132,545 $5.0M
Shoker Investment Counsel, Inc. 1.47% Reduce -2.4% 131,119 $5.0M
Sapient Capital LLC 0.07% Reduce -0.4% 129,884 $4.9M
Tower Bridge Advisors 0.47% Reduce -2.3% 129,635 $4.9M
Trust Co. of Toledo NA 0.46% No change 127,385 $4.8M
BCM Advisors, LLC 0.94% No change 122,984 $4.8M
Avenir Corp. 0.58% No change 125,478 $4.7M
Pinnacle Financial Partners, Inc. 0.04% Reduce -2.6% 125,373 $4.7M
Integrated Wealth Concepts LLC 0.04% Add +59.3% 124,350 $4.7M
KKM Financial LLC 0.83% No change 146,480 $4.7M
Asset Planning Services Inc. /La/ 2.06% Reduce -2.4% 123,955 $4.7M
Level Four Advisory Services, LLC 0.15% Reduce -8.6% 123,818 $4.7M
Am Investment Strategies LLC 1.03% Add +0.7% 123,582 $4.7M
JFS Wealth Advisors, LLC 0.26% No change 122,908 $4.7M
Apollon Wealth Management, LLC 0.08% Add +12.6% 122,735 $4.6M
Moneco Advisors, LLC 0.35% Add +1.8% 120,475 $4.6M
ProShare Advisors LLC 0.01% Reduce -11.3% 120,133 $4.5M
Cercano Management LLC 0.20% No change 120,021 $4.5M
Cherokee Insurance Co 1.72% No change 120,000 $4.5M
Private Wealth Partners, LLC 0.35% Add +1.5% 119,100 $4.5M
Nicholas Company, Inc. 0.09% No change 119,100 $4.5M
Woodmont Investment Counsel LLC 0.28% Reduce -5.3% 118,242 $4.5M
Legacy Advisors, LLC 0.53% Add +0.7% 118,229 $4.5M
Curi Capital, LLC 0.08% Add +13.8% 116,013 $4.4M
Horizon Kinetics Asset Management LLC 0.05% Add +2.5% 114,820 $4.3M
ProVise Management Group, LLC 0.31% Reduce -1.6% 113,907 $4.3M
Rollins Financial Advisors, LLC 0.68% Reduce -5.3% 113,041 $4.3M
Allworth Financial LP 0.02% Reduce -2.5% 113,010 $4.3M
XML Financial, LLC 0.34% Add +3.2% 112,381 $4.3M
Calamos Advisors LLC 0.02% Add +5.4% 111,546 $4.2M
FLC Capital Advisors 0.77% Reduce -1.5% 111,463 $4.2M
Daymark Wealth Partners, LLC 0.13% Add +3.0% 111,267 $4.2M
WCG Wealth Advisors LLC 0.12% Reduce -15.6% 110,066 $4.2M
Integrity Alliance, Llc. 0.16% Reduce -5.1% 109,072 $4.1M
Kestra Private Wealth Services, LLC 0.05% Reduce -11.3% 108,651 $4.1M
Certified Advisory Corp 0.37% Add +21.4% 108,479 $4.1M
McIntyre Freedman & Flynn Investment Advisers Inc. 2.32% Reduce -0.5% 108,356 $4.1M
Pasadena Private Wealth, LLC 0.57% Reduce -9.5% 108,017 $4.1M
Blackhill Capital Inc. 0.21% No change 107,704 $4.1M
Clear Trail Advisors, LLC 0.68% Reduce -0.5% 107,605 $4.1M
Bokf, NA 0.06% Add +0.7% 105,241 $4.0M
ARS Investment Partners, LLC 0.21% Reduce -6.2% 105,187 $4.0M
Joel Isaacson & Co., LLC 0.13% Add +2.3% 105,143 $4.0M
Doliver Advisors, LP 0.89% Add +4.3% 103,613 $3.9M
Lavaca Capital LLC 0.73% No change 103,098 $3.9M
Bfsg, LLC 0.36% Add +7675.9% 101,709 $3.8M
Hilton Capital Management, LLC 0.29% Reduce -3.8% 100,630 $3.8M
Cullen Capital Management, LLC 0.04% Add +27.6% 99,815 $3.8M
Greenline Partners, LLC 0.41% Add +15.2% 99,632 $3.8M
Belpointe Asset Management LLC 0.14% Add +101.6% 99,329 $3.8M
Steel Grove Capital Advisors, LLC 0.40% Reduce -1.8% 99,146 $3.8M
Wealthcare Advisory Partners LLC 0.07% Add +1.0% 95,880 $3.6M
Rwa Wealth Partners, LLC 0.04% Add +19.4% 95,389 $3.6M
Perigon Wealth Management, LLC 0.07% Reduce -0.3% 95,125 $3.6M
Teamwork Financial Advisors, LLC 0.40% Reduce -0.6% 94,760 $3.6M
Valeo Financial Advisors, LLC 0.09% Add +0.4% 94,734 $3.6M
Exencial Wealth Advisors, LLC 0.11% Reduce -1.4% 94,496 $3.6M
Tritonpoint Wealth, LLC 0.38% Reduce -9.8% 93,967 $3.6M
Kercheville Advisors, LLC 1.13% Add +129.3% 93,320 $3.5M
Verity Asset Management, Inc. 1.48% Add +9.1% 93,077 $3.5M
Corps Capital Advisors, LLC 3.05% Add +9.2% 92,755 $3.5M
Pinnacle Associates Ltd. 0.04% Reduce -1.1% 92,591 $3.5M
Verity & Verity, LLC 0.26% Reduce -7.5% 92,530 $3.5M
United Capital Financial Advisors, LLC 0.02% Reduce -9.1% 92,501 $3.5M
Clearstead Advisors, LLC 0.03% Reduce -1.0% 92,251 $3.5M
Wedbush Securities Inc. 0.10% Add +10.3% 92,103 $3.5M
Susquehanna Portfolio Strategies, LLC 0.05% Add +1.2% 91,191 $3.5M
Trinity Legacy Partners, LLC 0.75% Add +2.7% 92,511 $3.4M
First Trust Advisors LP 0.00% Reduce -2.5% 88,824 $3.4M
Pinnacle Holdings, LLC 1.20% Reduce -0.1% 88,799 $3.4M
SG Americas Securities, LLC 0.00% New 88,788 $3.4M
Procyon Advisors, LLC 0.16% Add +7.7% 88,650 $3.4M
Wilmington Savings Fund Society, FSB 0.08% Add +6.3% 88,225 $3.3M
ING Groep NV 0.02% New 87,900 $3.3M
Arkadios Wealth Advisors 0.06% Add +5.9% 87,821 $3.3M
Osterweis Capital Management Inc. 0.21% No change 87,815 $3.3M
Royal Palms Capital LLC 3.28% Add +53.4% 87,590 $3.3M
River Road Asset Management, LLC 0.04% Reduce -15.2% 87,510 $3.3M
Great Valley Advisor Group, Inc. 0.06% Add +0.6% 86,362 $3.3M
Flagship Harbor Advisors, LLC 0.14% Add +1.8% 86,169 $3.3M
Mitchell McLeod Pugh & Williams Inc. 0.48% Reduce -0.5% 85,538 $3.2M
Oppenheimer Asset Management Inc. 0.04% Reduce -0.1% 85,475 $3.2M
Farther Finance Advisors, LLC 0.03% Reduce -21.2% 85,458 $3.2M
Fidelis Capital Partners, LLC 0.23% Add +88.4% 83,967 $3.2M
Kovack Advisors, Inc. 0.17% Add +91.3% 84,146 $3.2M
Keybank National Association 0.01% Reduce -7.7% 83,213 $3.1M
Regions Financial Corp. 0.02% Add +0.8% 83,203 $3.1M
Tufton Capital Management 0.57% Reduce -0.3% 82,800 $3.1M
Shrier Wealth Management, LLC 1.15% Add +1.8% 81,962 $3.1M
MML Investors Services, LLC 0.01% Reduce -14.4% 81,947 $3.1M
Blue Trust, Inc. 0.04% Reduce -13.6% 81,706 $3.1M
IHT Wealth Management, LLC 0.07% Add +13.8% 81,631 $3.1M
World Investment Advisors 0.05% Reduce -3.4% 81,578 $3.1M
Applied Capital LLC 2.23% Add +3.9% 80,959 $3.1M
McAlvany Wealth Management LLC 2.06% Add +11.4% 78,356 $3.1M
Mgo One Seven LLC 0.06% Add +7.9% 79,960 $3.0M
Everett Harris & Co. 0.04% Reduce -2.2% 79,533 $3.0M
Castleark Management LLC 0.10% No change 79,461 $3.0M
O'shaughnessy Asset Management, LLC 0.01% Add +68.8% 78,511 $3.0M
TD Waterhouse Canada Inc. 0.01% Reduce -28.5% 79,352 $3.0M
Samalin Investment Counsel, LLC 1.06% Add +10.1% 78,438 $3.0M
Central Valley Advisors, LLC 0.81% Add +24.3% 78,020 $3.0M
Sowell Financial Services LLC 0.11% Reduce -1.1% 77,599 $2.9M
Nuveen, LLC 0.00% Reduce -70.6% 76,716 $2.9M
Cowa, LLC 0.84% Reduce -13.4% 76,330 $2.9M
Callahan Advisors, LLC 0.24% Reduce -3.4% 74,606 $2.8M
Fiducient Advisors LLC 0.37% Reduce -5.0% 74,065 $2.8M
Evanson Asset Management, LLC 0.15% Add +41.4% 74,001 $2.8M
Chatham Capital Group, Inc. 0.40% Add +0.1% 73,527 $2.8M
Montchanin Asset Management, LLC 2.95% — 73,400 $2.8M
Baer Investment Advisory LLC 3.87% Reduce -9.6% 72,091 $2.7M
Ascentis Wealth Management, LLC 0.58% Add +8.7% 72,055 $2.7M
SL Advisors, LLC 4.60% No change 71,745 $2.7M
Avidian Wealth Enterprises, LLC 0.09% Add +6.8% 71,386 $2.7M
Caprock Group, LLC 0.07% Reduce -6.8% 71,049 $2.7M
Susquehanna International Group, LLP 0.00% Add +665.4% 70,971 $2.7M
One Charles Private Wealth Services, LLC 0.67% Add +0.9% 70,843 $2.7M
GraniteShares Advisors LLC 1.91% Reduce -16.5% 70,259 $2.7M
HWG Holdings LP 0.70% No change 70,002 $2.6M
Intellus Advisors LLC 0.36% Add +0.1% 69,973 $2.6M
United Advisor Group, LLC 0.33% Add +4.2% 69,479 $2.6M
Peapack Gladstone Financial Corp. 0.03% Reduce -3.2% 69,291 $2.6M
IFP Advisors, Inc 0.05% Reduce -0.9% 69,052 $2.6M
Aptus Capital Advisors, LLC 0.02% Add +259.2% 68,736 $2.6M
RS Crum Inc. 0.50% Reduce -0.2% 68,553 $2.6M
VestGen Advisors, LLC 0.07% Add +38.4% 67,777 $2.6M
Cary Street Partners Investment Advisory LLC 0.66% Add +0.2% 68,036 $2.6M
Keeler Thomas Management LLC 1.08% New 67,490 $2.6M
Cornerstone Select Advisors, LLC 1.58% Add +4.6% 66,681 $2.5M
Ascentis Independent Advisors 0.19% Add +59.3% 66,519 $2.5M
Leavell Investment Management, Inc. 0.10% Add +0.4% 66,183 $2.5M
C2C Wealth Management, LLC 2.12% Add +4.8% 66,146 $2.5M
GP Brinson Investments LLC 1.13% Reduce -75.7% 65,909 $2.5M
Terril Brothers, Inc. 0.68% No change 6,575 $2.5M
Acadian Asset Management LLC 0.00% Add +1898.3% 65,783 $2.5M
Sequoia Financial Advisors, LLC 0.01% Add +47.6% 65,700 $2.5M
Sei Investments Co. 0.00% Reduce -38.0% 65,600 $2.5M
Charles Schwab Trust Co 0.16% No change 65,518 $2.5M
Palisade Capital Management, LP 0.09% No change 65,461 $2.5M
Merit Financial Group, LLC 0.02% Reduce -0.9% 65,454 $2.5M
Dynamic Advisor Solutions LLC 0.08% Add +8.8% 64,714 $2.4M
TB Alternative Assets Ltd. 0.51% New 64,451 $2.4M
B. Riley Wealth Advisors, Inc. 0.16% Reduce -9.8% 62,146 $2.4M
Cannell & Spears LLC 0.05% Reduce -37.1% 63,670 $2.4M
Magnus Financial Group LLC 0.20% Add +4.3% 63,606 $2.4M
Optimist Retirement Group LLC 1.06% Reduce -1.2% 63,307 $2.4M
Visionary Wealth Advisors 0.11% Reduce -0.6% 63,134 $2.4M
Jefferies Financial Group Inc. 0.03% Add +380.3% 62,781 $2.4M
Basso Capital Management, L.P. 1.45% Reduce -1.7% 62,739 $2.4M
Silverberg Bernstein Capital Management LLC 1.30% No change 62,480 $2.4M
Smith, Moore & Co. 0.17% Reduce -13.7% 62,400 $2.4M
L. Roy Papp & Associates, LLP 0.27% Add +0.0% 61,858 $2.3M
Crescent Grove Advisors, LLC 0.23% Reduce -11.3% 61,793 $2.3M
Intrua Financial, LLC 0.25% Reduce -4.3% 61,484 $2.3M
SCS Capital Management LLC 0.02% Reduce -6.3% 61,157 $2.3M
TCFG Wealth Management, LLC 0.86% No change 60,604 $2.3M
TCFG Investment Advisors, LLC 0.86% — 60,604 $2.3M
Tidal Investments LLC 0.01% Add +123.1% 60,464 $2.3M
Whipplewood Advisors, LLC 1.18% No change 59,945 $2.3M
Morey & Quinn Wealth Partners, LLC 1.61% Reduce -0.6% 59,738 $2.3M
Promethium Advisors,llc 1.16% No change 59,339 $2.2M
Virtu Financial LLC 0.09% Reduce -3.8% 58,791 $2.2M
Edmp, Inc. 1.78% Reduce -2.6% 58,138 $2.2M
Ieq Capital, LLC 0.01% Reduce -10.4% 57,753 $2.2M
OpenArc Corporate Advisory, LLC 0.03% Reduce -4.7% 57,712 $2.2M
Brown Brothers Harriman & Co. 0.01% Add +10.0% 57,398 $2.2M
Lifetime Wealth Management P.C. 1.26% Add +0.0% 57,386 $2.2M
Robertson Stephens Wealth Management, LLC 0.06% Reduce -4.0% 56,977 $2.2M
UMB Bank, n.a. 0.03% Add +4.2% 56,330 $2.1M
Capital Investment Advisory Services, LLC 0.15% Add +8.5% 56,060 $2.1M
Northstar Advisory Group, LLC 0.81% Add +2.6% 55,893 $2.1M
Ausdal Financial Partners, Inc. 0.09% Add +0.8% 55,666 $2.1M
Geneos Wealth Management Inc. 0.05% Add +0.9% 55,340 $2.1M
Pinnacle West Asset Management, Inc. 1.42% Reduce -6.0% 55,037 $2.1M
Inspire Advisors, LLC 0.17% Reduce -0.5% 54,808 $2.1M
Chiron Capital Management, LLC 2.12% — 54,679 $2.1M
Quadrant Private Wealth Management, LLC 0.32% Add +0.4% 54,673 $2.1M
Summit Trail Advisors, LLC 0.03% Add +26.7% 54,656 $2.1M
Nomura Asset Management International Inc. 0.00% Add +17.7% 54,640 $2.1M
Harrell Investment Partners, LLC 0.49% Add +79.4% 54,004 $2.0M
Argent Advisors, Inc. 0.55% Reduce -4.3% 53,574 $2.0M
Red Door Wealth Management, LLC 0.21% Add +1.1% 53,218 $2.0M
Covenant Asset Management, LLC 0.41% Reduce -0.0% 53,179 $2.0M
Schnieders Capital Management, Llc. 0.32% No change 53,147 $2.0M
Brighton Jones LLC 0.04% New 53,087 $2.0M
Patten Group, Inc. 0.35% Add +0.5% 52,647 $2.0M
GFS Advisors, LLC 0.13% No change 52,500 $2.0M
R.H. Dinel Investment Counsel, Inc. 1.60% No change 52,350 $2.0M
GM Advisory Group, LLC 0.08% Reduce -9.2% 52,239 $2.0M
180 Wealth Advisors, LLC 0.22% Add +7.2% 51,896 $2.0M
Cary Street Partners Financial LLC 0.05% Add +1.1% 51,839 $2.0M
Lee Financial Co 0.28% Add +0.3% 51,757 $2.0M
Argyle Capital Partners, LLC 1.41% Reduce -3.8% 51,728 $2.0M
Tweedy, Browne Co LLC 0.15% Reduce -52.5% 51,549 $2.0M
Bank of Montreal 0.00% Reduce -85.8% 51,458 $1.9M
ELCO Management Co., LLC 0.93% Add +129.9% 51,294 $1.9M
Paragon Advisors, LLC 0.52% Reduce -27.0% 51,288 $1.9M
Cornerstone Advisory, LLC 0.18% Add +8.8% 50,815 $1.9M
Parkside Financial Bank & Trust 0.15% Add +0.5% 50,180 $1.9M
Samjo Management, LLC 0.82% No change 50,150 $1.9M
Resolute Capital Asset Partners LLC 1.00% New 50,000 $1.9M
American Assets Investment Management, LLC 0.13% No change 50,000 $1.9M
Kornitzer Capital Management Inc. 0.04% No change 49,650 $1.9M
Fund Advisors of America Inc 1.88% Reduce -8.4% 49,021 $1.9M
JB Capital LLC 0.07% Reduce -54.7% 48,910 $1.9M
Plan Group Financial, LLC 0.43% Add +41.0% 48,137 $1.8M
Uptown Financial Advisors LLC 1.47% No change 48,051 $1.8M
Parallel Advisors, LLC 0.03% Add +0.7% 47,882 $1.8M
Signal Advisors Wealth, LLC 0.12% Add +53.7% 47,859 $1.8M
Avion Wealth 0.37% Reduce -17.5% 47,669 $1.8M
Cascade Financial Partners, LLC 0.19% Add +7.3% 47,547 $1.8M
Objectivity Squared, LLC 1.13% Add +1.5% 47,417 $1.8M
Johnson Investment Counsel Inc. 0.01% New 47,180 $1.8M
CMH Wealth Management LLC 0.31% New 47,060 $1.8M
E&G Advisors, LLC 0.40% Reduce -0.7% 47,642 $1.8M
Quantum Private Wealth, LLC 0.55% Reduce -1.1% 46,729 $1.8M
Moody National Bank Trust Division 0.17% Reduce -0.7% 46,678 $1.8M
Addison Capital Co 0.31% No change 46,315 $1.8M
Clarus Group, Inc. 0.63% Add +0.1% 46,167 $1.7M
Capital City Trust Co. 0.40% Add +1.6% 46,158 $1.7M
Ritholtz Wealth Management 0.03% Add +1.5% 46,127 $1.7M
Oliver Luxxe Assets LLC 0.26% Reduce -2.0% 45,926 $1.7M
First National Bank of Omaha 0.05% Reduce -1.2% 44,360 $1.7M
LMCG Investments, LLC 0.10% Reduce -1.0% 45,734 $1.7M
Wealthspire Advisors, LLC 0.01% Add +18.6% 45,490 $1.7M
Kingsview Wealth Management, LLC 0.02% Add +18.3% 45,376 $1.7M
Obermeyer Wealth Partners 0.08% Add +5.8% 45,272 $1.7M
AE Wealth Management LLC 0.01% Reduce -8.2% 44,789 $1.7M
1776 Wealth LLC 0.66% Add +0.1% 44,663 $1.7M
Keystone Financial Group 0.12% Add +0.0% 44,592 $1.7M
OneDigital Investment Advisors LLC 0.02% Reduce -1.8% 44,280 $1.7M
Orleans Capital Management Corp. 1.13% No change 44,170 $1.7M
FSM Wealth Advisors, LLC 0.21% Reduce -5.2% 43,789 $1.7M
Axiom Investment Management LLC 1.26% — 43,774 $1.7M
Destiny Wealth Partners, LLC 0.18% New 43,400 $1.6M
Pennsylvania Capital Management Inc. 0.47% Add +0.2% 43,335 $1.6M
WealthTrust Axiom LLC 0.40% No change 43,139 $1.6M
Gilpin Wealth Management, LLC 1.27% Reduce -1.4% 42,293 $1.6M
Forum Financial Management, LP 0.02% Add +19.6% 42,236 $1.6M
Valley National Advisers Inc. 0.21% Add +0.1% 42,126 $1.6M
Orion Investment Co 0.51% Add +19.0% 42,092 $1.6M
Novak & Powell Financial Services, Inc. 0.85% Add +1.0% 41,902 $1.6M
Windsor Advisory Group, LLC 1.32% Reduce -11.5% 41,814 $1.6M
LRI Investments, LLC 0.14% Reduce -2.2% 41,778 $1.6M
McGuire Capital Advisors Inc. 1.00% Reduce -16.2% 41,448 $1.6M
Wellington Shields & Co., LLC 0.40% No change 41,448 $1.6M
Cresta Advisors, Ltd. 0.64% Add +1.5% 41,427 $1.6M
Integrated Advisors Network LLC 0.08% Add +22.6% 41,376 $1.6M
Neville Rodie & Shaw Inc. 0.11% Reduce -8.6% 41,138 $1.6M
Tyche Wealth Partners LLC 0.24% Add +0.8% 41,093 $1.6M
CMG Global Holdings, LLC 0.74% No change 41,083 $1.6M
Silver Lake Advisory, LLC 0.61% Reduce -16.6% 40,834 $1.5M
MADDEN SECURITIES Corp 0.46% Reduce -8.9% 40,615 $1.5M
Platform Technology Partners 0.30% Reduce -3.5% 40,487 $1.5M
Albert D Mason Inc. 0.99% Add +2.3% 40,467 $1.5M
Meridian Wealth Advisors, LLC 0.20% No change 40,448 $1.5M
Geneva Partners, LLC 0.73% No change 40,250 $1.5M
Milestone Asset Management, LLC 0.28% Reduce -11.0% 40,195 $1.5M
Texas Capital Bank Wealth Management Services Inc 0.09% Reduce -0.4% 40,082 $1.5M
Jamison Private Wealth Management, Inc. 0.19% Add +1.4% 40,034 $1.5M
Aster Capital Management (DIFC) Ltd 0.49% New 44,310 $1.5M
Galvin, Gaustad & Stein, LLC 0.12% Reduce -0.2% 39,723 $1.5M
NewEdge Wealth, LLC 0.02% Reduce -8.5% 39,608 $1.5M
American National Bank & Trust 0.14% Reduce -1.5% 39,521 $1.5M
Apella Capital, LLC 0.02% New 40,223 $1.5M
Glenview Trust Co 0.02% Reduce -1.6% 38,972 $1.5M
Moseley Investment Management Inc. 0.47% Reduce -0.1% 38,620 $1.5M
Round Rock Advisors LLC 0.22% No change 38,435 $1.5M
Eaton Financial Holdings Company, LLC 0.48% Add +1.5% 38,358 $1.5M
CORDA Investment Management, LLC. 0.10% Reduce -2.5% 38,335 $1.5M
Busey Bank 0.04% Reduce -4.9% 38,313 $1.4M
Overbrook Management Corp 0.27% No change 38,241 $1.4M
Diversified Trust Co. 0.03% Add +9.1% 38,059 $1.4M
International Assets Investment Management, LLC 0.10% Reduce -2.1% 38,455 $1.4M
Dorsey & Whitney Trust CO LLC 0.08% No change 38,005 $1.4M
Bryn Mawr Trust Advisors, LLC 0.07% No change 37,725 $1.4M
Stock Yards Bank & Trust Co. 0.04% Reduce -6.5% 37,448 $1.4M
Hourglass Capital, LLC 0.29% New 37,447 $1.4M
HM Payson & Co. 0.02% Add +0.6% 37,354 $1.4M
Tred Avon Family Wealth, LLC 0.47% Add +12.2% 37,154 $1.4M
Anchor Investment Management, LLC 0.12% Add +0.0% 37,146 $1.4M
Karras Company, Inc. 1.42% Reduce -1.6% 37,129 $1.4M
Essex Financial Services, Inc. 0.08% Reduce -1.3% 36,025 $1.4M
Focus Partners Advisor Solutions, LLC 0.01% New 35,950 $1.4M
Simon Quick Advisors, LLC 0.06% Add +34.3% 35,914 $1.4M
Quadrant Capital Group LLC 0.04% No change 35,836 $1.4M
Fiduciary Group, LLC 0.12% Reduce -0.9% 35,731 $1.4M
SeaBridge Investment Advisors LLC 0.23% No change 35,606 $1.3M
Lanark Financial, Inc. 0.10% Add +6.5% 35,576 $1.3M
StoneX Group Inc. 0.07% Reduce -13.2% 35,509 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% Add +1.0% 35,413 $1.3M
Matthew Goff Investment Advisor, LLC 0.22% No change 35,261 $1.3M
Mayflower Financial Advisors, LLC 0.16% Add +1.5% 35,120 $1.3M
Sigma Planning Corp 0.04% Reduce -1.8% 35,000 $1.3M
McAdam, LLC 0.06% Add +1.7% 34,929 $1.3M
Quad-Cities Investment Group, LLC 0.52% Reduce -3.5% 34,766 $1.3M
Avantax Planning Partners, Inc. 0.04% Reduce -17.7% 34,607 $1.3M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 34,524 $1.3M
Canal Capital Management, LLC 0.18% Add +266.3% 34,410 $1.3M
NorthRock Partners, LLC 0.02% Reduce -11.3% 34,365 $1.3M
Fiduciary Trust Co 0.02% Reduce -2.5% 34,365 $1.3M
NTV Asset Management LLC 0.14% No change 34,264 $1.3M
DF Dent & Co. Inc. 0.02% Reduce -0.3% 34,232 $1.3M
Crumly & Associates Inc. 0.27% Add +7.4% 34,195 $1.3M
Russell Investments Group, Ltd. 0.00% Reduce -0.4% 34,187 $1.3M
Investor's Fiduciary Advisor Network, LLC 0.40% Add +0.4% 34,119 $1.3M
Nicolet Bankshares Inc. 0.05% Add +183.4% 34,076 $1.3M
Kirtland Hills Capital Management, LLC 0.41% Add +86.0% 33,909 $1.3M
Whitener Capital Management, Inc. 0.29% Reduce -0.3% 33,782 $1.3M
Harbour Investments, Inc. 0.02% Add +60.2% 33,656 $1.3M
Victory Financial Group, LLC 0.16% No change 33,516 $1.3M
Providence Capital Advisors, LLC 0.21% Reduce -9.8% 33,375 $1.3M
Bleakley Financial Group, LLC 0.02% Add +2.3% 33,070 $1.3M
Aull & Monroe Investment Management Corp 0.58% No change 33,031 $1.2M
Wesbanco Bank Inc. 0.03% Reduce -1.5% 32,949 $1.2M
Claro Advisors Inc. 0.15% Add +0.6% 32,754 $1.2M
CWA Asset Management Group, LLC 0.04% Add +6.7% 32,552 $1.2M
Ranch Capital Advisors Inc. 0.45% Add +0.7% 32,537 $1.2M
Mission Wealth Management, LP 0.03% Reduce -0.2% 32,273 $1.2M
Tocqueville Asset Management L.P. 0.02% Reduce -1.5% 32,199 $1.2M
Griffin Asset Management, Inc. 0.14% Reduce -0.3% 31,927 $1.2M
Stablepoint Partners, LLC 0.18% No change 31,898 $1.2M
Almanack Investment Partners, LLC. 0.20% Add +0.0% 31,864 $1.2M
Frisch Financial Group, Inc. 0.25% No change 31,842 $1.2M
Guggenheim Capital LLC 0.01% Reduce -1.1% 31,762 $1.2M
Stockman Wealth Management, Inc. 0.13% Reduce -3.5% 31,722 $1.2M
Root Financial Partners, LLC 0.06% Reduce -0.1% 31,633 $1.2M
Founders Capital Management 0.58% Reduce -0.8% 31,603 $1.2M
Jaffetilchin Investment Partners, LLC 0.07% Reduce -2.5% 31,569 $1.2M
Asset Dedication, LLC 0.08% Reduce -10.5% 31,360 $1.2M
Blue Owl Capital Holdings LP 0.32% No change 31,290 $1.2M
Requisite Capital Management, LLC 0.22% No change 31,244 $1.2M
Chicago Capital, LLC 0.03% Reduce -9.7% 31,178 $1.2M
Hartford Financial Management Inc. 0.30% No change 31,045 $1.2M
Benjamin Edwards Inc. 0.01% Add +3.4% 30,991 $1.2M
Hilltop National Bank 0.28% Add +3.9% 30,797 $1.2M
MCF Advisors LLC 0.05% Add +218.0% 30,750 $1.2M
Natixis 0.00% No change 30,572 $1.2M
Vista Investment Partners LLC 0.31% Reduce -27.9% 30,517 $1.2M
CENTRAL TRUST Co 0.02% Add +13.7% 30,418 $1.2M
Leo Wealth, LLC 0.08% Add +1.5% 30,404 $1.2M
Fisher Asset Management 0.00% Reduce -11.2% 30,372 $1.1M
Citizens Financial Group Inc. 0.02% Reduce -1.2% 30,363 $1.1M
HFG Advisors, Inc. 0.81% Reduce -9.0% 30,335 $1.1M
Cornerstone Wealth Management, LLC 0.06% Reduce -0.1% 30,302 $1.1M
Monetary Management Group Inc. 0.27% No change 30,160 $1.1M
King Wealth Management Group 0.14% Add +1.1% 30,152 $1.1M
Stokes Family Office, LLC 0.12% Add +0.7% 30,085 $1.1M
Angeles Wealth Management, LLC 0.06% Reduce -3.3% 29,957 $1.1M
Advisor OS, LLC 0.08% Add +0.1% 29,873 $1.1M
Leisure Capital Management 0.40% Reduce -11.3% 29,859 $1.1M
Arax Advisory Partners 0.03% Reduce -0.5% 29,802 $1.1M
Cyndeo Wealth Partners, LLC 0.06% Reduce -76.5% 29,787 $1.1M
MSH Capital Advisors LLC 0.24% Reduce -44.6% 29,463 $1.1M
CreativeOne Wealth, LLC 0.03% Reduce -21.1% 29,407 $1.1M
Park Avenue Securities LLC 0.01% Reduce -14.3% 29,391 $1.1M
Welch & Forbes LLC 0.01% New 29,295 $1.1M
Rockwood Wealth Management, LLC 0.08% Add +0.0% 29,228 $1.1M
Mather Group, Llc. 0.01% Add +4.3% 29,111 $1.1M
Pointe Capital Management LLC 0.54% No change 29,061 $1.1M
Ami Investment Management Inc. 0.25% No change 28,947 $1.1M
SeaCrest Wealth Management, LLC 0.12% Reduce -4.4% 28,911 $1.1M
Bogart Wealth, LLC 0.04% Add +0.1% 28,772 $1.1M
Larson Financial Group LLC 0.03% Reduce -14.9% 28,608 $1.1M
Naples Global Advisors, LLC 0.08% Add +106.7% 28,484 $1.1M
Tru Independence Asset Management 2, LLC 0.66% No change 28,402 $1.1M
South Street Advisors LLC 0.16% Add +16.3% 28,390 $1.1M
Northern Financial Advisors Inc 0.78% Add +47.5% 28,329 $1.1M
Bramshill Investments, LLC 0.09% Reduce -40.8% 28,324 $1.1M
Virtue Capital Management, LLC 0.16% No change 27,265 $1.1M
Granville Capital, Inc. 0.55% No change 27,978 $1.1M
Searle & Co. 0.27% No change 27,903 $1.1M
Carnegie Investment Counsel 0.02% Reduce -36.0% 27,751 $1.1M
Smart Money Group LLC 0.31% Reduce -3.5% 27,740 $1.0M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -81.7% 27,730 $1.0M
Curated Wealth Partners LLC 0.13% No change 27,670 $1.0M
Venture Visionary Partners LLC 0.03% Reduce -1.2% 27,537 $1.0M
Waters Parkerson & Co., LLC 0.05% Reduce -12.7% 27,518 $1.0M
Mill Creek Capital Advisors, LLC 0.02% No change 27,498 $1.0M
Olistico Wealth, LLC 0.51% Reduce -18.2% 27,442 $1.0M
Bridgewater Advisors Inc. 0.06% Add +14.4% 27,108 $1.0M
Uhlmann Price Securities, LLC 0.07% Reduce -10.4% 27,363 $1.0M
Home Federal Bank of Tennessee 0.26% Reduce -2.5% 27,260 $1.0M
Brookstone Capital Management 0.01% Add +5.5% 27,109 $1.0M
Advisor Resource Council 0.40% Add +0.2% 27,045 $1.0M
Pine Valley Investments Ltd Liability Co 0.05% Add +0.1% 26,939 $1.0M
Northeast Investment Management 0.04% No change 26,849 $1.0M
Rehmann Capital Advisory Group 0.05% Add +2.4% 26,844 $1.0M
JBR Co Financial Management Inc 0.42% No change 31,611 $1.0M
Citadel Advisors 0.00% Reduce -84.9% 26,767 $1.0M
Spire Wealth Management 0.03% Add +4.1% 26,711 $1.0M
Delta Financial Advisors LLC 0.26% No change 26,682 $1.0M
10Elms LLP 0.70% Add +34.6% 26,679 $1.0M
Crawford Investment Counsel Inc. 0.02% Add +3.3% 26,588 $1.0M
BIP Wealth, LLC 0.04% Add +11.3% 26,578 $1.0M
Vaughan Nelson Investment Management, L.P. 0.01% Reduce -2.4% 26,550 $1.0M
Hardy Reed LLC 0.07% Add +9.5% 26,456 $1.0M
Sage Investment Counsel LLC 1.10% Add +1.5% 26,318 $996K
Apollon Financial, LLC 0.14% Add +8.2% 26,261 $994K
Hancock Whitney Corp. 0.02% Reduce -2.0% 25,904 $990K
Sargent Investment Group, LLC 0.13% Add +1.9% 26,105 $988K
Atria Investments, Inc 0.01% Add +5.0% 26,074 $987K
Manske Wealth Management 0.28% Reduce -1.2% 25,996 $984K
Douglass Winthrop Advisors, LLC 0.02% No change 25,776 $975K
ZEGA Investments, LLC 0.18% Add +0.9% 25,733 $974K
Advus Financial Partners, LLC 0.24% No change 25,692 $972K
Two Sigma Securities, LLC 0.11% New 25,642 $970K
Lakewood Asset Management LLC 0.62% No change 25,640 $970K
Schwarz Dygos Wheeler Investment Advisors LLC 0.20% No change 25,599 $969K
Mosaic Family Wealth Partners, LLC 0.10% Reduce -16.9% 25,536 $966K
Tactive Advisors, LLC 0.27% Add +10.2% 25,403 $961K
Lavelle Capital LP 0.60% Reduce -14.2% 25,380 $960K
Ellenbecker Investment Group 0.13% Add +0.2% 25,370 $960K
Saxon Interests, Inc. 0.33% Add +7.7% 25,319 $958K
Cullen/Frost Bankers, Inc. 0.01% Reduce -8.6% 25,208 $954K
Sunbeam Capital Management, LLC 0.54% Reduce -0.1% 25,135 $951K
Allen Capital Group, LLC 0.09% Add +1.5% 25,092 $949K
Asset Allocation Strategies LLC 0.17% Add +1.5% 25,008 $946K
RBF Capital, LLC 0.05% No change 25,000 $946K
Associated Banc-Corp 0.03% No change 24,968 $945K
Beverly Hills Private Wealth, LLC 0.16% No change 24,874 $941K
Muhlenkamp & Co. Inc. 0.25% No change 24,855 $941K
HighPoint Advisor Group LLC 0.04% Reduce -6.9% 24,778 $938K
RiverGlades Family Offices LLC 0.55% — 24,760 $937K
Tranquility Partners, LLC 0.35% Add +1.4% 24,304 $920K
Morton Capital Management LLC 0.14% Add +1.9% 24,194 $915K
Rothschild Wealth LLC 0.08% Add +10.7% 24,078 $911K
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 24,000 $908K
Register Financial Advisors LLC 0.34% Add +7.7% 23,986 $908K
RFG Holdings, Inc. 0.23% Add +0.1% 23,869 $903K
Clear Creek Financial Management, LLC 0.07% Reduce -1.9% 23,868 $903K
Park Place Capital Corp 0.18% Reduce -27.4% 23,815 $901K
TBH Global Asset Management, LLC 0.18% No change 23,688 $896K
Allen Wealth Management, LLC 0.45% Reduce -8.8% 23,604 $893K
AlTi Global, Inc. 0.02% New 23,465 $888K
Wedmont Private Capital 0.03% Add +0.2% 23,339 $888K
Evermay Wealth Management LLC 0.10% Reduce -4.8% 23,445 $887K
Bitterroot Capital Advisors LLC 0.54% Add +1.5% 23,416 $886K
Goodman Financial Corp 0.15% No change 23,341 $883K
Powers Advisory Group, LLC 0.31% Add +1.1% 23,341 $883K
Rede Wealth, LLC 0.32% Add +0.3% 23,331 $883K
Balentine LLC 0.04% No change 23,249 $880K
Ipswich Investment Management Co., Inc. 0.21% No change 23,127 $875K
Heirloom Wealth Management 0.16% Add +41.6% 23,112 $875K
McIlrath & Eck, LLC 0.07% Add +7.9% 23,073 $873K
White Pine Investment CO 0.20% No change 23,080 $873K
Modern Wealth Management, LLC 0.01% Reduce -0.3% 23,249 $870K
Novem Group 0.10% Reduce -2.6% 22,995 $870K
Prime Capital Investment Advisors, LLC 0.01% Add +5.3% 22,947 $868K
Beam Wealth Advisors, Inc. 0.22% Reduce -8.3% 22,853 $865K
Modera Wealth Management, LLC 0.01% Add +31.1% 22,845 $864K
Cascade Investment Advisors, Inc. 0.51% No change 22,826 $864K
Steele Capital Management, Inc. 0.04% No change 22,822 $864K
Meriwether Wealth & Planning, LLC 0.47% Add +0.6% 22,741 $861K
Merrion Investment Management Co, LLC 0.46% No change 22,714 $859K
Stokes Capital Advisors, LLC 0.19% No change 22,668 $858K
Per Stirling Capital Management, LLC. 0.09% Add +0.1% 22,647 $857K
Kingswood Wealth Advisors, LLC 0.04% Reduce -4.4% 22,606 $855K
ORBA Wealth Advisors, L.L.C. 1.02% No change 22,559 $854K
Shepherd Kaplan Krochuk, LLC 0.72% No change 22,538 $853K
Greenwood Gearhart LLC 0.05% New 22,514 $852K
Koenig Investment Advisory, LLC 0.72% Reduce -1.9% 22,484 $851K
Phraction Management LLC 0.23% Add +4.3% 22,209 $840K
Johnson Financial Group, LLC 0.06% Add +7.4% 22,191 $840K
Fortem Financial Group, LLC 0.21% Add +16.6% 22,097 $836K
Atlanta Consulting Group Advisors, LLC 0.18% No change 22,081 $836K
Sagespring Wealth Partners, LLC 0.02% Reduce -4.8% 22,036 $834K
Verus Capital Partners, LLC 0.06% Reduce -0.6% 21,874 $828K
Epiq Partners, LLC 0.40% No change 21,860 $827K
Tradition Wealth Management, LLC 0.06% Add +1.0% 21,752 $823K
North Star Investment Management Corp. 0.05% Add +24.7% 21,705 $821K
Archer Investment Corp 0.18% Add +0.0% 21,699 $821K
Aviance Capital Partners, LLC 0.10% Add +29.1% 21,675 $820K
Patriot Investment Management Group, Inc. 0.05% Add +0.8% 21,626 $818K
MTM Investment Management, LLC 0.26% No change 21,459 $812K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -1.2% 21,444 $811K
Ellis Investment Partners, LLC 0.14% Reduce -9.6% 21,433 $811K
Wealth Enhancement Trust Services, Inc. 0.10% Add +7.0% 21,396 $810K
RFG Advisory, LLC 0.01% Add +9.7% 21,368 $809K
Canton Hathaway, LLC 0.16% Add +0.9% 21,350 $808K
Transcend Capital Advisors, LLC 0.06% Reduce -5.4% 21,342 $808K
Maia Wealth LLC 0.14% Reduce -7.2% 21,298 $806K
KCM Investment Advisors LLC 0.03% Reduce -14.0% 21,283 $805K
Marietta Wealth Management, LLC 0.10% New 21,208 $802K
Westbourne Investment Advisors, Inc. 0.23% Reduce -6.6% 21,200 $802K
Henson-Edgewater Management, LLC 0.51% No change 21,183 $802K
Charter Research & Investment Group, Inc. 0.53% No change 21,160 $801K
Silvia McColl Wealth Management, LLC 0.53% Reduce -0.6% 21,143 $800K
Investors Research Corp 0.15% Reduce -11.9% 21,121 $799K
Brown Miller Wealth Management, LLC 0.22% Add +0.1% 20,904 $791K
Hobbs Group Advisors, LLC 0.24% Add +1.4% 20,895 $791K
Renasant Bank 0.56% Reduce -30.0% 20,889 $790K
Perissos Private Wealth Management, LLC 0.69% Reduce -11.6% 20,864 $790K
Sippican Capital Advisors 0.54% Add +1.8% 20,860 $789K
Kelsey Financial, LLC 0.69% Reduce -2.3% 20,726 $784K
Addis & Hill, Inc 0.48% Reduce -5.1% 20,691 $783K
Diversify Wealth Management, LLC 0.01% New 20,089 $779K
Zacks Investment Management 0.01% Add +2.4% 20,561 $778K
Firestone Capital Management 0.16% No change 20,407 $772K
Family Manage LLC 0.09% Add +15.6% 20,398 $772K
TT Capital Management LLC 0.63% Reduce -0.2% 20,336 $770K
RDA Financial Network 0.19% No change 20,296 $768K
Jacobi Capital Management LLC 0.04% Add +0.3% 20,270 $767K
J.P. Marvel Investment Advisors, LLC 0.11% No change 20,247 $766K
Evernest Financial Advisors, LLC 0.16% No change 20,000 $764K
L2 Asset Management, LLC 0.07% Add +101.5% 20,150 $762K
Wealth Alliance Advisory Group, LLC 0.12% Add +0.8% 20,112 $761K
Walker Asset Management, LLC 0.41% Add +1.5% 19,974 $756K
Clearwave Capital, LLC 0.52% Add +0.2% 19,926 $754K
Romano Brothers and Company 0.09% Add +0.5% 19,864 $752K
Heritage Investors Management Corp. 0.02% Reduce -9.2% 19,850 $751K
Arete Wealth Advisors, LLC 0.06% Reduce -2.5% 19,784 $749K
Gladstone Institutional Advisory LLC 0.03% Add +4.6% 19,781 $749K
TopTier Wealth Management, LLC 0.46% No change 19,670 $744K
United Asset Strategies, Inc. 0.06% Add +1.3% 19,493 $738K
Savvy Advisors, Inc. 0.02% Add +24.3% 19,342 $732K
Wealthstar Advisors, LLC 0.43% Reduce -7.1% 19,307 $731K
Fifth Third Bancorp 0.00% Reduce -14.7% 19,288 $730K
Aspen Grove Capital, LLC 0.14% No change 19,077 $722K
Castleview Partners, LLC 0.37% Reduce -1.8% 19,000 $719K
Allen Investment Management, LLC 0.01% No change 18,987 $718K
Hilton Head Capital Partners, LLC 0.40% Add +0.6% 18,863 $714K
Millennium Capital Advisors, LLC 0.44% Add +0.4% 18,862 $714K
Personal Cfo Solutions, LLC 0.10% Add +0.1% 18,834 $713K
Advisors Capital Management, LLC 0.01% Add +26.9% 18,764 $710K
Waterloo Capital, L.P. 0.05% Add +31.1% 18,761 $710K
Sittner & Nelson, LLC 0.26% No change 18,721 $708K
TCV Trust & Wealth Management, Inc. 0.06% No change 18,700 $708K
Modus Advisors, LLC 0.19% Reduce -9.2% 18,688 $707K
Bessemer Group Inc. 0.00% Reduce -73.2% 18,660 $706K
Oder Investment Management, LLC 0.54% Add +0.9% 18,634 $705K
Nwam LLC 0.04% Reduce -20.9% 18,603 $704K
Private Trust Co. NA 0.06% Reduce -2.6% 18,515 $701K
First Horizon Corp. 0.03% Reduce -3.0% 18,341 $694K
BBR Partners, LLC 0.04% Reduce -2.6% 18,335 $694K
BSW Wealth Partners 0.08% Reduce -10.1% 18,327 $694K
Financial Synergies Wealth Advisors, Inc. 0.07% New 18,303 $693K
Fortitude Advisory Group L.L.C. 0.31% Add +0.1% 18,238 $690K
St Germain D J Co. Inc. 0.03% Reduce -17.7% 18,179 $688K
Whittier Trust Co. of Nevada Inc. 0.01% No change 18,160 $687K
Old North State Wealth Management, LLC 0.32% Reduce -7.1% 18,045 $683K
Somerset Trust Co 0.21% No change 18,035 $682K
Stratos Wealth Advisors, LLC 0.04% Reduce -7.4% 17,999 $681K
AQR Capital Management 0.00% Add +27.9% 17,877 $676K
Voya Financial Advisors, Inc. 0.07% Reduce -18.8% 17,179 $675K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +19.8% 17,794 $673K
White Pine Capital LLC 0.18% Add +16.7% 17,786 $673K
Schmidt P J Investment Management Inc. 0.11% No change 17,760 $672K
Van Cleef Asset Management,Inc 0.07% Reduce -1.4% 17,750 $672K
Atlantic Union Bankshares Corp 0.01% Add +2.3% 17,596 $666K
Fulcrum Asset Management LLP 0.10% Add +0.8% 16,859 $659K
Pennington Partners & Co., LLC 0.23% No change 17,386 $658K
Performance Wealth Partners, LLC 0.02% Add +1.3% 17,373 $657K
SageGuard Financial Group, LLC 0.10% Reduce -2.7% 17,366 $657K
CFO4Life Group, LLC 0.10% Reduce -37.0% 17,338 $656K
Smithbridge Asset Management Inc. 0.10% Reduce -53.6% 17,297 $655K
Moody LYNN Lieberson & Walker, LLC 0.04% No change 17,290 $654K
Gould Asset Management LLC 0.11% Add +0.0% 17,270 $654K
Smartleaf Asset Management LLC 0.02% Add +17.5% 16,717 $653K
PSI Advisors, LLC 0.16% No change 17,204 $651K
Burney Co./ 0.02% Add +4.0% 17,135 $648K
Redwood Wealth Management Group, LLC 0.28% Reduce -1.9% 17,130 $648K
Fourpath Capital Management, LLC 0.09% Add +0.7% 17,124 $648K
HBW Advisory Services LLC 0.07% Reduce -36.5% 17,117 $648K
HBK Sorce Advisory LLC 0.01% Reduce -0.1% 17,370 $646K
Salvus Wealth Management, LLC 0.38% Add +0.0% 17,066 $646K
Dearborn Partners LLC 0.03% Add +19.5% 17,022 $644K
Empirical Asset Management, LLC 0.17% Add +0.4% 16,994 $643K
Rare Wolf Capital LLC 0.42% Add +50.8% 16,949 $641K
WJ Financial Advisors LLC 0.52% Reduce -0.1% 16,917 $640K
Weinberger Asset Management, Inc 0.24% No change 16,900 $639K
Artesa Financial Group, LLC 0.60% Reduce -12.7% 16,651 $630K
Narwhal Capital Management 0.05% No change 16,600 $628K
Leading Edge Financial Planning LLC 0.13% Add +1.4% 16,545 $626K
Midwest Trust Co 0.01% Add +28.4% 16,508 $625K
Gruss & Co., LLC 1.46% No change 16,500 $624K
Clifford Swan Investment Counsel LLC 0.02% No change 16,498 $624K
Ashton Thomas Private Wealth, LLC 0.01% New 16,483 $624K
Sovereign Financial Group, Inc. 0.11% Add +0.3% 16,425 $622K
Vertrix Wealth Management, LLC 0.23% — 16,300 $617K
New Vernon Investment Management LLC 0.65% No change 16,271 $616K
Reynders McVeigh Capital Management, LLC 0.03% Reduce -4.4% 16,171 $612K
Whalerock Point Partners, LLC 0.12% No change 16,148 $611K
Davis Investment Partners, LLC 0.21% Add +0.5% 16,077 $608K
Creekside Partners 0.25% No change 15,980 $605K
Meridian Wealth Management, LLC 0.02% Reduce -4.3% 15,973 $604K
Collaborative Wealth Managment Inc. 0.28% No change 15,945 $603K
Thompson Investment Management, Inc. 0.08% No change 15,916 $602K
Valued Retirements, Inc. 0.59% No change 15,890 $601K
Ameritas Advisory Services, LLC 0.02% Add +0.1% 15,859 $600K
First City Capital Management, Inc. 0.32% Reduce -4.2% 15,841 $599K
Next Level Private LLC 0.14% Add +1.4% 15,826 $599K
Sound Income Strategies, LLC 0.03% Reduce -0.1% 15,938 $597K
Delta Asset Management LLC 0.05% Reduce -2.5% 15,762 $596K
Barnes Pettey Financial Advisors, LLC 0.26% No change 15,750 $596K
American Money Management, LLC 0.09% Reduce -21.6% 15,722 $595K
Principle Wealth Partners LLC 0.03% Add +38.0% 15,674 $593K
Composition Wealth, LLC 0.01% Add +4.8% 15,572 $589K
Summa Corp. 0.24% No change 15,500 $587K
PMG Family Office LLC 0.65% No change 15,458 $585K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +509.5% 15,458 $585K
Schear Investment Advisers, LLC 0.26% No change 15,311 $579K
Palumbo Wealth Management LLC 0.14% No change 15,306 $579K
Port Capital LLC 0.03% No change 15,250 $577K
Capstone Wealth Management, Inc. 0.49% No change 15,300 $577K
Fairman Group, LLC 0.49% No change 15,155 $573K
Legacy Wealth Partners, LLC 0.14% No change 15,096 $571K
Peak Planning Group, LLC 0.16% Add +0.1% 15,058 $570K
Paragon Capital Management Ltd 0.12% No change 15,000 $568K
Traynor Capital Management, Inc. 0.03% Add +5.9% 14,521 $567K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -6.3% 14,887 $563K
Harbor Investment Advisory, LLC 0.04% Reduce -10.3% 14,884 $563K
Florida Trust Wealth Management Co 0.02% Add +8.0% 14,769 $559K
Ingalls & Snyder LLC 0.02% No change 14,728 $557K
Coldstream Capital Management Inc. 0.01% Add +18.5% 14,716 $557K
Investors Asset Management of Georgia Inc. /Ga/ 0.23% Add +0.6% 14,707 $556K
MV Capital Management, Inc. 0.05% Add +0.2% 14,698 $556K
Cypress Capital Group 0.06% New 14,682 $556K
Adalta Capital Management LLC 0.27% No change 14,675 $555K
Howe & Rusling Inc. 0.04% Add +0.1% 14,658 $555K
Westover Capital Advisors, LLC 0.10% No change 14,622 $553K
Alteri Wealth LLC 0.18% Add +0.3% 14,619 $553K
Matrix Private Capital Group LLC 0.27% Add +0.1% 14,613 $553K
Summit Financial Wealth Advisors, LLC 0.08% Add +6.4% 14,605 $553K
Brookwood Investment Group LLC 0.07% Reduce -6.1% 14,592 $552K
Cerro Pacific Wealth Advisors LLC 0.14% Reduce -0.6% 14,505 $549K
FAS Wealth Partners, Inc. 0.03% Reduce -0.4% 14,499 $549K
CRA Financial Services, LLC 0.07% Reduce -0.4% 14,489 $548K
Patten & Patten Inc. 0.03% Add +0.8% 14,471 $548K
Federation des caisses Desjardins du Quebec 0.00% Reduce -25.1% 14,445 $547K
Summit Asset Management, LLC 0.08% No change 14,441 $546K
Magnolia Capital Advisors LLC 0.11% Add +6.0% 14,430 $546K
Clark Capital Management Group, Inc. 0.00% Add +18.2% 14,371 $544K
Next Capital Management LLC 0.16% Add +2.5% 14,348 $543K
Chapin Davis, Inc. 0.12% Reduce -26.9% 14,342 $543K
Cibc World Market Inc. 0.00% Reduce -39.9% 14,281 $540K
AssuredPartners Investment Advisors, LLC 0.06% Add +0.9% 14,271 $540K
Cornell Pochily Investment Advisors, Inc. 0.16% Add +0.1% 14,244 $539K
Rhodes Investment Advisors Inc. 0.46% Add +12.7% 14,210 $538K
M Holdings Securities, Inc. 0.04% Reduce -58.7% 14,202 $537K
Lazard Asset Management LLC 0.00% Add +14.6% 14,129 $535K
Shepherd Financial Partners LLC 0.05% Add +0.9% 14,097 $533K
Soltis Investment Advisors LLC 0.03% Add +0.9% 14,087 $533K
EverSource Wealth Advisors, LLC 0.02% Add +19.1% 14,063 $532K
Advisors Management Group Inc. 0.10% Add +6.2% 14,075 $532K
Douglas Lane & Associates, LLC 0.01% Reduce -8.7% 14,042 $531K
Winebrenner Capital Management LLC 0.34% Reduce -1.0% 14,011 $530K
Highlander Partners, L.P. 0.21% No change 14,000 $530K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% Reduce -0.6% 14,000 $530K
Uptick Partners, LLC 0.11% Add +0.0% 13,957 $528K
Colonial River Investments, LLC 0.19% Reduce -1.4% 13,914 $526K
Sentinel Wealth Management, Inc. 0.42% No change 13,864 $525K
MidFirst Bank 0.04% Reduce -1.1% 13,850 $524K
Citizens National Bank Trust Department 0.09% Reduce -27.6% 13,824 $523K
Morningstar Investment Management LLC 0.03% Reduce -71.8% 13,771 $521K
Keudell/Morrison Wealth Management 0.11% Reduce -2.3% 13,729 $520K
Cypress Capital Management LLC (WY) 0.49% Add +8.6% 13,686 $518K
Clare Market Investments LLC 0.11% — 13,680 $518K
Cannon Advisors, Inc. 0.38% No change 13,655 $517K
Sfmg, LLC 0.04% Reduce -30.5% 13,613 $515K
Thoroughbred Financial Services, LLC 0.03% Add +16.4% 13,557 $513K
1620 Investment Advisors, Inc. 0.35% Add +1.8% 13,547 $513K
McElhenny Sheffield Capital Management, LLC 0.13% No change 13,546 $513K
Wealth Dimensions Group, Ltd. 0.10% New 13,520 $512K
Beto Financial Group, LLC 0.30% Reduce -1.0% 13,552 $511K
Strategic Wealth Partners, Ltd. 0.04% Reduce -0.8% 13,447 $509K
Jeppson Wealth Management, LLC 0.16% Reduce -2.1% 13,409 $507K
Kiley Juergens Wealth Management, LLC 0.09% Reduce -0.6% 13,407 $507K
Coquina Private Wealth LLC 0.41% Add +0.5% 13,399 $507K
Keystone Wealth Services, LLC 0.11% Add +1.1% 13,387 $507K
Freestone Capital Holdings, LLC 0.02% Add +11.0% 13,314 $504K
American Institute for Advanced Investment Management, LLP 0.33% Reduce -5.2% 13,310 $504K
AA Financial Advisors, LLC 0.07% Add +4.2% 13,307 $504K
Hyperion Capital Advisors LP 0.24% No change 13,300 $503K
CenterStar Asset Management, LLC 0.48% New 13,255 $502K
Avior Wealth Management, LLC 0.01% Add +20.8% 13,225 $500K
Bayban 0.43% No change 13,100 $496K
NBT Bank, N.A. 0.03% Reduce -3.0% 13,100 $496K
Advisory Advocates, LLC 0.50% Reduce -26.3% 13,061 $494K
Whittier Trust Co. 0.01% Add +3.3% 13,060 $494K
Kathmere Capital Management, LLC 0.03% New 13,027 $493K
Fermata Advisors, LLC 0.11% Add +6.0% 13,017 $493K
CMC Financial Group 1.00% New 13,000 $492K
Auxano Advisors, LLC 0.10% Add +8.4% 12,956 $490K
HHM Wealth Advisors, LLC 0.06% Add +0.1% 12,951 $490K
Krilogy Financial LLC 0.02% Reduce -22.7% 13,065 $488K
Verdence Capital Advisors LLC 0.03% Add +36.8% 12,809 $485K
Pflug Koory, LLC 0.22% No change 12,796 $484K
Woodward Diversified Capital, LLC 0.22% Reduce -12.2% 13,100 $480K
Insigneo Advisory Services, LLC 0.03% Add +72.9% 12,694 $480K
Royal Harbor Partners, LLC 0.16% No change 12,686 $480K
Armstrong Advisory Group, Inc. 0.03% Add +6.3% 12,670 $479K
Fiduciary Alliance LLC 0.03% Add +1.1% 12,909 $479K
Silverlake Wealth Management LLC 0.10% Add +5.9% 12,630 $478K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.16% No change 12,512 $473K
Atlas Brown,Inc. 0.14% No change 12,492 $473K
Norman Fields, Gottscho Capital Management, LLC 0.16% Add +16.8% 12,490 $473K
Toth Financial Advisory Corp. 0.05% Add +0.3% 12,428 $470K
Estabrook Capital Management 0.07% No change 12,390 $469K
Patrick M Sweeney & Associates, Inc. 0.30% Add +1.3% 12,352 $467K
Sather Financial Group Inc 0.03% Add +8.3% 12,313 $466K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +63.4% 12,284 $465K
Welch Group, LLC 0.02% No change 12,242 $463K
Csenge Advisory Group 0.02% Add +1.8% 12,232 $463K
Waterfront Wealth Inc. 0.08% Reduce -0.7% 12,198 $462K
Outlook Wealth Advisors, LLC 0.11% Reduce -0.5% 12,097 $458K
Kiker Wealth Management, LLC 0.22% New 12,066 $457K
Black Swift Group, LLC 0.08% No change 12,000 $454K
Natixis Advisors, LLC 0.00% Reduce -12.2% 11,995 $454K
First Heartland Consultants, Inc. 0.03% Reduce -41.0% 11,988 $454K
Fortis Capital Management LLC 0.06% Add +15.9% 11,978 $453K
Diamant Asset Management, Inc. 0.33% Add +3684.0% 451,431 $451K
Formidable Asset Management, LLC 0.07% Add +0.3% 14,042 $450K
Sequent Asset Management, LLC 0.22% No change 11,886 $450K
Patron Partners, LLC 0.20% Add +0.0% 11,850 $448K
OneAscent Financial Services LLC 0.02% Add +28.4% 11,836 $448K
Sepio Capital, LP 0.02% Add +5.3% 11,830 $448K
Cynosure Group, LLC 0.06% No change 11,820 $447K
Aft, Forsyth & Company, Inc. 0.21% Add +1.5% 11,778 $446K
Fiduciary Financial Group, LLC 0.06% Add +0.4% 11,771 $445K
Financial Gravity Asset Management, Inc. 0.08% No change 11,732 $444K
Fulcrum Capital LLC 0.10% No change 11,703 $443K
Arkfeld Wealth Strategies, L.L.C. 0.14% Add +0.1% 11,770 $437K
Clarity Financial LLC 0.05% Add +10.1% 11,528 $436K
CNB Bank 0.18% Add +64.3% 11,500 $435K
Penbrook Management LLC 0.33% No change 11,427 $432K
Anchyra Partners LLC 0.13% No change 11,400 $431K
Arkos Global Advisors 0.05% Add +4.1% 11,402 $431K
Uniting Wealth Partners, LLC 0.09% Add +0.0% 11,202 $424K
Plancorp, LLC 0.01% Add +0.3% 11,347 $424K
Foster Group, Inc. 0.01% Add +0.1% 11,188 $423K
Crestwood Advisors Group, LLC 0.01% Reduce -27.7% 11,133 $421K
Channel Wealth LLC 0.10% Reduce -5.1% 11,091 $420K
Clark Financial Services Group Inc. 0.23% New 11,090 $420K
Chapman Financial Group, LLC 0.30% Reduce -4.9% 11,011 $417K
Cottage Street Advisors LLC 0.18% Add +22.2% 11,000 $416K
Claris Advisors, LLC / Mo / 0.12% No change 11,000 $416K
Envision Financial Transparency, LLC 0.40% — 11,000 $416K
Valmark Advisers, Inc. 0.00% Add +11.7% 10,992 $416K
TMB Capital Partners, LLC 0.14% Add +0.7% 10,960 $415K
Abel Hall, LLC 0.09% No change 10,952 $414K
Principal Securities, Inc. 0.01% Add +46.1% 10,944 $414K
Flow Traders U.S. LLC 0.01% New 10,915 $413K
Garrison Bradford & Associates Inc. 0.46% No change 10,844 $410K
Gateway Wealth Partners, LLC 0.02% New 10,810 $409K
Trek Financial, LLC 0.02% Reduce -0.8% 10,802 $409K
Clearstead Trust, LLC 0.07% Reduce -4.4% 10,800 $409K
National Bank of Canada 0.00% Add +1405.2% 10,777 $408K
Waldron Private Wealth LLC 0.02% Reduce -1.1% 10,775 $408K
Strategic Advisors LLC 0.07% Add +0.6% 10,756 $407K
Consilium Wealth Advisory, LLC 0.14% No change 10,730 $406K
Wealth Effects LLC 0.14% No change 10,700 $405K
Martel Wealth Advisors LLC 0.07% Add +47.0% 10,640 $403K
Conning Inc. 0.01% No change 10,640 $403K
Walled Lake Planning & Wealth Management, LLC 0.12% Add +0.0% 10,627 $402K
Hudock, Inc. 0.06% Reduce -10.4% 10,627 $402K
Bull Street Advisors, LLC 0.20% No change 10,551 $399K
Burford Brothers, Inc. 0.16% Add +0.5% 10,512 $398K
Royal Capital Wealth Management, LLC 0.25% Add +29.0% 10,506 $398K
Belleair Asset Management, LLC 0.36% Reduce -6.0% 10,500 $397K
Forbes J M & Co. LLP 0.03% Add +23.5% 10,500 $397K
Novare Capital Management LLC 0.03% No change 10,425 $394K
KPP Advisory Services LLC 0.06% No change 10,423 $394K
Founders Financial Alliance, LLC 0.07% No change 10,338 $391K
Southland Equity Partners LLC 0.08% Reduce -4.5% 10,317 $390K
Princeton Global Asset Management LLC 0.06% Add +0.0% 10,314 $390K
Coastal Bridge Advisors, LLC 0.03% Add +0.3% 10,295 $390K
Retirement Planning Group, LLC 0.01% Add +15.1% 10,281 $389K
BancFirst Trust & Investment Management 0.17% No change 9,930 $388K
Purkiss Capital Advisors LLC 0.17% Add +0.6% 10,248 $388K
Raab & Moskowitz Asset Management LLC 0.09% Reduce -1.4% 10,184 $385K
Wealth Advisors of Iowa, LLC 0.12% Reduce -1.2% 10,178 $385K
Pinnacle Financial Group, LLC / IL 0.11% Add +1.5% 10,132 $383K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -0.3% 10,077 $381K
Gotham Asset Management 0.00% New 10,033 $380K
Phillips Financial Management, LLC 0.03% No change 10,028 $379K
Commonwealth Retirement Investments LLC 0.12% No change 10,000 $378K
Compass Capital Management, Inc. 0.02% New 10,000 $378K
Granite Group Advisors, LLC 0.23% Add +0.0% 9,830 $378K
Boyer Financial Services, Inc. 0.40% No change 9,978 $378K
Pinnacle Wealth Management Advisory Group, LLC 0.03% No change 9,961 $377K
LongView Wealth Management 0.09% Reduce -2.1% 10,118 $377K
Corsicana & Co. 0.24% No change 11,000 $376K
Evoke Wealth, LLC 0.01% Reduce -15.8% 9,908 $375K
Mattern Wealth Management LLC 0.07% New 9,888 $374K
Koshinski Asset Management, Inc. 0.02% Add +0.0% 9,875 $374K
RPg Family Wealth Advisory, LLC 0.08% New 9,863 $373K
Holderness Investments Co. 0.07% Add +18.0% 9,836 $372K
Summit Financial Consulting LLC 0.27% No change 9,833 $372K
Farnam Financial LLC 0.31% No change 9,800 $371K
Sun Financial Inc 0.19% Reduce -3.7% 9,443 $370K
Annex Advisory Services, LLC 0.01% Reduce -33.9% 9,752 $369K
Western Wealth Management, LLC 0.01% Add +15.3% 9,723 $368K
WNY Asset Management, LLC 0.04% — 9,711 $367K
Summitry LLC 0.01% Reduce -38.0% 9,610 $364K
Arcadia Investment Management Corp. 0.06% No change 9,591 $363K
Violich Capital Management, Inc. 0.04% Reduce -2.5% 9,550 $361K
Navellier & Associates Inc. 0.04% Reduce -3.4% 9,545 $361K
Bank of New Hampshire 0.08% Reduce -25.7% 9,533 $361K
Old North State Trust, LLC 0.21% Add +1.8% 9,511 $360K
Vise Technologies, Inc. 0.01% No change 11,227 $360K
Challenger Wealth Management 0.29% Add +0.2% 9,486 $359K
Omnia Family Wealth, LLC 0.11% No change 9,384 $355K
Capital Advisors, Ltd. LLC 0.04% Add +0.3% 9,381 $355K
Naviter Wealth, LLC 0.04% Reduce -29.3% 9,366 $354K
Investment Advisory Services Inc. /TX 0.11% No change 9,324 $353K
ARS Wealth Advisors Group, LLC 0.03% Add +10.3% 9,315 $352K
Arista Wealth Management, LLC 0.04% No change 9,300 $352K
Invictus Private Wealth, LLC 0.02% New 9,300 $352K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -20.7% 9,282 $351K
Physician Wealth Advisors, Inc. 0.05% No change 9,268 $351K
Leigh Baldwin & Co., LLC 0.23% Reduce -0.5% 9,266 $351K
Advisortrust Partners, LLC 0.15% Add +13.7% 9,263 $351K
Davis R M Inc. 0.01% Reduce -1.1% 9,251 $350K
Lantern Wealth Advisors, LLC 0.18% No change 9,230 $349K
Hara Capital LLC 0.17% No change 9,225 $349K
GatePass Capital, LLC 0.17% No change 9,200 $348K
WPWealth LLP 0.05% No change 9,186 $348K
Wealth Management Associates, Inc. 0.12% No change 9,185 $348K
Purus Wealth Management, LLC 0.11% Add +5.8% 9,153 $346K
Creative Financial Designs Inc. 0.02% Add +0.7% 9,103 $344K
Emergent Wealth Advisors, LLC 0.20% No change 9,100 $344K
Continuum Advisory, LLC 0.03% No change 9,093 $344K
Freedom Financial Partners LLC 0.12% Add +4.6% 9,085 $344K
Wealth Advisors of Tampa Bay, LLC 0.11% No change 9,050 $342K
Archford Capital Strategies, LLC 0.04% Reduce -34.1% 8,995 $340K
Tempus Wealth Planning, LLC 0.08% Reduce -5.1% 8,969 $339K
Enhancing Capital LLC 0.25% No change 8,960 $339K
Powell Investment Advisors, LLC 0.12% Add +1.5% 8,960 $339K
Pure Financial Advisors, LLC 0.00% New 8,954 $339K
Hudson Value Partners, LLC 0.10% Reduce -5.1% 8,953 $339K
Howland Capital Management LLC 0.01% No change 8,950 $339K
FSB Premier Wealth Management, Inc. 0.11% New 8,941 $338K
Duncker Streett & Co. Inc. 0.06% No change 8,938 $338K
Atwood & Palmer Inc. 0.02% No change 8,931 $338K
First Merchants Corp. 0.01% No change 8,924 $338K
Spinnaker Trust 0.02% No change 8,920 $338K
CVA Family Office, LLC 0.04% Reduce -18.3% 8,901 $337K
Coastline Trust Co 0.03% No change 8,900 $337K
Strategic Financial Concepts, LLC 0.08% New 8,887 $336K
Sandbox Financial Partners, LLC 0.09% Reduce -3.3% 8,876 $336K
Fjell Capital, LLC 0.26% Add +29.6% 8,868 $336K
Adkins Seale Capital Management LLC 0.33% No change 8,867 $336K
Goepper Burkhardt LLC 0.11% No change 8,850 $335K
Disciplined Investments, LLC 0.12% New 8,848 $335K
Ascension Capital Advisors, Inc. 0.11% New 8,841 $335K
Proficio Capital Partners LLC 0.02% No change 8,837 $334K
Alan B Lancz & Associates, Inc. 0.32% Reduce -10.2% 8,833 $334K
Townsend Asset Management Corp. /NC/ 0.12% Add +31.3% 8,821 $334K
NWF Advisory Services Inc. 0.04% Add +24.5% 8,765 $332K
Intellectus Partners, LLC 0.07% New 8,750 $331K
Phillips Wealth Planners LLC 0.25% Add +1.8% 8,674 $329K
Legacy Advisory Services, LLC 0.25% Add +9.9% 8,661 $328K
Insight Wealth Partners, LLC 0.13% Add +5.9% 8,645 $327K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.11% No change 8,554 $327K
Cardiff Park Advisors, LLC 0.03% No change 8,628 $326K
Paradigm Asset Management Co. LLC 0.08% No change 8,600 $325K
Mairs & Power Inc. 0.00% No change 8,600 $325K
Guyasuta Investment Advisors Inc. 0.02% Add +0.4% 8,593 $325K
L & S Advisors Inc 0.04% Reduce -14.9% 8,590 $325K
Smithfield Trust Co 0.01% Reduce -51.2% 8,570 $325K
Journey Strategic Wealth LLC 0.01% Reduce -14.4% 8,585 $325K
Orographic Financial Advisors, LLC 0.23% — 8,542 $323K
Shikiar Asset Management Inc. 0.10% No change 8,500 $322K
Garrett Wealth Advisory Group, LLC 0.06% Reduce -10.5% 8,499 $322K
Yukon Wealth Management, Inc. 0.19% Add +0.6% 8,482 $321K
Counterpoint Mutual Funds LLC 0.05% New 8,463 $320K
Chancellor Financial Group WB LP 0.23% Reduce -4.9% 8,445 $320K
Capital Advantage, Inc. 0.04% Add +2.5% 8,441 $319K
YHB Investment Advisors, Inc. 0.02% No change 8,438 $319K
Summit Securities Group LLC 0.15% Reduce -56.5% 8,400 $318K
Allegheny Financial Group 0.04% No change 8,398 $318K
Charter Oak Capital Management, LLC 0.02% Reduce -1.9% 8,364 $317K
S.A. Mason LLC 0.12% Reduce -0.9% 8,357 $316K
Albion Financial Group 0.02% No change 8,342 $316K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -2.3% 8,472 $316K
Satovsky Asset Management LLC 0.06% Add +1.6% 8,338 $315K
Blue Edge Capital, LLC 0.04% New 8,300 $314K
Probity Advisors, Inc. 0.05% Reduce -0.6% 8,298 $314K
ARK & TLK Investments, LLC 0.08% No change 8,263 $313K
Cadent Capital Advisors, LLC 0.08% Add +0.9% 8,257 $312K
Chevy Chase Trust Holdings, LLC 0.00% No change 8,250 $312K
Quadcap Wealth Management, LLC 0.04% Reduce -4.5% 8,189 $310K
Kavar Capital Partners Group, LLC 0.04% No change 8,144 $308K
XTX Topco Ltd 0.01% New 8,123 $307K
Hunter Associates Investment Management LLC 0.04% Add +3.8% 8,106 $307K
Conservest Capital Advisors, Inc. 0.03% No change 8,102 $307K
NorthCoast Asset Management LLC 0.01% Reduce -39.8% 8,090 $306K
Harmony Asset Management LLC 0.09% Reduce -1.3% 8,060 $305K
Eight 31 Financial, LLC 0.18% No change 8,059 $305K
Second Line Capital, LLC 0.06% Add +12.3% 7,871 $305K
Oak Ridge Investments LLC 0.02% Reduce -7.1% 8,049 $305K
Dickmeyer Boyce Financial Management, Inc. 0.18% — 8,048 $305K
Farmers & Merchants Investments Inc. 0.01% Reduce -5.9% 8,035 $304K
Blue Fin Capital, Inc. 0.05% No change 8,029 $304K
Canvas Wealth Advisors, LLC 0.05% Reduce -3.2% 8,023 $304K
Sax Wealth Advisors, LLC 0.01% No change 9,451 $303K
Mattern Capital Management, LLC 0.04% No change 8,002 $303K
GS Investments, Inc. 0.17% No change 8,000 $303K
Transcendent Capital Group LLC 0.14% New 8,000 $303K
Carnegie Lake Advisors LLC 0.12% No change 8,000 $303K
Resonant Capital Advisors, LLC 0.02% No change 8,000 $303K
Symphony Financial, Ltd. Co. 0.04% Reduce -48.8% 7,995 $303K
LexAurum Advisors, LLC 0.04% — 7,984 $302K
Ledyard National Bank 0.03% Add +3.4% 7,980 $302K
Bahl & Gaynor LLC 0.00% No change 7,974 $302K
LBMC Investment Advisors, LLC 0.02% No change 7,961 $301K
Pavion Blue Capital, LLC 0.13% No change 7,916 $300K
Acropolis Investment Management, LLC 0.01% Add +0.2% 7,913 $299K
Signaturefd, LLC 0.00% Reduce -2.2% 7,911 $299K
Everest Financial Group LLC 0.05% Add +3.6% 7,886 $298K
SevenBridge Financial Group, LLC 0.05% Add +6.8% 7,884 $298K
Encompass Wealth Advisors, LLC 0.10% No change 7,822 $296K
Center For Asset Management LLC 0.15% New 7,813 $296K
TFB Advisors LLC 0.15% Add +2.0% 7,784 $295K
Pettinga Financial Advisors LLC 0.06% Reduce -22.7% 7,750 $293K
Anderson Hoagland & Co. 0.03% No change 7,720 $292K
Caldwell Sutter Capital, Inc. 0.12% Add +0.9% 7,710 $292K
Mainstay Capital Management LLC 0.02% Reduce -2.7% 7,681 $291K
Tanglewood Legacy Advisors, LLC 0.10% No change 7,650 $289K
Covestor Ltd 0.20% Add +5.7% 7,608 $289K
MBE Wealth Management, LLC 0.12% Add +0.6% 7,623 $288K
Wealth Alliance, LLC 0.03% Reduce -45.9% 7,619 $288K
Legacy Financial Group, Inc. 0.08% Reduce -1.1% 7,616 $288K
Sterling Financial Planning, Inc. 0.09% Add +0.7% 7,592 $287K
Oxford Financial Group, LTD. LLC 0.02% Add +2.9% 7,592 $287K
Lyell Wealth Management, LP 0.02% New 7,589 $287K
Caldwell Trust Co 0.03% Add +10.5% 7,550 $286K
Henrickson Nauta Wealth Advisors, Inc. 0.08% Reduce -50.0% 7,513 $284K
55 North Private Wealth, LLC 0.07% Reduce -29.4% 7,505 $284K
Hemenway Trust Co LLC 0.02% No change 7,500 $284K
Northern Capital Management, Inc. 0.14% Add +0.2% 7,488 $283K
Elser Financial Planning, Inc 0.01% No change 7,488 $281K
Villere St Denis J & Co. LLC 0.03% No change 7,402 $280K
Austin Wealth Management, LLC 0.06% Reduce -3.6% 7,402 $280K
Fifth Third Wealth Advisors LLC 0.01% Reduce -3.1% 7,368 $279K
Alliance Wealth Advisors, LLC 0.13% Add +0.0% 7,366 $279K
Wescott Financial Advisory Group, LLC 0.02% Add +0.1% 7,365 $279K
M.E. Allison & Co., Inc. 0.18% No change 7,363 $279K
Adirondack Trust Co. 0.09% No change 7,354 $278K
Old Mission Investment Co LLC 0.06% No change 7,311 $277K
Fortis Advisors, LLC 0.14% No change 7,262 $276K
Penobscot Investment Management Company, Inc. 0.02% No change 7,300 $276K
Indiana Trust & Investment Management Co 0.09% Reduce -5.2% 7,294 $276K
Calydon Capital 0.04% No change 7,246 $274K
Thrive Wealth Management, LLC 0.04% Add +0.2% 7,212 $273K
Southeast Asset Advisors, LLC 0.03% No change 7,207 $273K
Inman Jager Wealth Management, LLC 0.16% No change 7,191 $272K
Praetorian Wealth Management, Inc. 0.05% New 7,136 $271K
Breakwater Capital Group 0.04% No change 7,132 $270K
3Chopt Investment Partners, LLC 0.06% New 7,116 $269K
Chase Investment Counsel Corp. 0.07% No change 7,128 $269K
Mountain Capital Investment Advisors Inc. 0.04% Add +1.0% 7,034 $269K
Assetmark, Inc. 0.00% Add +7.6% 7,055 $267K
Balboa Wealth Partners 0.04% No change 7,043 $267K
Wolff Financial Management LLC 0.06% No change 7,034 $266K
McDaniel Terry & Co. 0.02% No change 7,020 $266K
Barry Investment Advisors, LLC 0.06% Add +0.0% 7,017 $266K
Asset One Wealth Management LLC 0.03% Add +10.1% 7,132 $265K
Ulland Investment Advisors, LLC 0.23% No change 7,000 $265K
Everstar Asset Management, LLC 0.14% No change 7,000 $265K
Sterneck Capital Management, LLC 0.12% No change 7,000 $265K
Bay Rivers Group 0.11% No change 7,000 $265K
Smith Salley Wealth Management 0.01% Add +0.2% 6,959 $263K
MBL Wealth, LLC 0.02% Reduce -5.0% 6,951 $263K
Gibraltar Capital Management, Inc. 0.05% No change 6,945 $263K
Garton & Associates Financial Advisors LLC 0.21% Reduce -42.4% 6,941 $263K
Alhambra Investment Management LLC 0.12% No change 6,920 $262K
GWN Securities Inc. 0.05% Add +1.4% 6,911 $262K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 6,900 $261K
Resolute Wealth Strategies, LLC 0.11% Add +0.6% 6,849 $259K
Mindset Wealth Management, LLC 0.07% No change 6,846 $259K
Willis Johnson & Associates, Inc. 0.02% Reduce -17.7% 6,832 $259K
Sendero Wealth Management, LLC 0.03% Reduce -12.8% 6,827 $258K
Birch Financial Group, LLC 0.15% Add +0.7% 6,824 $258K
Enterprise Financial Services Corp 0.13% Reduce -6.2% 6,809 $258K
Kore Advisors LP 0.33% No change 6,800 $257K
Rossmore Private Capital 0.02% No change 6,800 $257K
Accurate Wealth Management, LLC 0.03% New 6,886 $257K
TIAA Wealth Investment Management LLC 0.00% — 6,784 $257K
Summit Wealth Group LLC / Co. 0.03% New 6,766 $256K
Sterling Investment Advisors, Ltd. 0.05% New 6,745 $255K
Retirement Investment Advisors, Inc. 0.02% New 6,771 $255K
Grand Wealth Management, LLC 0.12% New 6,724 $254K
Tevis Investment Management 0.14% No change 6,719 $254K
First Bancorp, Inc 0.13% Reduce -31.8% 6,706 $254K
Exchange Bank 0.18% No change 6,701 $254K
World Equity Group, Inc. 0.07% New 6,685 $253K
QRG Capital Management, Inc. 0.00% Reduce -31.1% 6,683 $253K
Brooks, Moore & Associates, Inc. 0.13% No change 6,665 $252K
Tortuga Wealth Management, Inc 0.24% Add +0.1% 6,663 $252K
Stonebridge Financial Group, LLC / MO 0.21% Reduce -5.3% 6,657 $252K
Aventura Private Wealth, LLC 0.09% No change 6,656 $252K
Winthrop Advisory Group LLC 0.02% Reduce -23.1% 6,638 $251K
Jackson Thornton Wealth Management, LLC 0.02% No change 6,720 $251K
MKT Advisors LLC 0.08% Reduce -34.3% 6,525 $251K
Bluefin Capital Management, LLC 0.29% Reduce -54.2% 6,600 $250K
SOA Wealth Advisors, LLC. 0.05% Add +0.2% 6,600 $250K
Berger Financial Group, Inc 0.01% Add +0.1% 6,587 $249K
SVRN Asset Management, LLC 0.24% Add +0.9% 6,571 $249K
FreeGulliver LLC 0.10% New 6,541 $248K
Colorado Capital Management, Inc. 0.09% No change 6,501 $246K
Z3 Capital Partners, LLC 0.06% No change 6,501 $246K
Mengis Capital Management, Inc. 0.04% No change 6,500 $246K
Tiaa Trust, National Association 0.01% Reduce -78.6% 6,500 $246K
Seelaus Asset Management LLC 0.18% Reduce -3.0% 6,458 $244K
Flputnam Investment Management Co. 0.00% New 6,456 $244K
Wright Wealth LLC 0.16% Reduce -5.2% 6,450 $244K
Money Concepts Capital Corp. 0.01% Reduce -27.0% 6,403 $242K
BOS Asset Management, LLC 0.06% No change 6,375 $241K
Simplicity Wealth,LLC 0.01% Add +0.4% 6,369 $241K
Providence Financial Advisors, LLC 0.14% Add +1.1% 6,365 $241K
Compass Ion Advisors, LLC 0.02% Add +0.6% 6,354 $240K
71 West Capital Partners 0.01% No change 6,350 $240K
First Financial Corp. 0.09% No change 6,349 $240K
First Trust Capital Management L.P. 0.01% No change 6,337 $240K
Aurora Private Wealth, Inc. 0.17% No change 6,398 $239K
Legacy Wealth Advisors, LLC 0.12% No change 6,312 $239K
Valtrion Capital Management, LLC 0.23% New 6,310 $239K
Kesler, Norman & Wride, LLC 0.04% No change 6,309 $239K
Private Harbour Investment Management & Counsel, LLC 0.26% Reduce -4.5% 6,300 $238K
Relyea Zuckerberg Hanson LLC 0.02% New 6,300 $238K
Symphony Financial Services, Inc. 0.12% Add +0.4% 6,288 $238K
Convergence Financial, LLC 0.03% Reduce -1.6% 6,276 $237K
Pinion Investment Advisors, LLC 0.06% Reduce -3.3% 6,273 $237K
Cloud Capital Management, LLC 0.10% Reduce -19.2% 6,266 $237K
Chemistry Wealth Management LLC 0.04% Reduce -20.1% 6,257 $237K
Mainsail Financial Group, LLC 0.10% No change 6,247 $236K
Wilkins Miller Wealth Management, LLC 0.14% Reduce -5.2% 6,238 $236K
Hudson Capital Management LLC 0.06% New 6,230 $236K
Lexington Hill Partners, LLC 0.13% New 6,206 $235K
Baker Avenue Asset Management, LP 0.01% New 6,194 $234K
Bedell Frazier Investment Counselling, LLC 0.05% New 6,180 $234K
Godsey & Gibb, Inc. 0.02% Reduce -22.6% 6,174 $234K
Vaughan David Investments LLC 0.00% New 6,128 $232K
HRC Wealth Management, LLC 0.11% New 6,123 $232K
Community Trust & Investment Co. 0.01% New 6,110 $231K
Annandale Capital, LLC 0.04% Reduce -96.4% 6,092 $231K
Worth Asset Management, LLC 0.09% Reduce -4.7% 6,100 $231K
Van Strum & Towne Inc. 0.07% New 6,100 $231K
apricus wealth, LLC 0.11% New 6,075 $230K
Thomas Story & Son LLC 0.09% New 6,075 $230K
Kapstone Financial Advisors LLC 0.11% New 6,060 $229K
Fiduciary Family Office, LLC 0.07% New 6,060 $229K
Klingman & Associates, LLC 0.01% New 6,058 $229K
Members Trust Co 0.01% Reduce -22.6% 6,049 $229K
Institute for Wealth Management, LLC. 0.02% New 6,045 $229K
Richard C. Young & CO., LTD. 0.02% New 6,036 $228K
Beacon Financial Group 0.02% New 6,005 $227K
IFG Advisory, LLC 0.65% Reduce -91.7% 6,000 $227K
Trask Adam Roland 0.21% — 6,000 $227K
Intrinsic Value Partners, LLC 0.17% New 6,000 $227K
Slocum, Gordon & Co LLP 0.15% New 6,000 $227K
Glassy Mountain Advisors, Inc. 0.07% New 6,000 $227K
Community Bank & Trust, Waco, Texas 0.04% New 6,005 $227K
Optima Capital LLC 0.11% Add +1.0% 5,980 $226K
Bridgewealth Advisory Group, LLC 0.05% New 5,966 $226K
Triangle Securities Wealth Management 0.05% Reduce -52.7% 5,959 $225K
Financial Management Network Inc. 0.03% New 6,007 $225K
Arbor Investment Advisors, LLC 0.03% New 5,956 $225K
Diversified Investment Strategies, LLC 0.14% New 5,955 $225K
Brooklyn Investment Group 0.01% New 5,910 $224K
Dominguez Wealth Management Solutions, Inc. 0.14% New 5,900 $223K
Sawyer & Company, Inc 0.09% No change 5,900 $223K
Cypress Wealth Services, LLC 0.03% New 5,899 $223K
Heritage Trust Co 0.02% New 5,865 $222K
J Hagan Capital, Inc. 0.12% New 5,858 $222K
Shufro Rose & Co. LLC 0.02% Reduce -44.8% 5,850 $221K
Hiley Hunt Wealth Management 0.10% New 5,842 $221K
Eagle Bay Advisors LLC 0.19% Reduce -0.1% 5,822 $220K
Medallion Wealth Advisors, LLC 0.07% No change 5,820 $220K
RFG - Bristol Wealth Advisors, LLC 0.06% New 5,818 $220K
State of Wyoming 0.03% New 5,808 $220K
Kanawha Capital Management LLC 0.02% Reduce -13.0% 5,804 $220K
Clearwater Capital Advisors, LLC 0.02% Reduce -8.0% 5,800 $219K
Nemes Rush Group LLC 0.02% Add +3.0% 5,792 $219K
Horizon Investment Services, LLC 0.08% New 5,780 $219K
Independence Bank of Kentucky 0.03% Reduce -14.1% 5,775 $219K
Perennial Investment Advisors, LLC 0.02% New 5,736 $217K
Calamos Wealth Management LLC 0.01% New 5,736 $217K
Bond & Devick Financial Network, Inc. 0.06% New 5,722 $217K
Gemmer Asset Management LLC 0.02% New 5,720 $216K
Torrey Growth & Income Advisors 0.09% New 5,600 $216K
Lansing Street Advisors 0.05% New 5,713 $216K
Fairscale Capital, LLC 0.15% No change 5,707 $216K
Kintra Wealth, LLC 0.02% New 5,705 $216K
Sweeney & Michel, LLC 0.06% New 5,745 $215K
KRS Capital Management, LLC 0.13% New 5,662 $214K
Bison Wealth, LLC 0.02% New 5,594 $214K
Stiles Financial Services Inc 0.07% New 5,621 $213K
Diligent Investors, LLC 0.05% New 5,614 $212K
Middleton & Co. Inc. 0.02% New 5,600 $212K
Family Capital Management, Inc. 0.09% New 5,599 $212K
M. Kraus & Co 0.06% New 5,595 $212K
Forest Hill Capital, LLC 0.14% New 5,584 $211K
Keeler & Nadler Financial Planning & Wealth Management 0.07% New 5,558 $210K
Daybright Advisory Services, Inc. 0.06% New 5,551 $210K
Arrow Investment Advisors, LLC 0.22% New 5,534 $209K
LVM Capital Management Ltd. 0.02% New 5,532 $209K
DLK Investment Management, LLC 0.08% New 5,503 $208K
Lumbard & Kellner, LLC 0.07% New 5,500 $208K
Lafayette Investments, Inc. 0.04% New 5,500 $208K
Michels Family Financial, LLC 0.15% New 5,487 $208K
Washington Trust Bank 0.02% New 5,481 $207K
PCG Wealth Advisors, LLC 0.05% New 5,480 $207K
Van Hulzen Asset Management, LLC 0.02% New 5,460 $207K
Roxbury Financial LLC 0.19% Add +1.6% 5,451 $206K
Gouws Capital LLC 0.11% New 5,449 $206K
Zuckerman Investment Group, LLC 0.02% New 5,446 $206K
Dagco, Inc. 0.04% Add +1.5% 5,445 $206K
JT Stratford LLC 0.03% New 5,435 $206K
Camelot Portfolios, LLC 0.15% No change 5,425 $205K
SHP Wealth Management 0.02% Add +2.2% 5,425 $205K
Dover Advisors, LLC 0.08% New 5,411 $205K
Hengehold Capital Management LLC 0.02% New 5,406 $205K
First Citizens Bank & Trust Co. 0.00% New 5,400 $204K
New Republic Capital, LLC 0.07% New 5,384 $204K
CWS Financial Advisors, LLC 0.05% New 5,383 $204K
Saratoga Research & Investment Management 0.01% New 5,376 $203K
Alpha Omega Wealth Management LLC 0.03% New 5,372 $203K
Tradewinds, LLC. 0.07% New 5,343 $203K
SYM FINANCIAL Corp 0.02% New 5,370 $203K
Cura Wealth Advisors, LLC 0.09% New 5,361 $203K
TRUE Private Wealth Advisors 0.02% New 5,359 $203K
BTG Pactual Asset Management US LLC 0.02% New 5,334 $202K
TRB Wealth Management, LLC 0.03% — 5,328 $202K
PFG Advisors 0.01% New 5,326 $202K
Confluence Wealth Services, Inc. 0.01% New 5,319 $201K
Gryphon Financial Partners LLC 0.02% New 5,312 $201K
Wellington Shields Capital Management, LLC 0.03% Reduce -7.0% 5,300 $201K
Tortoise Investment Management, LLC 0.02% New 5,300 $201K
Avondale Wealth Management 0.10% New 5,290 $200K
Cassaday & Co Wealth Management LLC 0.00% New 5,112 $193K
Dauntless Investment Group, LLC 0.54% New 5,100 $193K
AdvisorNet Financial, Inc 0.01% Reduce -27.2% 5,023 $190K
Farmers & Merchants Trust Co of Chambersburg PA 0.05% No change 5,000 $189K
Montag A & Associates Inc. 0.01% Reduce -15.2% 4,985 $189K
First Community Trust NA 0.14% No change 4,960 $188K
Provenance Wealth Advisors, LLC 0.02% No change 4,960 $188K
Nova Wealth Management, Inc. 0.12% Add +1.4% 4,953 $187K
Financial Management Professionals, Inc. 0.02% No change 4,939 $187K
Coston, McIsaac & Partners 0.04% Add +1.5% 4,939 $186K
Vermillion Wealth Management, Inc. 0.07% Add +0.0% 4,868 $184K
Pittenger & Anderson Inc. 0.01% No change 4,700 $178K
Simplex Trading, LLC 0.01% New 4,532 $171K
CX Institutional 0.01% Reduce -20.9% 4,527 $171K
Main Street Group, LTD 0.05% New 4,463 $169K
Private Wealth Asset Management, LLC 0.02% No change 4,366 $165K
CoreFirst Bank & Trust 0.09% No change 4,320 $163K
Key Financial Inc 0.03% Add +96.3% 4,288 $162K
South Plains Financial, Inc. 0.09% No change 4,175 $158K
Navigoe, LLC 0.09% No change 4,147 $156K
Stanley-Laman Group, Ltd. 0.02% Reduce -50.0% 4,102 $155K
Avalon Trust Co 0.01% Reduce -53.4% 4,100 $155K
Parvin Asset Management, LLC 0.11% Add +0.6% 4,050 $153K
Gen-Wealth Partners Inc 0.05% No change 4,012 $152K
Kelleher Financial Advisors 0.04% Reduce -62.1% 4,000 $151K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 4,000 $151K
PlanVest Financial, Inc 0.11% — 3,936 $149K
Golden State Wealth Management, LLC 0.02% Reduce -46.3% 3,808 $144K
Ameriflex Group, Inc. 0.07% Add +1.9% 3,806 $144K
Credit Industriel Et Commercial 0.03% Reduce -85.8% 3,805 $144K
Versant Capital Management, Inc 0.01% Add +1.4% 3,791 $143K
Keating Financial Advisory Services, Inc. 0.02% Add +1159.4% 3,753 $142K
Missouri Trust & Investment Co 0.04% No change 3,718 $141K
Gill Capital Partners, LLC 0.04% New 3,700 $140K
Trifecta Capital Advisors, LLC 0.02% Reduce -24.8% 3,640 $138K
Atlantic Private Wealth, LLC 0.09% Reduce -22.2% 3,500 $132K
Elevation Wealth Partners, LLC 0.05% Add +1.5% 3,493 $132K
Monetary Solutions, Ltd 0.12% No change 3,363 $127K
Proffitt & Goodson Inc. 0.02% Reduce -3.4% 3,314 $125K
Operose Advisors LLC 0.03% No change 3,300 $125K
Centaurus Financial, Inc. 0.01% Reduce -60.9% 3,181 $120K
City Holding Co. 0.01% No change 3,141 $119K
Quent Capital, LLC 0.01% No change 3,072 $116K
Piscataqua Savings Bank 0.08% No change 3,000 $114K
Gables Capital Management Inc. 0.05% No change 3,000 $114K
Manchester Capital Management LLC 0.02% New 3,000 $114K
Wolff Wiese Magana LLC 0.06% Add +0.1% 2,997 $113K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 2,981 $113K
Washington Trust Advisors, Inc. 0.01% No change 2,900 $110K
Meramec Financial Planners, LLC 0.04% Reduce -40.5% 2,958 $109K
Byrne Asset Management LLC 0.06% No change 2,800 $106K
American Capital Advisory, LLC 0.04% No change 2,747 $104K
Kozak & Associates, Inc. 0.02% Add +0.9% 2,770 $104K
Hazlett, Burt & Watson, Inc. 0.03% Add +4.2% 2,634 $100K
Old Second National Bank of Aurora 0.02% No change 2,640 $100K
Alerus Financial NA 0.00% Reduce -8.8% 2,600 $98K
Broadwater Capital Management LLC 0.07% No change 2,990 $96K
Center for Financial Planning, Inc. 0.01% No change 2,532 $96K
Chung Wu Investment Group, LLC 0.08% No change 2,500 $95K
Pingora Partners LLC 0.06% No change 2,500 $95K
Horrell Capital Management, Inc. 0.04% No change 2,500 $95K
Opal Wealth Advisors, LLC 0.02% New 2,447 $93K
NFSG Corp 0.02% Add +1.8% 2,442 $92K
Godfrey Financial Associates, Inc. 0.08% No change 2,414 $91K
Tower Research Capital LLC (TRC) 0.00% Reduce -19.9% 2,338 $88K
Acumen Wealth Advisors, LLC 0.02% Reduce -51.7% 2,333 $88K
Fourth Dimension Wealth, LLC 0.03% No change 2,294 $87K
Cheviot Value Management, LLC 0.01% No change 2,250 $85K
Gleason Group, Inc. 0.01% Add +1.5% 2,233 $84K
Halbert Hargrove Global Advisors, LLC 0.00% No change 2,150 $81K
Eastern Bank 0.00% Reduce -18.9% 2,150 $81K
SouthState Bank Corp 0.00% No change 2,014 $76K
Hanson & Doremus Investment Management 0.01% No change 2,010 $76K
Financial Freedom, LLC 0.04% Add +1.5% 1,984 $75K
Boyd Watterson Asset Management LLC 0.02% No change 1,980 $75K
Hollencrest Capital Management 0.00% Add +1.5% 1,949 $74K
Hickory Point Bank & Trust 0.05% New 1,900 $72K
Entrust Financial LLC 0.05% Add +0.5% 1,851 $70K
Barrett & Company, Inc. 0.02% Reduce -10.8% 1,824 $69K
Hantz Financial Services, Inc. 0.00% Add +6.6% 1,756 $66K
Walsh & Associates, LLC 0.07% No change 1,736 $66K
Steigerwald, Gordon & Koch Inc. 0.01% Add +258.3% 1,734 $66K
Portus Wealth Advisors, LLC 0.06% New 1,710 $65K
First Pacific Financial 0.01% Add +1652.6% 1,700 $64K
Miller Wealth Advisors, LLC 0.02% Reduce -47.6% 1,656 $63K
Asset Planning,Inc 0.04% Add +1.5% 1,656 $63K
Essential Investment Partners LLC 0.06% No change 1,650 $62K
Beacon Investment Advisory Services, Inc. 0.00% New 1,614 $61K
Mowery & Schoenfeld Wealth Management, LLC 0.09% No change 1,600 $61K
Johnson Financial Group, Inc. 0.00% No change 1,513 $57K
Align Financial, LLC 0.03% Reduce -96.9% 1,500 $57K
First Command Advisory Services, Inc. 0.00% No change 1,500 $57K
True Link Financial Advisors, LLC 0.00% New 1,450 $55K
Davis Capital Management 0.04% No change 1,443 $55K
Groesbeck Investment Management Corp. 0.10% No change 1,400 $53K
Horizon Investments, LLC 0.00% New 1,418 $53K
Colonial Trust Advisors 0.00% No change 1,390 $53K
Truvestments Capital LLC 0.01% Add +0.1% 1,323 $50K
JNBA Financial Advisors 0.00% No change 1,323 $50K
Daytona Street Capital LLC 0.04% No change 1,300 $48K
Fortitude Family Office, LLC 0.01% No change 1,254 $47K
General Partner, Inc. 0.03% No change 1,250 $47K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -35.3% 1,241 $47K
Burkett Financial Services, LLC 0.02% Add +1.5% 1,240 $47K
Innovative Asset Advisors Group, LLC 0.03% — 1,223 $46K
Community Bank, N.A. 0.01% Add +10.1% 1,209 $46K
Chelsea Counsel Co. 0.02% No change 1,200 $45K
Plante Moran Financial Advisors, LLC 0.00% New 1,188 $45K
Vision Retirement, LLC 0.01% No change 1,187 $45K
Motco 0.00% No change 1,158 $44K
Smallwood Wealth Investment Management, LLC 0.02% No change 1,151 $44K
Copia Wealth Management 0.03% No change 1,109 $42K
Blue Bell Private Wealth Management, LLC 0.01% Add +121.9% 1,076 $41K
Bullock Wealth Management Group 0.02% Add +0.1% 1,078 $40K
Marshall & Sterling Wealth Advisors Inc. 0.03% Reduce -11.5% 1,058 $40K
Beaird Harris Wealth Management, LLC 0.00% Reduce -32.1% 1,058 $40K
Certuity, LLC 0.00% New 1,057 $40K
N.E.W. Advisory Services LLC 0.00% No change 1,001 $38K
Pacific Center for Financial Services 0.01% No change 1,000 $38K
DiNuzzo Private Wealth, Inc. 0.00% No change 1,000 $38K
GHP Investment Advisors, Inc. 0.00% No change 1,000 $38K
Tidemark, LLC 0.01% No change 999 $38K
Accordant Advisory Group Inc 0.02% Add +11.2% 996 $38K
Cornerstone National Bank & Trust Co 0.01% No change 1,000 $37K
Westside Investment Management, Inc. 0.01% No change 931 $35K
IAG Wealth Partners, LLC 0.00% No change 904 $34K
Crews Bank & Trust 0.00% Reduce -39.6% 900 $34K
TD Capital Management LLC 0.00% New 900 $34K
Security National Bank 0.00% No change 875 $33K
Colonial Trust Co / SC 0.00% No change 857 $32K
My Portfolio Guide, LLC 0.02% — 850 $32K
First PREMIER Bank 0.01% No change 772 $29K
SJS Investment Consulting Inc. 0.00% Add +10.6% 761 $29K
VSM Wealth Advisory, LLC 0.01% New 733 $28K
Hughes Financial Services, LLC 0.00% No change 700 $26K
Centerpoint Advisors, LLC 0.01% No change 700 $26K
Trust Co 0.00% No change 685 $26K
Stone House Investment Management, LLC 0.00% No change 646 $24K
Mark Sheptoff Financial Planning, LLC 0.01% No change 620 $24K
Rosenberg Matthew Hamilton 0.00% No change 624 $24K
SWAN Capital LLC 0.01% Add +262.9% 606 $23K
Chesapeake Asset Management LLC 0.02% No change 600 $23K
Dogwood Wealth Management LLC 0.01% Reduce -3.4% 595 $23K
Harbor Capital Advisors, Inc. 0.00% New 578 $22K
Harbor Asset Planning, Inc. 0.02% No change 568 $22K
Cornerstone Planning Group LLC 0.00% New 558 $21K
GW&K Investment Management, LLC 0.00% New 567 $21K
Scarborough Advisors, LLC 0.00% New 548 $21K
Tsfg, LLC 0.00% Add +1.3% 529 $20K
Napier Financial, LLC 0.00% New 522 $20K
Fiduciary Advisors, Inc. 0.01% Add +1.6% 501 $19K
Frazier Financial Advisors, LLC 0.01% Add +199.4% 500 $19K
Sachetta, LLC 0.01% No change 500 $19K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 500 $19K
Abound Wealth Management 0.00% Reduce -29.1% 468 $18K
Timmons Wealth Management, LLC 0.02% No change 464 $18K
Country Trust Bank 0.00% No change 439 $17K
Front Row Advisors LLC 0.01% No change 435 $16K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 423 $16K
Financial Connections Group, Inc. 0.01% Add +1.4% 428 $16K
CGC Financial Services, LLC 0.00% Reduce -92.7% 408 $15K
Sunrise Financial Services, LLC 0.01% No change 400 $15K
Twin Peaks Wealth Advisors, LLC 0.00% New 374 $14K
Glen Eagle Advisors, LLC 0.00% Reduce -88.8% 373 $14K
USA Financial Formulas 0.00% New 355 $13K
Salomon & Ludwin, LLC 0.00% No change 343 $13K
Ares Financial Consulting, LLC 0.01% No change 336 $13K
Nalls Sherbakoff Group, LLC 0.01% No change 325 $12K
Evolution Wealth Management Inc. 0.01% No change 314 $12K
Sarver Vrooman Wealth Advisors 0.01% New 300 $11K
Signature Equity Partners, LLC 0.01% No change 300 $11K
SRH Advisors, LLC 0.00% No change 300 $11K
St. Johns Investment Management Company, LLC 0.00% No change 292 $11K
Resources Management Corp. /CT/ 0.00% No change 300 $11K
GoalVest Advisory LLC 0.00% No change 273 $10K
West Branch Capital LLC 0.00% No change 255 $10K
Game Plan Financial Advisors, LLC 0.00% No change 250 $9K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -87.5% 250 $9K
Bangor Savings Bank 0.00% No change 246 $9K
Dunhill Financial, LLC 0.00% No change 225 $9K
Cranbrook Wealth Management, LLC 0.00% No change 225 $9K
Financial Network Wealth Advisors LLC 0.01% No change 224 $8K
Advocate Investing Services LLC 0.01% Add +1.4% 219 $8K
Costello Asset Management, INC 0.00% No change 200 $8K
Arlington Trust Co LLC 0.00% No change 200 $8K
LM Advisors LLC 0.04% Add +17.6% 240 $6K
Fortis Group Advisors, LLC 0.00% No change 150 $6K
TD Private Client Wealth LLC 0.00% No change 136 $5K
Bravera Wealth 0.00% New 135 $5K
Signature Resources Capital Management, LLC 0.00% New 132 $5K
Penserra Capital Management LLC 0.00% Add +2.3% 135 $5K
Key Capital Management, INC 0.00% Reduce -73.6% 107 $4K
Merkkuri Wealth Advisors LLC 0.00% New 103 $4K
Investment Research & Advisory Group, Inc. 0.00% Add +2.0% 103 $4K
Midway Capital Research & Management 0.00% New 100 $4K
First United Bank & Trust 0.00% No change 100 $4K
Triumph Capital Management 0.00% Add +1.0% 100 $4K
Flagship Wealth Advisors, LLC 0.00% No change 121 $4K
Ritter Daniher Financial Advisory LLC / DE 0.00% Add +2.1% 96 $4K
Osbon Capital Management LLC 0.00% No change 90 $3K
Tradewinds Capital Management, LLC 0.00% No change 80 $3K
Rachor Investment Advisory Services, LLC 0.00% Reduce -19.5% 70 $3K
Strengthening Families & Communities, LLC 0.00% New 67 $3K
Nisa Investment Advisors, LLC 0.00% No change 58 $2K
JPL Wealth Management, LLC 0.00% New 50 $2K
Mountain Hill Investment Partners Corp. 0.00% Add +2.5% 41 $2K
Caitlin John, LLC 0.00% No change 35 $1K
City State Bank 0.00% New 30 $1K
Cedar Mountain Advisors, LLC 0.00% New 30 $1K
Roble, Belko & Company, Inc 0.00% Add +5.6% 19 $1K
MPWM Advisory Solutions, LLC 0.00% No change 20 $757
Anfield Capital Management, LLC 0.00% New 10 $378
Rossby Financial, LCC 0.00% Reduce -98.0% 6 $225
Aspect Partners, LLC 0.00% No change 3 $115
Murphy & Mullick Capital Management Corp 0.00% No change 3 $114
Vanguard National Trust Co 0.00% — 2 $76

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