Enterprise Products PartnersEPD
13F holders, Q1 2026 (March 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 177 | $122.3M |
| Exits | 56 | $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.