Enterprise Products PartnersEPD

13F holders, Q2 2026 (June 30)
1,592holders −23
77new positions
98sold out
8famous investors
$36.83avg. 13F price*

At the end of Q2 2026, 1,592 institutions reported holding Enterprise Products Partners (EPD) in their 13F filings, down 23 from Q1 2026. 77 opened new positions and 98 sold out. The largest holders were Alps Advisors Inc. ($1.6B), Invesco Ltd. ($978.4M) and Blackstone Inc. ($873.4M). 8 famous investors held it, including Bruce Berkowitz (13.5% of Fairholme Capital Management's portfolio), Leon Cooperman (1.4% of Omega Advisors (Leon Cooperman)'s portfolio) and Tom Gayner (0.2% of Markel Group's portfolio).

Company
Enterprise Products Partners
CUSIP
293792107
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions77$93.1M
Exits98$92.2M

All 13F filers, Q1 2026 → Q2 2026: 26,200,736 shares bought and 16,100,365 shares sold, net +10,100,371 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,592 holders

Alps Advisors Inc. 7.52% Add +0.3% 43,655,056 $1.6B
Invesco Ltd. 0.08% Reduce -0.1% 26,616,875 $978.4M
Blackstone Inc. 2.88% Add +12.6% 23,760,341 $873.4M
Morgan Stanley 0.04% Add +3.9% 22,249,198 $817.9M
Tortoise Capital Advisors, L.L.C. 6.96% Add +25.4% 18,636,746 $685.1M
Goldman Sachs Group Inc. 0.07% Reduce -12.8% 17,515,453 $643.9M
Fayez Sarofim & Co 1.38% Reduce -1.2% 15,998,982 $588.1M
Energy Income Partners, LLC 8.00% Add +0.7% 13,831,913 $508.5M
Neuberger Berman Group LLC 0.33% Reduce -0.6% 13,560,232 $498.5M
Kayne Anderson Capital Advisors LP 9.28% Reduce -1.2% 12,869,425 $473.1M
American Century Companies Inc. 0.19% Add +3.9% 11,833,318 $435.0M
UBS Group AG 0.07% Reduce -6.3% 11,815,406 $434.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.52% Reduce -2.8% 11,780,406 $433.0M
Bank of America Corp. 0.03% Reduce -3.8% 11,331,687 $416.6M
CIBC Bancorp USA Inc. 0.39% Reduce -2.5% 8,467,839 $311.3M
Ensign Peak Advisors, Inc 0.49% Reduce -1.4% 8,189,961 $301.1M
BlackRock, Inc. 0.00% Reduce -1.2% 6,945,720 $255.3M
Berkley W R Corp. 12.32% No change 6,825,000 $250.9M
Raymond James Financial Inc. 0.07% Add +0.3% 6,663,540 $245.0M
Thrivent Financial for Lutherans 0.38% Add +32.1% 6,060,053 $222.8M
Westwood Holdings Group Inc. 1.65% Add +7.7% 5,918,667 $217.6M
FMR LLC 0.01% Reduce -21.2% 5,785,898 $212.7M
Clearbridge Investments, LLC 0.17% Reduce -5.3% 5,507,895 $202.5M
Fairholme Capital Management 13.46% No change 5,455,800 $200.6M
Wells Fargo & Company 0.03% Add +0.4% 4,938,312 $181.5M
Hamlin Capital Management, LLC 3.96% Reduce -1.5% 4,792,357 $176.2M
Chickasaw Capital Management LLC 6.25% Reduce -1.5% 4,727,610 $173.8M
JPMorgan Chase & Co. 0.01% Add +33.5% 4,438,751 $162.7M
LPL Financial LLC 0.04% Add +2.3% 4,261,876 $156.7M
Stifel Financial Corp. 0.12% Reduce -0.7% 4,038,337 $148.4M
HighTower Advisors, LLC 0.14% Reduce -1.1% 3,822,053 $140.5M
Paralel Advisors LLC 5.18% No change 3,650,000 $134.2M
BNP Paribas Financial Markets 0.07% Reduce -2.3% 3,524,671 $129.6M
Reaves W H & Co. Inc. 1.95% No change 3,493,940 $128.4M
Royal Bank of Canada 0.02% Add +2.0% 3,294,713 $121.1M
Eagle Global Advisors LLC 4.00% Reduce -1.2% 3,285,266 $120.8M
Miller Howard Investments Inc. 3.13% Add +1.6% 3,211,891 $118.1M
Principal Financial Group Inc. 0.06% Reduce -26.9% 3,121,938 $114.8M
Arax Advisory Partners 0.65% Add +8783.9% 2,647,573 $97.3M
Corient Private Wealth LP 0.13% Reduce -3.6% 2,643,627 $97.2M
Americana Partners, LLC 2.01% Add +6.1% 2,425,057 $89.1M
Rockefeller Capital Management L.P. 0.13% Add +10.8% 2,375,357 $87.3M
ING Groep NV 0.40% Add +2455.2% 2,246,000 $82.6M
Chicago Partners Investment Group LLC 1.61% Add +0.3% 2,073,101 $80.4M
Recurrent Investment Advisors LLC 4.64% Add +21.2% 2,031,416 $74.7M
First Eagle Investment Management, LLC 0.12% Add +0.8% 1,958,036 $72.0M
Brookfield Corp 0.09% Reduce -6.8% 1,930,503 $71.0M
Texas Yale Capital Corp. 1.53% Add +0.6% 1,920,189 $70.6M
Deutsche Bank AG 0.02% Add +0.9% 1,847,526 $67.9M
Fractal Investments LLC 7.79% No change 1,837,044 $67.5M
Barclays PLC 0.02% Reduce -19.4% 1,733,174 $63.7M
Bollard Group LLC 1.90% Add +4.6% 1,693,907 $62.3M
Progeny 3, Inc. 3.20% Add +0.1% 1,686,131 $62.0M
Osaic Holdings, Inc. 0.07% Add +9.2% 1,655,002 $60.8M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 2.58% Reduce -10.3% 1,565,500 $57.5M
Duff & Phelps Investment Management Co. 0.54% No change 1,560,173 $57.4M
Victory Capital Management Inc. 0.03% No change 1,501,034 $55.2M
Saudi Central Bank 0.72% No change 1,438,187 $54.9M
Infrastructure Capital Advisors, LLC 7.48% Reduce -3.6% 1,491,905 $54.8M
Williams Jones Wealth Management, LLC. 0.61% Reduce -2.3% 1,464,972 $53.9M
Blair William & Co. 0.14% Add +0.0% 1,454,489 $53.5M
Omega Advisors (Leon Cooperman) 1.42% No change 1,373,755 $50.5M
Maryland State Retirement & Pension System 0.86% Add +5.0% 1,373,237 $50.5M
Oxbow Advisors, LLC 4.15% Add +0.3% 1,368,329 $50.3M
HRT Financial LP 0.09% Add +1.1% 1,364,033 $50.1M
Mariner, LLC 0.05% Reduce -7.5% 1,270,526 $46.7M
Epoch Investment Partners, Inc. 0.26% Reduce -1.2% 1,239,037 $45.5M
Focus Partners Wealth 0.05% Add +19.3% 1,223,263 $45.0M
PNC Financial Services Group, Inc. 0.02% Add +0.5% 1,206,231 $44.3M
Penn Davis McFarland Inc. 3.85% Reduce 0.0% 1,175,994 $43.2M
Cetera Investment Advisers 0.04% Add +4.0% 1,137,950 $41.8M
SailingStone Capital Partners LLC 7.82% Add +0.5% 1,135,960 $41.8M
Northside Capital Management, LLC 3.39% Reduce -0.1% 1,125,740 $41.4M
Allianz Asset Management GmbH 0.04% Add +10.2% 1,105,419 $40.6M
Tetrad Corp. 3.87% No change 1,100,000 $40.4M
Commonwealth Equity Services, LLC 0.05% Reduce -0.3% 1,084,844 $39.9M
Fort Sheridan Advisors LLC 4.24% Add +1.2% 1,069,701 $39.3M
Vestmark Advisory Solutions, Inc. 0.36% Add +2.6% 1,057,180 $38.9M
Bowen Hanes & Co. Inc. 0.94% No change 1,018,000 $38.5M
Kestra Advisory Services, LLC 0.12% Add +46.5% 1,039,913 $38.2M
Elevation Point Wealth Partners, LLC 0.70% Add +0.0% 1,032,284 $37.9M
Longfellow Investment Management Co. LLC 7.75% No change 1,031,154 $37.9M
Auto-Owners Insurance Co 0.83% No change 1,000,000 $36.8M
Janney Montgomery Scott LLC 0.07% Add +5.8% 996,112 $36.6M
Prospera Financial Services Inc 0.50% Reduce -0.6% 935,668 $34.4M
Exchange Traded Concepts, LLC 0.17% Reduce -5.3% 909,248 $33.4M
Cna Financial Corp. 13.84% Add +9.1% 900,000 $33.1M
Creative Planning 0.02% Reduce -7.8% 887,520 $32.6M
Vorpal, LLC 99.14% No change 838,807 $30.8M
Beck Mack & Oliver LLC 0.59% Add +0.9% 824,469 $30.3M
Beacon Pointe Advisors, LLC 0.14% Add +2.7% 823,566 $30.3M
NEOS Investment Management LLC 0.11% Add +51.5% 815,015 $30.0M
Kamunting Street Capital Management, L.P. 16.68% Add +21.8% 807,258 $29.7M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -5.9% 788,859 $29.4M
Evergreen Capital Management LLC 0.51% Reduce -9.1% 796,751 $29.3M
Citadel Advisors 0.02% Add +2835.4% 785,731 $28.9M
KDK Private Wealth Management, LLC 23.67% Reduce -0.4% 776,304 $28.5M
Natixis 0.13% Add +2423.5% 771,472 $28.4M
Cambridge Investment Research Advisors, Inc. 0.06% Add +0.9% 770,010 $28.3M
Commerce Bank 0.12% Reduce -20.3% 719,016 $26.4M
Jennison Associates LLC 0.02% Reduce -1.9% 704,938 $25.9M
MAI Capital Management 0.09% Add +6.2% 668,865 $24.6M
US Bancorp \de 0.03% Reduce -4.6% 664,984 $24.4M
Envestnet Asset Management Inc. 0.01% Add +2.6% 662,552 $24.4M
Stephens Inc. 0.27% Add +2.0% 645,519 $23.7M
Vestor Capital, LLC 1.45% New 19,276 $23.1M
Captrust Financial Advisors 0.04% Add +3.8% 623,026 $22.9M
M&T Bank Corp 0.07% Reduce -0.7% 611,755 $22.5M
Capital Investment Advisors, LLC 0.29% Reduce -0.8% 594,583 $21.9M
Cerity Partners LLC 0.03% Reduce -6.6% 589,560 $21.7M
Markel Group 0.16% Add +181.7% 569,000 $20.9M
SCS Capital Management LLC 0.19% Add +809.8% 556,413 $20.5M
Acadian Asset Management LLC 0.02% Add +745.6% 556,262 $20.4M
JRM Investment Counsel, LLC 4.92% Reduce -0.7% 549,345 $20.2M
Private Capital Advisors, Inc. 1.71% Add +0.2% 530,308 $19.5M
Marco Investment Management LLC 1.28% Reduce -0.3% 527,913 $19.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.1% 526,718 $19.4M
Investment Management Associates Inc. 4.90% Reduce -2.6% 524,941 $19.3M
Sanctuary Advisors, LLC 0.09% Reduce -0.8% 516,692 $19.0M
Waverly Advisors, LLC 0.11% Reduce -1.4% 514,978 $18.9M
Gagnon Securities LLC 3.62% Reduce -0.7% 510,576 $18.8M
iA Global Asset Management Inc. 0.22% Reduce -10.4% 509,328 $18.7M
Glenmede Trust Co. NA 0.08% Reduce -9.4% 507,235 $18.6M
&partners 0.08% Add +5.5% 502,084 $18.5M
Truist Financial Corp. 0.02% Add +1.3% 502,012 $18.5M
Heronetta Management, L.P. 16.71% No change 495,048 $18.2M
D.A. Davidson & Co. 0.10% Add +2.7% 489,584 $18.0M
Catalyst Capital Advisors LLC 0.29% No change 467,740 $17.2M
Allen Mooney & Barnes Investment Advisors LLC 2.57% Reduce -8.9% 458,936 $16.9M
AlphaCore Capital LLC 0.31% Add +0.5% 458,833 $16.9M
Turtle Creek Wealth Advisors, LLC 0.83% Add +4.5% 430,166 $15.8M
Mesirow Financial Investment Management, Inc. 0.25% Add +0.3% 429,813 $15.8M
Tectonic Advisors LLC 0.74% Add +3.8% 420,613 $15.5M
Oppenheimer & Co. Inc. 0.16% Reduce -1.9% 417,522 $15.3M
Payden & Rygel 1.18% No change 417,070 $15.3M
NewEdge Advisors, LLC 0.05% Add +4.5% 414,550 $15.2M
Cresset Asset Management, LLC 0.06% Add +2.4% 411,649 $15.1M
Bank of New York Mellon Corp 0.00% Add +23.3% 410,441 $15.1M
Lido Advisors, LLC 0.05% Add +107.4% 407,351 $15.0M
Adams Asset Advisors, LLC 1.69% No change 398,768 $14.7M
Moors & Cabot, Inc. 0.57% Reduce -1.3% 398,106 $14.6M
Fogel Capital Management, Inc. 5.76% Add +0.7% 389,960 $14.3M
Hurley Capital, LLC 7.31% Add +9.1% 383,565 $14.1M
First Manhattan Co. Llc. 0.04% Reduce -4.8% 378,333 $13.9M
WP Advisors, LLC 3.36% Reduce -0.8% 378,218 $13.9M
Northern Trust Corp. 0.00% Reduce -4.3% 372,163 $13.7M
McGowan Group Asset Management, Inc. 1.66% Reduce -0.4% 370,768 $13.6M
Cohen Capital Management, Inc. 1.84% No change 368,691 $13.6M
Private Advisor Group, LLC 0.06% Reduce -7.9% 367,573 $13.5M
Mercer Global Advisors Inc. 0.02% Add +5.6% 363,252 $13.4M
Pathstone Holdings, LLC 0.04% Add +8.5% 358,567 $13.2M
Larson Financial Group LLC 0.34% Add +1137.4% 353,998 $13.0M
RR Advisors, LLC 3.74% Reduce -22.1% 351,930 $12.9M
Parsons Capital Management Inc. 0.58% Add +1.1% 351,571 $12.9M
Mizuho Markets Americas LLC 0.23% New 350,000 $12.9M
DAVENPORT & Co LLC 0.07% Reduce -0.3% 346,953 $12.7M
Gabelli Funds LLC 0.08% No change 345,625 $12.7M
Icon Wealth Advisors, LLC 0.76% Reduce -14.6% 343,606 $12.6M
Heritage Wealth Advisors 0.43% Reduce -0.1% 343,269 $12.6M
Gagnon Advisors, LLC 7.94% No change 339,877 $12.5M
Empowered Funds, LLC 0.06% Reduce -5.2% 334,150 $12.3M
Sovereign Investment Advisors, LLC 2.29% No change 332,382 $12.2M
GenTrust, LLC 0.47% No change 332,201 $12.2M
Cohen & Steers, Inc. 0.02% No change 322,791 $11.9M
Segment Wealth Management, LLC 0.61% No change 321,451 $11.8M
Dividend Assets Capital, LLC 2.28% Reduce -7.6% 320,406 $11.8M
GFS Advisors, LLC 1.22% Add +32.5% 69,550 $11.5M
Ballast Advisors LLC 2.72% Add +0.0% 310,579 $11.4M
Ameriprise Financial Inc. 0.00% Reduce -6.6% 304,383 $11.3M
Seven Post Investment Office LP 3.20% Add +0.8% 306,976 $11.3M
Steward Partners Investment Advisory, LLC 0.06% Add +0.9% 305,908 $11.2M
Inscription Capital, LLC 0.97% Add +0.0% 297,266 $10.9M
Pathway Financial Advisers, LLC 2.75% Add +1.0% 296,891 $10.9M
Deroy & Devereaux Private Investment Counsel Inc. 0.46% Reduce -0.2% 295,644 $10.9M
Edgemoor Investment Advisors, Inc. 0.73% Reduce -2.0% 288,717 $10.6M
HUB Investment Partners, LLC 0.19% Add +2.5% 283,781 $10.4M
Hennessy Advisors Inc. 0.33% Reduce -1.8% 280,390 $10.3M
Delta Investment Management, LLC 1.68% Reduce -4.3% 278,127 $10.2M
Ellsworth Advisors, LLC 1.67% Add +5.6% 270,501 $10.1M
Savant Capital, LLC 0.03% Add +50.8% 271,367 $10.1M
Foundations Investment Advisors, LLC 0.10% Add +4.5% 270,583 $9.9M
Advisors Asset Management, Inc. 0.15% Add +3.2% 263,679 $9.7M
Treasurer of the State of North Carolina 0.02% New 263,420 $9.7M
Walnut Private Equity Partners, LLC 5.17% Reduce -0.4% 259,978 $9.6M
Account Management LLC 9.55% No change 257,210 $9.5M
Advisory Services Network, LLC 0.11% Add +1.6% 256,497 $9.4M
Argent Trust Co 0.27% Add +41.5% 256,381 $9.4M
Fisher Funds Management LTD 0.27% Reduce -28.9% 255,933 $9.4M
EP Wealth Advisors, LLC 0.04% Add +28.2% 255,531 $9.4M
American Financial Group Inc. 3.31% No change 255,000 $9.4M
Cullen Investment Group, LTD. 1.13% Reduce -0.6% 254,883 $9.4M
Salem Investment Counselors Inc. 0.23% Reduce -0.1% 254,293 $9.3M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -3.9% 252,565 $9.3M
Nations Financial Group Inc, /Ia/ 0.43% Reduce -4.3% 247,164 $9.1M
King Luther Capital Management Corp. 0.04% Add +12.2% 242,521 $8.9M
Sound View Wealth Advisors Group, LLC 0.55% No change 241,788 $8.9M
Linscomb Wealth, Inc. 0.38% Reduce -12.9% 240,205 $8.8M
Bridges Investment Management Inc. 0.11% No change 236,597 $8.7M
Rothschild Capital Partners, LLC 1.85% Add +0.2% 233,618 $8.6M
Bridgelight Financial Advisors, Inc. 5.81% Add +4.2% 230,599 $8.5M
Choate Investment Advisors 0.15% Reduce -1.2% 229,260 $8.4M
Renaissance Investment Group LLC 1.65% Reduce -0.2% 228,226 $8.4M
HSBC Holdings PLC 0.00% Add +13.6% 226,543 $8.3M
KKM Financial LLC 1.13% Add +53.1% 224,298 $8.2M
Nitor Capital Management LLC 5.55% Add +0.5% 223,604 $8.2M
Gilman Hill Asset Management, LLC 1.12% Add +2.0% 220,165 $8.1M
Evercore Wealth Management, LLC 0.11% No change 219,962 $8.1M
Wexford Capital LP 1.11% No change 219,887 $8.1M
Loudon Investment Management, LLC 3.93% No change 217,907 $8.0M
Brown Advisory Inc. 0.01% Add +2.4% 216,256 $7.9M
Jones Financial Companies LLLP 0.00% Add +8.4% 214,632 $7.8M
Bradley Foster & Sargent Inc. 0.11% No change 213,241 $7.8M
Equitable Holdings, Inc. 0.05% Add +20.2% 210,166 $7.7M
Mutual Advisors, LLC 0.14% Add +0.8% 208,699 $7.7M
GAMCO Investors 0.07% Add +0.3% 206,523 $7.6M
Citigroup Inc. 0.00% Reduce -69.8% 205,556 $7.6M
Quantinno Capital Management LP 0.01% Add +47.2% 204,785 $7.5M
Hexagon Capital Partners LLC 1.05% No change 203,772 $7.5M
Snowden Capital Advisors LLC 0.18% Add +2.1% 202,630 $7.4M
Adell Harriman & Carpenter Inc. 0.38% Reduce -2.9% 201,989 $7.4M
Outfitters Financial LLC 5.16% No change 200,372 $7.4M
Sheets Smith Wealth Management 0.73% Reduce -1.2% 199,527 $7.3M
Knollwood Investment Advisory, LLC 0.64% No change 196,968 $7.2M
Oak Family Advisors, LLC 2.08% Reduce -0.6% 195,730 $7.2M
Chilton Capital Management LLC 0.23% Reduce -2.4% 194,242 $7.1M
First Trust Advisors LP 0.00% Add +118.1% 193,762 $7.1M
Baldwin Investment Management, LLC 0.68% Reduce -0.3% 191,338 $7.0M
Ar Asset Management Inc. 1.29% No change 190,278 $7.0M
Elgethun Capital Management 0.96% Add +0.6% 188,277 $6.9M
FourThought Financial Partners, LLC 0.52% Add +2.6% 184,233 $6.8M
CFM Wealth Partners LLC 0.86% No change 183,670 $6.8M
Baldwin Wealth Partners LLC 0.44% Add +0.7% 182,920 $6.7M
Van Eck Associates Corp. 0.00% Reduce -20.3% 179,039 $6.6M
Rothschild Investment LLC 0.25% Add +11.5% 178,856 $6.6M
Independent Advisor Alliance 0.15% Add +2.0% 176,115 $6.5M
Huntington National Bank 0.04% Add +22.3% 174,792 $6.4M
Meixler Investment Management, Ltd. 3.50% Add +10.6% 172,400 $6.3M
Moneta Group Investment Advisors LLC 0.05% Reduce -5.6% 171,614 $6.3M
Independent Financial Group, LLC 0.12% Add +1.3% 171,027 $6.3M
Silvercrest Asset Management Group LLC 0.04% Reduce -7.1% 169,288 $6.2M
Pekin Hardy Strauss, Inc. 0.55% Reduce -0.7% 168,143 $6.2M
CoreCap Advisors, LLC 0.18% Add +2.5% 167,364 $6.2M
Birch Capital Management, LLC 2.99% Reduce -3.0% 166,599 $6.1M
Ancora Advisors LLC 0.12% Reduce -5.9% 166,179 $6.1M
Childress Capital Advisors, LLC 1.00% No change 165,965 $6.1M
HB Wealth Management, LLC 0.03% Add +8.4% 164,218 $6.0M
Fort Washington Investment Advisors Inc. 0.03% Add +17.0% 157,071 $5.8M
Hollow Brook Wealth Management LLC 1.14% Reduce -0.1% 156,110 $5.7M
Choreo, LLC 0.06% Add +3.8% 154,111 $5.7M
A. D. Beadell Investment Counsel, Inc. 3.62% Reduce -1.0% 153,310 $5.6M
Franklin Resources Inc. 0.00% Reduce -10.7% 152,437 $5.6M
Concurrent Investment Advisors, LLC 0.05% Add +2.0% 152,072 $5.6M
Hilltop Holdings Inc. 0.45% Reduce -0.7% 152,013 $5.6M
Private Management Group Inc. 0.15% No change 151,147 $5.6M
True North Advisors, LLC 0.53% New 150,184 $5.5M
Canal Insurance CO 1.21% No change 150,000 $5.5M
First Foundation Advisors 0.20% Reduce -0.5% 149,591 $5.5M
Stratos Wealth Partners, LTD. 0.06% Add +4.8% 149,482 $5.5M
Ashford Capital Management Inc. 0.58% No change 146,610 $5.4M
Summit Financial, LLC 0.06% Reduce -1.4% 146,040 $5.4M
PFG Investments, LLC 0.21% Reduce -2.6% 144,696 $5.3M
Capital Advisors Inc. 0.08% Reduce -3.3% 142,582 $5.2M
Hardman Johnston Global Advisors LLC 0.18% Reduce -3.0% 140,264 $5.2M
Howard Financial Services, LTD. 0.51% Add +4.2% 139,438 $5.1M
Epacria Capital Partners, LLC 3.95% No change 139,372 $5.1M
Hutner Capital Management Inc. 2.02% Add +1.2% 138,729 $5.1M
Susquehanna International Group, LLP 0.00% Add +92.0% 136,235 $5.0M
Haverford Trust Co 0.04% Reduce -0.4% 135,306 $5.0M
R.H. Investment Group, LLC 3.71% Reduce -0.8% 133,965 $4.9M
F/m Investments LLC 0.25% Reduce -1.3% 132,631 $4.9M
ProShare Advisors LLC 0.01% Add +9.9% 132,088 $4.9M
Shoker Investment Counsel, Inc. 1.21% Reduce -0.4% 130,652 $4.8M
J.W. Cole Advisors, Inc. 0.08% New 130,357 $4.8M
Sapient Capital LLC 0.06% Add +0.0% 129,904 $4.8M
BCM Advisors, LLC 0.93% No change 122,984 $4.8M
Pin Oak Investment Advisors Inc. 3.38% Reduce -2.6% 129,094 $4.7M
Xcelsior Advisor Partners LLC 0.62% New 128,762 $4.7M
Indivisible Partners 0.27% New 128,249 $4.7M
Regions Financial Corp. 0.03% Add +53.1% 127,392 $4.7M
Trust Co. of Toledo NA 0.39% No change 127,385 $4.7M
Belpointe Asset Management LLC 0.15% Add +27.6% 126,734 $4.7M
Avenir Corp. 0.56% No change 125,478 $4.6M
Pinnacle Financial Partners, Inc. 0.03% Add +0.0% 125,389 $4.6M
Sei Investments Co. 0.00% Add +91.1% 125,344 $4.6M
Am Investment Strategies LLC 0.88% Add +1.3% 125,180 $4.6M
Tower Bridge Advisors 0.41% Reduce -4.0% 124,490 $4.6M
JFS Wealth Advisors, LLC 0.23% Add +0.1% 123,018 $4.5M
Spirit of America Management Corp. 0.84% Reduce -10.0% 121,386 $4.5M
Capital Analysts, LLC 0.10% Reduce -12.0% 121,380 $4.5M
Curi Capital, LLC 0.07% Add +3.6% 120,166 $4.4M
Cercano Management LLC 0.59% No change 120,021 $4.4M
Level Four Advisory Services, LLC 0.12% Reduce -3.4% 119,663 $4.4M
Core Capital Management & Research, inc. 2.31% — 115,512 $4.4M
Rollins Financial Advisors, LLC 0.58% Add +5.7% 119,433 $4.4M
Private Wealth Partners, LLC 0.31% No change 119,100 $4.4M
Nicholas Company, Inc. 0.08% No change 119,100 $4.4M
Legacy Advisors, LLC 0.41% Add +0.7% 119,033 $4.4M
Doliver Advisors, LP 0.99% Add +14.4% 118,513 $4.4M
Tidal Investments LLC 0.01% Add +95.7% 118,324 $4.3M
Woodmont Investment Counsel LLC 0.23% Reduce -1.8% 116,075 $4.3M
Asset Planning Services Inc. /La/ 1.81% Reduce -6.5% 115,905 $4.3M
Certified Advisory Corp 0.34% Add +6.8% 115,799 $4.3M
Moneco Advisors, LLC 0.26% Reduce -4.2% 115,382 $4.2M
Cherokee Insurance Co 1.63% Reduce -4.2% 115,000 $4.2M
Integrated Wealth Concepts LLC 0.03% Reduce -7.7% 114,823 $4.2M
ProVise Management Group, LLC 0.28% Reduce -0.2% 113,728 $4.2M
Jump Financial, LLC 0.04% Reduce -72.1% 112,800 $4.1M
MML Investors Services, LLC 0.01% Add +37.5% 112,675 $4.1M
Horizon Kinetics Asset Management LLC 0.05% Reduce -2.2% 112,333 $4.1M
ARS Investment Partners, LLC 0.18% Add +6.7% 112,187 $4.1M
Apollon Wealth Management, LLC 0.05% Reduce -9.1% 111,551 $4.1M
FLC Capital Advisors 0.67% No change 111,463 $4.1M
Lavaca Capital LLC 0.42% Add +6.2% 109,467 $4.0M
Clear Trail Advisors, LLC 0.61% Add +0.4% 108,019 $4.0M
Blackhill Capital Inc. 0.16% No change 107,704 $4.0M
WCG Wealth Advisors LLC 0.09% Reduce -2.7% 107,100 $3.9M
Calamos Advisors LLC 0.02% Reduce -5.1% 105,810 $3.9M
Joel Isaacson & Co., LLC 0.11% No change 105,143 $3.9M
Bokf, NA 0.05% Reduce -0.4% 104,782 $3.9M
Integrity Alliance, Llc. 0.12% Reduce -4.3% 104,411 $3.8M
United Capital Financial Advisors, LLC 0.02% Add +11.4% 103,083 $3.8M
Kercheville Advisors, LLC 1.15% Add +10.3% 102,920 $3.8M
XML Financial, LLC 0.27% Reduce -9.1% 102,139 $3.8M
Kestra Private Wealth Services, LLC 0.04% Reduce -6.3% 101,769 $3.7M
Bfsg, LLC 0.33% Reduce -0.2% 101,534 $3.7M
Hilton Capital Management, LLC 0.25% No change 100,630 $3.7M
Greenline Partners, LLC 0.38% Add +0.8% 100,467 $3.7M
Daymark Wealth Partners, LLC 0.09% Reduce -9.8% 100,352 $3.7M
ArchPoint Investors 0.78% Reduce -41.8% 100,100 $3.7M
Mainsail Asset Management, LLC 1.41% New 94,395 $3.6M
IHT Wealth Management, LLC 0.08% Add +18.4% 96,669 $3.6M
Perigon Wealth Management, LLC 0.06% Add +1.6% 96,653 $3.6M
Teamwork Financial Advisors, LLC 0.32% Reduce -0.4% 94,389 $3.5M
Clearstead Advisors, LLC 0.03% Add +1.8% 93,924 $3.5M
Valeo Financial Advisors, LLC 0.07% Reduce -1.5% 93,271 $3.4M
Steel Grove Capital Advisors, LLC 0.32% Reduce -6.0% 93,220 $3.4M
Corps Capital Advisors, LLC 2.75% No change 92,755 $3.4M
Pinnacle Associates Ltd. 0.04% Add +0.0% 92,609 $3.4M
Verity & Verity, LLC 0.23% No change 92,530 $3.4M
Rwa Wealth Partners, LLC 0.03% Reduce -3.3% 92,219 $3.4M
Wedbush Securities Inc. 0.09% Reduce -0.8% 91,385 $3.4M
Verity Asset Management, Inc. 1.27% Reduce -1.9% 91,320 $3.4M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.97% Reduce -17.6% 89,340 $3.3M
Trinity Legacy Partners, LLC 0.66% Reduce -6.7% 86,311 $3.3M
Great Valley Advisor Group, Inc. 0.05% Add +2.8% 88,781 $3.3M
Arkadios Wealth Advisors 0.05% Add +0.2% 88,011 $3.2M
Pinnacle Holdings, LLC 1.06% Reduce -1.1% 87,818 $3.2M
Osterweis Capital Management Inc. 0.18% No change 87,815 $3.2M
Royal Palms Capital LLC 2.83% Reduce -0.1% 87,490 $3.2M
River Road Asset Management, LLC 0.04% Reduce -0.1% 87,467 $3.2M
Global Retirement Partners, LLC 0.05% — 86,928 $3.2M
Flagship Harbor Advisors, LLC 0.12% Add +0.8% 86,873 $3.2M
Ausdal Financial Partners, Inc. 0.12% Add +55.1% 86,317 $3.2M
Mitchell McLeod Pugh & Williams Inc. 0.39% Add +0.8% 86,258 $3.2M
Oppenheimer Asset Management Inc. 0.03% Add +0.9% 86,211 $3.2M
Mgo One Seven LLC 0.05% Add +6.7% 85,276 $3.1M
Applied Capital LLC 2.07% Add +4.3% 84,434 $3.1M
Keybank National Association 0.01% Add +0.4% 83,567 $3.1M
Wilmington Savings Fund Society, FSB 0.07% Reduce -5.9% 83,005 $3.1M
Shrier Wealth Management, LLC 1.04% Add +1.0% 82,750 $3.0M
Tufton Capital Management 0.51% Reduce -0.7% 82,230 $3.0M
Cowa, LLC 0.81% Add +6.5% 81,330 $3.0M
Allworth Financial LP 0.01% Reduce -28.1% 81,212 $3.0M
GraniteShares Advisors LLC 1.91% Add +15.2% 80,921 $3.0M
Wealthspire Advisors, LLC 0.02% Add +77.5% 80,761 $3.0M
McAlvany Wealth Management LLC 2.22% Add +2.9% 80,615 $3.0M
World Investment Advisors 0.05% Reduce -3.3% 78,900 $3.0M
Wealthcare Advisory Partners LLC 0.06% Reduce -16.0% 80,573 $3.0M
Cornerstone Select Advisors, LLC 1.24% Add +20.1% 80,102 $2.9M
Cullen Capital Management, LLC 0.03% Reduce -19.8% 80,089 $2.9M
Castleark Management LLC 0.08% No change 79,461 $2.9M
Everett Harris & Co. 0.04% Reduce -0.2% 79,383 $2.9M
O'shaughnessy Asset Management, LLC 0.01% Reduce -0.2% 78,340 $2.9M
Pasadena Private Wealth, LLC 0.36% Reduce -29.2% 76,441 $2.8M
Samalin Investment Counsel, LLC 0.89% Reduce -4.3% 75,058 $2.8M
TD Waterhouse Canada Inc. 0.01% Reduce -4.8% 75,517 $2.8M
Sowell Financial Services LLC 0.09% Reduce -3.3% 75,019 $2.8M
Farther Finance Advisors, LLC 0.02% Reduce -12.3% 74,916 $2.8M
Evanson Financial, LLC 0.13% — 74,200 $2.7M
Fiducient Advisors LLC 0.39% Reduce -0.2% 73,904 $2.7M
Chatham Capital Group, Inc. 0.35% Add +0.0% 73,560 $2.7M
Callahan Advisors, LLC 0.20% Reduce -3.0% 72,335 $2.7M
Ascentis Wealth Management, LLC 0.45% Add +0.4% 72,329 $2.7M
Caprock Group, LLC 0.05% Add +1.3% 71,936 $2.6M
Avidian Wealth Enterprises, LLC 0.07% Add +0.7% 71,867 $2.6M
SL Advisors, LLC 4.59% Reduce -0.6% 71,351 $2.6M
Tritonpoint Wealth, LLC 0.26% Reduce -24.4% 71,073 $2.6M
TritonPoint Partners, LLC 0.22% New 71,073 $2.6M
Nuveen, LLC 0.00% Reduce -8.0% 70,615 $2.6M
HWG Holdings LP 0.59% Add +0.8% 70,557 $2.6M
IFP Advisors, Inc 0.05% Add +1.8% 70,278 $2.6M
Intellus Advisors LLC 0.31% Add +0.1% 70,057 $2.6M
United Advisor Group, LLC 0.27% Reduce -0.0% 69,464 $2.6M
RS Crum Inc. 0.47% No change 68,553 $2.5M
Planning Strategies Inc. 1.57% — 68,383 $2.5M
Cary Street Partners Investment Advisory LLC 0.51% Reduce -0.2% 67,900 $2.5M
Montchanin Asset Management, LLC 2.54% Reduce -7.6% 67,800 $2.5M
Aptus Capital Advisors, LLC 0.02% Reduce -1.7% 67,550 $2.5M
Sequoia Financial Advisors, LLC 0.01% Add +1.9% 66,928 $2.5M
Peapack Gladstone Financial Corp. 0.03% Reduce -3.4% 66,923 $2.5M
C2C Wealth Management, LLC 1.91% No change 66,146 $2.4M
Leavell Investment Management, Inc. 0.09% Reduce -0.4% 65,933 $2.4M
GP Brinson Investments LLC 0.99% No change 65,909 $2.4M
Charles Schwab Trust Co 0.13% No change 65,518 $2.4M
Summit Trail Advisors, LLC 0.03% Add +19.6% 65,361 $2.4M
Blue Trust, Inc. 0.03% Reduce -20.3% 65,122 $2.4M
Magnus Financial Group LLC 0.17% Add +2.3% 65,080 $2.4M
Brown Brothers Harriman & Co. 0.01% Add +12.8% 64,737 $2.4M
Cannell & Spears LLC 0.04% No change 63,670 $2.3M
TCFG Investment Advisors, LLC 0.79% Add +5.0% 63,604 $2.3M
Palisade Capital Management, LP 0.11% Reduce -3.3% 63,312 $2.3M
Optimist Retirement Group LLC 0.89% Reduce -0.6% 62,956 $2.3M
Visionary Wealth Advisors 0.09% Reduce -0.8% 62,624 $2.3M
Silverberg Bernstein Capital Management LLC 0.88% No change 62,480 $2.3M
Harrell Investment Partners, LLC 0.49% Add +14.9% 62,052 $2.3M
L. Roy Papp & Associates, LLP 0.24% No change 61,858 $2.3M
B. Riley Wealth Advisors, Inc. 0.12% Reduce -1.4% 61,273 $2.2M
Smith, Moore & Co. 0.14% Reduce -2.9% 60,578 $2.2M
Whipplewood Advisors, LLC 1.48% No change 59,945 $2.2M
OpenArc Corporate Advisory, LLC 0.03% Add +3.8% 59,920 $2.2M
Baer Investment Advisory LLC 2.67% Reduce -16.3% 60,309 $2.2M
Capital Investment Advisory Services, LLC 0.13% Add +5.9% 59,359 $2.2M
Promethium Advisors,llc 1.05% No change 59,339 $2.2M
Geneos Wealth Management Inc. 0.04% Add +6.8% 59,120 $2.2M
Dynamic Advisor Solutions LLC 0.06% Reduce -9.0% 58,898 $2.2M
Edmp, Inc. 1.73% Add +0.8% 58,597 $2.2M
Intrua Financial, LLC 0.20% Reduce -4.8% 58,515 $2.2M
Lifetime Wealth Management P.C. 1.24% Reduce -0.9% 56,890 $2.1M
Robertson Stephens Wealth Management, LLC 0.05% Reduce -0.2% 56,876 $2.1M
One Charles Private Wealth Services, LLC 0.48% Reduce -20.0% 56,643 $2.1M
Jefferies Financial Group Inc. 0.02% Reduce -10.0% 56,497 $2.1M
VestGen Advisors, LLC 0.06% Reduce -17.1% 56,152 $2.1M
NewEdge Wealth, LLC 0.02% Add +41.7% 56,138 $2.1M
Northstar Advisory Group, LLC 0.64% Add +0.1% 55,933 $2.1M
UMB Bank, n.a. 0.03% Reduce -2.4% 55,009 $2.0M
Pinnacle West Asset Management, Inc. 1.40% Reduce -0.1% 54,987 $2.0M
Merit Financial Group, LLC 0.01% Reduce -16.1% 54,906 $2.0M
Crescent Grove Advisors, LLC 0.17% Reduce -11.3% 54,799 $2.0M
ELCO Management Co., LLC 0.86% Add +5.7% 54,213 $2.0M
Patten Group, Inc. 0.31% Add +2.7% 54,067 $2.0M
MSH Capital Advisors LLC 0.35% Add +83.5% 54,057 $2.0M
Chiron Capital Management, LLC 1.78% Reduce -1.4% 53,931 $2.0M
AE Wealth Management LLC 0.01% Add +19.5% 53,516 $2.0M
Morey & Quinn Wealth Partners, LLC 1.26% Reduce -10.5% 53,482 $2.0M
180 Wealth Advisors, LLC 0.20% Add +2.7% 53,274 $2.0M
Red Door Wealth Management, LLC 0.18% No change 53,218 $2.0M
Schnieders Capital Management, Llc. 0.26% No change 53,147 $2.0M
Cary Street Partners Financial LLC 0.04% Add +1.0% 52,374 $1.9M
R.H. Dinel Investment Counsel, Inc. 1.48% No change 52,350 $1.9M
Argyle Capital Partners, LLC 1.21% Add +0.9% 52,209 $1.9M
StoneX Group Inc. 0.08% Add +46.2% 51,917 $1.9M
Argent Advisors, Inc. 0.47% Reduce -3.7% 51,574 $1.9M
Lee Financial Co 0.24% Reduce -0.8% 51,357 $1.9M
Paragon Advisors, LLC 0.40% No change 51,288 $1.9M
Vise Technologies, Inc. 0.02% Add +356.2% 51,215 $1.9M
Cornerstone Advisory, LLC 0.16% Add +0.2% 50,917 $1.9M
Brighton Jones LLC 0.03% Reduce -4.2% 50,870 $1.9M
Parkside Financial Bank & Trust 0.13% Add +1.1% 50,722 $1.9M
Samjo Management, LLC 0.63% No change 50,150 $1.8M
Resolute Capital Asset Partners LLC 0.79% No change 50,000 $1.8M
American Assets Investment Management, LLC 0.11% No change 50,000 $1.8M
Covenant Asset Management, LLC 0.33% Reduce -6.0% 49,969 $1.8M
Fidelis Capital Partners, LLC 0.11% Reduce -40.6% 49,876 $1.8M
Almanack Investment Partners, LLC. 0.23% Add +55.8% 49,653 $1.8M
Kornitzer Capital Management Inc. 0.04% No change 49,650 $1.8M
Fund Advisors of America Inc 1.64% Add +0.4% 49,198 $1.8M
Parallel Advisors, LLC 0.03% Add +1.8% 48,734 $1.8M
BIP Wealth, LLC 0.05% Add +83.2% 48,680 $1.8M
Gsa Capital Partners LLP 0.11% New 48,539 $1.8M
Cresta Advisors, Ltd. 0.64% Add +17.1% 48,514 $1.8M
Nomura Asset Management International Inc. 0.00% Reduce -11.5% 48,380 $1.8M
Objectivity Squared, LLC 1.00% Add +1.4% 48,082 $1.8M
Uptown Financial Advisors LLC 1.29% No change 48,051 $1.8M
LMCG Investments, LLC 0.09% Add +4.6% 47,834 $1.8M
Bank of Montreal 0.00% Reduce -7.2% 47,751 $1.8M
Avion Wealth 0.33% No change 47,669 $1.8M
Mission Wealth Management, LP 0.02% Add +45.9% 47,100 $1.7M
Orion Investment Co 0.50% Add +11.5% 46,916 $1.7M
Capital City Trust Co. 0.36% Add +1.6% 46,900 $1.7M
Moody National Bank Trust Division 0.14% Add +0.2% 46,777 $1.7M
Johnson Investment Counsel Inc. 0.01% Reduce -0.9% 46,744 $1.7M
Obermeyer Wealth Partners 0.07% Add +3.2% 46,716 $1.7M
Cascade Financial Partners, LLC 0.15% Reduce -2.1% 46,553 $1.7M
E&G Advisors, LLC 0.33% Reduce -1.4% 46,954 $1.7M
Addison Capital Co 0.28% No change 46,315 $1.7M
Clarus Group, Inc. 0.57% Reduce -0.5% 45,955 $1.7M
IFG Advisory, LLC 0.06% Add +664.6% 45,874 $1.7M
OneDigital Investment Advisors LLC 0.01% Add +2.7% 45,480 $1.7M
Ritholtz Wealth Management 0.02% Reduce -1.6% 45,378 $1.7M
Ieq Capital, LLC 0.01% Reduce -22.5% 44,742 $1.6M
1776 Wealth LLC 0.58% Add +0.1% 44,696 $1.6M
Quantum Private Wealth, LLC 0.42% Reduce -4.5% 44,640 $1.6M
First National Bank of Omaha 0.05% No change 44,360 $1.6M
Axiom Investment Management LLC 1.08% No change 43,774 $1.6M
Pennsylvania Capital Management Inc. 0.40% No change 43,335 $1.6M
Atlantic Union Bankshares Corp 0.03% Add +145.9% 43,275 $1.6M
Orleans Capital Management Corp. 0.81% Reduce -3.2% 42,770 $1.6M
Galvin, Gaustad & Stein, LLC 0.12% Add +6.9% 42,473 $1.6M
Valley National Advisers Inc. 0.17% Add +0.8% 42,447 $1.6M
Forum Financial Management, LP 0.02% Add +0.5% 42,436 $1.6M
Novak & Powell Financial Services, Inc. 0.73% Add +1.1% 42,385 $1.6M
Anchor Investment Management, LLC 0.12% Add +13.5% 42,150 $1.5M
Gilpin Wealth Management, LLC 1.07% Reduce -0.3% 42,144 $1.5M
WealthTrust Axiom LLC 0.34% Reduce -2.7% 41,986 $1.5M
Chevy Chase Trust Holdings, LLC 0.00% Add +407.9% 41,900 $1.5M
Windsor Advisory Group, LLC 1.12% No change 41,814 $1.5M
Wellington Shields & Co., LLC 0.34% Reduce -0.2% 41,348 $1.5M
Apella Capital, LLC 0.02% Add +0.0% 40,230 $1.5M
FSM Wealth Advisors, LLC 0.16% Reduce -6.0% 41,152 $1.5M
Tyche Wealth Partners LLC 0.21% Add +0.0% 41,099 $1.5M
CMG Global Holdings, LLC 0.64% Reduce -0.3% 40,963 $1.5M
LRI Investments, LLC 0.12% Reduce -2.0% 40,946 $1.5M
Silver Lake Advisory, LLC 0.54% Add +0.3% 40,936 $1.5M
Albert D Mason Inc. 0.85% Add +0.6% 40,718 $1.5M
Plan Group Financial, LLC 0.31% Reduce -15.6% 40,643 $1.5M
Platform Technology Partners 0.24% Add +0.0% 40,492 $1.5M
Meridian Wealth Advisors, LLC 0.17% No change 40,448 $1.5M
Geneva Partners, LLC 0.39% No change 40,250 $1.5M
Texas Capital Bank Wealth Management Services Inc 0.08% No change 40,082 $1.5M
Bryn Mawr Trust Advisors, LLC 0.06% Add +5.7% 39,890 $1.5M
Kingsview Wealth Management, LLC 0.02% Reduce -12.4% 39,764 $1.5M
CMH Wealth Management LLC 0.22% Reduce -15.9% 39,586 $1.5M
American National Bank & Trust 0.12% No change 39,521 $1.5M
Jamison Private Wealth Management, Inc. 0.15% Reduce -2.5% 39,047 $1.4M
Glenview Trust Co 0.02% No change 38,972 $1.4M
Essex Financial Services, Inc. 0.07% Add +7.6% 38,769 $1.4M
Kirtland Hills Capital Management, LLC 0.41% Add +14.2% 38,737 $1.4M
Bleakley Financial Group, LLC 0.02% Add +16.9% 38,672 $1.4M
Busey Bank 0.03% Reduce -0.1% 38,295 $1.4M
Neville Rodie & Shaw Inc. 0.09% Reduce -7.1% 38,228 $1.4M
Overbrook Management Corp 0.21% No change 38,241 $1.4M
Dorsey & Whitney Trust CO LLC 0.07% Add +0.0% 38,020 $1.4M
CORDA Investment Management, LLC. 0.09% Reduce -0.8% 38,009 $1.4M
Integrated Advisors Network LLC 0.06% Reduce -9.2% 37,578 $1.4M
Hourglass Capital, LLC 0.27% No change 37,447 $1.4M
International Assets Investment Management, LLC 0.08% Reduce -2.3% 37,590 $1.4M
HM Payson & Co. 0.02% Reduce -0.5% 37,155 $1.4M
Tred Avon Family Wealth, LLC 0.42% No change 37,154 $1.4M
Eaton Financial Holdings Company, LLC 0.37% Reduce -4.8% 36,535 $1.3M
Karras Company, Inc. 1.21% Reduce -2.1% 36,344 $1.3M
Oliver Luxxe Assets LLC 0.20% Reduce -20.9% 36,331 $1.3M
MADDEN SECURITIES Corp 0.37% Reduce -11.1% 36,115 $1.3M
Fiduciary Group, LLC 0.10% Add +0.6% 35,949 $1.3M
South Street Advisors LLC 0.17% Add +25.8% 35,720 $1.3M
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +2.8% 35,473 $1.3M
Ameritas Advisory Services, LLC 0.03% Add +122.9% 35,349 $1.3M
McAdam, LLC 0.05% Add +1.1% 35,302 $1.3M
Sigma Planning Corp 0.03% Add +0.8% 35,270 $1.3M
Matthew Goff Investment Advisor, LLC 0.22% No change 35,261 $1.3M
Russell Investments Group, Ltd. 0.00% Add +2.6% 35,091 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Reduce -1.1% 35,014 $1.3M
Quad-Cities Investment Group, LLC 0.46% Add +0.6% 34,980 $1.3M
Lanark Financial, Inc. 0.09% Reduce -1.8% 34,924 $1.3M
NorthRock Partners, LLC 0.02% Add +1.5% 34,871 $1.3M
Kovack Advisors, Inc. 0.06% Reduce -58.5% 34,878 $1.3M
Avantax Planning Partners, Inc. 0.03% Add +0.4% 34,752 $1.3M
Parkwoods Wealth Partners, LLC 0.20% New 34,706 $1.3M
Mayflower Financial Advisors, LLC 0.11% Reduce -1.4% 34,638 $1.3M
Canal Capital Management, LLC 0.16% Add +0.6% 34,623 $1.3M
SeaBridge Investment Advisors LLC 0.18% Reduce -2.8% 34,610 $1.3M
Welch & Forbes LLC 0.02% Add +17.5% 34,416 $1.3M
Simon Quick Advisors, LLC 0.05% Reduce -4.2% 34,410 $1.3M
Fiduciary Trust Co 0.01% No change 34,365 $1.3M
Harbour Investments, Inc. 0.02% Add +2.1% 34,361 $1.3M
Mosaic Family Wealth Partners, LLC 0.09% Add +34.4% 34,323 $1.3M
Round Rock Advisors LLC 0.16% Reduce -10.9% 34,255 $1.3M
DF Dent & Co. Inc. 0.02% No change 34,232 $1.3M
Guggenheim Capital LLC 0.01% Add +6.8% 33,933 $1.2M
Nicolet Bankshares Inc. 0.04% Reduce -0.5% 33,924 $1.2M
NTV Asset Management LLC 0.12% Reduce -1.8% 33,664 $1.2M
Crumly & Associates Inc. 0.24% Reduce -1.6% 33,637 $1.2M
Diversified Trust Co. 0.02% Reduce -12.1% 33,474 $1.2M
Whitener Capital Management, Inc. 0.26% Reduce -1.1% 33,398 $1.2M
Providence Capital Advisors, LLC 0.19% No change 33,375 $1.2M
Claro Advisors Inc. 0.13% Add +1.8% 33,354 $1.2M
CWA Asset Management Group, LLC 0.04% Add +1.7% 33,093 $1.2M
McGuire Capital Advisors Inc. 0.66% Reduce -20.2% 33,092 $1.2M
Aull & Monroe Investment Management Corp 0.51% No change 33,031 $1.2M
Investor's Fiduciary Advisor Network, LLC 0.41% Reduce -3.4% 32,945 $1.2M
CreativeOne Wealth, LLC 0.03% Add +11.7% 32,833 $1.2M
Wesbanco Bank Inc. 0.03% Reduce -0.4% 32,815 $1.2M
Victory Financial Group, LLC 0.13% Reduce -2.6% 32,654 $1.2M
Ranch Capital Advisors Inc. 0.38% Add +0.4% 32,653 $1.2M
Stockman Wealth Management, Inc. 0.12% Add +2.8% 32,622 $1.2M
Stablepoint Partners, LLC 0.16% Add +1.1% 32,265 $1.2M
Tocqueville Asset Management L.P. 0.02% No change 32,199 $1.2M
Griffin Asset Management, Inc. 0.12% Add +0.2% 31,999 $1.2M
Baird Financial Group, Inc. 0.00% New 31,926 $1.2M
Frisch Financial Group, Inc. 0.20% No change 31,842 $1.2M
Redhawk Wealth Advisors, Inc. 0.12% New 31,821 $1.2M
MCF Advisors LLC 0.04% Add +2.9% 31,648 $1.2M
Root Financial Partners, LLC 0.05% No change 31,633 $1.2M
Founders Capital Management 0.50% No change 31,603 $1.2M
Gladstone Institutional Advisory LLC 0.04% Add +59.0% 31,449 $1.2M
JBR Co Financial Management Inc 0.42% Reduce -1.9% 31,025 $1.1M
Hilltop National Bank 0.24% No change 30,797 $1.1M
Hartford Financial Management Inc. 0.25% Reduce -1.0% 30,745 $1.1M
Brookstone Capital Management 0.01% Add +12.9% 30,602 $1.1M
HFG Advisors, Inc. 0.70% No change 30,335 $1.1M
Benjamin Edwards Inc. 0.01% Reduce -2.3% 30,281 $1.1M
Cornerstone Wealth Management, LLC 0.05% Reduce -0.1% 30,265 $1.1M
Alliancebernstein L.P. 0.00% Reduce -90.8% 29,362 $1.1M
King Wealth Management Group 0.12% Add +0.2% 30,203 $1.1M
Monetary Management Group Inc. 0.23% No change 30,160 $1.1M
Rockwood Wealth Management, LLC 0.07% Add +3.0% 30,117 $1.1M
Vista Investment Partners LLC 0.28% Reduce -1.4% 30,097 $1.1M
Stokes Family Office, LLC 0.13% No change 30,085 $1.1M
Advisor OS, LLC 0.07% Add +0.1% 29,905 $1.1M
Diversify Advisory Services, LLC 0.02% New 28,733 $1.1M
Diversify Wealth Management, LLC 0.02% Add +43.0% 28,733 $1.1M
Quent Capital, LLC 0.07% Add +869.5% 29,784 $1.1M
Angeles Wealth Management, LLC 0.05% Reduce -0.9% 29,695 $1.1M
Park Avenue Securities LLC 0.01% Add +0.7% 29,588 $1.1M
Lakewood Asset Management LLC 0.59% Add +14.5% 29,347 $1.1M
Mather Group, Llc. 0.01% Add +0.6% 29,285 $1.1M
Pointe Capital Management LLC 0.48% No change 29,061 $1.1M
Ami Investment Management Inc. 0.23% No change 28,947 $1.1M
Bogart Wealth, LLC 0.04% Add +0.5% 28,917 $1.1M
Searle & Co. 0.24% Add +3.6% 28,903 $1.1M
Bramshill Investments, LLC 0.08% Add +1.6% 28,786 $1.1M
Naples Global Advisors, LLC 0.07% Add +0.7% 28,684 $1.1M
Requisite Capital Management, LLC 0.17% Reduce -8.3% 28,644 $1.1M
Tru Independence Asset Management 2, LLC 0.57% No change 28,402 $1.0M
Wedmont Private Capital 0.03% Add +19.0% 27,771 $1.0M
Granville Capital, Inc. 0.46% No change 27,978 $1.0M
Bridgewater Advisors Inc. 0.06% No change 27,108 $1.0M
National Philanthropic Trust 0.01% New 27,782 $1.0M
Whalerock Point Partners, LLC 0.18% Add +71.8% 27,748 $1.0M
10Elms LLP 0.46% Add +3.8% 27,695 $1.0M
Curated Wealth Partners LLC 0.12% No change 27,670 $1.0M
Uhlmann Price Securities, LLC 0.04% Add +0.9% 27,610 $1.0M
Venture Visionary Partners LLC 0.03% Add +0.1% 27,561 $1.0M
Waters Parkerson & Co., LLC 0.05% No change 27,518 $1.0M
Modern Wealth Management, LLC 0.01% Add +18.1% 27,465 $1.0M
Olistico Wealth, LLC 0.43% No change 27,442 $1.0M
Smart Money Group LLC 0.26% Reduce -1.4% 27,352 $1.0M
Home Federal Bank of Tennessee 0.22% No change 27,260 $1.0M
Waterloo Capital, L.P. 0.06% Add +43.8% 26,984 $992K
Pine Valley Investments Ltd Liability Co 0.04% Add +0.1% 26,972 $991K
Sovereign Financial Group, Inc. 0.15% Add +64.1% 26,950 $991K
Citizens Financial Group Inc. 0.01% Reduce -11.3% 26,923 $990K
Rehmann Capital Advisory Group 0.05% Add +0.2% 26,908 $989K
Northeast Investment Management 0.04% No change 26,849 $987K
Cyndeo Wealth Partners, LLC 0.05% Reduce -10.2% 26,744 $983K
Cullen/Frost Bankers, Inc. 0.01% Add +6.1% 26,744 $983K
Delta Financial Advisors LLC 0.23% No change 26,682 $981K
Virtue Capital Management, LLC 0.13% Reduce -2.6% 26,560 $976K
Vaughan Nelson Investment Management, L.P. 0.01% No change 26,550 $976K
Hardy Reed LLC 0.06% No change 26,456 $973K
Sage Investment Counsel LLC 0.97% Add +0.2% 26,372 $969K
Crawford Investment Counsel Inc. 0.02% Reduce -0.8% 26,363 $969K
Douglass Winthrop Advisors, LLC 0.02% Add +1.9% 26,276 $966K
Apollon Financial, LLC 0.11% No change 26,261 $965K
Advus Financial Partners, LLC 0.22% Add +2.2% 26,248 $965K
Chicago Capital, LLC 0.02% Reduce -16.0% 26,178 $962K
Advisor Resource Council 0.32% Reduce -2.5% 26,375 $962K
Johnson Financial Group, LLC 0.05% Add +17.8% 26,142 $961K
Sargent Investment Group, LLC 0.12% No change 26,105 $960K
Atria Investments, Inc 0.01% Add +0.0% 26,085 $959K
Wealth Enhancement Trust Services, Inc. 0.11% Add +21.8% 26,050 $958K
Hancock Whitney Corp. 0.02% No change 25,904 $952K
Spire Wealth Management 0.03% Reduce -3.5% 25,786 $948K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -7.0% 25,776 $948K
Manske Wealth Management 0.23% Reduce -1.1% 25,699 $945K
Schwarz Dygos Wheeler Investment Advisors LLC 0.18% No change 25,599 $941K
ZEGA Investments, LLC 0.16% Reduce -0.7% 25,563 $940K
Register Financial Advisors LLC 0.29% Add +6.3% 25,510 $938K
Lavelle Capital LP 0.48% Add +0.3% 25,462 $936K
Allen Capital Group, LLC 0.08% Add +1.4% 25,446 $935K
Ellenbecker Investment Group 0.11% Add +0.2% 25,418 $934K
CENTRAL TRUST Co 0.02% Reduce -16.5% 25,409 $934K
Asset Allocation Strategies LLC 0.14% Add +1.4% 25,359 $932K
Park Place Capital Corp 0.15% Add +5.8% 25,204 $927K
Sunbeam Capital Management, LLC 0.42% Add +0.1% 25,153 $925K
Asset Dedication, LLC 0.06% Reduce -19.9% 25,108 $923K
Occidental Asset Management, LLC 0.09% New 25,070 $922K
Saxon Interests, Inc. 0.25% Reduce -1.1% 25,049 $921K
RBF Capital, LLC 0.04% No change 25,000 $919K
Associated Banc-Corp 0.02% No change 24,968 $918K
Beverly Hills Private Wealth, LLC 0.18% No change 24,874 $914K
Muhlenkamp & Co. Inc. 0.26% No change 24,855 $914K
RiverGlades Family Offices LLC 0.42% No change 24,760 $910K
Tranquility Partners, LLC 0.31% Add +1.4% 24,647 $906K
Transcend Capital Advisors, LLC 0.06% Add +14.8% 24,490 $900K
Tactive Advisors, LLC 0.22% Reduce -3.9% 24,407 $897K
Morton Capital Management LLC 0.12% Add +0.8% 24,397 $897K
Freestone Capital Holdings, LLC 0.02% Add +82.8% 24,332 $894K
Carnegie Investment Counsel 0.02% Reduce -12.4% 24,308 $894K
Burney Co./ 0.02% Add +41.5% 24,250 $891K
Greenwood Gearhart LLC 0.04% Add +7.5% 24,204 $890K
DV Trading LLC 0.07% New 24,200 $890K
Ipswich Investment Management Co., Inc. 0.19% Add +4.3% 24,127 $887K
Rothschild Wealth LLC 0.07% Reduce -0.5% 23,958 $881K
Sagespring Wealth Partners, LLC 0.01% Add +8.1% 23,816 $875K
Bitterroot Capital Advisors LLC 0.53% Add +1.4% 23,746 $873K
TBH Global Asset Management, LLC 0.16% No change 23,688 $871K
Hilton Head Capital Partners, LLC 0.44% Add +25.5% 23,676 $870K
Powers Advisory Group, LLC 0.27% Add +0.6% 23,485 $863K
Evermay Wealth Management LLC 0.09% No change 23,445 $862K
Goodman Financial Corp 0.13% No change 23,341 $858K
Modera Wealth Management, LLC 0.01% Add +2.0% 23,310 $857K
Rede Wealth, LLC 0.28% Reduce -0.3% 23,262 $855K
Balentine LLC 0.03% No change 23,249 $855K
White Pine Investment CO 0.18% No change 23,080 $848K
Cascade Investment Advisors, Inc. 0.46% No change 22,826 $839K
Steele Capital Management, Inc. 0.03% No change 22,822 $839K
Zacks Investment Management 0.01% Add +10.8% 22,776 $837K
Meriwether Wealth & Planning, LLC 0.41% No change 22,741 $836K
Fisher Asset Management 0.00% Reduce -25.1% 22,735 $836K
Merrion Investment Management Co, LLC 0.40% No change 22,714 $835K
Summit Securities Group LLC 0.16% Add +170.2% 22,700 $834K
Perissos Private Wealth Management, LLC 0.56% Add +8.8% 22,698 $834K
Novem Group 0.08% Reduce -1.4% 22,672 $833K
Stokes Capital Advisors, LLC 0.18% No change 22,668 $833K
Per Stirling Capital Management, LLC. 0.08% Add +0.1% 22,663 $833K
Shepherd Kaplan Krochuk, LLC 0.66% No change 22,538 $828K
Northern Financial Advisors Inc 0.55% Reduce -20.8% 22,450 $825K
Composition Wealth, LLC 0.01% Add +44.0% 22,418 $824K
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.5% 22,372 $822K
AlTi Global, Inc. 0.02% Reduce -5.1% 22,275 $819K
Phraction Management LLC 0.21% No change 22,209 $816K
Koenig Investment Advisory, LLC 0.63% Reduce -1.3% 22,193 $816K
Atlanta Consulting Group Advisors, LLC 0.13% No change 22,081 $812K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -38.9% 21,951 $807K
Tradition Wealth Management, LLC 0.05% Add +0.9% 21,947 $807K
Epiq Partners, LLC 0.35% No change 21,860 $804K
Henson-Edgewater Management, LLC 0.42% No change 21,183 $803K
Kingswood Wealth Advisors, LLC 0.03% Reduce -3.4% 21,839 $803K
Verus Capital Partners, LLC 0.04% Reduce -0.3% 21,798 $801K
Aviance Capital Partners, LLC 0.08% Add +0.6% 21,796 $801K
Natixis Advisors, LLC 0.00% Add +81.3% 21,747 $799K
North Star Investment Management Corp. 0.04% No change 21,705 $798K
Archer Investment Corp 0.15% Add +0.0% 21,701 $798K
RFG Advisory, LLC 0.01% Add +1.3% 21,636 $795K
Beam Wealth Advisors, Inc. 0.17% Reduce -5.8% 21,522 $791K
MTM Investment Management, LLC 0.23% No change 21,459 $789K
Nwam LLC 0.04% Add +15.1% 21,402 $787K
RFG Holdings, Inc. 0.16% Reduce -10.4% 21,386 $786K
Canton Hathaway, LLC 0.15% No change 21,350 $785K
KCM Investment Advisors LLC 0.02% Add +0.2% 21,326 $784K
Fortem Financial Group, LLC 0.16% Reduce -3.5% 21,313 $783K
Marietta Wealth Management, LLC 0.08% No change 21,208 $780K
JB Capital LLC 0.03% Reduce -56.6% 21,203 $779K
Westbourne Investment Advisors, Inc. 0.21% No change 21,200 $779K
Hobbs Group Advisors, LLC 0.20% Add +1.4% 21,195 $779K
Heirloom Wealth Management 0.11% Reduce -8.4% 21,166 $778K
Renasant Bank 0.50% Add +1.3% 21,160 $778K
Charter Research & Investment Group, Inc. 0.47% No change 21,160 $778K
Silvia McColl Wealth Management, LLC 0.47% No change 21,143 $777K
Ellis Investment Partners, LLC 0.12% Reduce -1.4% 21,130 $777K
Investors Research Corp 0.14% No change 21,121 $776K
Clear Creek Financial Management, LLC 0.05% Reduce -11.6% 21,098 $776K
Advisors Capital Management, LLC 0.01% Add +12.4% 21,092 $775K
J.P. Marvel Investment Advisors, LLC 0.09% Add +4.2% 21,089 $775K
Confluence Wealth Services, Inc. 0.02% Add +294.9% 21,002 $772K
Kelsey Financial, LLC 0.59% Add +1.2% 20,976 $771K
Brown Miller Wealth Management, LLC 0.19% Add +0.1% 20,917 $769K
HighPoint Advisor Group LLC 0.03% Reduce -15.6% 20,916 $769K
Sippican Capital Advisors 0.47% No change 20,860 $767K
RDA Financial Network 0.17% Add +2.0% 20,696 $761K
Addis & Hill, Inc 0.42% No change 20,691 $761K
Maia Wealth LLC 0.11% Reduce -3.1% 20,647 $759K
Firestone Capital Management 0.14% No change 20,407 $750K
Family Manage LLC 0.08% No change 20,398 $750K
Jacobi Capital Management LLC 0.04% Add +0.2% 20,318 $747K
Walker Asset Management, LLC 0.38% Add +1.4% 20,256 $745K
TT Capital Management LLC 0.58% Reduce -1.0% 20,137 $740K
Clearwave Capital, LLC 0.41% Add +0.8% 20,095 $739K
Liberty Capital Management, Inc. 0.13% — 20,054 $737K
Arete Wealth Advisors, LLC 0.05% Add +1.3% 20,039 $737K
Wealth Alliance Advisory Group, LLC 0.11% Reduce -0.6% 20,000 $735K
TopTier Wealth Management, LLC 0.44% Add +0.6% 19,778 $727K
Allen Wealth Management, LLC 0.35% Reduce -16.7% 19,669 $723K
Granite Bay Wealth Management, LLC 0.07% New 19,626 $722K
AQR Capital Management 0.00% Add +9.5% 19,572 $719K
TCV Trust & Wealth Management, Inc. 0.05% Add +4.3% 19,500 $717K
United Asset Strategies, Inc. 0.05% Reduce -0.0% 19,490 $716K
Milestone Asset Management, LLC 0.11% Reduce -51.6% 19,469 $716K
Oder Investment Management, LLC 0.48% Add +4.4% 19,451 $715K
PSI Advisors, LLC 0.17% Add +12.8% 19,403 $713K
Romano Brothers and Company 0.07% Reduce -2.5% 19,364 $712K
Financial Synergies Wealth Advisors, Inc. 0.06% Add +5.6% 19,325 $710K
Smithbridge Asset Management Inc. 0.10% Add +11.6% 19,300 $709K
Aspen Grove Capital, LLC 0.10% Add +0.5% 19,175 $705K
Savvy Advisors, Inc. 0.01% Reduce -1.2% 19,110 $702K
Castleview Partners, LLC 0.31% No change 19,000 $698K
Allen Investment Management, LLC 0.01% No change 18,987 $698K
Millennium Capital Advisors, LLC 0.38% Add +0.4% 18,932 $696K
Personal Cfo Solutions, LLC 0.10% Add +0.1% 18,855 $693K
Heritage Investors Management Corp. 0.02% Reduce -5.3% 18,800 $691K
Fortitude Advisory Group L.L.C. 0.26% Add +2.7% 18,730 $689K
Sittner & Nelson, LLC 0.22% No change 18,721 $688K
Modus Advisors, LLC 0.17% Add +0.0% 18,693 $687K
Whittier Trust Co. of Nevada Inc. 0.01% No change 18,160 $684K
First Horizon Corp. 0.03% Add +1.0% 18,520 $681K
Ashton Thomas Private Wealth, LLC 0.01% Add +12.3% 18,518 $681K
Stratos Wealth Advisors, LLC 0.04% Add +2.3% 18,405 $677K
Private Trust Co. NA 0.05% Reduce -2.2% 18,115 $666K
Old North State Wealth Management, LLC 0.28% Add +0.2% 18,078 $665K
Somerset Trust Co 0.19% No change 18,035 $663K
Principle Wealth Partners LLC 0.03% Add +14.9% 18,016 $662K
Narwhal Capital Management 0.05% Add +8.1% 17,950 $660K
St Germain D J Co. Inc. 0.02% Reduce -1.5% 17,909 $658K
Schmidt P J Investment Management Inc. 0.10% No change 17,760 $653K
Van Cleef Asset Management,Inc 0.07% No change 17,750 $652K
Florida Trust Wealth Management Co 0.02% Add +19.0% 17,580 $646K
White Pine Capital LLC 0.15% Reduce -1.3% 17,563 $646K
CFO4Life Group, LLC 0.09% Add +1.3% 17,560 $646K
Performance Wealth Partners, LLC 0.02% Add +0.9% 17,538 $645K
Weinberger Asset Management, Inc 0.21% No change 16,900 $643K
Pennington Partners & Co., LLC 0.20% No change 17,386 $639K
WJ Financial Advisors LLC 0.47% Add +2.7% 17,379 $639K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +0.4% 17,365 $638K
Wealthstar Advisors, LLC 0.32% Reduce -10.1% 17,360 $638K
Clifford Swan Investment Counsel LLC 0.02% Add +5.2% 17,354 $638K
Gould Asset Management LLC 0.10% Add +0.0% 17,274 $635K
Fourpath Capital Management, LLC 0.08% No change 17,124 $629K
Fifth Third Bancorp 0.00% Reduce -11.4% 17,090 $628K
Salvus Wealth Management, LLC 0.35% Add +0.0% 17,068 $627K
Empirical Asset Management, LLC 0.14% Add +0.1% 17,003 $625K
BSW Wealth Partners 0.07% Reduce -7.8% 16,889 $621K
Yukon Wealth Management, Inc. 0.18% Add +98.3% 16,816 $618K
Fulcrum Asset Management LLP 0.06% No change 16,859 $618K
Lazard Asset Management LLC 0.00% Add +18.7% 16,771 $617K
Collaborative Capital Advisors LLC 0.39% — 16,770 $616K
Leading Edge Financial Planning LLC 0.11% Add +1.1% 16,730 $615K
HBW Advisory Services LLC 0.06% Reduce -2.4% 16,705 $614K
Smartleaf Asset Management LLC 0.02% No change 16,717 $613K
Dearborn Partners LLC 0.03% Reduce -2.8% 16,546 $608K
Gruss & Co., LLC 1.59% No change 16,500 $607K
Fortis Capital Management LLC 0.07% Add +37.2% 16,430 $604K
BBR Partners, LLC 0.03% Reduce -10.8% 16,363 $602K
New Vernon Investment Management LLC 0.73% No change 16,271 $598K
Davis Investment Partners, LLC 0.18% Add +0.4% 16,146 $594K
Patriot Investment Management Group, Inc. 0.03% Reduce -25.4% 16,126 $593K
Signal Advisors Wealth, LLC 0.03% Reduce -66.4% 16,090 $591K
Sound Income Strategies, LLC 0.03% Add +0.8% 16,072 $591K
Next Level Private LLC 0.12% Add +1.3% 16,036 $589K
SageGuard Financial Group, LLC 0.08% Reduce -7.9% 15,999 $588K
Creekside Partners 0.21% No change 15,980 $587K
Meridian Wealth Management, LLC 0.02% No change 15,973 $587K
Thompson Investment Management, Inc. 0.07% No change 15,916 $585K
Valued Retirements, Inc. 0.52% No change 15,890 $584K
First City Capital Management, Inc. 0.28% No change 15,841 $582K
Delta Asset Management LLC 0.05% No change 15,762 $579K
Barnes Pettey Financial Advisors, LLC 0.18% No change 15,750 $579K
Artesa Financial Group, LLC 0.49% Reduce -5.8% 15,691 $577K
Midwest Trust Co 0.01% Reduce -5.2% 15,658 $576K
Bluespring Wealth Management, LLC 0.01% New 15,644 $575K
Fermata Advisors, LLC 0.12% Add +19.3% 15,532 $571K
Summa Corp. 0.18% No change 15,500 $570K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +4.1% 15,497 $570K
HBK Sorce Advisory LLC 0.01% Reduce -13.3% 15,067 $568K
PMG Family Office LLC 0.52% Add +0.0% 15,459 $568K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 15,458 $568K
Prairie Advisory, LLC 0.14% — 15,450 $568K
Principal Securities, Inc. 0.01% Add +41.1% 15,441 $568K
Verdence Capital Advisors LLC 0.03% Add +20.4% 15,421 $567K
Reynders McVeigh Capital Management, LLC 0.03% Reduce -5.0% 15,371 $565K
Evernest Financial Advisors, LLC 0.12% Reduce -23.2% 15,369 $565K
Voya Financial Advisors, Inc. 0.05% Reduce -10.4% 15,386 $564K
Schear Investment Advisers, LLC 0.19% No change 15,311 $563K
Palumbo Wealth Management LLC 0.12% No change 15,306 $563K
Investors Asset Management of Georgia Inc. /Ga/ 0.20% Add +3.9% 15,285 $562K
Port Capital LLC 0.02% No change 15,250 $561K
Capstone Wealth Management, Inc. 0.42% No change 15,300 $560K
TFB Advisors LLC 0.25% Add +95.5% 15,217 $559K
American Money Management, LLC 0.08% Reduce -3.6% 15,152 $557K
AssuredPartners Investment Advisors, LLC 0.05% Add +6.0% 15,126 $556K
Peak Planning Group, LLC 0.13% Add +0.3% 15,104 $555K
Paragon Capital Management Ltd 0.10% No change 15,000 $551K
Atalanta Sosnoff Capital, LLC 0.01% New 15,000 $551K
Kathmere Capital Management, LLC 0.03% Add +14.8% 14,962 $550K
Fairman Group, LLC 0.43% Reduce -1.8% 14,885 $547K
Harbor Investment Advisory, LLC 0.04% No change 14,884 $547K
MV Capital Management, Inc. 0.05% Add +0.2% 14,727 $541K
Adalta Capital Management LLC 0.24% No change 14,675 $539K
Cypress Capital Group 0.05% Reduce -0.1% 14,665 $539K
Arbor Investment Advisors, LLC 0.06% Add +146.1% 14,656 $539K
Collaborative Wealth Managment Inc. 0.23% Reduce -8.2% 14,645 $538K
Alteri Wealth LLC 0.15% Add +0.1% 14,635 $538K
Westover Capital Advisors, LLC 0.09% Reduce -0.0% 14,620 $537K
Summit Financial Wealth Advisors, LLC 0.07% Add +0.0% 14,608 $537K
Kelleher Financial Advisors 0.08% Add +263.8% 14,553 $535K
Ingalls & Snyder LLC 0.01% Reduce -1.4% 14,528 $534K
Formidable Asset Management, LLC 0.09% Add +0.4% 14,093 $533K
Cerro Pacific Wealth Advisors LLC 0.12% No change 14,505 $533K
CRA Financial Services, LLC 0.06% Add +0.1% 14,503 $533K
Navellier & Associates Inc. 0.04% Add +51.6% 14,470 $532K
Magnolia Capital Advisors LLC 0.09% No change 14,430 $530K
Next Capital Management LLC 0.14% No change 14,348 $527K
Traynor Capital Management, Inc. 0.02% Reduce -1.5% 14,306 $526K
Beto Financial Group, LLC 0.28% No change 13,552 $526K
McElhenny Sheffield Capital Management, LLC 0.13% Add +5.5% 14,296 $526K
Cornell Pochily Investment Advisors, Inc. 0.14% Add +0.1% 14,260 $524K
FAS Wealth Partners, Inc. 0.03% Reduce -1.8% 14,236 $523K
Soltis Investment Advisors LLC 0.03% Add +0.8% 14,202 $522K
Patten & Patten Inc. 0.03% Reduce -1.9% 14,193 $522K
Morningstar Investment Management LLC 0.03% No change 13,771 $521K
Advisory Advocates, LLC 0.44% Add +7.9% 14,092 $518K
Howe & Rusling Inc. 0.03% Reduce -4.0% 14,077 $517K
Keudell/Morrison Wealth Management 0.10% Add +2.5% 14,076 $517K
Shepherd Financial Partners LLC 0.04% Reduce -0.5% 14,030 $516K
Highlander Partners, L.P. 0.17% No change 14,000 $515K
Vaquero Private Wealth, Ltd. 0.11% — 13,975 $514K
Uptick Partners, LLC 0.08% No change 13,957 $513K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -21.8% 13,908 $511K
Clark Capital Management Group, Inc. 0.00% Reduce -3.3% 13,898 $511K
EverSource Wealth Advisors, LLC 0.02% Reduce -1.4% 13,867 $510K
Sentinel Wealth Management, Inc. 0.36% No change 13,864 $510K
Chapin Davis, Inc. 0.09% Reduce -3.4% 13,862 $510K
MidFirst Bank 0.04% No change 13,850 $509K
Coastal Bridge Advisors, LLC 0.03% Add +33.7% 13,766 $506K
AA Financial Advisors, LLC 0.06% Add +3.2% 13,732 $505K
Clare Market Investments LLC 0.09% Add +0.3% 13,722 $504K
Cypress Capital Management LLC (WY) 0.43% Add +0.1% 13,702 $504K
Thoroughbred Financial Services, LLC 0.02% Add +0.8% 13,672 $502K
Rhodes Investment Advisors Inc. 0.37% Reduce -4.5% 13,565 $499K
Wealth Dimensions Group, Ltd. 0.09% Add +0.1% 13,539 $498K
Trek Financial, LLC 0.02% Add +25.3% 13,534 $498K
Keystone Wealth Services, LLC 0.09% Add +1.0% 13,525 $497K
Advisors Management Group Inc. 0.08% Reduce -3.9% 13,528 $497K
1620 Investment Advisors, Inc. 0.31% Reduce -0.3% 13,502 $496K
Coquina Private Wealth LLC 0.34% Add +0.8% 13,500 $496K
Douglas Lane & Associates, LLC 0.01% Reduce -4.3% 13,442 $494K
Colonial River Investments, LLC 0.14% Reduce -3.4% 13,436 $494K
Kiley Juergens Wealth Management, LLC 0.08% Reduce -0.0% 13,402 $493K
Citizens National Bank Trust Department 0.07% Reduce -3.2% 13,382 $492K
Sfmg, LLC 0.03% Reduce -2.1% 13,328 $490K
Hyperion Capital Advisors LP 0.22% No change 13,300 $489K
Rossmore Private Capital 0.04% Add +95.6% 13,300 $489K
Jeppson Wealth Management, LLC 0.14% Reduce -0.8% 13,300 $489K
Caldwell Trust Co 0.04% Add +76.0% 13,290 $489K
Rare Wolf Capital LLC 0.31% Reduce -21.7% 13,277 $488K
Avior Wealth Management, LLC 0.01% No change 13,225 $486K
Clark Financial Services Group Inc. 0.23% Add +18.8% 13,173 $484K
Chase Investment Counsel Corp. 0.10% Add +84.5% 13,148 $483K
Bayban 0.37% No change 13,100 $482K
Woodward Diversified Capital, LLC 0.21% No change 13,100 $482K
NBT Bank, N.A. 0.03% No change 13,100 $482K
American Institute for Advanced Investment Management, LLP 0.28% Reduce -1.9% 13,060 $480K
Summit Asset Management, LLC 0.06% Reduce -9.6% 13,054 $480K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -39.4% 13,001 $478K
Whittier Trust Co. 0.00% No change 13,060 $476K
Auxano Advisors, LLC 0.09% No change 12,956 $476K
HHM Wealth Advisors, LLC 0.05% No change 12,951 $476K
Kiker Wealth Management, LLC 0.18% Add +6.6% 12,866 $473K
Purkiss Capital Advisors LLC 0.18% Add +25.4% 12,849 $472K
RiverFront Investment Group, LLC 0.01% New 12,833 $472K
Pflug Koory, LLC 0.19% No change 12,796 $470K
Armstrong Advisory Group, Inc. 0.03% Add +0.6% 12,749 $469K
Royal Harbor Partners, LLC 0.14% No change 12,686 $466K
Patrick M Sweeney & Associates, Inc. 0.27% Add +2.5% 12,660 $465K
Silverlake Wealth Management LLC 0.09% Add +0.1% 12,638 $465K
Fiduciary Alliance LLC 0.03% Reduce -2.7% 12,555 $462K
Convergence Financial, LLC 0.04% Add +98.8% 12,476 $459K
SeedSafe Financial LLC 0.33% New 12,461 $458K
Federation des caisses Desjardins du Quebec 0.00% Reduce -13.8% 12,445 $457K
Koshinski Asset Management, Inc. 0.02% Add +25.8% 12,427 $457K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.14% Reduce -0.7% 12,420 $457K
Brookwood Investment Group LLC 0.05% Reduce -14.9% 12,414 $456K
Estabrook Capital Management 0.06% No change 12,390 $455K
Plancorp, LLC 0.01% Add +4.7% 11,881 $455K
Strategic Wealth Partners, Ltd. 0.03% Reduce -7.9% 12,379 $455K
Waterfront Wealth Inc. 0.07% Reduce -79.8% 2,462 $455K
Corsicana & Co. 0.22% Add +12.3% 12,355 $454K
National Bank of Canada 0.00% Add +14.4% 12,334 $453K
Arkos Global Advisors 0.05% Add +8.0% 12,310 $453K
Sather Financial Group Inc 0.03% No change 12,313 $453K
Welch Group, LLC 0.02% No change 12,242 $450K
Toth Financial Advisory Corp. 0.04% Reduce -2.2% 12,159 $447K
Krilogy Financial LLC 0.01% Reduce -7.2% 12,128 $446K
Csenge Advisory Group 0.02% Reduce -1.2% 12,081 $444K
L2 Asset Management, LLC 0.05% Reduce -40.2% 12,047 $443K
Black Swift Group, LLC 0.06% No change 12,000 $441K
Diamant Asset Management, Inc. 0.30% Reduce -97.4% 11,930 $439K
First Heartland Consultants, Inc. 0.03% Reduce -0.6% 11,920 $438K
Valmark Advisers, Inc. 0.00% Add +7.6% 11,829 $435K
Pure Financial Advisors, LLC 0.01% Add +32.1% 11,827 $435K
SeaCrest Wealth Management, LLC 0.05% Reduce -59.1% 11,816 $434K
Patron Partners, LLC 0.17% Reduce -0.4% 11,802 $434K
Financial Gravity Companies, Inc. 0.07% — 11,732 $431K
Fiduciary Financial Group, LLC 0.05% Reduce -0.7% 11,690 $430K
Arkfeld Wealth Strategies, L.L.C. 0.13% Add +0.1% 11,780 $430K
OneAscent Financial Services LLC 0.02% Reduce -2.3% 11,570 $425K
Aft, Forsyth & Company, Inc. 0.20% Reduce -2.0% 11,545 $424K
Outlook Wealth Advisors, LLC 0.09% Reduce -4.6% 11,542 $424K
CNB Bank 0.16% No change 11,500 $423K
Coldstream Capital Management Inc. 0.01% Reduce -22.1% 11,468 $422K
Penbrook Management LLC 0.27% No change 11,427 $420K
Attessa Capital LLC 0.19% New 11,412 $420K
Anchyra Partners LLC 0.10% No change 11,400 $419K
ORBA Wealth Advisors, L.L.C. 0.35% Reduce -49.9% 11,295 $415K
Garton & Associates Financial Advisors LLC 0.93% Add +61.5% 11,208 $412K
Uniting Wealth Partners, LLC 0.08% Reduce -0.3% 11,169 $411K
Waldron Private Wealth LLC 0.01% Add +3.5% 11,153 $410K
Channel Wealth LLC 0.09% No change 11,091 $408K
Purus Wealth Management, LLC 0.11% Add +20.8% 11,053 $406K
Envision Financial Transparency, LLC 0.34% Add +24.4% 13,684 $404K
Cottage Street Advisors LLC 0.16% No change 11,000 $404K
Abel Hall, LLC 0.07% No change 10,952 $403K
Garrison Bradford & Associates Inc. 0.43% No change 10,844 $399K
Outlook Capital Management, LLC 0.13% — 10,832 $398K
Strategic Advisors LLC 0.09% Add +0.7% 10,829 $398K
Chapman Financial Group, LLC 0.26% Reduce -1.8% 10,811 $397K
Clearstead Trust, LLC 0.05% Reduce -0.1% 10,792 $397K
WD Rutherford LLC 0.14% New 10,770 $396K
Consilium Wealth Advisory, LLC 0.12% No change 10,730 $394K
Wealth Effects LLC 0.11% No change 10,700 $393K
Norman Fields, Gottscho Capital Management, LLC 0.12% Reduce -14.4% 10,690 $393K
Hudock, Inc. 0.05% Add +0.6% 10,685 $393K
Conning Inc. 0.01% No change 10,640 $391K
Ulland Investment Advisors, LLC 0.29% Add +51.4% 10,600 $390K
Royal Capital Wealth Management, LLC 0.22% Add +0.9% 10,606 $390K
Langley Wealth Management, LLC 0.38% — 10,606 $390K
Burford Brothers, Inc. 0.14% Add +0.5% 10,559 $388K
Bull Street Advisors, LLC 0.18% No change 10,551 $388K
Sax Wealth Advisors, LLC 0.02% Add +8.4% 10,250 $388K
Belleair Asset Management, LLC 0.32% No change 10,500 $386K
Forbes J M & Co. LLP 0.03% No change 10,500 $386K
Garrett Wealth Advisory Group, LLC 0.06% Add +23.5% 10,499 $386K
Carret Asset Management, LLC 0.03% New 10,491 $386K
Clarity Financial LLC 0.03% Reduce -9.2% 10,473 $385K
Southland Equity Partners LLC 0.07% Add +1.5% 10,470 $385K
Flputnam Investment Management Co. 0.00% Add +62.1% 10,466 $385K
Western Wealth Management, LLC 0.01% Add +7.4% 10,442 $384K
Novare Capital Management LLC 0.03% No change 10,425 $383K
KPP Advisory Services LLC 0.05% No change 10,423 $383K
PDS Planning, Inc 0.02% New 10,401 $382K
TMB Capital Partners, LLC 0.12% Reduce -5.1% 10,397 $382K
Walled Lake Planning & Wealth Management, LLC 0.10% Reduce -2.4% 10,373 $381K
Raab & Moskowitz Asset Management LLC 0.08% Add +1.6% 10,350 $380K
Pinnacle Financial Group, LLC / IL 0.09% Add +1.4% 10,275 $378K
Fjell Capital, LLC 0.26% Add +15.0% 10,200 $375K
Winebrenner Capital Management LLC 0.23% Reduce -27.2% 10,200 $375K
Wealth Advisors of Iowa, LLC 0.10% Add +0.2% 10,198 $375K
Roundview Capital LLC 0.02% New 10,172 $374K
Compass Financial Management LLC 0.05% — 9,948 $374K
First Bancorp, Inc 0.15% Add +51.3% 10,146 $373K
Boyer Financial Services, Inc. 0.31% Add +1.6% 10,141 $373K
Princeton Global Asset Management LLC 0.05% Reduce -2.1% 10,100 $371K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +0.1% 10,091 $371K
Calamos Wealth Management LLC 0.01% Add +74.9% 10,034 $369K
Gotham Asset Management 0.00% No change 10,033 $369K
Phillips Financial Management, LLC 0.03% No change 10,028 $369K
QRG Capital Management, Inc. 0.00% Add +49.7% 10,004 $368K
Ryan Investment Management, Inc. 0.17% New 10,000 $368K
Commonwealth Retirement Investments LLC 0.10% No change 10,000 $368K
Compass Capital Management, Inc. 0.02% No change 10,000 $368K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +0.0% 9,962 $366K
BancFirst Trust & Investment Management 0.15% Add +0.5% 9,979 $366K
Challenger Wealth Management 0.27% Add +4.4% 9,906 $364K
Bessemer Group Inc. 0.00% Reduce -47.0% 9,900 $364K
Mattern Wealth Management LLC 0.06% No change 9,888 $363K
RPg Family Wealth Advisory, LLC 0.06% No change 9,863 $363K
Holderness Investments Co. 0.06% No change 9,836 $362K
Granite Group Advisors, LLC 0.21% Add +0.0% 9,834 $361K
WNY Asset Management, LLC 0.03% Add +1.3% 9,834 $361K
Summit Financial Consulting LLC 0.25% No change 9,833 $361K
Annex Advisory Services, LLC 0.01% Add +0.6% 9,811 $361K
Farnam Financial LLC 0.26% No change 9,800 $360K
Sun Financial Inc 0.17% No change 9,443 $359K
Resolute Wealth Strategies, LLC 0.14% Add +41.5% 9,689 $356K
Retirement Planning Group, LLC 0.01% Reduce -6.1% 9,658 $355K
Strategic Financial Concepts, LLC 0.11% Add +8.2% 9,617 $354K
Naviter Wealth, LLC 0.03% Add +2.6% 9,612 $353K
Summitry LLC 0.01% No change 9,610 $353K
Readystate Asset Management LP 0.02% New 9,591 $353K
Insigneo Advisory Services, LLC 0.01% Reduce -24.7% 9,563 $352K
Violich Capital Management, Inc. 0.04% No change 9,550 $351K
Old North State Trust, LLC 0.18% No change 9,511 $350K
Founders Financial Alliance, LLC 0.05% Reduce -8.1% 9,503 $349K
Capital Advisors, Ltd. LLC 0.03% Add +0.3% 9,408 $346K
Bay Rivers Group 0.12% Add +34.2% 9,395 $345K
Omnia Family Wealth, LLC 0.09% No change 9,384 $345K
TIAA Wealth Investment Management LLC 0.00% Add +37.8% 9,350 $344K
Freedom Financial Partners LLC 0.11% Add +2.8% 9,340 $343K
Investment Advisory Services Inc. /TX 0.10% No change 9,324 $343K
Rydar Equities, Inc. 0.19% New 8,906 $342K
ARS Wealth Advisors Group, LLC 0.03% No change 9,315 $342K
Arista Wealth Management, LLC 0.04% No change 9,300 $342K
Badgley Phelps Wealth Managers, LLC 0.01% No change 9,282 $341K
Physician Wealth Advisors, Inc. 0.04% No change 9,268 $341K
Advisortrust Partners, LLC 0.12% No change 9,263 $341K
Davis R M Inc. 0.01% No change 9,251 $340K
Lantern Wealth Advisors, LLC 0.16% No change 9,230 $339K
Hara Capital LLC 0.18% No change 9,225 $339K
Atlas Brown,Inc. 0.09% Reduce -26.3% 9,212 $339K
WPWealth LLP 0.05% No change 9,186 $338K
Wealth Management Associates, Inc. 0.09% No change 9,185 $338K
Leigh Baldwin & Co., LLC 0.18% Reduce -1.0% 9,171 $337K
Tempus Wealth Planning, LLC 0.07% Add +2.0% 9,146 $336K
Emergent Wealth Advisors, LLC 0.17% No change 9,100 $335K
Continuum Advisory, LLC 0.03% No change 9,093 $334K
Stock Yards Bank & Trust Co. 0.01% Reduce -75.7% 9,088 $334K
Powell Investment Advisors, LLC 0.11% Add +1.4% 9,086 $334K
Wealth Advisors of Tampa Bay, LLC 0.10% No change 9,050 $333K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.11% No change 8,554 $333K
Bank of New Hampshire 0.07% Reduce -5.2% 9,035 $332K
Allied Private Wealth LLC 0.21% — 8,754 $331K
Invictus Private Wealth, LLC 0.02% Reduce -3.2% 9,000 $331K
Archford Capital Strategies, LLC 0.03% No change 8,995 $331K
LongView Wealth Management 0.08% Reduce -11.3% 8,978 $330K
Enhancing Capital LLC 0.23% No change 8,960 $329K
Duncker Streett & Co. Inc. 0.06% No change 8,938 $329K
Atwood & Palmer Inc. 0.02% No change 8,931 $328K
First Merchants Corp. 0.01% No change 8,924 $328K
Spinnaker Trust 0.02% No change 8,920 $328K
Townsend Asset Management Corp. /NC/ 0.11% Add +1.1% 8,914 $328K
Fulcrum Capital LLC 0.07% Reduce -23.9% 8,911 $328K
CVA Family Office, LLC 0.03% Add +0.1% 8,906 $327K
Coastline Trust Co 0.03% No change 8,900 $327K
LBMC Investment Advisors, LLC 0.02% Add +11.6% 8,888 $327K
Adkins Seale Capital Management LLC 0.29% No change 8,867 $326K
Goepper Burkhardt LLC 0.10% No change 8,850 $325K
Disciplined Investments, LLC 0.10% No change 8,848 $325K
Ascension Capital Advisors, Inc. 0.09% No change 8,841 $325K
NWF Advisory Services Inc. 0.03% Add +0.8% 8,837 $325K
Alan B Lancz & Associates, Inc. 0.28% No change 8,833 $325K
Proficio Capital Partners LLC 0.01% Reduce -0.2% 8,820 $324K
Phillips Wealth Planners LLC 0.24% Reduce -0.8% 8,605 $324K
GWN Securities Inc. 0.05% Add +26.9% 8,770 $322K
Intellectus Partners, LLC 0.06% No change 8,750 $322K
Farmers & Merchants Investments Inc. 0.01% Add +7.5% 8,635 $317K
Cardiff Park Advisors, LLC 0.02% No change 8,628 $317K
Guyasuta Investment Advisors Inc. 0.02% Add +0.3% 8,622 $317K
Mairs & Power Inc. 0.00% No change 8,600 $316K
L & S Advisors Inc 0.03% No change 8,590 $316K
Smithfield Trust Co 0.01% No change 8,570 $315K
Signaturefd, LLC 0.00% Add +8.2% 8,557 $315K
SouthState Bank Corp 0.01% Add +322.5% 8,509 $313K
GatePass Capital, LLC 0.12% Reduce -7.6% 8,500 $312K
Octavia Wealth Advisors, LLC 0.03% New 8,499 $312K
Shikiar Asset Management Inc. 0.09% No change 8,500 $312K
Creative Financial Designs Inc. 0.01% Reduce -6.9% 8,477 $312K
ARK & TLK Investments, LLC 0.08% Add +2.4% 8,465 $311K
Satovsky Asset Management LLC 0.05% Add +1.4% 8,458 $311K
YHB Investment Advisors, Inc. 0.02% Add +0.1% 8,445 $310K
Chancellor Financial Group WB LP 0.19% No change 8,445 $310K
Capital Advantage, Inc. 0.04% No change 8,441 $310K
Allegheny Financial Group 0.03% No change 8,398 $309K
S.A. Mason LLC 0.09% No change 8,357 $307K
Albion Financial Group 0.02% Reduce -0.1% 8,337 $306K
Probity Advisors, Inc. 0.04% Add +0.1% 8,302 $305K
First National Trust Co 0.01% New 8,269 $304K
Hudson Value Partners, LLC 0.08% Reduce -8.4% 8,203 $302K
Quadcap Wealth Management, LLC 0.03% Add +0.1% 8,197 $301K
NorthCoast Asset Management LLC 0.01% Add +0.9% 8,166 $300K
Insight Wealth Partners, LLC 0.04% Reduce -5.8% 8,145 $299K
Kavar Capital Partners Group, LLC 0.04% No change 8,144 $299K
Canvas Wealth Advisors, LLC 0.04% Add +1.2% 8,122 $299K
Mattern Capital Management, LLC 0.03% Add +1.3% 8,102 $298K
Conservest Capital Advisors, Inc. 0.02% No change 8,102 $298K
Symphony Financial, Ltd. Co. 0.03% Add +1.3% 8,101 $298K
SevenBridge Financial Group, LLC 0.04% No change 7,884 $298K
Lyell Wealth Management, LP 0.02% Add +6.7% 8,096 $298K
Eight 31 Financial, LLC 0.18% No change 8,059 $296K
Dickmeyer Boyce Financial Management, Inc. 0.15% No change 8,048 $296K
Blue Fin Capital, Inc. 0.04% No change 8,029 $295K
Cypress Point Wealth Management, LLC 0.06% New 8,011 $294K
GS Investments, Inc. 0.21% No change 8,000 $294K
Transcendent Capital Group LLC 0.11% No change 8,000 $294K
Carnegie Lake Advisors LLC 0.11% No change 8,000 $294K
Everest Financial Group LLC 0.04% Add +1.3% 7,991 $294K
Bahl & Gaynor LLC 0.00% No change 7,974 $293K
Harmony Asset Management LLC 0.08% Reduce -1.5% 7,936 $292K
Pavion Blue Capital, LLC 0.12% No change 7,916 $291K
Legacy Advisory Services, LLC 0.20% Reduce -8.8% 7,897 $290K
Hunter Associates Investment Management LLC 0.03% Reduce -3.7% 7,806 $289K
Encompass Wealth Advisors, LLC 0.09% No change 7,822 $288K
Ledyard National Bank 0.02% Reduce -2.0% 7,820 $287K
Center For Asset Management LLC 0.13% Add +0.1% 7,817 $287K
Acropolis Investment Management, LLC 0.01% Reduce -1.7% 7,780 $286K
M.E. Allison & Co., Inc. 0.16% Add +5.5% 7,765 $285K
Lumbard & Kellner, LLC 0.09% Add +40.9% 7,750 $285K
Anderson Hoagland & Co. 0.02% No change 7,720 $284K
Caldwell Sutter Capital, Inc. 0.11% No change 7,710 $283K
LexAurum Advisors, LLC 0.03% Reduce -3.6% 7,694 $283K
Austin Wealth Management, LLC 0.06% No change 7,402 $283K
Mainstay Capital Management LLC 0.02% No change 7,681 $282K
Breakwater Capital Group 0.03% Add +7.7% 7,679 $282K
Assetmark, Inc. 0.00% Add +8.8% 7,673 $282K
Tanglewood Legacy Advisors, LLC 0.09% No change 7,650 $281K
Wealth Alliance, LLC 0.02% Add +0.1% 7,629 $280K
Legacy Financial Group, Inc. 0.07% No change 7,616 $280K
Sterling Financial Planning, Inc. 0.08% Add +0.3% 7,615 $280K
Covestor Ltd 0.16% Reduce -0.3% 7,588 $279K
FSB Premier Wealth Management, Inc. 0.08% Reduce -15.4% 7,566 $278K
Henrickson Nauta Wealth Advisors, Inc. 0.07% No change 7,513 $276K
Northern Capital Management, Inc. 0.12% Add +0.2% 7,502 $276K
Hemenway Trust Co LLC 0.02% No change 7,500 $276K
Elser Financial Planning, Inc 0.01% No change 7,488 $275K
Oxford Financial Group, LTD. LLC 0.01% Reduce -1.5% 7,480 $275K
MBL Wealth, LLC 0.02% Add +7.2% 7,451 $274K
Fifth Third Wealth Advisors LLC 0.01% Add +0.5% 7,407 $272K
Wescott Financial Advisory Group, LLC 0.02% Add +0.1% 7,372 $271K
Alliance Wealth Advisors, LLC 0.11% No change 7,366 $271K
Adirondack Trust Co. 0.08% No change 7,354 $270K
MBE Wealth Management, LLC 0.09% Reduce -3.9% 7,329 $269K
First Citizens Bank & Trust Co. 0.00% Add +35.6% 7,320 $269K
Old Mission Investment Co LLC 0.06% No change 7,311 $269K
Enterprise Financial Services Corp 0.11% Add +7.3% 7,309 $269K
Penobscot Investment Management Company, Inc. 0.02% No change 7,300 $268K
Indiana Trust & Investment Management Co 0.07% Reduce -0.1% 7,290 $268K
Asset One Wealth Management LLC 0.03% No change 7,132 $268K
Fortis Advisors, LLC 0.13% No change 7,262 $267K
Procyon Advisors, LLC 0.01% Reduce -91.8% 7,251 $267K
Calydon Capital 0.04% No change 7,246 $266K
Martel Wealth Advisors LLC 0.04% Reduce -31.9% 7,240 $266K
Mitchell & Pahl Private Wealth, LLC 0.10% New 7,222 $265K
Thrive Wealth Management, LLC 0.03% No change 7,212 $265K
Praetorian Wealth Management, Inc. 0.05% Add +0.8% 7,197 $265K
Cadent Capital Advisors, LLC 0.05% Reduce -12.9% 7,195 $264K
Inman Jager Wealth Management, LLC 0.14% No change 7,191 $264K
Mountain Capital Investment Advisors Inc. 0.04% Add +2.1% 7,182 $264K
Foster Victor Wealth Advisors, LLC 0.01% Reduce -18.3% 6,925 $261K
Stenger Family Office, LLC 0.04% New 7,082 $260K
Balboa Wealth Partners 0.04% No change 7,043 $259K
Wolff Financial Management LLC 0.05% No change 7,034 $259K
McDaniel Terry & Co. 0.02% No change 7,020 $258K
Valtrion Capital Management, LLC 0.19% Add +11.2% 7,016 $258K
Everstar Asset Management, LLC 0.12% No change 7,000 $257K
Sterneck Capital Management, LLC 0.11% No change 7,000 $257K
Arthur M. Cohen & Associates, LLC 0.04% New 7,000 $257K
Second Line Capital, LLC 0.05% Reduce -11.3% 6,983 $257K
Smith Salley Wealth Management 0.01% Add +0.2% 6,974 $256K
Barry Investment Advisors, LLC 0.05% Reduce -0.9% 6,955 $256K
Gibraltar Capital Management, Inc. 0.04% No change 6,945 $255K
Alhambra Investment Management LLC 0.11% No change 6,920 $254K
Leisure Capital Management 0.08% Reduce -76.8% 6,915 $254K
Retirement Investment Advisors, Inc. 0.02% Add +1.9% 6,900 $254K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 6,900 $254K
Amplius Wealth Advisors, LLC 0.02% New 6,872 $253K
Sendero Wealth Management, LLC 0.03% No change 6,827 $251K
Kore Advisors LP 0.29% No change 6,800 $250K
Resonant Capital Advisors, LLC 0.01% Reduce -15.0% 6,800 $250K
Everhart Financial Group, Inc. 0.02% New 6,772 $249K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -44.9% 6,767 $249K
OceanIQ Capital, LLC 0.15% — 6,563 $248K
Aventura Private Wealth, LLC 0.08% Add +1.5% 6,756 $248K
World Equity Group, Inc. 0.06% Add +1.0% 6,751 $248K
Crestwood Advisors Group, LLC 0.00% Reduce -39.5% 6,733 $248K
Herold Advisors, Inc. 0.05% New 6,747 $247K
Exchange Bank 0.15% No change 6,701 $246K
Berger Financial Group, Inc 0.01% Add +1.5% 6,688 $246K
Tortuga Wealth Management, Inc 0.19% Add +0.1% 6,669 $245K
Winthrop Advisory Group LLC 0.02% Add +0.4% 6,665 $245K
SOA Wealth Advisors, LLC. 0.04% Add +0.2% 6,611 $243K
Terril Brothers, Inc. 0.06% No change 6,575 $242K
Kanawha Capital Management LLC 0.02% Add +13.2% 6,571 $242K
SVRN Asset Management, LLC 0.12% No change 6,571 $242K
Southeast Asset Advisors, LLC 0.02% Reduce -9.0% 6,557 $241K
Seelaus Asset Management LLC 0.17% Add +0.7% 6,505 $239K
Z3 Capital Partners, LLC 0.05% No change 6,501 $239K
Mengis Capital Management, Inc. 0.04% No change 6,500 $239K
Tiaa Trust, National Association 0.01% No change 6,500 $239K
FreeGulliver LLC 0.08% Reduce -1.0% 6,477 $238K
Wright Wealth LLC 0.14% No change 6,450 $237K
Oak Ridge Investments LLC 0.01% Reduce -19.9% 6,445 $237K
Clean Yield Group 0.06% New 6,440 $237K
Jackson Thornton Wealth Management, LLC 0.02% Reduce -4.3% 6,430 $236K
W.H. Cornerstone Investments Inc. 0.13% New 6,416 $236K
Burnham & Co LLC 0.19% — 6,400 $235K
AMG National Trust Bank 0.00% New 6,389 $235K
BOS Asset Management, LLC 0.05% No change 6,375 $234K
Providence Financial Advisors, LLC 0.13% No change 6,365 $234K
71 West Capital Partners 0.01% No change 6,350 $233K
First Financial Corp. 0.08% No change 6,349 $233K
Accurate Wealth Management, LLC 0.02% Reduce -9.2% 6,252 $233K
First Trust Capital Management L.P. 0.01% No change 6,337 $233K
Bridgewealth Advisory Group, LLC 0.04% Add +6.0% 6,324 $232K
Legacy Wealth Advisors, LLC 0.10% No change 6,312 $232K
Kesler, Norman & Wride, LLC 0.04% No change 6,309 $232K
Private Harbour Investment Management & Counsel, LLC 0.27% No change 6,300 $232K
Squarepoint Ops LLC 0.00% New 6,300 $232K
Financial Management Network Inc. 0.03% Add +0.6% 6,040 $231K
Pinion Investment Advisors, LLC 0.04% No change 6,273 $231K
Chemistry Wealth Management LLC 0.04% No change 6,257 $230K
Cloud Capital Management, LLC 0.08% Add +0.1% 6,275 $230K
Money Concepts Capital Corp. 0.01% Reduce -2.3% 6,254 $230K
Mainsail Financial Group, LLC 0.08% No change 6,247 $230K
Bison Wealth, LLC 0.02% Add +12.2% 6,278 $229K
Baker Avenue Asset Management, LP 0.00% Add +0.3% 6,214 $228K
Lexington Hill Partners, LLC 0.11% No change 6,206 $228K
Roxbury Financial LLC 0.18% Add +13.6% 6,194 $228K
Stonebridge Financial Group, LLC 0.03% — 6,176 $227K
Godsey & Gibb, Inc. 0.02% No change 6,174 $227K
Symphony Financial Services, Inc. 0.10% Reduce -1.8% 6,174 $227K
Family Capital Management, Inc. 0.09% Add +10.3% 6,173 $227K
Sterling Investment Advisors, Ltd. 0.04% Reduce -8.8% 6,152 $226K
Mindset Wealth Management, LLC 0.04% Reduce -10.2% 6,146 $226K
HRC Wealth Management, LLC 0.09% Add +0.2% 6,136 $226K
TCTC Holdings, LLC 0.01% New 6,131 $225K
Vaughan David Investments LLC 0.00% No change 6,128 $225K
Community Trust & Investment Co. 0.01% No change 6,110 $225K
Richard C. Young & CO., LTD. 0.02% Add +1.2% 6,109 $225K
GDS Wealth Management 0.01% New 6,105 $224K
Eagle Bay Advisors LLC 0.17% Add +4.8% 6,101 $224K
Worth Asset Management, LLC 0.07% No change 6,100 $224K
Van Strum & Towne Inc. 0.06% No change 6,100 $224K
Institute for Wealth Management, LLC. 0.02% Add +0.7% 6,085 $224K
apricus wealth, LLC 0.11% No change 6,075 $223K
Thomas Story & Son LLC 0.08% No change 6,075 $223K
Taylor Hoffman Capital Management LLC 0.05% New 6,075 $223K
Kapstone Financial Advisors LLC 0.09% No change 6,060 $223K
Fiduciary Family Office, LLC 0.06% No change 6,060 $223K
Klingman & Associates, LLC 0.01% No change 6,058 $223K
Members Trust Co 0.01% No change 6,049 $222K
Optima Capital LLC 0.09% Add +0.9% 6,036 $222K
Beacon Financial Group 0.02% Add +0.1% 6,013 $221K
Community Bank & Trust, Waco, Texas 0.04% No change 6,005 $221K
Intrinsic Value Partners, LLC 0.15% No change 6,000 $221K
Slocum, Gordon & Co LLP 0.15% No change 6,000 $221K
Tevis Investment Management 0.12% Reduce -10.7% 6,000 $221K
Glassy Mountain Advisors, Inc. 0.06% No change 6,000 $221K
Villere St Denis J & Co. LLC 0.03% Reduce -18.9% 6,000 $221K
Blue Edge Capital, LLC 0.03% Reduce -27.7% 6,000 $221K
Triangle Securities Wealth Management 0.04% Add +0.7% 5,999 $221K
Sweeney & Michel, LLC 0.06% Add +1.3% 5,821 $220K
Kintra Wealth, LLC 0.01% Add +1.2% 5,773 $220K
Wilkins Miller Wealth Management, LLC 0.12% Reduce -4.3% 5,970 $219K
Avondale Wealth Management 0.09% Add +12.8% 5,969 $219K
Aurora Private Wealth, Inc. 0.14% Reduce -6.7% 5,969 $219K
Diversified Investment Strategies, LLC 0.14% No change 5,955 $219K
Colorado Capital Management, Inc. 0.07% Reduce -8.7% 5,934 $218K
J Hagan Capital, Inc. 0.10% Add +1.2% 5,930 $218K
Dominguez Wealth Management Solutions, Inc. 0.12% No change 5,900 $217K
Brooks, Moore & Associates, Inc. 0.10% Reduce -11.5% 5,900 $217K
Sawyer & Company, Inc 0.07% No change 5,900 $217K
Cypress Wealth Services, LLC 0.03% Add +0.0% 5,900 $217K
Precedent Wealth Partners, LLC 0.04% New 5,896 $217K
Central Valley Advisors, LLC 0.06% Reduce -92.5% 5,881 $216K
Hiley Hunt Wealth Management 0.08% No change 5,842 $215K
RFG - Bristol Wealth Advisors, LLC 0.05% No change 5,818 $214K
Pettinga Financial Advisors LLC 0.03% Reduce -25.2% 5,800 $213K
Clearwater Capital Advisors, LLC 0.02% No change 5,800 $213K
Lansing Street Advisors 0.05% Add +1.4% 5,794 $213K
Nemes Rush Group LLC 0.02% No change 5,792 $213K
Daybright Advisory Services, Inc. 0.05% Add +0.7% 5,590 $213K
Perennial Investment Advisors, LLC 0.01% Add +0.5% 5,766 $212K
Axxcess Wealth Management, LLC 0.00% New 5,740 $211K
Bond & Devick Financial Network, Inc. 0.05% No change 5,722 $210K
Gemmer Asset Management LLC 0.01% No change 5,720 $210K
Fairscale Capital, LLC 0.13% No change 5,707 $210K
Birch Financial Group, LLC 0.11% Reduce -16.5% 5,695 $209K
Horizon Investment Services, LLC 0.06% Reduce -1.7% 5,683 $209K
Stonebridge Financial Group, LLC / MO 0.14% Reduce -14.8% 5,673 $209K
KRS Capital Management, LLC 0.10% Add +0.0% 5,663 $208K
Freedom Day Solutions, LLC 0.05% New 5,655 $208K
Stiles Financial Services Inc 0.05% Add +0.6% 5,653 $208K
Torrey Growth & Income Advisors 0.07% No change 5,600 $207K
Diligent Investors, LLC 0.05% No change 5,614 $206K
Middleton & Co. Inc. 0.02% No change 5,600 $206K
Arrow Investment Advisors, LLC 0.20% Add +1.1% 5,592 $206K
Forest Hill Capital, LLC 0.16% No change 5,584 $205K
Keeler & Nadler Financial Planning & Wealth Management 0.06% Add +0.3% 5,573 $205K
SHP Wealth Management 0.01% Add +2.2% 5,546 $204K
M. Kraus & Co 0.05% Reduce -0.9% 5,545 $204K
LVM Capital Management Ltd. 0.02% No change 5,532 $203K
Michels Family Financial, LLC 0.13% Add +0.6% 5,521 $203K
Lafayette Investments, Inc. 0.04% No change 5,500 $202K
Washington Trust Bank 0.01% No change 5,481 $201K
AtlasMark Financial, Inc 0.10% New 5,475 $201K
Sollinda Capital Management LLC 0.04% New 5,461 $201K
Van Hulzen Asset Management, LLC 0.01% No change 5,460 $201K
CWS Financial Advisors, LLC 0.04% Add +1.4% 5,460 $201K
Gouws Capital LLC 0.09% No change 5,449 $200K
Zuckerman Investment Group, LLC 0.02% No change 5,446 $200K
JT Stratford LLC 0.02% Add +0.1% 5,442 $200K
Medallion Wealth Advisors, LLC 0.06% Reduce -8.6% 5,322 $196K
Wellington Shields Capital Management, LLC 0.02% No change 5,300 $195K
Vermillion Wealth Management, Inc. 0.05% Add +5.7% 5,143 $189K
Logan Capital Management Inc. 0.01% — 5,057 $186K
AdvisorNet Financial, Inc 0.01% Add +0.0% 5,025 $185K
Nova Wealth Management, Inc. 0.10% Add +1.3% 5,017 $184K
Farmers & Merchants Trust Co of Chambersburg PA 0.05% No change 5,000 $184K
Coston, McIsaac & Partners 0.04% Add +1.4% 5,006 $184K
Montag A & Associates Inc. 0.01% Add +0.1% 4,990 $183K
First Community Trust NA 0.08% No change 4,960 $182K
Provenance Wealth Advisors, LLC 0.02% No change 4,960 $182K
Financial Management Professionals, Inc. 0.02% No change 4,939 $182K
Silver Oak Securities, Incorporated 0.01% New 4,912 $181K
Cassaday & Co Wealth Management LLC 0.00% Reduce -7.1% 4,747 $175K
Pittenger & Anderson Inc. 0.01% No change 4,700 $173K
Golden State Wealth Management, LLC 0.02% Add +21.4% 4,622 $170K
Main Street Group, LTD 0.04% Add +0.1% 4,468 $164K
Private Wealth Asset Management, LLC 0.02% No change 4,366 $160K
CX Institutional 0.00% Reduce -4.8% 4,312 $159K
CoreFirst Bank & Trust 0.08% No change 4,320 $159K
Key Financial Inc 0.03% No change 4,288 $158K
Oakworth Capital, Inc. 0.01% New 4,300 $157K
Keating Financial Advisory Services, Inc. 0.02% Add +11.9% 4,198 $154K
South Plains Financial, Inc. 0.08% No change 4,175 $153K
Navigoe, LLC 0.08% No change 4,147 $152K
Parvin Asset Management, LLC 0.12% No change 4,050 $149K
PlanVest Financial, Inc 0.10% No change 3,936 $145K
Avalon Trust Co 0.01% Reduce -4.9% 3,900 $143K
Versant Capital Management, Inc 0.01% Add +1.3% 3,841 $141K
Ameriflex Group, Inc. 0.06% No change 3,806 $140K
Credit Industriel Et Commercial 0.03% No change 3,805 $140K
Gill Capital Partners, LLC 0.04% No change 3,700 $136K
Trifecta Capital Advisors, LLC 0.02% No change 3,640 $134K
Motco 0.01% Add +207.3% 3,558 $131K
Elevation Wealth Partners, LLC 0.04% Add +1.4% 3,543 $130K
Fourth Dimension Wealth, LLC 0.04% Add +54.0% 3,534 $130K
Trust Co. of Vermont 0.00% — 3,507 $129K
Atlantic Private Wealth, LLC 0.08% No change 3,500 $129K
Monetary Solutions, Ltd 0.11% No change 3,363 $124K
Proffitt & Goodson Inc. 0.02% No change 3,314 $122K
Operose Advisors LLC 0.02% No change 3,300 $121K
Security National Bank 0.01% Add +268.7% 3,226 $119K
Timbuktu Capital Management, LLC 0.18% — 3,214 $118K
City Holding Co. 0.01% No change 3,141 $115K
Independence Bank of Kentucky 0.01% Reduce -45.9% 3,125 $115K
Catherine Avery Investment Management LLC 0.05% New 3,000 $110K
Gables Capital Management Inc. 0.04% No change 3,000 $110K
Piscataqua Savings Bank 0.07% No change 3,000 $110K
Wolff Wiese Magana LLC 0.05% Add +0.0% 2,998 $110K
Centaurus Financial, Inc. 0.00% Reduce -6.3% 2,981 $110K
Beaird Harris Wealth Management, LLC 0.01% Add +181.8% 2,982 $110K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 2,981 $110K
Washington Trust Advisors, Inc. 0.01% No change 2,900 $107K
Byrne Asset Management LLC 0.06% No change 2,800 $103K
Kozak & Associates, Inc. 0.02% Add +0.9% 2,795 $102K
American Capital Advisory, LLC 0.04% No change 2,747 $101K
University of Texas/Texas Am Investment Management Co. 0.01% New 2,701 $99K
Old Second National Bank of Aurora 0.02% No change 2,640 $97K
Alerus Financial NA 0.00% No change 2,600 $96K
Center for Financial Planning, Inc. 0.01% No change 2,532 $93K
Chung Wu Investment Group, LLC 0.06% No change 2,500 $92K
Pingora Partners LLC 0.05% No change 2,500 $92K
Horrell Capital Management, Inc. 0.04% No change 2,500 $92K
Godfrey Financial Associates, Inc. 0.07% No change 2,414 $89K
Halbert Hargrove Global Advisors, LLC 0.00% Add +9.3% 2,350 $86K
Gleason Group, Inc. 0.01% Add +1.4% 2,264 $83K
NFSG Corp 0.01% Reduce -7.5% 2,258 $83K
Cheviot Value Management, LLC 0.01% No change 2,250 $83K
Hickory Point Bank & Trust 0.05% Add +15.8% 2,200 $81K
Eastern Bank 0.00% No change 2,150 $79K
Manchester Capital Management LLC 0.01% Reduce -30.3% 2,090 $77K
Fiduciary Financial Advisors 0.01% New 2,016 $74K
Hanson & Doremus Investment Management 0.01% No change 2,010 $74K
Highline Wealth Partners LLC 0.01% New 2,000 $74K
Boyd Watterson Asset Management LLC 0.02% No change 1,980 $73K
Acumen Wealth Advisors, LLC 0.02% Reduce -17.1% 1,933 $71K
Entrust Financial LLC 0.04% Add +0.4% 1,859 $68K
Barrett & Company, Inc. 0.02% No change 1,824 $67K
Beacon Investment Advisory Services, Inc. 0.00% Add +12.8% 1,820 $67K
Security National Bank of Sioux City Iowa 0.03% New 1,811 $67K
Steigerwald, Gordon & Koch Inc. 0.01% No change 1,734 $64K
LifeSteps Financial, Inc. 0.03% New 1,707 $63K
First Pacific Financial 0.01% No change 1,700 $62K
Asset Planning,Inc 0.04% Add +1.4% 1,679 $62K
Essential Investment Partners LLC 0.05% No change 1,650 $61K
Mowery & Schoenfeld Wealth Management, LLC 0.08% No change 1,600 $59K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -40.5% 1,566 $58K
Hantz Financial Services, Inc. 0.00% Reduce -10.0% 1,581 $58K
Walsh & Associates, LLC 0.05% Reduce -11.5% 1,536 $56K
Johnson Financial Group, Inc. 0.00% No change 1,513 $56K
Align Financial, LLC 0.03% No change 1,500 $55K
West Paces Advisors Inc. 0.01% New 1,500 $55K
Davis Capital Management 0.03% No change 1,443 $53K
Colonial Trust Advisors 0.00% No change 1,390 $51K
Groesbeck Investment Management Corp. 0.08% No change 1,400 $51K
Truvestments Capital LLC 0.01% Add +0.1% 1,325 $49K
JNBA Financial Advisors 0.00% No change 1,323 $49K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +6.3% 1,319 $49K
Daytona Street Capital LLC 0.04% No change 1,300 $48K
BOK Financial Private Wealth, Inc. 0.00% New 1,310 $48K
Meramec Financial Planners, LLC 0.02% Reduce -58.6% 1,224 $47K
SRH Advisors, LLC 0.01% Add +322.7% 1,268 $47K
Burkett Financial Services, LLC 0.01% Add +1.4% 1,258 $46K
General Partner, Inc. 0.02% No change 1,250 $46K
Markowski Investments 0.01% — 1,241 $46K
Gen-Wealth Partners Inc 0.01% Reduce -69.3% 1,231 $45K
Chelsea Counsel Co. 0.02% No change 1,200 $44K
Vision Retirement, LLC 0.01% Add +0.7% 1,195 $44K
McDonald Partners LLC 0.01% New 1,192 $44K
Smallwood Wealth Investment Management, LLC 0.02% No change 1,151 $42K
Miller Wealth Advisors, LLC 0.02% Reduce -31.0% 1,143 $42K
GW&K Investment Management, LLC 0.00% Add +99.8% 1,133 $42K
Copia Wealth Management 0.02% No change 1,109 $41K
Community Bank, N.A. 0.00% Reduce -9.2% 1,098 $40K
Blue Bell Private Wealth Management, LLC 0.00% No change 1,076 $40K
Bullock Wealth Management Group 0.02% Add +0.1% 1,079 $39K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 1,058 $39K
Certuity, LLC 0.00% No change 1,057 $39K
Bravera Wealth 0.01% Add +666.7% 1,035 $38K
N.E.W. Advisory Services LLC 0.00% No change 1,001 $37K
Pacific Center for Financial Services 0.01% No change 1,000 $37K
DiNuzzo Private Wealth, Inc. 0.00% No change 1,000 $37K
GHP Investment Advisors, Inc. 0.00% No change 1,000 $37K
Hoese & Co LLP 0.02% New 1,000 $37K
Accordant Advisory Group Inc 0.02% No change 996 $37K
Tidemark, LLC 0.01% Reduce -0.4% 995 $37K
Cornerstone National Bank & Trust Co 0.01% No change 1,000 $37K
Westside Investment Management, Inc. 0.00% No change 931 $34K
IAG Wealth Partners, LLC 0.00% No change 904 $33K
Crews Bank & Trust 0.00% No change 900 $33K
Alpine Bank Wealth Management 0.00% New 900 $33K
Colonial Trust Co / SC 0.00% Reduce -7.0% 797 $29K
First PREMIER Bank 0.00% No change 772 $28K
Quantum Portfolio Management LLC 0.01% New 750 $28K
SJS Investment Consulting Inc. 0.00% Reduce -3.3% 736 $27K
VSM Wealth Advisory, LLC 0.01% No change 733 $27K
Centerpoint Advisors, LLC 0.01% No change 700 $26K
Hughes Financial Services, LLC 0.00% No change 700 $26K
First Command Advisory Services, Inc. 0.00% Reduce -53.3% 700 $26K
Anchor Bay Capital, Inc. 0.01% — 656 $25K
Stone House Investment Management, LLC 0.00% No change 646 $24K
Harbor Capital Advisors, Inc. 0.00% Add +9.0% 630 $23K
Rosenberg Matthew Hamilton 0.00% No change 624 $23K
Mark Sheptoff Financial Planning, LLC 0.01% No change 620 $23K
Osbon Capital Management LLC 0.02% Add +582.2% 614 $23K
Chesapeake Asset Management LLC 0.02% No change 600 $22K
Concord Wealth Partners 0.00% New 600 $22K
Cornerstone Planning Group LLC 0.00% Add +1.4% 566 $22K
Dogwood Wealth Management LLC 0.01% No change 595 $22K
Harbor Asset Planning, Inc. 0.02% No change 568 $21K
Tsfg, LLC 0.00% Add +1.5% 537 $20K
Basepoint Wealth LLC 0.01% New 532 $20K
Cape Investment Advisory, Inc. 0.01% New 527 $19K
Napier Financial, LLC 0.00% No change 522 $19K
Frazier Financial Advisors, LLC 0.01% Add +1.8% 509 $19K
Fiduciary Advisors, Inc. 0.01% Add +1.4% 508 $19K
TD Capital Management LLC 0.00% Reduce -43.7% 507 $19K
Sachetta, LLC 0.01% No change 500 $18K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 500 $18K
Glen Eagle Advisors, LLC 0.00% Add +27.6% 476 $18K
Abound Wealth Management 0.00% No change 468 $17K
Timmons Wealth Management, LLC 0.01% No change 464 $17K
Front Row Advisors LLC 0.00% No change 435 $16K
Country Trust Bank 0.00% No change 439 $16K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 423 $16K
Evolution Wealth Management Inc. 0.01% Add +31.9% 414 $15K
REAP Financial Group, LLC 0.00% New 413 $15K
CGC Financial Services, LLC 0.00% No change 408 $15K
Sunrise Financial Services, LLC 0.01% No change 400 $15K
Manning & Napier Advisors LLC 0.00% New 351 $13K
Salomon & Ludwin, LLC 0.00% No change 343 $13K
Ares Financial Consulting, LLC 0.01% No change 336 $12K
USA Financial Formulas 0.00% — 330 $12K
Nalls Sherbakoff Group, LLC 0.01% No change 325 $12K
Signature Equity Partners, LLC 0.01% No change 300 $11K
Sarver Vrooman Wealth Advisors 0.01% No change 300 $11K
St. Johns Investment Management Company, LLC 0.00% No change 292 $11K
Buck Wealth Strategies, LLC 0.00% New 280 $10K
Key Capital Management, INC 0.01% Add +157.9% 276 $10K
GoalVest Advisory LLC 0.00% No change 273 $10K
Game Plan Financial Advisors, LLC 0.00% No change 250 $9K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 250 $9K
Bangor Savings Bank 0.00% No change 246 $9K
Cranbrook Wealth Management, LLC 0.00% No change 225 $8K
Financial Network Wealth Advisors LLC 0.01% No change 224 $8K
Advocate Investing Services LLC 0.01% Add +1.4% 222 $8K
Coppell Advisory Solutions LLC 0.00% New 12,834 $7K
SWAN Capital LLC 0.00% Reduce -66.7% 202 $7K
Montgomery Financial Services LLC 0.01% — 200 $7K
Highland Investment Advisors LLC 0.00% — 200 $7K
Costello Asset Management, INC 0.00% No change 200 $7K
Arlington Trust Co LLC 0.00% No change 200 $7K
Lloyd Advisory Services, LLC. 0.00% Add +0.0% 186 $7K
Tradewinds Capital Management, LLC 0.00% Add +97.5% 158 $6K
Fortis Group Advisors, LLC 0.00% No change 150 $6K
Ascentis Independent Advisors 0.01% Reduce -99.8% 140 $5K
TD Private Client Wealth LLC 0.00% No change 136 $5K
Signature Resources Capital Management, LLC 0.00% Add +1.5% 134 $5K
Investment Counsel Co. of Nevada 0.01% New 131 $5K
Flagship Wealth Advisors, LLC 0.00% No change 121 $4K
Penserra Capital Management LLC 0.00% Reduce -2.2% 132 $4K
Investment Research & Advisory Group, Inc. 0.00% Add +1.0% 104 $4K
Triumph Capital Management 0.00% Add +1.0% 101 $4K
First United Bank & Trust 0.00% No change 100 $4K
Spectrum Wealth Advisory Group, LLC 0.00% New 100 $4K
Ritter Daniher Financial Advisory LLC / DE 0.00% Add +1.0% 97 $4K
Westend Capital Management, LLC 0.00% New 75 $3K
Strengthening Families & Communities, LLC 0.00% No change 67 $2K
Nisa Investment Advisors, LLC 0.00% No change 58 $2K
Silver Grove Financial Group, Inc. 0.00% New 50 $2K
JPL Wealth Management, LLC 0.00% No change 50 $2K
Obsidian Cio, LLC 0.00% New 48 $2K
Mountain Hill Investment Partners Corp. 0.00% Add +2.4% 42 $2K
Caitlin John, LLC 0.00% Add +2.9% 36 $1K
City State Bank 0.00% No change 30 $1K
Cedar Mountain Advisors, LLC 0.00% No change 30 $1K
Roble, Belko & Company, Inc 0.00% No change 19 $1K
MPWM Advisory Solutions, LLC 0.00% No change 20 $735
LM Advisors LLC 0.00% Add +2547.9% 6,355 $234
Rossby Financial, LCC 0.00% No change 6 $221
Aspect Partners, LLC 0.00% No change 3 $112
Murphy & Mullick Capital Management Corp 0.00% No change 3 $110
Vanguard National Trust Co 0.00% No change 2 $74

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