Energy Transfer LPET
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 1,080 institutions reported holding Energy Transfer LP (ET) in their 13F filings, up 22 from Q1 2024. 71 opened new positions and 46 sold out. The largest holders were Blackstone Inc. ($2.3B), Goldman Sachs Group Inc. ($1.2B) and Alps Advisors Inc. ($1.2B). 6 famous investors held it, including Leon Cooperman (8.4% of Omega Advisors (Leon Cooperman)'s portfolio), David Abrams (5.7% of Abrams Capital Management's portfolio) and David Tepper (2.0% of Appaloosa's portfolio).
- Company
- Energy Transfer LP
- CUSIP
- 29273V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $32.3M |
| Exits | 46 | $216.1M |
All 13F filers, Q1 2024 → Q2 2024: 33,314,584 shares bought and 55,924,166 shares sold, net −22,609,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,080 holders
| Blackstone Inc. | 10.46% | Reduce -1.8% | 144,862,658 | $2.3B |
| Goldman Sachs Group Inc. | 0.24% | Add +4.0% | 75,962,988 | $1.2B |
| Alps Advisors Inc. | 7.93% | Add +2.3% | 71,229,819 | $1.2B |
| Invesco Ltd. | 0.20% | Reduce -0.5% | 58,219,384 | $944.3M |
| Morgan Stanley | 0.07% | Reduce -3.0% | 53,482,078 | $867.5M |
| Bank of America Corp. | 0.08% | Add +6.1% | 52,632,977 | $853.7M |
| Tortoise Capital Advisors, L.L.C. | 7.87% | Add +12.7% | 36,668,846 | $594.8M |
| UBS Group AG | 0.17% | Add +5.5% | 34,718,127 | $563.1M |
| JPMorgan Chase & Co. | 0.04% | Reduce -1.2% | 30,387,355 | $492.9M |
| First Reserve GP XIII Ltd | 100.00% | No change | 23,340,380 | $378.6M |
| FMR LLC | 0.02% | Add +2.4% | 23,183,529 | $376.0M |
| Kayne Anderson Capital Advisors LP | 9.88% | Reduce -0.1% | 22,523,282 | $365.3M |
| Energy Income Partners, LLC | 7.30% | Reduce -16.5% | 20,219,475 | $328.0M |
| Abrams Capital Management | 5.66% | No change | 17,834,322 | $289.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.68% | — | 17,486,405 | $283.6M |
| Clearbridge Investments, LLC | 0.22% | Reduce -32.8% | 16,694,747 | $270.8M |
| Neuberger Berman Group LLC | 0.22% | Reduce -0.4% | 16,536,469 | $268.2M |
| Westwood Holdings Group Inc. | 2.16% | Add +1.1% | 16,107,470 | $261.3M |
| Natixis | 1.63% | Reduce -11.4% | 15,957,224 | $258.8M |
| Chickasaw Capital Management LLC | 10.71% | Add +2.9% | 14,883,956 | $241.4M |
| CIBC Private Wealth Group LLC | 0.40% | Add +2.5% | 13,362,446 | $215.0M |
| Brookfield Corp | 1.30% | Add +3.5% | 12,787,299 | $207.4M |
| Omega Advisors (Leon Cooperman) | 8.40% | Add +1.8% | 12,272,800 | $199.1M |
| Barclays PLC | 0.07% | Reduce -5.5% | 9,455,881 | $153.4M |
| Wells Fargo & Company | 0.04% | Add +7.9% | 8,930,230 | $144.8M |
| BNP Paribas Financial Markets | 0.15% | Reduce -14.5% | 8,456,847 | $137.2M |
| Appaloosa | 2.03% | Reduce -10.9% | 7,704,428 | $125.0M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 8.71% | Add +4.6% | 6,757,463 | $109.6M |
| Citigroup Inc. | 0.10% | Reduce -8.5% | 6,567,789 | $106.5M |
| Nomura Holdings Inc. | 0.67% | Add +7.5% | 6,356,700 | $103.1M |
| Berkley W R Corp. | 5.75% | Add +18.8% | 6,334,494 | $102.7M |
| Miller Howard Investments Inc. | 3.35% | Add +4.1% | 6,217,181 | $100.8M |
| Allianz Asset Management GmbH | 0.16% | Reduce -3.1% | 6,032,014 | $97.8M |
| Stephens Group, LLC | 40.21% | No change | 5,574,335 | $90.4M |
| Stifel Financial Corp. | 0.10% | Reduce -6.8% | 5,367,540 | $87.1M |
| Patient Capital Management, LLC | 4.62% | Reduce -5.6% | 5,360,657 | $86.9M |
| Eagle Global Advisors LLC | 4.57% | Add +1.4% | 5,331,533 | $86.5M |
| Fractal Investments LLC | 14.14% | Reduce -8.7% | 5,009,543 | $81.3M |
| Duff & Phelps Investment Management Co. | 1.03% | No change | 4,998,412 | $81.1M |
| Royal Bank of Canada | 0.02% | Add +7.6% | 4,952,200 | $80.3M |
| Pinnacle Wealth Planning Services, Inc. | 10.25% | Add +7.1% | 4,423,437 | $71.7M |
| Jennison Associates LLC | 0.05% | Reduce -2.4% | 4,409,703 | $71.5M |
| Infrastructure Capital Advisors, LLC | 10.91% | Reduce -2.6% | 4,290,731 | $69.6M |
| Recurrent Investment Advisors LLC | 7.24% | Add +10.3% | 4,241,638 | $68.8M |
| LPL Financial LLC | 0.03% | Add +6.9% | 4,212,788 | $68.3M |
| Amundi | 0.02% | Reduce -10.2% | 3,859,188 | $63.0M |
| HighTower Advisors, LLC | 0.09% | Add +9.2% | 3,582,694 | $58.1M |
| Rockefeller Capital Management L.P. | 0.16% | Add +12.1% | 3,485,056 | $56.5M |
| Longfellow Investment Management Co. LLC | 13.62% | Reduce -21.3% | 3,343,930 | $54.2M |
| Long Focus Capital Management, LLC | 5.61% | No change | 3,342,400 | $54.2M |
| Cohen & Steers, Inc. | 0.11% | Add +2.5% | 3,234,689 | $52.5M |
| Chicago Partners Investment Group LLC | 1.92% | Add +4.3% | 3,066,498 | $49.7M |
| Beach Investment Counsel Inc. | 5.89% | No change | 2,950,069 | $47.9M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +1.5% | 2,860,349 | $46.4M |
| Osaic Holdings, Inc. | 0.11% | Reduce -22.4% | 2,835,323 | $46.0M |
| RR Advisors, LLC | 12.31% | Reduce -10.7% | 2,830,000 | $45.9M |
| Raymond James & Associates | 0.03% | Reduce -8.5% | 2,740,637 | $44.5M |
| Philosophy Capital Management LLC | 6.80% | Add +8.2% | 2,734,317 | $44.4M |
| Maryland State Retirement & Pension System | 0.74% | Reduce -0.5% | 2,487,284 | $40.3M |
| Progeny 3, Inc. | 3.45% | Add +0.7% | 2,221,385 | $36.0M |
| Walnut Private Equity Partners, LLC | 19.92% | No change | 1,935,000 | $31.4M |
| Cowen and Company, LLC | 0.83% | Add +2.8% | 1,827,000 | $29.6M |
| Deutsche Bank AG | 0.01% | Reduce -5.1% | 1,741,185 | $28.2M |
| Catalyst Capital Advisors LLC | 0.64% | Add +2.4% | 1,705,983 | $27.7M |
| Corient Private Wealth LP | 0.05% | Add +2.2% | 1,699,219 | $27.6M |
| Mariner, LLC | 0.05% | Add +21.8% | 1,682,163 | $27.3M |
| Susquehanna International Group, LLP | 0.05% | Reduce -36.9% | 1,655,860 | $26.9M |
| FFG Partners, LLC | 10.79% | Add +2.9% | 1,584,324 | $25.7M |
| Lonestar Capital Management LLC | 26.18% | Reduce -3.3% | 1,450,000 | $23.5M |
| Exchange Traded Concepts, LLC | 0.59% | Add +15.9% | 1,434,842 | $23.3M |
| Delphi Financial Group, Inc. | 13.23% | Reduce -55.1% | 1,421,945 | $23.1M |
| Adams Asset Advisors, LLC | 3.09% | Reduce -2.5% | 1,420,699 | $23.0M |
| Commonwealth Equity Services, LLC | 0.04% | Add +7.7% | 1,407,317 | $22.8M |
| Beaird Harris Wealth Management, LLC | 2.09% | No change | 1,370,631 | $22.2M |
| Cetera Investment Advisers | 0.05% | Add +4.2% | 1,344,575 | $21.8M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +6.4% | 1,342,953 | $21.8M |
| Payden & Rygel Investment Group | 1.75% | Add +4.0% | 1,332,490 | $21.6M |
| Payden & Rygel | 1.75% | Add +4.0% | 1,332,490 | $21.6M |
| Moneta Group Investment Advisors LLC | 0.34% | Reduce -0.4% | 1,310,421 | $21.3M |
| HRT Financial LP | 0.11% | Add +109.1% | 1,258,682 | $20.4M |
| Gabelli Funds LLC | 0.16% | Reduce -1.0% | 1,243,789 | $20.2M |
| Nexpoint Asset Management, L.P. | 2.61% | No change | 1,201,512 | $19.5M |
| Texas Yale Capital Corp. | 0.91% | Add +1.7% | 1,176,721 | $19.1M |
| Stephens Inc. | 0.28% | Add +5.9% | 1,121,716 | $18.2M |
| Aptus Capital Advisors, LLC | 0.34% | Add +1.7% | 1,099,818 | $17.8M |
| General American Investors Co. Inc. | 1.18% | No change | 1,020,030 | $16.5M |
| Nuveen Asset Management, LLC | 0.00% | Add +199.5% | 1,008,654 | $16.4M |
| RBF Capital, LLC | 0.95% | No change | 1,000,000 | $16.2M |
| Beacon Pointe Advisors, LLC | 0.19% | Reduce -46.3% | 997,622 | $16.2M |
| U.S. Capital Wealth Advisors, LLC | 0.60% | Add +0.7% | 972,297 | $15.8M |
| Evergreen Capital Management LLC | 0.56% | Reduce -1.8% | 957,982 | $15.5M |
| Truist Financial Corp. | 0.02% | Reduce -1.9% | 944,460 | $15.3M |
| Annandale Capital, LLC | 3.12% | No change | 924,082 | $15.0M |
| Kamunting Street Capital Management, L.P. | 13.73% | Add +19.7% | 912,295 | $14.8M |
| NBW Capital LLC | 2.85% | Reduce -2.9% | 891,766 | $14.5M |
| Heronetta Management, L.P. | 9.25% | No change | 891,554 | $14.5M |
| Dividend Assets Capital, LLC | 2.83% | Reduce -3.2% | 856,730 | $13.9M |
| Townsquare Capital LLC | 0.19% | Add +2.3% | 855,958 | $13.9M |
| Diversify Advisory Services, LLC | 0.76% | Add +3.1% | 855,004 | $13.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -43.9% | 844,628 | $13.7M |
| McGowan Group Asset Management, Inc. | 1.95% | Add +0.8% | 844,284 | $13.7M |
| Prime Capital Investment Advisors, LLC | 0.20% | Reduce -2.0% | 839,520 | $13.6M |
| Private Capital Advisors, Inc. | 1.49% | Add +0.4% | 824,973 | $13.4M |
| Summit Securities Group LLC | 5.02% | Add +26.5% | 810,900 | $13.2M |
| Williams Jones Wealth Management, LLC. | 0.16% | Reduce -0.5% | 810,202 | $13.1M |
| Sanctuary Advisors, LLC | 0.10% | — | 818,938 | $13.1M |
| Pathstone Holdings, LLC | 0.06% | Add +0.5% | 790,369 | $12.8M |
| Bollard Group LLC | 0.36% | Add +3.2% | 782,196 | $12.7M |
| Glenmede Trust Co. NA | 0.06% | Add +0.1% | 780,784 | $12.7M |
| Parsons Capital Management Inc. | 0.84% | Add +3.4% | 764,646 | $12.4M |
| Westend Capital Management, LLC | 4.14% | Add +0.3% | 719,555 | $11.8M |
| Oppenheimer & Co. Inc. | 0.18% | Add +0.9% | 710,259 | $11.5M |
| Americana Partners, LLC | 0.90% | Add +1.3% | 701,322 | $11.4M |
| Jane Street Group, LLC | 0.01% | Add +174.4% | 699,608 | $11.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +26.7% | 696,770 | $11.3M |
| Callodine Capital Management, LP | 2.63% | Add +6.2% | 690,000 | $11.2M |
| Creative Planning | 0.01% | Add +5.7% | 681,018 | $11.0M |
| Invenomic Capital Management LP | 0.56% | Reduce -39.3% | 663,876 | $10.8M |
| MAI Capital Management | 0.11% | Add +19.1% | 659,084 | $10.7M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -22.0% | 658,736 | $10.7M |
| Kestra Advisory Services, LLC | 0.06% | Add +4.8% | 653,985 | $10.6M |
| Spirit of America Management Corp. | 2.15% | Reduce -7.0% | 652,700 | $10.6M |
| Bokf, NA | 0.19% | Add +0.1% | 640,703 | $10.4M |
| Childress Capital Advisors, LLC | 2.92% | Add +13.6% | 639,807 | $10.4M |
| B. Riley Wealth Advisors, Inc. | 0.26% | Reduce -25.2% | 634,624 | $10.3M |
| IFP Advisors, Inc | 0.39% | Add +15.8% | 601,034 | $9.7M |
| Hennessy Advisors Inc. | 0.35% | Reduce -2.5% | 570,900 | $9.3M |
| Wolverine Trading, LLC | 0.15% | Add +285.0% | 569,820 | $9.2M |
| Private Advisor Group, LLC | 0.06% | Add +13.9% | 564,336 | $9.2M |
| Ensign Peak Advisors, Inc | 0.02% | No change | 555,230 | $9.0M |
| ELCO Management Co., LLC | 5.23% | Add +0.2% | 553,523 | $9.0M |
| Requisite Capital Management, LLC | 2.02% | No change | 550,610 | $8.9M |
| Group One Trading LLC | 0.28% | Reduce -59.1% | 547,314 | $8.9M |
| Manning & Napier Advisors LLC | 0.10% | — | 540,000 | $8.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +4.1% | 520,238 | $8.4M |
| Insight Folios Inc | 3.46% | Add +0.6% | 519,811 | $8.4M |
| Simplex Trading, LLC | 0.26% | Reduce -7.8% | 503,554 | $8.2M |
| Cna Financial Corp. | 4.54% | Add +25.0% | 500,000 | $8.1M |
| GTS Securities LLC | 0.17% | Reduce -39.1% | 498,967 | $8.1M |
| Chiron Investment Management, LLC | 3.15% | Add +7.1% | 495,639 | $8.0M |
| Wexford Capital LP | 2.03% | No change | 495,015 | $8.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.83% | Add +2.9% | 492,743 | $8.0M |
| Bluefin Capital Management, LLC | 4.67% | Add +126.5% | 487,562 | $7.9M |
| Brown Advisory Inc. | 0.01% | Add +10.3% | 487,075 | $7.9M |
| Oxbow Advisors, LLC | 0.95% | Add +3.4% | 486,010 | $7.9M |
| Advisors Capital Management, LLC | 0.14% | Add +1.7% | 485,265 | $7.9M |
| NewEdge Advisors, LLC | 0.06% | Add +10.5% | 483,337 | $7.8M |
| Captrust Financial Advisors | 0.02% | Add +2.3% | 473,410 | $7.7M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -14.6% | 472,442 | $7.7M |
| Cutler Capital Management, LLC | 3.59% | Add +1.7% | 457,077 | $7.4M |
| American Financial Group Inc. | 3.32% | No change | 450,896 | $7.3M |
| Blair William & Co. | 0.02% | Add +9.2% | 449,772 | $7.3M |
| Moors & Cabot, Inc. | 0.39% | Reduce -1.3% | 447,497 | $7.3M |
| Avenir Corp. | 0.70% | Reduce -1.1% | 445,947 | $7.2M |
| Concorde Financial Corp | 4.71% | Reduce -0.1% | 442,234 | $7.2M |
| Cercano Management LLC | 0.19% | No change | 438,495 | $7.1M |
| Cutter & CO Brokerage, Inc. | 1.72% | Reduce -1.6% | 436,677 | $7.1M |
| Pekin Hardy Strauss, Inc. | 0.97% | Add +0.2% | 432,384 | $7.0M |
| Amitell Capital Pte Ltd | 5.99% | No change | 428,146 | $6.9M |
| Sowell Financial Services LLC | 0.33% | Reduce -3.3% | 427,322 | $6.9M |
| Tectonic Advisors LLC | 0.50% | Add +10.7% | 423,154 | $6.9M |
| Fogel Capital Management, Inc. | 3.51% | Reduce -1.3% | 406,130 | $6.6M |
| Granby Capital Management, LLC | 3.71% | No change | 400,000 | $6.5M |
| Merewether Investment Management, LP | 0.34% | Add +22.3% | 6,591,793 | $6.4M |
| Gilman Hill Asset Management, LLC | 1.16% | Add +1.9% | 395,620 | $6.4M |
| Alden Global Capital LLC | 5.19% | No change | 386,546 | $6.3M |
| Salem Investment Counselors Inc. | 0.20% | Add +0.3% | 384,774 | $6.2M |
| Cibc World Market Inc. | 0.02% | Add +2.3% | 378,080 | $6.1M |
| SL Advisors, LLC | 11.94% | Reduce -1.0% | 372,488 | $6.0M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +4.8% | 366,761 | $5.9M |
| Cumberland Partners Ltd | 0.43% | No change | 366,705 | $5.9M |
| Capital Advisors Inc. | 0.12% | Add +15.8% | 365,900 | $5.9M |
| ORG Partners LLC | 0.74% | Add +1.2% | 362,008 | $5.9M |
| Fort Washington Investment Advisors Inc. | 0.04% | Add +22.3% | 362,740 | $5.9M |
| Castleark Management LLC | 0.24% | Reduce -4.9% | 360,310 | $5.8M |
| Fort Sheridan Advisors LLC | 0.93% | Add +34.2% | 354,834 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.0% | 352,435 | $5.7M |
| Crescent Grove Advisors, LLC | 0.61% | Add +2.0% | 344,906 | $5.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.0% | 338,975 | $5.5M |
| Cullen Capital Management, LLC | 0.06% | Reduce -1.8% | 338,579 | $5.5M |
| Hodges Capital Management Inc. | 0.36% | No change | 329,835 | $5.3M |
| Citadel Advisors | 0.01% | Reduce -86.4% | 323,905 | $5.3M |
| Northern Trust Corp. | 0.00% | Reduce -28.4% | 322,027 | $5.2M |
| Cambiar Investors LLC | 0.20% | Add +0.9% | 321,211 | $5.2M |
| Prospera Financial Services Inc | 0.14% | Add +24.4% | 313,713 | $5.1M |
| Cohen Capital Management, Inc. | 0.88% | No change | 313,593 | $5.1M |
| Keebeck Wealth Management | 0.74% | Reduce -0.6% | 312,657 | $5.1M |
| Lido Advisors, LLC | 0.04% | Add +0.6% | 310,033 | $5.0M |
| DCF Advisers, LLC | 2.67% | No change | 309,250 | $5.0M |
| Relative Value Partners Group, LLC | 0.65% | New | 305,942 | $5.0M |
| Lake Street Private Wealth, LLC | 0.65% | Add +4.3% | 305,942 | $5.0M |
| Nations Financial Group Inc, /Ia/ | 0.40% | Reduce -0.0% | 302,120 | $4.9M |
| Empowered Funds, LLC | 0.08% | Add +7.8% | 301,653 | $4.9M |
| Advisors Asset Management, Inc. | 0.09% | Add +0.6% | 298,777 | $4.8M |
| Mizuho Markets Americas LLC | 0.13% | Add +868.8% | 298,017 | $4.8M |
| Capital Analysts, LLC | 0.21% | Reduce -1.9% | 290,873 | $4.7M |
| Old North State Wealth Management, LLC | 3.10% | Add +0.8% | 290,256 | $4.7M |
| Advisory Services Network, LLC | 0.10% | Add +1.7% | 289,374 | $4.7M |
| Baldwin Wealth Partners LLC | 0.36% | No change | 287,129 | $4.7M |
| Goldentree Asset Management LP | 0.40% | Add +39.8% | 281,482 | $4.6M |
| Prevail Innovative Wealth Advisors, LLC | 1.61% | Reduce -0.7% | 280,777 | $4.6M |
| PSI Advisors, LLC | 1.43% | Reduce -1.8% | 279,189 | $4.5M |
| Sunbelt Securities, Inc. | 0.45% | Add +2.2% | 274,095 | $4.4M |
| Calamos Advisors LLC | 0.03% | No change | 272,025 | $4.4M |
| Knollwood Investment Advisory, LLC | 0.49% | No change | 270,000 | $4.4M |
| Northern Right Capital Management, L.P. | 1.62% | Add +20.6% | 269,738 | $4.4M |
| Apollon Wealth Management, LLC | 0.13% | Add +11.5% | 269,115 | $4.4M |
| Bahl & Gaynor LLC | 0.02% | Add +16.6% | 266,569 | $4.3M |
| Independent Advisor Alliance | 0.15% | Add +7.9% | 266,044 | $4.3M |
| Bridges Investment Management Inc. | 0.07% | Add +210.1% | 264,422 | $4.3M |
| Bourgeon Capital Management LLC | 0.84% | Add +0.4% | 263,527 | $4.3M |
| D.A. Davidson & Co. | 0.04% | Add +9.4% | 263,337 | $4.3M |
| Capital Investment Advisors, LLC | 0.10% | Reduce -5.4% | 263,225 | $4.3M |
| International Assets Investment Management, LLC | 0.40% | Reduce -1.6% | 262,465 | $4.3M |
| Cary Street Partners Investment Advisory LLC | 0.17% | Reduce -3.7% | 253,918 | $4.1M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -0.6% | 253,614 | $4.1M |
| Pacer Advisors, Inc. | 0.01% | Add +3.5% | 253,138 | $4.1M |
| Shepherd Kaplan Krochuk, LLC | 3.24% | Reduce -3.8% | 252,578 | $4.1M |
| Clear Street Derivatives LLC | 0.06% | No change | 251,300 | $4.1M |
| Global Retirement Partners, LLC | 0.13% | Add +91.1% | 250,619 | $4.1M |
| Waverly Advisors, LLC | 0.08% | Add +10.3% | 248,200 | $4.0M |
| Ashford Capital Management Inc. | 0.53% | Add +56.3% | 243,703 | $4.0M |
| Pin Oak Investment Advisors Inc. | 3.75% | Reduce -4.8% | 241,298 | $3.9M |
| Valeo Financial Advisors, LLC | 0.12% | Add +19.4% | 285,438 | $3.9M |
| Institutional & Family Asset Management, LLC | 0.59% | No change | 237,268 | $3.8M |
| BlackRock Inc. | 0.00% | Reduce 0.0% | 236,172 | $3.8M |
| Franklin Resources Inc. | 0.00% | No change | 235,363 | $3.8M |
| Prospect Financial Services LLC | 2.91% | Reduce -4.8% | 233,659 | $3.8M |
| First Trust Advisors LP | 0.00% | Reduce -7.7% | 231,457 | $3.8M |
| Inscription Capital, LLC | 0.60% | Add +4.3% | 231,057 | $3.7M |
| American Assets Investment Management, LLC | 0.34% | No change | 225,800 | $3.7M |
| Anthracite Investment Company, Inc. | 1.94% | Reduce -13.2% | 224,884 | $3.6M |
| ProShare Advisors LLC | 0.01% | Reduce -10.9% | 224,435 | $3.6M |
| Morningstar Investment Management LLC | 0.38% | Reduce -10.9% | 223,302 | $3.6M |
| Jump Financial, LLC | 0.07% | Add +6.0% | 217,380 | $3.5M |
| 180 Wealth Advisors, LLC | 0.56% | Reduce -4.1% | 211,512 | $3.4M |
| PFG Investments, LLC | 0.25% | Add +83.9% | 212,218 | $3.4M |
| Jefferies Financial Group Inc. | 0.07% | Add +0.5% | 209,527 | $3.4M |
| Sentinel Trust Co. Lba | 0.41% | No change | 207,000 | $3.4M |
| Brookstone Capital Management | 0.05% | Add +8.2% | 205,620 | $3.3M |
| Ieq Capital, LLC | 0.04% | Add +8.0% | 197,856 | $3.2M |
| Summit Financial, LLC | 0.15% | Add +12.7% | 196,357 | $3.2M |
| Lavaca Capital LLC | 1.71% | No change | 192,800 | $3.1M |
| Keybank National Association | 0.01% | Add +7.6% | 192,700 | $3.1M |
| RK Capital Management, LLC | 3.23% | New | 190,400 | $3.1M |
| Pinnacle Holdings, LLC | 1.44% | Add +0.0% | 190,211 | $3.1M |
| Jackson Hole Capital Partners, LLC | 0.68% | Add +6.0% | 189,552 | $3.1M |
| 1900 Wealth Management LLC | 0.29% | Add +1.9% | 189,072 | $3.1M |
| Fortem Financial Group, LLC | 1.32% | Reduce -8.2% | 188,851 | $3.1M |
| Basso Capital Management, L.P. | 2.76% | No change | 188,500 | $3.1M |
| Cerity Partners LLC | 0.01% | Reduce -16.6% | 187,920 | $3.0M |
| Adell Harriman & Carpenter Inc. | 0.24% | Add +35.0% | 187,650 | $3.0M |
| Susquehanna Portfolio Strategies, LLC | 0.13% | No change | 187,207 | $3.0M |
| CFM Wealth Partners LLC | 0.55% | Add +0.0% | 186,171 | $3.0M |
| Kingsview Wealth Management, LLC | 0.07% | Add +28.5% | 184,858 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +0.4% | 184,112 | $3.0M |
| First Dallas Securities Inc. | 1.29% | Add +1.4% | 181,793 | $2.9M |
| Mutual Advisors, LLC | 0.09% | Add +14.2% | 183,902 | $2.9M |
| Terril Brothers, Inc. | 1.04% | Add +0.0% | 178,166 | $2.9M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +0.6% | 174,002 | $2.8M |
| Aurora Private Wealth, Inc. | 2.47% | Add +1.3% | 173,594 | $2.8M |
| True North Advisors, LLC | 0.75% | Add +4.0% | 172,678 | $2.8M |
| ArchPoint Investors | 1.05% | No change | 172,570 | $2.8M |
| IHT Wealth Management, LLC | 0.10% | Reduce -0.8% | 172,504 | $2.8M |
| Horizon Kinetics Asset Management LLC | 0.05% | Reduce -2.3% | 170,622 | $2.8M |
| Venture Visionary Partners LLC | 0.13% | Reduce -7.7% | 170,486 | $2.8M |
| Beverly Hills Private Wealth, LLC | 0.59% | Add +0.3% | 167,190 | $2.7M |
| Selway Asset Management | 1.11% | Add +76.0% | 167,000 | $2.7M |
| Icon Wealth Advisors, LLC | 0.24% | No change | 166,198 | $2.7M |
| Howard Financial Services, LTD. | 0.43% | Add +0.3% | 163,234 | $2.6M |
| Kornitzer Capital Management Inc. | 0.05% | No change | 162,600 | $2.6M |
| Alpine Woods Capital Investors, LLC | 0.40% | Add +87.2% | 161,000 | $2.6M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -1.1% | 157,517 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +4.3% | 156,613 | $2.5M |
| Turtle Creek Wealth Advisors, LLC | 0.59% | Add +9.0% | 156,582 | $2.5M |
| CoreCap Advisors, LLC | 0.26% | Reduce -0.8% | 155,700 | $2.5M |
| Avantax Advisory Services, Inc. | 0.02% | Add +7.3% | 154,777 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -4.9% | 153,828 | $2.5M |
| M&T Bank Corp | 0.01% | Reduce -0.5% | 152,213 | $2.5M |
| SG Americas Securities, LLC | 0.02% | Reduce -65.3% | 150,098 | $2.4M |
| Daymark Wealth Partners, LLC | 0.11% | Add +878.8% | 149,426 | $2.4M |
| Northeast Financial Consultants Inc | 0.11% | Add +2.1% | 149,058 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.3% | 148,807 | $2.4M |
| Sigma Planning Corp | 0.07% | Add +3.6% | 143,831 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +49.3% | 141,219 | $2.3M |
| GraniteShares Advisors LLC | 0.76% | Add +14.3% | 140,859 | $2.3M |
| Finer Wealth Management, Inc. | 1.47% | Reduce -8.6% | 140,491 | $2.3M |
| US Bancorp \de | 0.00% | Reduce -4.4% | 139,077 | $2.3M |
| Van Eck Associates Corp. | 0.00% | Add +18.7% | 138,936 | $2.3M |
| Outfitters Financial LLC | 1.86% | No change | 137,762 | $2.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 136,000 | $2.2M |
| Kercheville Advisors, LLC | 0.93% | Add +14.8% | 131,900 | $2.1M |
| Clarus Group, Inc. | 0.94% | Reduce -0.1% | 131,689 | $2.1M |
| Fifth Third Bancorp | 0.01% | Reduce -8.1% | 131,635 | $2.1M |
| Autumn Glory Partners, LLC | 1.09% | Reduce -2.0% | 131,331 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +14.5% | 130,316 | $2.1M |
| Wealthspire Advisors, LLC | 0.03% | No change | 129,808 | $2.1M |
| Cobblestone Capital Advisors LLC | 0.13% | No change | 128,574 | $2.1M |
| Rockwood Wealth Management, LLC | 0.25% | Add +0.6% | 128,122 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +10.7% | 126,805 | $2.1M |
| Burford Brothers, Inc. | 1.19% | Add +4.3% | 125,985 | $2.0M |
| Redwood Wealth Management Group, LLC | 1.54% | Reduce -5.8% | 125,596 | $2.0M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -13.8% | 124,531 | $2.0M |
| Lindbrook Capital, LLC | 0.19% | No change | 124,403 | $2.0M |
| Focus Partners Wealth | 0.01% | Add +198.4% | 123,050 | $2.0M |
| Forum Financial Management, LP | 0.04% | Add +2.9% | 122,562 | $2.0M |
| Bramshill Investments, LLC | 0.22% | Reduce -3.4% | 122,346 | $2.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.6% | 121,204 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Add +0.1% | 118,457 | $1.9M |
| Quantum Private Wealth, LLC | 0.67% | Add +0.3% | 116,865 | $1.9M |
| Kirr Marbach & Co. LLC | 0.45% | Reduce -10.9% | 116,219 | $1.9M |
| New Republic Capital, LLC | 0.94% | No change | 115,973 | $1.9M |
| Pingora Partners LLC | 1.31% | No change | 113,656 | $1.8M |
| Jacobi Capital Management LLC | 0.16% | Add +4.5% | 113,571 | $1.8M |
| Arkadios Wealth Advisors | 0.12% | Add +322.9% | 113,412 | $1.8M |
| Chiron Capital Management, LLC | 1.75% | Reduce -1.2% | 113,000 | $1.8M |
| Raymond James Trust N.A. | 0.04% | Add +4.1% | 110,451 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +2.4% | 109,686 | $1.8M |
| Meridian Wealth Management, LLC | 0.21% | New | 109,121 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +316.7% | 108,426 | $1.8M |
| Chapin Davis, Inc. | 0.60% | Add +0.0% | 107,437 | $1.7M |
| MML Investors Services, LLC | 0.01% | Reduce -8.0% | 107,364 | $1.7M |
| Intrua Financial, LLC | 0.28% | Add +20.6% | 107,248 | $1.7M |
| Intellectus Partners, LLC | 0.48% | Add +4.0% | 107,230 | $1.7M |
| Freestone Capital Holdings, LLC | 0.06% | Add +231.6% | 105,227 | $1.7M |
| Millennium Capital Advisors, LLC | 1.12% | Add +0.3% | 104,098 | $1.7M |
| Clarkston Capital Partners, LLC | 0.03% | No change | 103,840 | $1.7M |
| TCW Group Inc. | 0.01% | No change | 103,400 | $1.7M |
| Aull & Monroe Investment Management Corp | 0.82% | No change | 103,390 | $1.7M |
| Sheaff Brock Investment Advisors, LLC | 0.16% | Reduce -6.7% | 103,187 | $1.7M |
| Steel Grove Capital Advisors, LLC | 0.23% | Reduce -12.4% | 102,832 | $1.7M |
| Haverford Trust Co | 0.02% | Add +6.7% | 101,501 | $1.6M |
| Silverlake Wealth Management LLC | 0.67% | New | 101,289 | $1.6M |
| Tidal Investments LLC | 0.02% | Add +16.6% | 100,490 | $1.6M |
| Taconic Capital Advisors LP | 0.14% | No change | 100,000 | $1.6M |
| Wellington Shields Capital Management, LLC | 0.29% | No change | 99,794 | $1.6M |
| LexAurum Advisors, LLC | 0.39% | Add +0.0% | 98,713 | $1.6M |
| Bank of Montreal | 0.00% | Add +4.1% | 98,342 | $1.6M |
| Griffin Asset Management, Inc. | 0.18% | Reduce -0.9% | 98,213 | $1.6M |
| Edge Capital Group, LLC | 0.08% | Add +2.2% | 96,268 | $1.6M |
| Equitable Holdings, Inc. | 0.02% | Add +2.3% | 94,677 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +32.3% | 94,442 | $1.5M |
| Spire Wealth Management | 0.05% | Reduce -15.0% | 94,102 | $1.5M |
| Quadrant Capital Group LLC | 0.11% | No change | 93,818 | $1.5M |
| Cascade Investment Group, Inc. | 1.18% | Add +3.4% | 92,836 | $1.5M |
| Transcend Capital Advisors, LLC | 0.11% | Reduce -5.0% | 91,902 | $1.5M |
| Quantum Portfolio Management LLC | 0.85% | Reduce -11.0% | 91,741 | $1.5M |
| VELA Investment Management, LLC | 0.52% | No change | 90,407 | $1.5M |
| Exencial Wealth Advisors, LLC | 0.05% | Add +1.1% | 89,489 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +22.6% | 89,232 | $1.4M |
| GAMCO Investors | 0.02% | Add +0.3% | 89,000 | $1.4M |
| IFG Advisory, LLC | 0.09% | Add +21.0% | 87,926 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Add +28.5% | 87,942 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Add +3.6% | 87,508 | $1.4M |
| Penbrook Management LLC | 0.87% | No change | 87,496 | $1.4M |
| Virtu Financial LLC | 0.10% | Reduce -64.1% | 86,753 | $1.4M |
| Ellsworth Advisors, LLC | 0.39% | Add +13.7% | 86,012 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +25.1% | 85,521 | $1.4M |
| Albert D Mason Inc. | 0.93% | Reduce -25.4% | 85,192 | $1.4M |
| Parkwood LLC | 0.17% | Add +3.3% | 84,595 | $1.4M |
| Baugh & Associates, LLC | 0.71% | Reduce -7.0% | 78,697 | $1.4M |
| Summit Financial Strategies, Inc. | 0.17% | No change | 84,007 | $1.4M |
| Founders Financial Securities LLC | 0.13% | Add +6.0% | 83,821 | $1.4M |
| Geneos Wealth Management Inc. | 0.06% | Add +2.4% | 82,733 | $1.3M |
| SpiderRock Advisors, LLC | 0.04% | Add +0.6% | 82,534 | $1.3M |
| Sonora Investment Management Group, LLC | 0.10% | No change | 84,542 | $1.3M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -9.8% | 81,736 | $1.3M |
| Kelleher Financial Advisors | 0.53% | Reduce -7.9% | 80,000 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -1.6% | 79,783 | $1.3M |
| StoneX Group Inc. | 0.10% | Add +3.6% | 79,742 | $1.3M |
| Nokomis Capital, L.L.C. | 0.61% | Reduce -15.2% | 78,779 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Add +1.4% | 78,370 | $1.3M |
| Formidable Asset Management, LLC | 0.21% | Reduce -6.0% | 78,325 | $1.3M |
| McAdam, LLC | 0.08% | No change | 77,996 | $1.3M |
| F/m Investments LLC | 0.05% | New | 77,933 | $1.3M |
| Belpointe Asset Management LLC | 0.09% | Reduce -12.8% | 77,693 | $1.3M |
| Kovack Advisors, Inc. | 0.14% | Add +1.6% | 77,472 | $1.3M |
| Avalon Capital Management | 0.40% | Add +2.1% | 77,121 | $1.3M |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +21.5% | 76,978 | $1.2M |
| Legacy Advisors, LLC | 0.15% | No change | 76,538 | $1.2M |
| Ninepoint Partners LP | 0.13% | No change | 76,215 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +27.4% | 76,040 | $1.2M |
| GFG Capital, LLC | 0.34% | No change | 75,840 | $1.2M |
| Sanders Morris Harris LLC | 0.20% | Reduce -8.9% | 75,718 | $1.2M |
| World Investment Advisors | 0.08% | New | 75,321 | $1.2M |
| Argent Advisors, Inc. | 0.48% | Add +37.5% | 74,623 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -42.6% | 73,809 | $1.2M |
| Personal Cfo Solutions, LLC | 0.18% | Add +25.4% | 73,752 | $1.2M |
| Addis & Hill, Inc | 0.99% | No change | 72,653 | $1.2M |
| Chesley Taft & Associates LLC | 0.06% | Reduce -23.4% | 71,636 | $1.2M |
| Stablepoint Partners, LLC | 0.22% | Add +1.3% | 72,174 | $1.2M |
| Bard Financial Services, Inc. | 0.12% | Add +16.5% | 70,750 | $1.1M |
| Independent Financial Group, LLC | 0.05% | Reduce -22.1% | 70,650 | $1.1M |
| Linscomb Wealth, Inc. | 0.06% | Reduce -6.0% | 70,603 | $1.1M |
| MIdWestOne Financial Group, Inc. | 0.21% | Reduce -1.4% | 70,532 | $1.1M |
| Platform Technology Partners | 0.39% | — | 69,716 | $1.1M |
| Wagner Wealth Management, LLC | 0.34% | Add +4.0% | 69,627 | $1.1M |
| Stokes Family Office, LLC | 0.13% | No change | 69,530 | $1.1M |
| Western Wealth Management, LLC | 0.08% | Add +2.1% | 69,342 | $1.1M |
| Pathway Financial Advisers, LLC | 0.40% | Add +4.6% | 69,107 | $1.1M |
| Teamwork Financial Advisors, LLC | 0.17% | Reduce -27.7% | 68,656 | $1.1M |
| Sweet Financial Partners, LLC | 0.25% | Add +1.1% | 68,589 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | No change | 68,407 | $1.1M |
| Rollins Financial Advisors, LLC | 0.19% | Add +581.3% | 68,148 | $1.1M |
| Gratus Capital, LLC | 0.04% | Add +19.8% | 67,171 | $1.1M |
| Disciplined Investments, LLC | 0.58% | Reduce -0.5% | 66,821 | $1.1M |
| Burney Co./ | 0.04% | Add +3.4% | 65,201 | $1.1M |
| Lanark Financial, Inc. | 0.09% | Add +14.2% | 64,357 | $1.0M |
| Monetary Management Group Inc. | 0.27% | No change | 64,000 | $1.0M |
| Anchor Investment Management, LLC | 0.11% | Reduce -5.2% | 63,655 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +30.2% | 63,321 | $1.0M |
| Cullen Investment Group, LTD. | 0.16% | Add +1.8% | 62,800 | $1.0M |
| Cwm, LLC | 0.00% | Add +27.6% | 61,300 | $994K |
| Meridian Wealth Advisors, LLC | 0.18% | No change | 61,054 | $990K |
| Empire Financial Management Company, LLC | 0.32% | Add +33.0% | 60,525 | $982K |
| Berkshire Asset Management LLC | 0.05% | Add +76.2% | 60,501 | $981K |
| First Manhattan Co. Llc. | 0.00% | Add +10.2% | 60,484 | $981K |
| Bleakley Financial Group, LLC | 0.03% | Add +195.1% | 60,323 | $978K |
| Simplicity Wealth,LLC | 0.02% | Add +195.1% | 60,323 | $978K |
| GFS Advisors, LLC | 0.16% | Reduce -99.5% | 308 | $973K |
| Nilsine Partners, LLC | 0.13% | No change | 59,575 | $966K |
| Stockman Wealth Management, Inc. | 0.17% | Reduce -32.0% | 59,066 | $958K |
| Mitchell McLeod Pugh & Williams Inc. | 0.22% | No change | 58,309 | $946K |
| Huntington National Bank | 0.01% | Add +53.8% | 58,195 | $944K |
| West Michigan Advisors, LLC | 0.30% | New | 57,917 | $939K |
| Holderness Investments Co. | 0.22% | Add +3.6% | 57,261 | $929K |
| FourThought Financial Partners, LLC | 0.12% | Reduce -9.9% | 57,041 | $925K |
| Covenant Asset Management, LLC | 0.21% | Reduce -4.6% | 56,874 | $922K |
| Two Sigma Securities, LLC | 0.04% | New | 56,644 | $919K |
| Pointe Capital Management LLC | 0.57% | No change | 56,610 | $918K |
| Gsa Capital Partners LLP | 0.06% | Reduce -24.0% | 56,015 | $909K |
| Olistico Wealth, LLC | 0.58% | No change | 56,000 | $908K |
| Guggenheim Capital LLC | 0.01% | Add +4.1% | 55,921 | $907K |
| PFG Advisors | 0.06% | Reduce -4.3% | 55,867 | $906K |
| HFG Advisors, Inc. | 0.84% | Reduce -9.2% | 55,595 | $902K |
| Choreo, LLC | 0.01% | Add +172.8% | 54,722 | $895K |
| Argent Trust Co | 0.04% | Add +0.6% | 54,977 | $892K |
| NFC Investments, LLC | 0.26% | New | 54,870 | $890K |
| F&V Capital Management, LLC | 0.25% | No change | 53,687 | $871K |
| Avion Wealth | 0.24% | Add +0.5% | 53,582 | $869K |
| Donoghue Forlines LLC | 0.24% | Add +6.3% | 52,358 | $849K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.35% | No change | 51,336 | $833K |
| LaSalle St. Investment Advisors, LLC | 0.41% | Add +257.4% | 51,159 | $830K |
| Bridgewater Advisors Inc. | 0.10% | Add +0.0% | 51,280 | $827K |
| Chase Investment Counsel Corp. | 0.29% | No change | 51,039 | $827K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -0.2% | 50,680 | $822K |
| Compass Financial Group, INC | 0.18% | Reduce -1.4% | 49,849 | $809K |
| Synovus Financial Corp. | 0.01% | Add +0.4% | 49,781 | $807K |
| GenTrust, LLC | 0.04% | New | 49,700 | $806K |
| Wellington Shields & Co., LLC | 0.26% | No change | 49,527 | $803K |
| BLB&B Advisors, LLC | 0.04% | Add +2.4% | 49,112 | $797K |
| Alpha Cubed Investments, LLC | 0.04% | Add +3.0% | 48,562 | $788K |
| TCTC Holdings, LLC | 0.03% | No change | 48,308 | $784K |
| Moody National Bank Trust Division | 0.06% | No change | 48,306 | $784K |
| Independent Wealth Network Inc. | 0.36% | Add +5.5% | 48,150 | $781K |
| Samalin Investment Counsel, LLC | 0.36% | Add +2.3% | 47,140 | $765K |
| KCM Investment Advisors LLC | 0.03% | No change | 47,000 | $762K |
| 9258 Wealth Management, LLC | 0.12% | Add +0.2% | 46,835 | $760K |
| Sei Investments Co. | 0.00% | Add +77.4% | 46,063 | $747K |
| Thrive Wealth Management, LLC | 0.15% | No change | 46,034 | $747K |
| Pinnacle Financial Partners Inc | 0.02% | Add +3.5% | 46,030 | $747K |
| Advisor OS, LLC | 0.08% | Add +2.3% | 45,979 | $746K |
| NFSG Corp | 0.28% | Reduce -5.1% | 45,864 | $744K |
| Mission Wealth Management, LP | 0.02% | Add +56.9% | 45,574 | $739K |
| Cadence Bank | 0.06% | Reduce -2.8% | 45,350 | $736K |
| Lifestyle Asset Management, Inc. | 0.42% | Reduce -33.5% | 44,677 | $725K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -0.3% | 44,481 | $721K |
| Morton Capital Management LLC | 0.17% | Add +1.6% | 44,383 | $720K |
| Joseph P. Lucia & Associates, LLC | 0.37% | Reduce -0.5% | 44,239 | $718K |
| Capital Advisory Group Advisory Services, LLC | 0.31% | Add +38.7% | 44,126 | $716K |
| Fayez Sarofim & Co | 0.00% | No change | 44,056 | $715K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -1.9% | 44,013 | $714K |
| Essex Financial Services, Inc. | 0.05% | Add +30.4% | 43,789 | $712K |
| Waterfront Wealth Inc. | 0.19% | Reduce -1.2% | 43,796 | $710K |
| Fourpath Capital Management, LLC | 0.52% | Add +0.3% | 43,488 | $705K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +0.1% | 43,450 | $705K |
| Howard Capital Management, LLC | 0.07% | Reduce -34.3% | 43,256 | $702K |
| Mather Group, Llc. | 0.01% | Add +95.4% | 44,518 | $700K |
| Cascade Financial Partners, LLC | 0.09% | No change | 42,717 | $693K |
| Oak Harvest Investment Services | 0.11% | Add +0.9% | 42,671 | $692K |
| Realta Investment Advisors | 0.13% | Reduce -23.4% | 42,455 | $689K |
| Fisher Asset Management | 0.00% | Add +49.2% | 42,290 | $686K |
| Invenio Wealth Partners LLC | 0.34% | Reduce -2.3% | 42,216 | $685K |
| Wealth Alliance Advisory Group, LLC | 0.15% | Add +0.2% | 42,043 | $682K |
| Obermeyer Wealth Partners | 0.04% | No change | 41,959 | $681K |
| MMBG Investment Advisors Co. | 0.07% | No change | 41,905 | $680K |
| Avior Wealth Management, LLC | 0.03% | Reduce -31.3% | 41,823 | $678K |
| Mgo One Seven LLC | 0.03% | Add +33.9% | 41,407 | $672K |
| Bouchey Financial Group, Ltd. | 0.06% | No change | 41,402 | $671K |
| Curi Capital, LLC | 0.02% | Reduce -44.6% | 41,322 | $670K |
| Modus Advisors, LLC | 0.24% | No change | 41,302 | $670K |
| Beam Wealth Advisors, Inc. | 0.22% | Add +302.0% | 41,083 | $666K |
| McDonald Partners LLC | 0.18% | Add +1.5% | 41,059 | $666K |
| Waterloo Capital, L.P. | 0.08% | Reduce -5.9% | 40,972 | $665K |
| EP Wealth Advisors, LLC | 0.01% | Add +3.3% | 40,794 | $662K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -14.3% | 40,407 | $655K |
| Lee Financial Co | 0.11% | No change | 40,185 | $652K |
| Iams Wealth Management, LLC | 0.36% | New | 40,000 | $649K |
| Samjo Management, LLC | 0.24% | No change | 40,000 | $649K |
| Centaurus Financial, Inc. | 0.04% | Reduce -18.2% | 39,741 | $645K |
| Vernal Point Advisors, LLC | 0.46% | No change | 39,733 | $644K |
| White Pine Capital LLC | 0.24% | Add +39.3% | 39,075 | $634K |
| AlphaQ Advisors LLC | 1.87% | Add +2.0% | 39,014 | $633K |
| Plan Group Financial, LLC | 0.39% | Add +130.6% | 38,850 | $630K |
| Rwa Wealth Partners, LLC | 0.01% | Add +34.7% | 38,849 | $630K |
| Highland Capital Management, LLC | 0.04% | Reduce -14.3% | 38,790 | $629K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +4.5% | 38,726 | $628K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.4% | 38,525 | $625K |
| Moneco Advisors, LLC | 0.09% | Add +34.7% | 38,465 | $624K |
| Hardy Reed LLC | 0.06% | New | 38,420 | $623K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 38,355 | $622K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.1% | 38,160 | $619K |
| Summit Trail Advisors, LLC | 0.02% | Add +127.4% | 38,114 | $618K |
| North Star Investment Management Corp. | 0.04% | Add +1.0% | 37,776 | $613K |
| FineMark National Bank & Trust | 0.02% | Reduce -10.7% | 37,503 | $608K |
| Noesis Capital Mangement Corp. | 0.13% | Add +26.0% | 37,446 | $607K |
| Integrated Advisors Network LLC | 0.03% | Add +16.0% | 37,341 | $606K |
| Aveo Capital Partners, LLC | 0.07% | Reduce -71.7% | 37,287 | $605K |
| Hilltop Wealth Advisors, LLC | 0.30% | No change | 37,180 | $603K |
| Empirical Asset Management, LLC | 0.22% | Reduce -10.0% | 36,517 | $592K |
| KPP Advisory Services LLC | 0.16% | Add +0.1% | 36,324 | $589K |
| Mattern Wealth Management LLC | 0.14% | Reduce -0.7% | 35,988 | $584K |
| Rehmann Capital Advisory Group | 0.04% | Add +12.1% | 35,954 | $583K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +0.6% | 35,930 | $583K |
| WT Wealth Management | 0.20% | Add +77.9% | 35,780 | $580K |
| XML Financial, LLC | 0.06% | Reduce -1.9% | 35,741 | $580K |
| Fiduciary Group, LLC | 0.06% | Add +14.9% | 35,058 | $569K |
| Camelot Portfolios, LLC | 0.32% | Add +5.2% | 35,016 | $568K |
| Doliver Advisors, LP | 0.16% | Reduce -7.1% | 34,687 | $563K |
| Visionary Wealth Advisors | 0.04% | Reduce -8.8% | 34,569 | $561K |
| X-Square Capital, LLC | 0.20% | New | 34,549 | $560K |
| Asio Capital, LLC | 0.11% | Reduce -4.2% | 34,500 | $560K |
| Diligent Investors, LLC | 0.14% | Add +0.0% | 34,498 | $560K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.7% | 34,466 | $559K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -3.2% | 34,405 | $558K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -44.4% | 34,259 | $556K |
| Calydon Capital | 0.10% | Add +0.6% | 34,250 | $556K |
| Gould Asset Management LLC | 0.13% | No change | 34,056 | $552K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Add +111.0% | 33,913 | $550K |
| Lazard Asset Management LLC | 0.00% | New | 33,901 | $549K |
| CreativeOne Wealth, LLC | 0.03% | Add +36.0% | 33,752 | $547K |
| Naples Global Advisors, LLC | 0.05% | No change | 33,700 | $547K |
| Veracity Capital LLC | 0.23% | Add +2.0% | 33,575 | $545K |
| Delos Wealth Advisors, LLC | 0.53% | No change | 33,524 | $544K |
| Archford Capital Strategies, LLC | 0.09% | No change | 33,465 | $543K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +12.3% | 33,412 | $542K |
| GPS Wealth Strategies Group, LLC | 0.08% | Reduce -10.6% | 33,405 | $542K |
| Stonegate Investment Group, LLC | 0.02% | Add +8.6% | 33,329 | $541K |
| Security National Bank of Sioux City Iowa | 0.39% | Add +1.5% | 33,325 | $541K |
| Wealth Alliance, LLC | 0.07% | Reduce -25.3% | 33,153 | $538K |
| Axiom Advisory, LLC | 0.01% | New | 34,218 | $538K |
| LongView Wealth Management | 0.20% | Add +1.4% | 33,111 | $537K |
| Campbell Capital Management Inc. | 0.23% | No change | 33,000 | $535K |
| ARS Wealth Advisors Group, LLC | 0.07% | Add +1.5% | 32,930 | $534K |
| Hilton Capital Management, LLC | 0.04% | No change | 32,755 | $531K |
| Bessemer Group Inc. | 0.00% | Reduce -13.2% | 32,704 | $530K |
| Neville Rodie & Shaw Inc. | 0.04% | No change | 32,549 | $528K |
| Romano Brothers and Company | 0.07% | No change | 32,482 | $527K |
| NorthCoast Asset Management LLC | 0.00% | New | 32,379 | $525K |
| FAS Wealth Partners, Inc. | 0.05% | Add +1.3% | 32,232 | $523K |
| M Holdings Securities, Inc. | 0.07% | New | 32,096 | $521K |
| Brave Asset Management Inc. | 0.13% | Add +0.2% | 32,078 | $520K |
| &partners | 0.02% | Add +215.9% | 32,011 | $519K |
| Warther Private Wealth, LLC | 0.20% | New | 32,000 | $519K |
| Brown Brothers Harriman & Co. | 0.00% | Add +10.1% | 31,806 | $516K |
| MSH Capital Advisors LLC | 0.17% | Add +5.9% | 31,746 | $515K |
| Bison Wealth, LLC | 0.08% | No change | 32,698 | $514K |
| Conning Inc. | 0.02% | No change | 31,667 | $514K |
| WR Wealth Planners, LLC | 0.16% | Reduce -5.7% | 31,613 | $513K |
| Procyon Advisors, LLC | 0.04% | New | 31,601 | $513K |
| Arax Advisory Partners | 0.05% | Add +0.6% | 31,435 | $510K |
| Diversify Wealth Management, LLC | 0.06% | — | 33,015 | $509K |
| Advus Financial Partners, LLC | 0.15% | No change | 31,339 | $508K |
| Fortis Capital Management LLC | 0.11% | Add +26.2% | 31,322 | $508K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 31,231 | $507K |
| Chicago Capital, LLC | 0.02% | Reduce -25.8% | 31,230 | $507K |
| Horan Securities, Inc. | 0.22% | New | 31,004 | $503K |
| Full Sail Capital, LLC | 0.03% | No change | 30,875 | $501K |
| SCP Investment, LP | 0.32% | Reduce -8.9% | 30,800 | $500K |
| Traynor Capital Management, Inc. | 0.04% | New | 30,793 | $499K |
| Regions Financial Corp. | 0.00% | Add +4.9% | 30,790 | $499K |
| Sfmg, LLC | 0.04% | Reduce -2.0% | 30,772 | $499K |
| Allworth Financial LP | 0.00% | Add +86.2% | 30,340 | $499K |
| Insigneo Advisory Services, LLC | 0.06% | Add +0.0% | 32,219 | $497K |
| King Wealth Management Group | 0.08% | Add +0.0% | 30,213 | $490K |
| Wintrust Investments LLC | 0.04% | Add +3.5% | 30,221 | $490K |
| Wedmont Private Capital | 0.03% | Add +24.9% | 30,069 | $489K |
| Aspen Grove Capital, LLC | 0.11% | No change | 30,001 | $487K |
| EJF Capital LP | 0.36% | Add +20.0% | 30,000 | $487K |
| BigSur Wealth Management LLC | 0.15% | Reduce -11.8% | 30,000 | $487K |
| JBF Capital, Inc. | 0.08% | No change | 30,000 | $487K |
| Fidelis Capital Partners, LLC | 0.07% | Add +25.1% | 31,149 | $487K |
| Guyasuta Investment Advisors Inc. | 0.04% | No change | 35,140 | $485K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -8.8% | 29,856 | $484K |
| Asset Allocation Strategies LLC | 0.16% | Reduce -10.6% | 29,393 | $477K |
| Compound Planning, Inc. | 0.04% | Add +29.4% | 29,368 | $476K |
| National Bank of Canada | 0.00% | Add +5.5% | 28,942 | $473K |
| Fortis Group Advisors, LLC | 0.09% | Reduce -39.0% | 28,931 | $469K |
| Tiller Private Wealth, Inc. | 0.21% | Add +0.7% | 28,896 | $469K |
| Levy Wealth Management Group, LLC | 0.12% | No change | 28,842 | $468K |
| American Institute for Advanced Investment Management, LLP | 0.36% | Add +5.5% | 28,841 | $468K |
| HAP Trading, LLC | 0.20% | New | 28,665 | $465K |
| Pettinga Financial Advisors LLC | 0.12% | Reduce -3.4% | 28,532 | $463K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 28,492 | $462K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -1.8% | 28,323 | $459K |
| Saxon Interests, Inc. | 0.22% | No change | 28,122 | $456K |
| Garrett Wealth Advisory Group, LLC | 0.17% | Add +3.8% | 28,045 | $455K |
| Prairie Wealth Advisors, Inc. | 0.23% | Reduce -0.5% | 28,000 | $454K |
| SVB Wealth LLC | 0.01% | Reduce -11.8% | 27,917 | $453K |
| Zimmermann Investment Management & Planning LLC | 0.15% | New | 27,900 | $453K |
| OneDigital Investment Advisors LLC | 0.01% | Add +60.3% | 27,895 | $452K |
| CENTRAL TRUST Co | 0.01% | Add +0.3% | 27,868 | $452K |
| Merit Financial Group, LLC | 0.01% | Add +8.7% | 27,863 | $452K |
| First Trust Capital Management L.P. | 0.04% | Add +82.3% | 28,230 | $450K |
| Agf Management Ltd. | 0.00% | Reduce -1.8% | 27,685 | $449K |
| Good Life Advisors, LLC | 0.04% | Add +26.5% | 27,631 | $448K |
| Levin Capital Strategies, L.P. | 0.05% | Reduce -33.6% | 27,600 | $448K |
| Partners Group Holding AG | 0.03% | Reduce -9.6% | 27,555 | $447K |
| Hartford Financial Management Inc. | 0.09% | No change | 27,134 | $440K |
| Carnegie Investment Counsel | 0.01% | No change | 26,707 | $433K |
| Operose Advisors LLC | 0.15% | No change | 26,656 | $432K |
| Avantax Planning Partners, Inc. | 0.01% | Add +25.9% | 26,592 | $431K |
| Janiczek Wealth Management, LLC | 0.09% | No change | 26,520 | $430K |
| Clear Harbor Asset Management, LLC | 0.04% | No change | 26,500 | $430K |
| Poplar Forest Capital LLC | 0.06% | Add +39.6% | 26,450 | $429K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +4.6% | 26,374 | $428K |
| Tyche Wealth Partners LLC | 0.10% | Add +16.5% | 26,141 | $424K |
| Marco Investment Management LLC | 0.04% | Add +15.5% | 26,106 | $423K |
| Deerfield Management Company, L.P. | 0.01% | New | 26,024 | $422K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -51.5% | 26,019 | $422K |
| Natixis Advisors, LLC | 0.00% | New | 25,863 | $419K |
| ARK & TLK Investments, LLC | 0.16% | No change | 25,814 | $419K |
| Whittier Trust Co. | 0.01% | Reduce -1.8% | 25,617 | $415K |
| Fulton Bank, N.A. | 0.02% | No change | 25,437 | $413K |
| Fullcircle Wealth LLC | 0.20% | — | 25,439 | $412K |
| Atria Investments, Inc | 0.01% | Reduce -71.0% | 25,305 | $410K |
| Checchi Capital Advisers, LLC | 0.03% | No change | 25,270 | $410K |
| Glass Jacobson Investment Advisors llc | 0.15% | Reduce -6.0% | 25,071 | $407K |
| Stokes Capital Advisors, LLC | 0.11% | No change | 24,846 | $403K |
| Lake Street Advisors Group, LLC | 0.02% | No change | 24,818 | $403K |
| Flynn Zito Capital Management, LLC | 0.21% | Add +1.3% | 24,804 | $402K |
| Sabal Trust CO | 0.02% | No change | 24,765 | $402K |
| Focus Financial Network, Inc. | 0.02% | Reduce -4.1% | 24,876 | $401K |
| Whitener Capital Management, Inc. | 0.12% | Add +9.3% | 24,658 | $400K |
| Scarborough Advisors, LLC | 0.16% | Reduce -6.4% | 24,656 | $400K |
| HBW Advisory Services LLC | 0.07% | Add +18.1% | 24,641 | $400K |
| Morling Financial Advisors, LLC | 0.17% | Add +2.0% | 24,598 | $399K |
| Wesbanco Bank Inc. | 0.01% | Add +14.1% | 24,521 | $398K |
| MV Capital Management, Inc. | 0.04% | No change | 24,460 | $397K |
| Walled Lake Planning & Wealth Management, LLC | 0.16% | Add +22.3% | 24,381 | $395K |
| Signaturefd, LLC | 0.01% | Add +2.0% | 24,344 | $395K |
| Principal Securities, Inc. | 0.01% | Add +11.4% | 24,113 | $391K |
| Verity & Verity, LLC | 0.04% | No change | 23,978 | $389K |
| Inspire Advisors, LLC | 0.05% | Add +2.3% | 23,929 | $388K |
| Florida Trust Wealth Management Co | 0.01% | No change | 23,875 | $387K |
| Searle & Co. | 0.09% | Add +18.5% | 23,844 | $387K |
| HUB Investment Partners, LLC | 0.02% | Add +66.5% | 23,814 | $386K |
| C2C Wealth Management, LLC | 0.38% | Reduce -2.2% | 23,797 | $386K |
| Financial Partners Group, Inc | 0.06% | Add +1.9% | 23,659 | $384K |
| Woodward Diversified Capital, LLC | 0.22% | Add +0.0% | 23,638 | $383K |
| Bogart Wealth, LLC | 0.02% | Add +2.0% | 23,516 | $381K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 23,508 | $381K |
| Vista Investment Partners LLC | 0.13% | No change | 23,422 | $380K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.12% | New | 23,307 | $378K |
| National Philanthropic Trust | 0.01% | Add +15.0% | 23,000 | $373K |
| 1ST Source Bank | 0.02% | Add +7.2% | 22,994 | $373K |
| Parkside Financial Bank & Trust | 0.06% | Add +31.6% | 22,955 | $372K |
| Fiduciary Financial Group, LLC | 0.09% | — | 22,748 | $372K |
| MADDEN SECURITIES Corp | 0.16% | Add +4.6% | 22,602 | $367K |
| Affinity Wealth Management LLC | 0.07% | Add +1.1% | 22,570 | $366K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +6.5% | 22,530 | $365K |
| Oxford Financial Group, LTD. LLC | 0.02% | New | 22,516 | $365K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -50.4% | 22,523 | $365K |
| Primoris Wealth Advisors, LLC | 0.29% | No change | 22,500 | $365K |
| Gray Wealth Management Inc. | 0.16% | Reduce -5.1% | 22,466 | $364K |
| Capital Market Strategies LLC | 0.23% | Add +0.3% | 22,393 | $363K |
| Signature Wealth Management Partners, LLC | 0.27% | Add +1.4% | 22,218 | $360K |
| E&G Advisors, LLC | 0.11% | Reduce -4.7% | 22,090 | $358K |
| Cornerstone Advisory, LLC | 0.05% | Reduce -64.4% | 22,080 | $358K |
| Baird Financial Group, Inc. | 0.00% | No change | 22,074 | $358K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +0.1% | 21,996 | $357K |
| Modern Wealth Management, LLC | 0.03% | Reduce -0.4% | 21,969 | $356K |
| Heritage Trust Co | 0.05% | No change | 21,887 | $355K |
| Belfer Management LLC | 6.69% | No change | 21,882 | $355K |
| Second Line Capital, LLC | 0.11% | Add +1.1% | 21,867 | $355K |
| WealthTrust Axiom LLC | 0.12% | Reduce -20.3% | 21,677 | $352K |
| Atlas Private Wealth Advisors | 0.06% | Add +103.7% | 21,470 | $348K |
| Van Cleef Asset Management,Inc | 0.04% | Reduce -8.0% | 21,185 | $344K |
| Summit Financial Wealth Advisors, LLC | 0.07% | Add +5.0% | 21,004 | $341K |
| Christopher J. Hasenberg, Inc | 0.15% | Reduce -3.9% | 21,000 | $341K |
| Laidlaw Wealth Management LLC | 0.19% | Add +2.5% | 20,900 | $339K |
| HBK Sorce Advisory LLC | 0.01% | Add +32.7% | 20,877 | $339K |
| Harrell Investment Partners, LLC | 0.10% | Add +2.0% | 20,716 | $336K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 20,646 | $335K |
| Act Wealth Management, LLC | 0.16% | Add +0.8% | 20,540 | $333K |
| Private Trust Co. NA | 0.04% | No change | 20,230 | $328K |
| Aldebaran Financial Inc. | 0.43% | No change | 20,225 | $328K |
| FinTrust Capital Advisors, LLC | 0.06% | No change | 20,201 | $328K |
| Edgemoor Investment Advisors, Inc. | 0.03% | No change | 20,140 | $327K |
| Matrix Private Capital Group LLC | 0.20% | No change | 20,043 | $325K |
| One Charles Private Wealth Services, LLC | 0.14% | No change | 20,000 | $324K |
| Sage Capital Management, LLC | 0.17% | Add +2.0% | 19,999 | $324K |
| Canton Hathaway, LLC | 0.09% | No change | 20,000 | $324K |
| Mattern Capital Management, LLC | 0.04% | No change | 19,897 | $323K |
| Aire Advisors, LLC | 0.07% | Add +13.4% | 19,838 | $322K |
| Nicolet Advisory Services, LLC | 0.03% | Add +12.6% | 19,662 | $320K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +45.3% | 19,730 | $320K |
| Schulhoff & Co. Inc. | 0.14% | Add +9.7% | 19,522 | $317K |
| Total Clarity Wealth Management, Inc. | 0.11% | Add +14.0% | 19,333 | $314K |
| Westover Capital Advisors, LLC | 0.08% | New | 19,200 | $311K |
| Yarger Wealth Strategies, LLC | 0.19% | Add +2.0% | 18,994 | $308K |
| Black Swift Group, LLC | 0.07% | New | 18,964 | $308K |
| Kennedy Investment Group, Inc. | 0.16% | Reduce -2.7% | 18,942 | $307K |
| Old North State Trust, LLC | 0.27% | Add +8.0% | 18,946 | $307K |
| Cypress Capital Management LLC (WY) | 0.33% | Reduce -2.6% | 18,900 | $307K |
| Trek Financial, LLC | 0.02% | Reduce -4.6% | 18,870 | $306K |
| Ingalls & Snyder LLC | 0.01% | Reduce -90.2% | 18,647 | $302K |
| Salvus Wealth Management, LLC | 0.21% | Add +0.0% | 18,609 | $302K |
| Tranquility Partners, LLC | 0.12% | Reduce -12.1% | 18,551 | $301K |
| Legacy Financial Strategies, LLC | 0.07% | Reduce -17.9% | 18,391 | $300K |
| Am Investment Strategies LLC | 0.07% | Add +2.2% | 18,477 | $300K |
| Financial Counselors Inc. | 0.00% | Add +37.1% | 18,454 | $299K |
| HTLF Bank | 0.03% | Reduce -1.3% | 18,415 | $299K |
| GM Advisory Group, LLC | 0.02% | Add +18.2% | 18,400 | $298K |
| Opus Capital Group, LLC | 0.04% | No change | 18,399 | $298K |
| RFG Advisory, LLC | 0.01% | Reduce -34.4% | 18,372 | $298K |
| Hoylecohen, LLC | 0.02% | Add +0.3% | 18,278 | $296K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 17,980 | $294K |
| Smithbridge Asset Management Inc. | 0.06% | Add +1.3% | 18,125 | $294K |
| Grey Fox Wealth Advisors, LLC | 0.10% | Add +0.7% | 18,056 | $293K |
| Magnus Financial Group LLC | 0.03% | Add +6.6% | 18,026 | $292K |
| Caldwell Sutter Capital, Inc. | 0.14% | Add +5.6% | 17,921 | $291K |
| HSBC Holdings PLC | 0.00% | New | 17,866 | $290K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -3.5% | 17,852 | $290K |
| RiverGlades Family Offices LLC | 0.23% | No change | 17,850 | $290K |
| CIC Wealth, LLC | 0.08% | Add +52.1% | 17,806 | $289K |
| Invst, LLC | 0.03% | Add +26.4% | 17,647 | $289K |
| Harmony Asset Management LLC | 0.12% | Reduce -2.2% | 17,755 | $288K |
| United Advisor Group, LLC | 0.09% | No change | 17,706 | $287K |
| Prossimo Advisors, LLC | 0.26% | No change | 17,636 | $286K |
| Silverleafe Capital Partners, LLC | 0.10% | Add +9.5% | 17,588 | $285K |
| Cadent Capital Advisors, LLC | 0.12% | Reduce -12.0% | 17,558 | $285K |
| Savant Capital, LLC | 0.00% | Reduce -34.9% | 17,519 | $284K |
| Saxony Capital Management, LLC | 0.31% | Add +7.5% | 17,507 | $284K |
| RiverTree Advisors, LLC | 0.19% | No change | 17,500 | $284K |
| Capasso Planning Partners LLC | 0.09% | No change | 17,500 | $284K |
| Ethos Financial Group, LLC | 0.05% | Add +0.8% | 17,313 | $281K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -73.2% | 17,280 | $280K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 17,120 | $278K |
| Retirement Investment Advisors, Inc. | 0.03% | — | 17,072 | $277K |
| Leisure Capital Management | 0.13% | No change | 17,000 | $276K |
| Register Financial Advisors LLC | 0.14% | Add +0.2% | 16,993 | $276K |
| Financial Advocates Investment Management | 0.02% | Reduce -11.8% | 16,973 | $275K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 16,952 | $275K |
| Fortitude Advisory Group L.L.C. | 0.16% | Add +5.9% | 16,909 | $274K |
| Kavar Capital Partners Group, LLC | 0.05% | No change | 16,900 | $274K |
| Highlander Partners, L.P. | 0.18% | No change | 17,080 | $273K |
| Larson Financial Group LLC | 0.02% | Add +7.3% | 16,688 | $271K |
| Aspen Wealth Management LLC | 0.09% | No change | 16,654 | $270K |
| GDS Wealth Management | 0.03% | No change | 16,560 | $269K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -5.7% | 16,436 | $267K |
| Novare Capital Management LLC | 0.02% | No change | 16,433 | $267K |
| Professional Financial Advisors, LLC | 0.07% | No change | 16,401 | $266K |
| Private Client Services, LLC | 0.17% | Add +0.5% | 16,393 | $266K |
| Future Financial Wealth Managment LLC | 0.23% | Add +0.6% | 16,345 | $265K |
| Scissortail Wealth Management, LLC | 0.07% | New | 16,329 | $265K |
| Fairman Group, LLC | 0.27% | No change | 16,300 | $264K |
| Granite Group Advisors, LLC | 0.20% | No change | 16,223 | $263K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +13.2% | 16,027 | $261K |
| Sound Income Strategies, LLC | 0.02% | Add +26.9% | 16,066 | $261K |
| Consilium Wealth Advisory, LLC | 0.14% | No change | 16,000 | $260K |
| Southland Equity Partners LLC | 0.07% | No change | 15,912 | $258K |
| L.M. Kohn & Company | 0.07% | New | 15,694 | $255K |
| SkyOak Wealth, LLC | 0.06% | No change | 15,590 | $253K |
| KG Capital Management | 0.09% | New | 15,550 | $252K |
| Regent Peak Wealth Advisors LLC | 0.06% | No change | 15,540 | $252K |
| AlphaStar Capital Management, LLC | 0.02% | Add +1.6% | 15,531 | $252K |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0.18% | No change | 15,490 | $251K |
| Tiaa Trust, National Association | 0.00% | Add +6.9% | 15,462 | $251K |
| Conservest Capital Advisors, Inc. | 0.03% | No change | 15,912 | $250K |
| Tandem Investment Advisors, Inc. | 0.01% | New | 15,381 | $249K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +29.5% | 15,350 | $249K |
| SYM FINANCIAL Corp | 0.04% | No change | 15,341 | $249K |
| First PREMIER Bank | 0.07% | No change | 15,288 | $248K |
| Core Wealth Partners LLC | 0.17% | No change | 15,288 | $248K |
| O'Brien Greene & Co. Inc | 0.08% | New | 15,268 | $248K |
| Perennial Investment Advisors, LLC | 0.04% | Add +0.2% | 15,199 | $247K |
| Westwood Wealth Management | 0.10% | No change | 15,000 | $243K |
| Shapiro Capital Management LLC | 0.01% | No change | 15,000 | $243K |
| SageView Advisory Group, LLC | 0.01% | Reduce -7.1% | 14,798 | $240K |
| First National Trust Co | 0.01% | No change | 14,695 | $238K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -17.0% | 14,675 | $238K |
| Hilltop Holdings Inc. | 0.03% | Add +5.6% | 14,630 | $237K |
| Lion Street Advisors, LLC | 0.09% | Reduce -0.2% | 14,613 | $237K |
| Stelac Advisory Services LLC | 0.10% | No change | 14,600 | $237K |
| Whalerock Point Partners, LLC | 0.06% | No change | 14,600 | $237K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -9.2% | 14,578 | $236K |
| Ironwood Investment Counsel, LLC | 0.04% | Reduce -17.1% | 14,545 | $236K |
| Hollencrest Capital Management | 0.01% | Add +0.5% | 14,518 | $235K |
| Busey Bank | 0.01% | Add +15.1% | 14,506 | $235K |
| Hollow Brook Wealth Management LLC | 0.08% | No change | 14,470 | $235K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -11.2% | 14,333 | $234K |
| CFO4Life Group, LLC | 0.04% | Add +0.0% | 14,438 | $234K |
| Trueblood Wealth Management, LLC | 0.13% | No change | 14,180 | $230K |
| Gateway Wealth Partners, LLC | 0.07% | Reduce -2.9% | 14,168 | $230K |
| Ulland Investment Advisors, LLC | 0.17% | No change | 14,143 | $229K |
| Ellis Investment Partners, LLC | 0.05% | Add +10.4% | 14,100 | $229K |
| Buska Wealth Management, LLC | 0.09% | Reduce -12.2% | 13,958 | $226K |
| Hemington Wealth Management | 0.08% | No change | 13,952 | $226K |
| Fermata Advisors, LLC | 0.05% | New | 13,825 | $224K |
| L & S Advisors Inc | 0.03% | New | 13,814 | $224K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.0% | 13,801 | $224K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -14.1% | 13,767 | $223K |
| Smithfield Trust Co | 0.01% | No change | 13,731 | $222K |
| Koshinski Asset Management, Inc. | 0.02% | Add +24.2% | 13,752 | $222K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.7% | 13,585 | $220K |
| Wealth Effects LLC | 0.08% | Add +26.1% | 13,514 | $219K |
| Viawealth, LLC | 0.14% | Reduce -6.9% | 13,458 | $218K |
| HM Payson & Co. | 0.00% | No change | 13,442 | $218K |
| WFA Asset Management Corp | 0.12% | Add +325.8% | 13,435 | $218K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +3.3% | 13,345 | $216K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 13,263 | $215K |
| Clearstead Advisors, LLC | 0.00% | Add +237.3% | 13,241 | $215K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 13,180 | $214K |
| Hobbs Group Advisors, LLC | 0.08% | — | 13,160 | $213K |
| CMG Global Holdings, LLC | 0.14% | Reduce -6.2% | 13,154 | $213K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -11.6% | 13,163 | $213K |
| Proficio Capital Partners LLC | 0.02% | Reduce -18.0% | 13,083 | $212K |
| Wolff Financial Management LLC | 0.16% | Add +0.2% | 13,090 | $212K |
| Shufro Rose & Co. LLC | 0.02% | Add +13.4% | 13,028 | $211K |
| Aerodigm Wealth, LLC | 0.10% | Add +4.4% | 13,006 | $211K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -9.4% | 13,002 | $211K |
| FLC Capital Advisors | 0.05% | No change | 13,000 | $211K |
| Country Club Bank | 0.01% | No change | 13,146 | $211K |
| Bradley Foster & Sargent Inc. | 0.00% | Add +25.0% | 12,990 | $211K |
| Ruggaard & Associates LLC | 0.10% | No change | 12,987 | $211K |
| Shepherd Financial Partners LLC | 0.03% | Add +2.0% | 12,969 | $210K |
| Marcum Wealth, LLC | 0.02% | Add +1.6% | 12,960 | $210K |
| Chilton Capital Management LLC | 0.01% | Reduce -41.4% | 12,949 | $210K |
| Pursue Wealth Partners LLC | 0.11% | No change | 12,906 | $209K |
| Probity Advisors, Inc. | 0.04% | Reduce -2.1% | 12,858 | $209K |
| PCG Wealth Advisors, LLC | 0.09% | Add +10.5% | 12,849 | $208K |
| Paragon Capital Management Ltd | 0.04% | Reduce -81.3% | 12,834 | $208K |
| Keel Point, LLC | 0.02% | New | 13,291 | $207K |
| Euro Pacific Asset Management, LLC | 0.04% | New | 12,715 | $207K |
| Leo Wealth, LLC | 0.02% | New | 12,631 | $207K |
| Kaizen Financial Strategies | 0.13% | New | 12,720 | $206K |
| Parallel Advisors, LLC | 0.01% | Add +3.8% | 12,694 | $206K |
| Klingman & Associates, LLC | 0.01% | New | 12,589 | $204K |
| Tompkins Financial Corp. | 0.02% | Reduce -7.8% | 12,500 | $203K |
| Woodstock Corp. | 0.02% | No change | 12,500 | $203K |
| WPWealth LLP | 0.05% | Add +1.0% | 12,388 | $201K |
| Madison Park Capital Advisors, LLC | 0.17% | Add +0.0% | 12,302 | $200K |
| Cullinan Associates Inc. | 0.01% | Reduce -0.2% | 12,300 | $200K |
| LRI Investments, LLC | 0.02% | Add +567.9% | 12,290 | $199K |
| Jmac Enterprises LLC | 0.03% | Add +0.2% | 12,261 | $199K |
| Crewe Advisors LLC | 0.02% | No change | 12,194 | $198K |
| Focus Partners Advisor Solutions, LLC | 0.01% | No change | 12,177 | $198K |
| Mark Sheptoff Financial Planning, LLC | 0.11% | No change | 12,160 | $197K |
| Concord Wealth Partners | 0.03% | Reduce -6.8% | 12,141 | $197K |
| Herold Advisors, Inc. | 0.05% | Add +0.1% | 12,102 | $196K |
| Modera Wealth Management, LLC | 0.00% | Add +7.9% | 12,079 | $196K |
| Capstone Financial Advisors, Inc. | 0.01% | No change | 12,041 | $195K |
| Hall Laurie J Trustee | 0.07% | No change | 12,004 | $195K |
| Walker Asset Management, LLC | 0.13% | Add +1.5% | 12,020 | $195K |
| State of Wyoming | 0.03% | Add +78.2% | 11,897 | $193K |
| Dudley Capital Management, LLC | 0.11% | No change | 11,887 | $193K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Add +2.5% | 11,837 | $192K |
| University of Texas/Texas Am Investment Management Co. | 0.04% | No change | 11,817 | $192K |
| Key Client Fiduciary Advisors, LLC | 0.10% | New | 11,804 | $191K |
| Tempus Wealth Planning, LLC | 0.08% | Reduce -56.4% | 11,730 | $190K |
| First Heartland Consultants, Inc. | 0.02% | Add +4.6% | 11,649 | $189K |
| American Financial Advisors, LLC | 0.03% | Add +0.1% | 11,617 | $188K |
| Thompson Davis & Co., Inc. | 0.16% | No change | 11,600 | $188K |
| Brighton Jones LLC | 0.01% | Reduce -40.9% | 11,592 | $188K |
| Sapient Capital LLC | 0.00% | Reduce -40.0% | 11,539 | $187K |
| Veery Capital, LLC | 0.08% | No change | 11,500 | $187K |
| McCarthy Asset Management, Inc. | 0.11% | Add +0.4% | 11,403 | $185K |
| First Citizens Bank & Trust Co. | 0.00% | New | 11,402 | $185K |
| First United Bank & Trust | 0.07% | No change | 11,250 | $182K |
| Indiana Trust & Investment Management Co | 0.07% | No change | 11,220 | $182K |
| Creative Financial Designs Inc. | 0.02% | No change | 11,210 | $182K |
| Ancora Advisors LLC | 0.00% | Add +13.6% | 11,135 | $181K |
| TRUE Private Wealth Advisors | 0.02% | Add +0.6% | 11,008 | $179K |
| Ami Investment Management Inc. | 0.06% | No change | 10,997 | $178K |
| Sovereign Financial Group, Inc. | 0.04% | Reduce -7.6% | 10,997 | $178K |
| Prudential Financial Inc. | 0.00% | New | 10,716 | $174K |
| Strategic Advocates LLC | 0.07% | Add +0.4% | 10,702 | $174K |
| Everett Harris & Co. | 0.00% | No change | 10,697 | $174K |
| O'Dell Group, LLC | 0.04% | No change | 10,900 | $171K |
| Prosperity Financial Group, Inc. | 0.11% | No change | 10,550 | $171K |
| TrueWealth Advisors, LLC | 0.06% | New | 10,544 | $171K |
| USAdvisors Wealth Management, LLC | 0.06% | New | 10,550 | $171K |
| Valley National Advisers Inc. | 0.03% | Add +0.2% | 10,562 | $171K |
| Rather & Kittrell, Inc. | 0.05% | No change | 10,541 | $171K |
| Fiduciary Trust Co | 0.00% | Reduce -5.7% | 10,541 | $171K |
| Beaumont Financial Advisors, LLC | 0.01% | No change | 10,486 | $170K |
| IronBridge Private Wealth, LLC | 0.06% | Add +0.3% | 10,462 | $170K |
| Lyell Wealth Management, LP | 0.02% | Add +0.8% | 10,436 | $169K |
| Colorado Capital Management, Inc. | 0.09% | No change | 10,360 | $168K |
| Journey Strategic Wealth LLC | 0.01% | No change | 10,330 | $168K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -80.9% | 10,315 | $167K |
| Prio Wealth Limited Partnership | 0.01% | No change | 10,300 | $167K |
| McElhenny Sheffield Capital Management, LLC | 0.06% | Add +0.4% | 10,269 | $167K |
| AlphaCore Capital LLC | 0.04% | New | 10,174 | $165K |
| PCA Investment Advisory Services Inc. | 0.09% | No change | 10,149 | $165K |
| Certified Advisory Corp | 0.02% | Add +0.1% | 10,148 | $165K |
| Rothschild Investment LLC | 0.01% | Add +9.8% | 10,037 | $163K |
| Voya Financial Advisors, Inc. | 0.02% | New | 10,150 | $163K |
| Apollon Financial, LLC | 0.05% | No change | 10,000 | $162K |
| Central Bank & Trust Co. | 0.02% | New | 9,961 | $161K |
| Anfield Capital Management, LLC | 0.08% | No change | 9,877 | $160K |
| Barrett & Company, Inc. | 0.07% | Add +0.6% | 9,706 | $157K |
| Hexagon Capital Partners LLC | 0.03% | Reduce -7.2% | 9,422 | $153K |
| Perkins Coie Trust Co | 0.04% | New | 9,315 | $151K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | Add +53.6% | 9,221 | $150K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.6% | 9,171 | $149K |
| Webster Bank, N. A. | 0.02% | No change | 9,025 | $146K |
| MCF Advisors LLC | 0.01% | Add +6.3% | 8,919 | $145K |
| Motco | 0.01% | Add +36.3% | 8,759 | $142K |
| Bank of New Hampshire | 0.04% | No change | 8,728 | $142K |
| First Horizon Advisors, Inc. | 0.00% | No change | 8,655 | $140K |
| AllSquare Wealth Management LLC | 0.08% | No change | 8,621 | $140K |
| Montag A & Associates Inc. | 0.01% | No change | 8,307 | $135K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +31.8% | 8,140 | $132K |
| Kings Path Partners LLC | 0.06% | — | 8,000 | $130K |
| Riggs Asset Managment Co. Inc. | 0.04% | No change | 7,929 | $129K |
| UMB Bank, n.a. | 0.00% | Add +61.8% | 7,900 | $128K |
| Nemes Rush Group LLC | 0.02% | No change | 7,729 | $125K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 7,700 | $125K |
| WASHINGTON TRUST Co | 0.00% | No change | 7,599 | $123K |
| American Capital Advisory, LLC | 0.08% | New | 8,495 | $117K |
| Tyler-Stone Wealth Management | 0.05% | Add +18.9% | 6,955 | $113K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -8.6% | 6,918 | $111K |
| HHM Wealth Advisors, LLC | 0.01% | Add +40.1% | 5,934 | $96K |
| IAG Wealth Partners, LLC | 0.02% | Add +11.3% | 5,885 | $95K |
| Creekmur Asset Management LLC | 0.02% | Reduce -15.8% | 5,451 | $88K |
| Global Trust Asset Management, LLC | 0.03% | No change | 5,300 | $86K |
| Proffitt & Goodson Inc. | 0.01% | No change | 5,196 | $84K |
| Toth Financial Advisory Corp. | 0.01% | No change | 5,155 | $84K |
| Chris Bulman Inc | 0.06% | — | 5,116 | $83K |
| Zazove Associates LLC | 0.14% | Reduce -66.7% | 5,000 | $81K |
| Cedar Wealth Management, LLC | 0.03% | New | 5,000 | $81K |
| RE Dickinson Investment Advisors, LLC | 0.05% | Add +89.6% | 4,980 | $81K |
| City Holding Co. | 0.01% | No change | 4,963 | $80K |
| Voisard Asset Management Group, Inc. | 0.04% | Add +0.3% | 4,789 | $78K |
| Fortitude Family Office, LLC | 0.04% | Add +60.1% | 4,736 | $77K |
| Carmichael Hill & Associates, Inc. | 0.03% | Add +1.1% | 4,709 | $76K |
| Compass Wealth Management LLC | 0.02% | No change | 4,500 | $73K |
| Quent Capital, LLC | 0.01% | Add +2.0% | 4,464 | $72K |
| Estabrook Capital Management | 0.01% | No change | 4,451 | $72K |
| Hilltop National Bank | 0.02% | No change | 4,434 | $72K |
| Miller Wealth Advisors, LLC | 0.04% | No change | 4,424 | $72K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +3.5% | 4,314 | $70K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -54.7% | 4,222 | $68K |
| Heritage Wealth Advisors | 0.00% | Reduce -24.1% | 4,200 | $68K |
| Founders Capital Management | 0.04% | No change | 4,192 | $68K |
| Blue Trust, Inc. | 0.00% | Add +15.9% | 4,315 | $68K |
| Lummis Asset Management, LP | 0.09% | No change | 4,070 | $66K |
| Eagle Bay Advisors LLC | 0.04% | Reduce -4.7% | 4,018 | $65K |
| Mechanics Financial Corp | 0.03% | No change | 4,000 | $65K |
| Godsey & Gibb, Inc. | 0.01% | No change | 4,000 | $65K |
| Wetzel Investment Advisors, Inc. | 0.04% | New | 4,058 | $64K |
| S.A. Mason LLC | 0.04% | No change | 3,873 | $63K |
| Colonial Trust Advisors | 0.01% | No change | 3,840 | $62K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +17.4% | 3,807 | $62K |
| LGT Financial Advisors LLC | 0.13% | Add +2.0% | 3,805 | $62K |
| Main Street Group, LTD | 0.03% | Reduce -44.8% | 3,682 | $60K |
| St Germain D J Co. Inc. | 0.00% | New | 3,614 | $59K |
| Sittner & Nelson, LLC | 0.03% | No change | 3,600 | $58K |
| Kelly Lawrence W & Associates Inc. | 0.01% | Reduce -6.5% | 3,600 | $58K |
| Optimum Investment Advisors | 0.03% | No change | 3,500 | $57K |
| Key Financial Inc | 0.01% | Reduce -4.3% | 3,303 | $54K |
| Albion Financial Group | 0.00% | Add +2.0% | 3,262 | $53K |
| Wolff Wiese Magana LLC | 0.04% | No change | 3,238 | $53K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -85.1% | 3,096 | $50K |
| Rational Advisors, Inc. | 0.01% | Reduce -4.8% | 3,084 | $50K |
| SouthState Bank Corp | 0.00% | Reduce -17.2% | 3,050 | $49K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.2% | 3,038 | $49K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +18.6% | 3,034 | $49K |
| Kozak & Associates, Inc. | 0.01% | Add +2.0% | 2,959 | $48K |
| Activest Wealth Management | 0.02% | No change | 2,909 | $47K |
| Adirondack Trust Co. | 0.02% | No change | 2,900 | $47K |
| Sandy Spring Bank | 0.00% | Add +137.5% | 2,850 | $46K |
| ICA Group Wealth Management, LLC | 0.03% | Reduce -79.4% | 2,819 | $46K |
| Castleview Partners, LLC | 0.03% | New | 2,750 | $45K |
| Strategic Financial Concepts, LLC | 0.03% | Add +1610.2% | 722,096 | $45K |
| Rise Advisors, LLC | 0.02% | Add +2.0% | 2,616 | $42K |
| EdgeRock Capital LLC | 0.03% | New | 2,603 | $42K |
| Hudson Edge Investment Partners Inc. | 0.01% | New | 2,600 | $42K |
| Gilliland Jeter Wealth Management LLC | 0.01% | Add +23.3% | 2,554 | $41K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,500 | $41K |
| HBC Financial Services, PLLC | 0.03% | No change | 2,500 | $40K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 2,425 | $39K |
| Asset Dedication, LLC | 0.00% | Add +0.9% | 2,341 | $38K |
| Coppell Advisory Solutions LLC | 0.01% | — | 2,267 | $37K |
| Financial Freedom, LLC | 0.02% | Add +2.0% | 2,247 | $36K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,211 | $36K |
| HWG Holdings LP | 0.01% | — | 2,049 | $33K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 2,000 | $33K |
| Trust Co | 0.00% | New | 2,000 | $32K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,952 | $32K |
| Stone House Investment Management, LLC | 0.01% | Add +18.4% | 1,971 | $32K |
| SRH Advisors, LLC | 0.01% | No change | 1,953 | $32K |
| Pacific Center for Financial Services | 0.01% | No change | 1,920 | $31K |
| Evermay Wealth Management LLC | 0.00% | No change | 1,844 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -3.6% | 1,812 | $29K |
| Peoples Financial Services Corp. | 0.01% | No change | 1,792 | $29K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 1,722 | $28K |
| Farther Finance Advisors, LLC | 0.00% | Add +28.2% | 1,690 | $28K |
| Community Bank, N.A. | 0.00% | No change | 1,700 | $28K |
| Continuum Advisory, LLC | 0.00% | Add +1.1% | 1,628 | $26K |
| Beacon Capital Management, LLC | 0.00% | Add +2.0% | 1,611 | $26K |
| Colonial Trust Co / SC | 0.00% | No change | 1,567 | $25K |
| Financial Connections Group, Inc. | 0.01% | Add +20.9% | 1,569 | $25K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -20.0% | 1,533 | $25K |
| Towne Trust Company, N.A | 0.01% | No change | 1,500 | $24K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,500 | $24K |
| Delta Asset Management LLC | 0.00% | Reduce -14.6% | 1,500 | $24K |
| PFS Partners, LLC | 0.02% | Add +1.0% | 1,490 | $24K |
| Sawyer & Company, Inc | 0.01% | No change | 1,500 | $24K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +2.2% | 1,465 | $24K |
| Opal Wealth Advisors, LLC | 0.01% | New | 1,449 | $24K |
| Clarity Asset Management, Inc. | 0.02% | Add +2.0% | 1,435 | $23K |
| First Personal Financial Services | 0.01% | No change | 1,399 | $23K |
| Boyd Watterson Asset Management LLC | 0.01% | Add +22.7% | 1,385 | $22K |
| Tidemark, LLC | 0.01% | Add +52.4% | 1,349 | $22K |
| FSC Wealth Advisors, LLC | 0.02% | Add +10.5% | 1,313 | $21K |
| McIlrath & Eck, LLC | 0.00% | Reduce -16.2% | 1,291 | $21K |
| Caitlin John, LLC | 0.01% | Reduce -1.3% | 1,250 | $20K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 1,235 | $20K |
| Gradient Investments LLC | 0.00% | Reduce -0.1% | 1,229 | $20K |
| Tsfg, LLC | 0.00% | No change | 1,172 | $19K |
| Islay Capital Management, LLC | 0.01% | No change | 1,024 | $17K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -72.8% | 1,023 | $17K |
| TD Capital Management LLC | 0.00% | No change | 1,018 | $17K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 1,000 | $16K |
| Stephens Consulting, LLC | 0.00% | No change | 1,000 | $16K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 1,000 | $16K |
| Princeton Global Asset Management LLC | 0.00% | New | 1,000 | $16K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 1,000 | $16K |
| CNB Bank | 0.01% | No change | 900 | $15K |
| Tortoise Investment Management, LLC | 0.00% | No change | 900 | $15K |
| Flputnam Investment Management Co. | 0.00% | New | 900 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 852 | $14K |
| VitalStone Financial, LLC | 0.01% | No change | 850 | $14K |
| Signature Resources Capital Management, LLC | 0.01% | New | 830 | $13K |
| Clear Investment Research, LLC | 0.02% | New | 765 | $12K |
| Cypress Capital, LLC | 0.00% | New | 764 | $12K |
| American National Bank & Trust | 0.00% | No change | 705 | $11K |
| Caldwell Trust Co | 0.00% | No change | 695 | $11K |
| Archer Investment Corp | 0.00% | No change | 680 | $11K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 675 | $11K |
| Addison Advisors LLC | 0.00% | No change | 640 | $10K |
| Financial Management Professionals, Inc. | 0.00% | No change | 633 | $10K |
| Pineridge Advisors LLC | 0.00% | Add +0.7% | 611 | $10K |
| Hoese & Co LLP | 0.01% | No change | 600 | $9K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +2.0% | 564 | $9K |
| Resources Management Corp. /CT/ | 0.00% | No change | 544 | $9K |
| Great Lakes Retirement, Inc. | 0.00% | New | 546 | $9K |
| New England Capital Financial Advisors LLC | 0.00% | Add +1.9% | 531 | $9K |
| Hoey Investments, Inc. | 0.00% | No change | 516 | $8K |
| Annapolis Financial Services, LLC | 0.00% | No change | 513 | $8K |
| Park Place Capital Corp | 0.00% | No change | 485 | $8K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -9.8% | 458 | $7K |
| RFP Financial Group LLC | 0.00% | No change | 384 | $6K |
| SJS Investment Consulting Inc. | 0.00% | No change | 373 | $6K |
| Centerpoint Advisors, LLC | 0.00% | No change | 384 | $6K |
| Covestor Ltd | 0.00% | Add +7.3% | 307 | $5K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 300 | $5K |
| Chesapeake Asset Management LLC | 0.00% | Add +2.0% | 298 | $5K |
| Burkett Financial Services, LLC | 0.00% | Add +2.3% | 273 | $4K |
| Penserra Capital Management LLC | 0.00% | No change | 258 | $4K |
| Atwood & Palmer Inc. | 0.00% | No change | 223 | $4K |
| Belmont Capital, LLC | 0.00% | New | 200 | $3K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -95.7% | 180 | $3K |
| Grove Bank & Trust | 0.00% | No change | 172 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 170 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 95 | $2K |
| Assetmark, Inc. | 0.00% | New | 78 | $1K |
"% of holder's portfolio" is ET's weight in each manager's 13F, not the share of Energy Transfer LP the manager owns.