Energy Transfer LPET

13F holders, Q2 2024 (June 30)
1,080holders +22
71new positions
46sold out
6famous investors
$16.12avg. 13F price*

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

InstitutionsTotal Value
New Positions71$32.3M
Exits46$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.