Energy Transfer LPET
13F holders, Q3 2024 (September 30)1,100holders +20
74new positions
55sold out
6famous investors
$16.03avg. 13F price*
At the end of Q3 2024, 1,100 institutions reported holding Energy Transfer LP (ET) in their 13F filings, up 20 from Q2 2024. 74 opened new positions and 55 sold out. The largest holders were Blackstone Inc. ($2.1B), Goldman Sachs Group Inc. ($1.1B) and Alps Advisors Inc. ($1.1B). 6 famous investors held it, including Leon Cooperman (8.6% of Omega Advisors (Leon Cooperman)'s portfolio), David Abrams (4.6% of Abrams Capital Management's portfolio) and David Tepper (1.6% of Appaloosa's portfolio).
- Company
- Energy Transfer LP
- CUSIP
- 29273V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $33.7M |
| Exits | 55 | $30.9M |
All 13F filers, Q2 2024 → Q3 2024: 57,086,339 shares bought and 51,704,408 shares sold, net +5,381,931 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,100 holders
| Blackstone Inc. | 9.57% | Reduce -9.6% | 131,008,646 | $2.1B |
| Goldman Sachs Group Inc. | 0.22% | Reduce -6.6% | 70,925,042 | $1.1B |
| Alps Advisors Inc. | 7.53% | Reduce -1.5% | 70,137,155 | $1.1B |
| Morgan Stanley | 0.07% | Add +12.6% | 60,204,777 | $966.3M |
| Invesco Ltd. | 0.18% | Add +0.1% | 58,293,035 | $935.6M |
| Bank of America Corp. | 0.07% | Reduce -1.1% | 52,059,923 | $835.6M |
| Tortoise Capital Advisors, L.L.C. | 7.72% | Add +1.8% | 37,342,200 | $599.3M |
| FMR LLC | 0.03% | Add +44.0% | 33,379,297 | $535.7M |
| UBS Group AG | 0.15% | Reduce -4.9% | 33,002,418 | $529.7M |
| JPMorgan Chase & Co. | 0.04% | Reduce -3.9% | 29,212,249 | $468.9M |
| First Reserve GP XIII Ltd | 100.00% | No change | 23,340,380 | $374.6M |
| Kayne Anderson Capital Advisors LP | 9.17% | Reduce -1.1% | 22,264,067 | $357.3M |
| Energy Income Partners, LLC | 6.92% | Reduce -0.5% | 20,120,376 | $322.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.68% | Add +6.8% | 18,682,840 | $299.9M |
| Abrams Capital Management | 4.60% | No change | 17,834,322 | $286.2M |
| Clearbridge Investments, LLC | 0.21% | Reduce -0.3% | 16,643,759 | $267.1M |
| Neuberger Berman Group LLC | 0.20% | Reduce -1.1% | 16,352,958 | $262.5M |
| Chickasaw Capital Management LLC | 10.55% | Add +3.1% | 15,350,521 | $246.4M |
| Westwood Holdings Group Inc. | 1.72% | Reduce -14.2% | 13,819,160 | $221.8M |
| Natixis | 1.34% | Reduce -14.4% | 13,656,324 | $219.2M |
| CIBC Private Wealth Group LLC | 0.39% | Add +1.0% | 13,498,238 | $216.6M |
| Brookfield Corp | 1.19% | Add +2.8% | 13,139,924 | $210.9M |
| Omega Advisors (Leon Cooperman) | 8.63% | Add +3.1% | 12,660,000 | $203.2M |
| BNP Paribas Financial Markets | 0.18% | Add +36.7% | 11,563,478 | $185.6M |
| Wells Fargo & Company | 0.04% | Add +18.7% | 10,603,978 | $170.2M |
| Citigroup Inc. | 0.14% | Add +45.9% | 9,581,762 | $153.8M |
| Barclays PLC | 0.07% | Reduce -2.0% | 9,265,627 | $148.7M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 8.63% | Add +7.9% | 7,293,510 | $117.1M |
| Appaloosa | 1.63% | Reduce -11.4% | 6,828,000 | $109.6M |
| Berkley W R Corp. | 7.28% | No change | 6,334,494 | $101.7M |
| Miller Howard Investments Inc. | 3.07% | Reduce -0.3% | 6,195,245 | $99.4M |
| Eagle Global Advisors LLC | 4.47% | Add +5.2% | 5,608,381 | $90.0M |
| Stephens Group, LLC | 47.58% | No change | 5,574,335 | $89.5M |
| Stifel Financial Corp. | 0.09% | Add +3.0% | 5,527,223 | $88.7M |
| Garrett Wealth Advisory Group, LLC | 21.72% | Add +19437.2% | 5,479,203 | $87.9M |
| Royal Bank of Canada | 0.02% | Add +8.2% | 5,357,039 | $86.0M |
| Patient Capital Management, LLC | 4.17% | Reduce -1.2% | 5,296,830 | $85.0M |
| Citadel Advisors | 0.09% | Add +1529.4% | 5,277,674 | $84.7M |
| Fractal Investments LLC | 13.59% | No change | 5,009,543 | $80.4M |
| Duff & Phelps Investment Management Co. | 0.91% | Reduce -1.0% | 4,948,412 | $79.4M |
| Allianz Asset Management GmbH | 0.12% | Reduce -19.2% | 4,871,614 | $78.2M |
| LPL Financial LLC | 0.03% | Add +12.2% | 4,726,388 | $75.9M |
| Recurrent Investment Advisors LLC | 7.31% | Add +8.0% | 4,581,247 | $73.5M |
| Jennison Associates LLC | 0.04% | No change | 4,409,703 | $70.8M |
| Pinnacle Wealth Planning Services, Inc. | 9.33% | Reduce -3.2% | 4,280,995 | $68.7M |
| Amundi | 0.02% | No change | 3,859,188 | $62.4M |
| HighTower Advisors, LLC | 0.09% | Add +1.7% | 3,642,620 | $58.5M |
| Rockefeller Capital Management L.P. | 0.15% | Add +0.4% | 3,497,601 | $56.1M |
| Infrastructure Capital Advisors, LLC | 9.05% | Reduce -19.6% | 3,451,751 | $55.4M |
| HRT Financial LP | 0.27% | Add +172.7% | 3,432,567 | $55.1M |
| Long Focus Capital Management, LLC | 4.75% | No change | 3,342,400 | $53.6M |
| Chicago Partners Investment Group LLC | 1.88% | Add +5.0% | 3,220,289 | $52.7M |
| Cohen & Steers, Inc. | 0.09% | Reduce -7.9% | 2,978,971 | $47.8M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +3.5% | 2,961,182 | $47.5M |
| Longfellow Investment Management Co. LLC | 11.88% | Reduce -11.6% | 2,956,884 | $47.5M |
| Beach Investment Counsel Inc. | 5.69% | Reduce -2.8% | 2,867,465 | $46.0M |
| Philosophy Capital Management LLC | 6.14% | Add +0.9% | 2,759,085 | $44.3M |
| Raymond James & Associates | 0.03% | Add +0.5% | 2,754,953 | $44.2M |
| RR Advisors, LLC | 12.14% | Reduce -3.1% | 2,741,000 | $44.0M |
| Osaic Holdings, Inc. | 0.10% | Reduce -4.3% | 2,713,801 | $43.6M |
| Nomura Holdings Inc. | 0.32% | Reduce -59.0% | 2,605,855 | $41.8M |
| Maryland State Retirement & Pension System | 0.88% | Add +4.5% | 2,600,501 | $41.7M |
| Progeny 3, Inc. | 3.05% | Add +1.9% | 2,264,085 | $36.3M |
| Walnut Private Equity Partners, LLC | 18.65% | Add +0.7% | 1,947,500 | $31.3M |
| Merewether Investment Management, LP | 1.42% | Reduce -70.9% | 1,918,212 | $30.8M |
| Cowen and Company, LLC | 1.06% | Add +3.8% | 1,897,000 | $30.4M |
| Catalyst Capital Advisors LLC | 0.66% | Add +7.5% | 1,834,036 | $29.4M |
| Americana Partners, LLC | 1.98% | Add +157.5% | 1,805,816 | $29.0M |
| Nuveen Asset Management, LLC | 0.01% | Add +72.2% | 1,737,276 | $27.9M |
| Deutsche Bank AG | 0.01% | Reduce -3.1% | 1,687,515 | $27.1M |
| Corient Private Wealth LP | 0.04% | Reduce -1.8% | 1,669,341 | $26.8M |
| Mariner, LLC | 0.05% | Reduce -0.8% | 1,668,651 | $26.8M |
| FFG Partners, LLC | 9.99% | Add +3.3% | 1,636,626 | $26.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.8% | 1,502,340 | $24.1M |
| Exchange Traded Concepts, LLC | 0.57% | Add +3.5% | 1,484,417 | $23.8M |
| Delphi Financial Group, Inc. | 13.14% | No change | 1,421,945 | $22.8M |
| Adams Asset Advisors, LLC | 3.08% | No change | 1,420,699 | $22.8M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +5.5% | 1,416,142 | $22.7M |
| Lonestar Capital Management LLC | 19.69% | Reduce -3.5% | 1,400,000 | $22.5M |
| Kamunting Street Capital Management, L.P. | 22.11% | Add +46.5% | 1,336,947 | $21.5M |
| Payden & Rygel | 1.65% | No change | 1,332,490 | $21.4M |
| Cetera Investment Advisers | 0.05% | Reduce -1.3% | 1,327,194 | $21.3M |
| Moneta Group Investment Advisors LLC | 0.30% | Reduce -1.5% | 1,290,894 | $20.7M |
| Summit Securities Group LLC | 12.86% | Add +56.0% | 1,264,600 | $20.3M |
| Gabelli Funds LLC | 0.15% | Add +1.6% | 1,264,289 | $20.3M |
| Nexpoint Asset Management, L.P. | 2.34% | Reduce -0.1% | 1,199,862 | $19.3M |
| Texas Yale Capital Corp. | 0.83% | Add +0.9% | 1,187,696 | $19.1M |
| Stephens Inc. | 0.26% | Add +2.8% | 1,152,552 | $18.5M |
| Beacon Pointe Advisors, LLC | 0.21% | Add +12.4% | 1,121,845 | $18.0M |
| Aptus Capital Advisors, LLC | 0.27% | Add +1.7% | 1,118,458 | $18.0M |
| Susquehanna International Group, LLP | 0.03% | Reduce -33.3% | 1,105,278 | $17.7M |
| Sanctuary Advisors, LLC | 0.11% | Add +8.2% | 885,959 | $16.9M |
| General American Investors Co. Inc. | 1.14% | No change | 1,020,030 | $16.4M |
| RBF Capital, LLC | 0.82% | No change | 1,000,000 | $16.1M |
| U.S. Capital Wealth Advisors, LLC | 0.57% | Add +2.0% | 991,848 | $15.9M |
| Evergreen Capital Management LLC | 0.52% | Add +0.4% | 962,106 | $15.4M |
| Oppenheimer & Co. Inc. | 0.24% | Add +35.3% | 961,030 | $15.4M |
| Truist Financial Corp. | 0.02% | Reduce -0.7% | 938,337 | $15.1M |
| Diversify Advisory Services, LLC | 0.80% | Add +6.1% | 906,789 | $14.9M |
| Townsquare Capital LLC | 0.18% | Add +7.9% | 923,322 | $14.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.3% | 914,536 | $14.7M |
| NBW Capital LLC | 2.72% | Add +0.8% | 898,500 | $14.4M |
| Heronetta Management, L.P. | 8.75% | No change | 891,554 | $14.3M |
| McGowan Group Asset Management, Inc. | 1.83% | Add +0.7% | 849,933 | $13.6M |
| Prime Capital Investment Advisors, LLC | 0.19% | Reduce -0.1% | 839,122 | $13.5M |
| Williams Jones Wealth Management, LLC. | 0.16% | Add +3.5% | 838,284 | $13.5M |
| Private Capital Advisors, Inc. | 1.45% | Reduce -0.1% | 824,333 | $13.2M |
| Dividend Assets Capital, LLC | 2.52% | Reduce -4.0% | 822,342 | $13.2M |
| Glenmede Trust Co. NA | 0.06% | Add +3.1% | 805,159 | $12.9M |
| Bokf, NA | 0.23% | Add +23.3% | 789,738 | $12.9M |
| Pathstone Holdings, LLC | 0.06% | Add +0.8% | 796,447 | $12.8M |
| Creative Planning | 0.01% | Add +16.9% | 796,099 | $12.8M |
| Parsons Capital Management Inc. | 0.79% | Add +1.6% | 776,746 | $12.5M |
| Fourpath Capital Management, LLC | 2.29% | Add +1680.3% | 774,194 | $12.4M |
| Bollard Group LLC | 0.32% | Reduce -3.6% | 753,718 | $12.1M |
| Westend Capital Management, LLC | 4.02% | Add +1.5% | 730,575 | $11.7M |
| Mercer Global Advisors Inc. | 0.03% | Add +8.9% | 717,687 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.2% | 718,823 | $11.5M |
| Alden Global Capital LLC | 12.24% | Add +82.9% | 707,013 | $11.3M |
| MAI Capital Management | 0.11% | Add +5.9% | 698,113 | $11.2M |
| JCP Investment Management, LLC | 9.01% | New | 677,000 | $10.9M |
| Childress Capital Advisors, LLC | 2.89% | Add +4.4% | 668,007 | $10.7M |
| Annandale Capital, LLC | 2.10% | Reduce -29.3% | 653,509 | $10.5M |
| Spirit of America Management Corp. | 2.03% | Reduce -2.6% | 635,700 | $10.2M |
| IFP Advisors, Inc | 0.36% | Add +4.5% | 627,804 | $10.1M |
| Callodine Capital Management, LP | 2.11% | Reduce -9.4% | 625,000 | $10.0M |
| Private Advisor Group, LLC | 0.06% | Add +8.3% | 611,157 | $9.8M |
| Wexford Capital LP | 2.21% | Add +16.2% | 575,015 | $9.2M |
| Hennessy Advisors Inc. | 0.29% | No change | 570,900 | $9.2M |
| Simplex Trading, LLC | 0.30% | Add +11.3% | 560,682 | $9.0M |
| NewEdge Advisors, LLC | 0.06% | Add +15.2% | 556,662 | $8.9M |
| Ensign Peak Advisors, Inc | 0.02% | No change | 555,230 | $8.9M |
| ELCO Management Co., LLC | 4.82% | Add +0.3% | 555,153 | $8.9M |
| Requisite Capital Management, LLC | 1.85% | No change | 550,610 | $8.8M |
| Cna Financial Corp. | 5.04% | Add +10.0% | 550,000 | $8.8M |
| Insight Folios Inc | 3.11% | Add +4.3% | 542,364 | $8.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.2% | 542,167 | $8.7M |
| GTS Securities LLC | 0.17% | Add +4.7% | 522,210 | $8.4M |
| Captrust Financial Advisors | 0.02% | Add +6.1% | 502,486 | $8.1M |
| Advisors Capital Management, LLC | 0.13% | Add +1.7% | 493,730 | $7.9M |
| Brown Advisory Inc. | 0.01% | Add +1.2% | 492,956 | $7.9M |
| Texas Capital Bank Wealth Management Services Inc | 0.78% | No change | 492,743 | $7.9M |
| Tectonic Advisors LLC | 0.52% | Add +15.5% | 488,731 | $7.8M |
| Mizuho Markets Americas LLC | 0.19% | Add +62.4% | 483,822 | $7.8M |
| Blair William & Co. | 0.02% | Add +5.7% | 475,476 | $7.6M |
| Manning & Napier Advisors LLC | 0.08% | Reduce -12.0% | 475,000 | $7.6M |
| Cutter & CO Brokerage, Inc. | 1.72% | Add +8.6% | 474,050 | $7.6M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +0.1% | 472,733 | $7.6M |
| Bluefin Capital Management, LLC | 8.31% | Reduce -3.1% | 472,334 | $7.6M |
| Oxbow Advisors, LLC | 0.77% | Reduce -3.3% | 469,920 | $7.5M |
| Pekin Hardy Strauss, Inc. | 0.94% | Add +6.0% | 458,451 | $7.4M |
| Cutler Capital Management, LLC | 3.19% | Reduce -0.2% | 456,077 | $7.3M |
| American Financial Group Inc. | 3.28% | No change | 450,896 | $7.2M |
| Moors & Cabot, Inc. | 0.35% | Reduce -1.0% | 442,974 | $7.1M |
| Avenir Corp. | 0.71% | Reduce -1.1% | 440,802 | $7.1M |
| Cercano Management LLC | 0.17% | No change | 438,495 | $7.0M |
| Amitell Capital Pte Ltd | 5.15% | No change | 428,146 | $6.9M |
| Gilman Hill Asset Management, LLC | 1.10% | Add +3.4% | 409,164 | $6.6M |
| Granby Capital Management, LLC | 3.32% | No change | 400,000 | $6.4M |
| Fogel Capital Management, Inc. | 3.24% | Reduce -3.6% | 391,373 | $6.3M |
| Concorde Financial Corp | 3.65% | Reduce -12.6% | 386,506 | $6.2M |
| Sowell Financial Services LLC | 0.29% | Reduce -9.6% | 386,234 | $6.2M |
| Salem Investment Counselors Inc. | 0.19% | No change | 384,774 | $6.2M |
| SL Advisors, LLC | 10.96% | Add +1.8% | 379,324 | $6.1M |
| Fort Washington Investment Advisors Inc. | 0.04% | Add +3.7% | 376,181 | $6.0M |
| Cumberland Partners Ltd | 0.41% | No change | 366,705 | $5.9M |
| Fort Sheridan Advisors LLC | 0.89% | Add +3.0% | 365,561 | $5.9M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -1.1% | 362,541 | $5.8M |
| Crescent Grove Advisors, LLC | 0.59% | Add +4.9% | 361,762 | $5.8M |
| Castleark Management LLC | 0.24% | No change | 360,310 | $5.8M |
| Cibc World Market Inc. | 0.01% | Reduce -5.0% | 359,024 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.1% | 348,746 | $5.6M |
| Empowered Funds, LLC | 0.09% | Add +15.0% | 346,825 | $5.6M |
| Prospera Financial Services Inc | 0.14% | Add +10.3% | 345,963 | $5.6M |
| Ascentis Wealth Management, LLC | 2.07% | — | 343,843 | $5.5M |
| Chiron Investment Management, LLC | 1.94% | Reduce -30.6% | 343,777 | $5.5M |
| Northern Trust Corp. | 0.00% | Add +5.4% | 339,280 | $5.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.5% | 333,888 | $5.4M |
| Cohen Capital Management, Inc. | 0.86% | Add +5.0% | 329,304 | $5.3M |
| Cullen Capital Management, LLC | 0.06% | Reduce -3.2% | 327,689 | $5.3M |
| Hodges Capital Management Inc. | 0.33% | Reduce -1.8% | 323,795 | $5.2M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +26.8% | 321,596 | $5.2M |
| Keebeck Wealth Management | 0.75% | Add +2.8% | 321,456 | $5.2M |
| Nations Financial Group Inc, /Ia/ | 0.37% | Add +5.6% | 319,141 | $5.1M |
| Cambiar Investors LLC | 0.20% | Reduce -1.1% | 317,507 | $5.1M |
| Lido Advisors, LLC | 0.04% | Add +0.6% | 311,833 | $5.0M |
| DCF Advisers, LLC | 2.59% | No change | 309,250 | $5.0M |
| Wolverine Trading, LLC | 0.13% | Reduce -46.0% | 307,619 | $4.9M |
| Morningstar Investment Management LLC | 0.49% | Add +33.5% | 298,226 | $4.9M |
| Focus Partners Wealth | 0.02% | Add +148.9% | 306,322 | $4.9M |
| Horizon Kinetics Asset Management LLC | 0.07% | Add +76.6% | 301,269 | $4.8M |
| Old North State Wealth Management, LLC | 2.68% | Add +2.5% | 297,551 | $4.8M |
| NorthCoast Asset Management LLC | 0.03% | Add +830.5% | 301,291 | $4.7M |
| Advisory Services Network, LLC | 0.10% | No change | 289,374 | $4.7M |
| Sunbelt Securities, Inc. | 0.46% | Add +6.3% | 291,231 | $4.7M |
| Enclave Advisors LLC | 0.78% | — | 288,421 | $4.6M |
| Independent Advisor Alliance | 0.17% | Add +8.2% | 287,808 | $4.6M |
| Baldwin Wealth Partners LLC | 0.31% | Reduce -0.8% | 284,929 | $4.6M |
| Apollon Wealth Management, LLC | 0.13% | Add +5.0% | 282,705 | $4.5M |
| Northern Right Capital Management, L.P. | 1.67% | Add +3.7% | 279,738 | $4.5M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Reduce -56.5% | 276,229 | $4.4M |
| D.A. Davidson & Co. | 0.04% | Add +4.6% | 275,483 | $4.4M |
| Calamos Advisors LLC | 0.03% | No change | 272,025 | $4.4M |
| PSI Advisors, LLC | 1.28% | Reduce -2.7% | 271,565 | $4.4M |
| Capital Investment Advisors, LLC | 0.09% | Add +2.9% | 270,770 | $4.3M |
| Knollwood Investment Advisory, LLC | 0.46% | No change | 270,000 | $4.3M |
| Bahl & Gaynor LLC | 0.02% | No change | 266,569 | $4.3M |
| Jones Financial Companies LLLP | 0.00% | Add +87.2% | 264,379 | $4.2M |
| Bridges Investment Management Inc. | 0.06% | No change | 264,422 | $4.2M |
| Pacer Advisors, Inc. | 0.01% | Add +4.0% | 263,173 | $4.2M |
| International Assets Investment Management, LLC | 0.34% | Reduce -0.9% | 260,170 | $4.2M |
| Advisors Asset Management, Inc. | 0.08% | Reduce -13.7% | 257,988 | $4.1M |
| Capital Analysts, LLC | 0.17% | Reduce -12.2% | 255,448 | $4.1M |
| ProShare Advisors LLC | 0.01% | Add +12.7% | 252,877 | $4.1M |
| Shepherd Kaplan Krochuk, LLC | 3.06% | Add +0.1% | 252,703 | $4.1M |
| Valeo Financial Advisors, LLC | 0.11% | Add +3.8% | 296,372 | $4.0M |
| Waverly Advisors, LLC | 0.07% | Reduce -1.3% | 244,933 | $3.9M |
| Ashford Capital Management Inc. | 0.49% | No change | 243,703 | $3.9M |
| Cerity Partners LLC | 0.01% | Add +29.1% | 242,531 | $3.9M |
| Kingsview Wealth Management, LLC | 0.08% | Add +30.9% | 242,042 | $3.9M |
| Pin Oak Investment Advisors Inc. | 3.51% | Reduce -0.3% | 240,669 | $3.9M |
| Franklin Resources Inc. | 0.00% | Reduce -1.2% | 232,513 | $3.8M |
| Cary Street Partners Investment Advisory LLC | 0.14% | Reduce -5.8% | 239,282 | $3.8M |
| Global Retirement Partners, LLC | 0.12% | Reduce -5.4% | 237,138 | $3.8M |
| BlackRock, Inc. | 0.00% | — | 236,171 | $3.8M |
| First Trust Advisors LP | 0.00% | Add +0.2% | 231,918 | $3.7M |
| Wilmington Savings Fund Society, FSB | 0.07% | Add +1265.0% | 231,398 | $3.7M |
| American Assets Investment Management, LLC | 0.32% | No change | 225,800 | $3.6M |
| Inscription Capital, LLC | 0.54% | Reduce -2.9% | 224,312 | $3.6M |
| Adell Harriman & Carpenter Inc. | 0.26% | Add +16.5% | 218,647 | $3.5M |
| Prospect Financial Services LLC | 2.17% | Reduce -7.1% | 217,167 | $3.5M |
| Brookstone Capital Management | 0.05% | Add +5.2% | 216,358 | $3.5M |
| Jump Financial, LLC | 0.07% | Reduce -0.7% | 215,857 | $3.5M |
| Anthracite Investment Company, Inc. | 1.62% | Reduce -4.9% | 213,884 | $3.4M |
| PFG Investments, LLC | 0.22% | Reduce -0.4% | 211,321 | $3.4M |
| 180 Wealth Advisors, LLC | 0.53% | Reduce -0.9% | 209,503 | $3.4M |
| Summit Financial, LLC | 0.13% | Add +6.5% | 209,217 | $3.4M |
| Jefferies Financial Group Inc. | 0.06% | Reduce -0.5% | 208,527 | $3.3M |
| Sentinel Trust Co. Lba | 0.38% | No change | 207,000 | $3.3M |
| Jackson Hole Capital Partners, LLC | 0.67% | Add +6.3% | 201,537 | $3.2M |
| Fortem Financial Group, LLC | 1.31% | Add +6.1% | 200,306 | $3.2M |
| Ieq Capital, LLC | 0.04% | Add +0.4% | 198,731 | $3.2M |
| Lavaca Capital LLC | 1.48% | No change | 192,800 | $3.1M |
| Keybank National Association | 0.01% | No change | 192,700 | $3.1M |
| 1900 Wealth Management LLC | 0.27% | Add +1.9% | 192,613 | $3.1M |
| Pinnacle Holdings, LLC | 1.36% | Add +0.7% | 191,536 | $3.1M |
| Lee Financial Co | 0.44% | Add +376.1% | 191,304 | $3.1M |
| Basso Capital Management, L.P. | 2.78% | No change | 188,500 | $3.0M |
| Susquehanna Portfolio Strategies, LLC | 0.21% | No change | 187,207 | $3.0M |
| Redwood Wealth Management Group, LLC | 1.49% | Add +48.9% | 187,020 | $3.0M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +7.1% | 186,286 | $3.0M |
| CFM Wealth Partners LLC | 0.52% | No change | 186,171 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -0.4% | 183,423 | $2.9M |
| Howard Financial Services, LTD. | 0.42% | Add +11.0% | 181,172 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.1% | 180,257 | $2.9M |
| Mutual Advisors, LLC | 0.08% | Reduce -5.0% | 174,709 | $2.9M |
| Jane Street Group, LLC | 0.00% | Reduce -74.5% | 178,361 | $2.9M |
| Terril Brothers, Inc. | 0.95% | No change | 178,166 | $2.9M |
| First Dallas Securities Inc. | 1.18% | Reduce -3.1% | 176,138 | $2.8M |
| RK Capital Management, LLC | 2.88% | Reduce -8.0% | 175,100 | $2.8M |
| Aurora Private Wealth, Inc. | 2.20% | Add +0.7% | 174,789 | $2.8M |
| M&T Bank Corp | 0.01% | Add +14.6% | 174,368 | $2.8M |
| Icon Wealth Advisors, LLC | 0.23% | Add +4.6% | 173,904 | $2.8M |
| ArchPoint Investors | 0.93% | No change | 172,570 | $2.8M |
| Beverly Hills Private Wealth, LLC | 0.55% | Add +0.5% | 167,951 | $2.7M |
| Selway Asset Management | 1.05% | No change | 167,000 | $2.7M |
| CoreCap Advisors, LLC | 0.13% | Add +7.0% | 166,536 | $2.7M |
| IHT Wealth Management, LLC | 0.08% | Reduce -3.5% | 166,416 | $2.7M |
| Segall Bryant & Hamill, LLC | 0.04% | New | 165,499 | $2.7M |
| Kornitzer Capital Management Inc. | 0.05% | Add +0.2% | 162,934 | $2.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +4.8% | 162,218 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +3.1% | 161,520 | $2.6M |
| Finer Wealth Management, Inc. | 1.59% | Add +14.2% | 160,414 | $2.6M |
| Daymark Wealth Partners, LLC | 0.11% | Add +7.2% | 160,131 | $2.6M |
| Clear Street Derivatives LLC | 0.04% | Reduce -36.4% | 159,800 | $2.6M |
| Van Eck Associates Corp. | 0.00% | Add +12.3% | 156,016 | $2.6M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -2.9% | 152,917 | $2.5M |
| HB Wealth Management, LLC | 0.03% | Add +93.6% | 151,692 | $2.4M |
| Turtle Creek Wealth Advisors, LLC | 0.49% | Reduce -3.7% | 150,832 | $2.4M |
| Northeast Financial Consultants Inc | 0.10% | No change | 149,058 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +56.0% | 147,292 | $2.4M |
| Venture Visionary Partners LLC | 0.10% | Reduce -15.0% | 144,981 | $2.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +15.8% | 144,200 | $2.3M |
| Sigma Planning Corp | 0.07% | Add +0.2% | 144,160 | $2.3M |
| Lindbrook Capital, LLC | 0.20% | Add +15.7% | 143,950 | $2.3M |
| US Bancorp \de | 0.00% | Add +3.4% | 143,800 | $2.3M |
| GraniteShares Advisors LLC | 1.55% | Add +1.6% | 143,080 | $2.3M |
| SG Americas Securities, LLC | 0.01% | Reduce -6.7% | 140,011 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -10.0% | 138,417 | $2.2M |
| Freestone Capital Holdings, LLC | 0.08% | Add +31.0% | 137,883 | $2.2M |
| Outfitters Financial LLC | 1.82% | No change | 137,762 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +5.6% | 137,660 | $2.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 136,000 | $2.2M |
| Cannell & Spears LLC | 0.04% | New | 135,101 | $2.2M |
| Regions Financial Corp. | 0.02% | Add +332.3% | 133,090 | $2.1M |
| Autumn Glory Partners, LLC | 0.81% | No change | 131,331 | $2.1M |
| Clarus Group, Inc. | 0.89% | Reduce -0.3% | 131,330 | $2.1M |
| Fifth Third Bancorp | 0.01% | Reduce -0.9% | 130,508 | $2.1M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -0.1% | 129,667 | $2.1M |
| Cobblestone Capital Advisors LLC | 0.12% | Add +0.2% | 128,884 | $2.1M |
| Rockwood Wealth Management, LLC | 0.23% | Add +0.1% | 128,273 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +0.4% | 127,341 | $2.0M |
| &partners | 0.04% | Add +296.6% | 126,944 | $2.0M |
| Geode Capital Management, LLC | 0.00% | Add +4.2% | 126,331 | $2.0M |
| FORA Capital, LLC | 0.24% | New | 124,885 | $2.0M |
| Forum Financial Management, LP | 0.03% | Add +0.8% | 123,597 | $2.0M |
| Bramshill Investments, LLC | 0.22% | Add +0.1% | 122,471 | $2.0M |
| Kercheville Advisors, LLC | 0.83% | Reduce -7.6% | 121,900 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Add +0.9% | 119,523 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.09% | Add +9.7% | 118,891 | $1.9M |
| Quantum Private Wealth, LLC | 0.63% | Reduce -0.2% | 116,627 | $1.9M |
| Kirr Marbach & Co. LLC | 0.42% | No change | 116,219 | $1.9M |
| New Republic Capital, LLC | 1.07% | No change | 115,973 | $1.9M |
| Pingora Partners LLC | 1.29% | No change | 113,656 | $1.8M |
| Arkadios Wealth Advisors | 0.10% | Reduce -0.1% | 113,346 | $1.8M |
| Transcend Capital Advisors, LLC | 0.12% | Add +20.5% | 110,780 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +2.4% | 109,984 | $1.8M |
| Chiron Capital Management, LLC | 1.55% | Reduce -3.2% | 109,406 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Add +15.5% | 109,330 | $1.8M |
| Jacobi Capital Management LLC | 0.13% | Reduce -4.1% | 108,925 | $1.7M |
| Raymond James Trust N.A. | 0.04% | Reduce -1.6% | 108,696 | $1.7M |
| Intrua Financial, LLC | 0.28% | Add +1.2% | 108,530 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.8% | 107,668 | $1.7M |
| Silverlake Wealth Management LLC | 0.66% | Add +6.3% | 107,626 | $1.7M |
| Meridian Wealth Management, LLC | 0.09% | Reduce -1.5% | 107,527 | $1.7M |
| Bourgeon Capital Management LLC | 0.33% | Reduce -59.2% | 107,495 | $1.7M |
| Chapin Davis, Inc. | 0.56% | Add +0.0% | 107,463 | $1.7M |
| Intellectus Partners, LLC | 0.44% | Add +0.1% | 107,322 | $1.7M |
| Sonora Investment Management Group, LLC | 0.13% | Add +26.2% | 106,725 | $1.7M |
| Millennium Capital Advisors, LLC | 1.11% | Add +1.7% | 105,913 | $1.7M |
| Sei Investments Co. | 0.00% | Add +128.9% | 105,452 | $1.7M |
| IFG Advisory, LLC | 0.11% | Add +18.6% | 104,306 | $1.7M |
| Clarkston Capital Partners, LLC | 0.03% | No change | 103,840 | $1.7M |
| Sheaff Brock Investment Advisors, LLC | 0.15% | Add +0.3% | 103,516 | $1.7M |
| TCW Group Inc. | 0.01% | No change | 103,400 | $1.7M |
| Aull & Monroe Investment Management Corp | 0.77% | No change | 103,390 | $1.7M |
| Bank of Montreal | 0.00% | Add +3.9% | 102,172 | $1.6M |
| Haverford Trust Co | 0.02% | Add +0.7% | 102,176 | $1.6M |
| Steel Grove Capital Advisors, LLC | 0.23% | Reduce -0.8% | 101,986 | $1.6M |
| Tidal Investments LLC | 0.02% | Add +1.2% | 101,738 | $1.6M |
| Independent Financial Group, LLC | 0.06% | Add +42.6% | 100,729 | $1.6M |
| Spire Wealth Management | 0.05% | Add +7.0% | 100,638 | $1.6M |
| Taconic Capital Advisors LP | 0.14% | No change | 100,000 | $1.6M |
| Wellington Shields Capital Management, LLC | 0.28% | Reduce -0.2% | 99,594 | $1.6M |
| Ellsworth Advisors, LLC | 0.41% | Add +15.7% | 99,532 | $1.6M |
| Griffin Asset Management, Inc. | 0.18% | Add +1.0% | 99,221 | $1.6M |
| LexAurum Advisors, LLC | 0.35% | Add +0.0% | 98,716 | $1.6M |
| Cwm, LLC | 0.01% | Add +60.6% | 98,436 | $1.6M |
| True North Advisors, LLC | 0.41% | Reduce -43.1% | 98,217 | $1.6M |
| Integrated Advisors Network LLC | 0.08% | Add +162.8% | 98,146 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -85.2% | 96,933 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +26.4% | 96,103 | $1.5M |
| Edge Capital Group, LLC | 0.07% | Reduce -0.3% | 95,950 | $1.5M |
| Quadrant Capital Group LLC | 0.11% | Add +1.2% | 94,962 | $1.5M |
| GAMCO Investors | 0.02% | Add +6.1% | 94,400 | $1.5M |
| Rollins Financial Advisors, LLC | 0.25% | Add +38.1% | 94,144 | $1.5M |
| Wedbush Securities Inc. | 0.06% | Add +6.7% | 93,843 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +48.1% | 93,752 | $1.5M |
| Alpine Woods Capital Investors, LLC | 0.26% | Reduce -46.6% | 86,000 | $1.5M |
| Cascade Investment Group, Inc. | 1.08% | Reduce -0.7% | 92,161 | $1.5M |
| VELA Investment Management, LLC | 0.50% | No change | 90,407 | $1.5M |
| Exencial Wealth Advisors, LLC | 0.05% | Add +0.6% | 89,993 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Add +2.4% | 89,604 | $1.4M |
| Gsa Capital Partners LLP | 0.11% | Add +59.5% | 89,357 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +100.7% | 88,351 | $1.4M |
| Belpointe Asset Management LLC | 0.08% | Add +13.2% | 87,974 | $1.4M |
| AE Wealth Management LLC | 0.01% | Reduce -2.9% | 86,608 | $1.4M |
| Albert D Mason Inc. | 0.89% | Add +1.1% | 86,160 | $1.4M |
| Synovus Financial Corp. | 0.02% | Add +69.8% | 84,530 | $1.4M |
| Summit Financial Strategies, Inc. | 0.15% | No change | 84,007 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -2.0% | 83,824 | $1.3M |
| Personal Cfo Solutions, LLC | 0.19% | Add +13.6% | 83,765 | $1.3M |
| Penbrook Management LLC | 0.87% | Reduce -4.3% | 83,742 | $1.3M |
| SpiderRock Advisors, LLC | 0.03% | Add +0.6% | 83,042 | $1.3M |
| Chase Investment Counsel Corp. | 0.44% | Add +61.2% | 82,285 | $1.3M |
| StoneX Group Inc. | 0.09% | Add +1.7% | 81,090 | $1.3M |
| Baugh & Associates, LLC | 0.66% | Add +8.6% | 85,496 | $1.3M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -1.7% | 80,382 | $1.3M |
| Founders Financial Securities LLC | 0.12% | Reduce -4.4% | 80,100 | $1.3M |
| Kelleher Financial Advisors | 0.49% | No change | 80,000 | $1.3M |
| MIdWestOne Financial Group, Inc. | 0.18% | Add +12.8% | 79,597 | $1.3M |
| World Investment Advisors | 0.04% | Add +4.6% | 78,806 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -1.3% | 78,783 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +6.0% | 78,264 | $1.3M |
| F/m Investments LLC | 0.04% | No change | 77,933 | $1.3M |
| McAdam, LLC | 0.07% | Reduce -0.5% | 77,595 | $1.2M |
| Avalon Capital Management | 0.38% | Add +0.6% | 77,560 | $1.2M |
| Legacy Advisors, LLC | 0.13% | No change | 76,538 | $1.2M |
| NewEdge Wealth, LLC | 0.02% | Add +10.5% | 75,597 | $1.2M |
| Formidable Asset Management, LLC | 0.19% | Reduce -3.7% | 75,393 | $1.2M |
| Fidelity D & D Bancorp Inc. | 0.80% | New | 75,204 | $1.2M |
| Campbell Capital Management Inc. | 0.47% | Add +124.2% | 74,000 | $1.2M |
| Quantum Portfolio Management LLC | 0.64% | Reduce -20.2% | 73,184 | $1.2M |
| Stablepoint Partners, LLC | 0.21% | Add +0.7% | 72,674 | $1.2M |
| Addis & Hill, Inc | 0.89% | No change | 72,653 | $1.2M |
| Sanders Morris Harris LLC | 0.19% | Reduce -6.0% | 71,198 | $1.1M |
| Linscomb Wealth, Inc. | 0.06% | Add +0.5% | 70,973 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Add +1.1% | 70,120 | $1.1M |
| Stokes Family Office, LLC | 0.12% | No change | 69,530 | $1.1M |
| Group One Trading LLC | 0.04% | Reduce -87.4% | 69,144 | $1.1M |
| One Charles Private Wealth Services, LLC | 0.42% | Add +245.6% | 69,127 | $1.1M |
| Sweet Financial Partners, LLC | 0.24% | Add +0.6% | 69,013 | $1.1M |
| Lanark Financial, Inc. | 0.09% | Add +6.8% | 68,738 | $1.1M |
| Kovack Advisors, Inc. | 0.11% | Reduce -12.8% | 67,538 | $1.1M |
| Brown Brothers Harriman & Co. | 0.01% | Add +111.9% | 67,401 | $1.1M |
| Platform Technology Partners | 0.34% | Reduce -4.3% | 66,746 | $1.1M |
| Bessemer Group Inc. | 0.00% | Add +102.4% | 66,204 | $1.1M |
| Burney Co./ | 0.04% | Add +0.6% | 65,560 | $1.1M |
| Teamwork Financial Advisors, LLC | 0.15% | Reduce -4.5% | 65,557 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +340.4% | 64,432 | $1.0M |
| Monetary Management Group Inc. | 0.26% | No change | 64,000 | $1.0M |
| Hudson Value Partners, LLC | 0.40% | New | 63,775 | $1.0M |
| Anchor Investment Management, LLC | 0.10% | No change | 63,655 | $1.0M |
| Two Sigma Securities, LLC | 0.08% | Add +12.3% | 63,630 | $1.0M |
| Capital Advisory Group Advisory Services, LLC | 0.40% | Add +42.9% | 63,045 | $1.0M |
| Cullen Investment Group, LTD. | 0.15% | No change | 62,800 | $1.0M |
| FourThought Financial Partners, LLC | 0.12% | Add +8.2% | 61,744 | $991K |
| EP Wealth Advisors, LLC | 0.01% | Add +50.7% | 61,493 | $987K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +568.0% | 61,258 | $983K |
| First Manhattan Co. Llc. | 0.00% | Add +1.2% | 61,207 | $982K |
| Capital Advisors Inc. | 0.02% | Reduce -83.3% | 61,157 | $982K |
| Berkshire Asset Management LLC | 0.05% | No change | 60,501 | $981K |
| Meridian Wealth Advisors, LLC | 0.16% | No change | 61,054 | $980K |
| Avior Wealth Management, LLC | 0.04% | Add +45.5% | 60,868 | $977K |
| Empire Financial Management Company, LLC | 0.30% | No change | 60,525 | $971K |
| Ninepoint Partners LP | 0.13% | Reduce -21.0% | 60,237 | $967K |
| GFS Advisors, LLC | 0.20% | Add +19380.5% | 60,000 | $963K |
| Geneos Wealth Management Inc. | 0.04% | Reduce -28.2% | 59,375 | $953K |
| Mitchell McLeod Pugh & Williams Inc. | 0.20% | Add +1.7% | 59,309 | $952K |
| Nilsine Partners, LLC | 0.12% | Reduce -0.8% | 59,125 | $949K |
| Stockman Wealth Management, Inc. | 0.15% | No change | 59,066 | $948K |
| Concourse Financial Group Securities, Inc. | 0.06% | Add +196.2% | 58,449 | $938K |
| Holderness Investments Co. | 0.20% | Add +1.2% | 57,958 | $930K |
| NFC Investments, LLC | 0.26% | Add +3.9% | 57,000 | $915K |
| PFG Advisors | 0.06% | Add +1.8% | 56,851 | $912K |
| Pointe Capital Management LLC | 0.53% | No change | 56,610 | $909K |
| Argent Trust Co | 0.04% | Add +2.6% | 56,434 | $906K |
| Donoghue Forlines LLC | 0.26% | Add +7.4% | 56,248 | $903K |
| TD Waterhouse Canada Inc. | 0.01% | Add +290.9% | 56,035 | $901K |
| Olistico Wealth, LLC | 0.55% | No change | 56,000 | $899K |
| Bard Financial Services, Inc. | 0.11% | Reduce -21.2% | 55,750 | $895K |
| Huntington National Bank | 0.01% | Reduce -4.4% | 55,624 | $893K |
| HFG Advisors, Inc. | 0.79% | No change | 55,595 | $892K |
| Covenant Asset Management, LLC | 0.20% | Reduce -3.4% | 54,959 | $882K |
| Argent Advisors, Inc. | 0.32% | Reduce -27.0% | 54,468 | $874K |
| Choreo, LLC | 0.01% | Reduce -0.9% | 54,235 | $873K |
| Avion Wealth | 0.23% | Add +0.3% | 53,725 | $862K |
| F&V Capital Management, LLC | 0.22% | No change | 53,687 | $862K |
| Nokomis Capital, L.L.C. | 0.38% | Reduce -32.4% | 53,279 | $855K |
| Joseph P. Lucia & Associates, LLC | 0.39% | Add +19.1% | 52,677 | $845K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -26.6% | 52,586 | $844K |
| Bridgewater Advisors Inc. | 0.09% | Add +0.0% | 51,283 | $840K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +2.9% | 52,166 | $837K |
| Guggenheim Capital LLC | 0.01% | Reduce -8.2% | 51,344 | $824K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.32% | No change | 51,336 | $824K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +15.9% | 50,347 | $808K |
| Compass Financial Group, INC | 0.16% | Add +0.5% | 50,097 | $804K |
| Wellington Shields & Co., LLC | 0.24% | No change | 49,527 | $795K |
| Mission Wealth Management, LP | 0.02% | Add +8.4% | 49,416 | $793K |
| BLB&B Advisors, LLC | 0.04% | No change | 49,112 | $788K |
| Moody National Bank Trust Division | 0.08% | Add +1.6% | 49,083 | $788K |
| Samalin Investment Counsel, LLC | 0.33% | Add +1.3% | 47,750 | $766K |
| KCM Investment Advisors LLC | 0.03% | Add +0.6% | 47,300 | $759K |
| NFSG Corp | 0.27% | Add +3.0% | 47,237 | $758K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +37.2% | 47,192 | $757K |
| TCTC Holdings, LLC | 0.03% | Reduce -2.5% | 47,098 | $756K |
| Talon Private Wealth, LLC | 0.16% | — | 47,072 | $755K |
| 9258 Wealth Management, LLC | 0.11% | No change | 46,835 | $752K |
| Lifestyle Asset Management, Inc. | 0.41% | Add +4.2% | 46,535 | $747K |
| Thrive Wealth Management, LLC | 0.14% | No change | 46,034 | $739K |
| Advisor OS, LLC | 0.07% | Add +0.1% | 46,010 | $738K |
| Mgo One Seven LLC | 0.03% | Add +10.6% | 45,795 | $735K |
| National Bank of Canada | 0.00% | Add +56.8% | 45,381 | $728K |
| Independent Wealth Network Inc. | 0.32% | Reduce -6.0% | 45,271 | $727K |
| Howard Capital Management, LLC | 0.01% | Add +4.3% | 45,114 | $724K |
| Morton Capital Management LLC | 0.14% | Add +1.6% | 45,106 | $724K |
| Curi Capital, LLC | 0.02% | Add +8.7% | 44,930 | $721K |
| Cadence Bank | 0.05% | Reduce -0.9% | 44,924 | $721K |
| Burford Brothers, Inc. | 0.38% | Reduce -64.3% | 44,921 | $721K |
| Strategic Financial Concepts, LLC | 0.23% | Reduce -93.8% | 44,865 | $720K |
| Lake Street Private Wealth, LLC | 0.12% | Reduce -85.4% | 44,776 | $719K |
| Waterfront Wealth Inc. | 0.18% | Reduce -0.4% | 43,622 | $718K |
| Essex Financial Services, Inc. | 0.05% | Add +0.1% | 43,820 | $718K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -3.7% | 44,347 | $712K |
| Highland Capital Management, LLC | 0.04% | Add +14.2% | 44,290 | $711K |
| Plan Group Financial, LLC | 0.38% | Add +14.0% | 44,274 | $711K |
| Beam Wealth Advisors, Inc. | 0.22% | Add +7.6% | 44,220 | $710K |
| Fayez Sarofim & Co | 0.00% | No change | 44,056 | $707K |
| Cascade Financial Partners, LLC | 0.09% | No change | 42,717 | $700K |
| Wealth Alliance Advisory Group, LLC | 0.15% | Add +3.4% | 43,484 | $698K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -2.9% | 43,180 | $693K |
| CreativeOne Wealth, LLC | 0.02% | Add +27.7% | 43,087 | $692K |
| Oak Harvest Investment Services | 0.10% | Add +0.0% | 42,673 | $685K |
| Obermeyer Wealth Partners | 0.04% | No change | 41,959 | $673K |
| MMBG Investment Advisors Co. | 0.07% | No change | 41,905 | $673K |
| Bouchey Financial Group, Ltd. | 0.06% | No change | 41,402 | $665K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -14.9% | 41,313 | $663K |
| Modus Advisors, LLC | 0.22% | No change | 41,302 | $663K |
| Disciplined Investments, LLC | 0.32% | Reduce -39.0% | 40,745 | $654K |
| McDonald Partners LLC | 0.16% | Reduce -1.2% | 40,575 | $651K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +4.1% | 40,304 | $647K |
| Fiduciary Group, LLC | 0.07% | Add +14.9% | 40,278 | $646K |
| Pinnacle Associates Ltd. | 0.01% | Add +21.1% | 46,642 | $644K |
| Fisher Asset Management | 0.00% | Reduce -5.2% | 40,075 | $643K |
| Iams Wealth Management, LLC | 0.32% | No change | 40,000 | $642K |
| Samjo Management, LLC | 0.22% | No change | 40,000 | $642K |
| Moneco Advisors, LLC | 0.08% | Add +3.9% | 39,947 | $641K |
| AlphaQ Advisors LLC | 1.78% | Add +1.9% | 39,776 | $638K |
| Mattern Wealth Management LLC | 0.14% | Add +10.3% | 39,688 | $637K |
| WealthTrust Axiom LLC | 0.19% | Add +81.9% | 39,432 | $633K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +3.0% | 39,320 | $631K |
| Guyasuta Investment Advisors Inc. | 0.04% | Add +11.3% | 39,102 | $628K |
| Zimmermann Investment Management & Planning LLC | 0.19% | Add +39.7% | 38,973 | $626K |
| NorthRock Partners, LLC | 0.02% | New | 38,524 | $618K |
| Hardy Reed LLC | 0.06% | No change | 38,420 | $617K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 38,355 | $616K |
| North Star Investment Management Corp. | 0.04% | Add +0.9% | 38,136 | $612K |
| FineMark National Bank & Trust | 0.02% | Add +1.6% | 38,115 | $612K |
| Level Four Advisory Services, LLC | 0.03% | Add +8.2% | 37,062 | $611K |
| XML Financial, LLC | 0.06% | Add +5.3% | 37,647 | $604K |
| Leo Wealth, LLC | 0.06% | Add +197.5% | 37,575 | $603K |
| Perigon Wealth Management, LLC | 0.02% | Add +8.9% | 37,534 | $602K |
| MSH Capital Advisors LLC | 0.18% | Add +18.2% | 37,516 | $602K |
| LaSalle St. Investment Advisors, LLC | 0.24% | Reduce -26.7% | 37,490 | $601K |
| Noesis Capital Mangement Corp. | 0.12% | Reduce -0.4% | 37,281 | $598K |
| Hilltop Wealth Advisors, LLC | 0.28% | No change | 37,180 | $597K |
| ARS Wealth Advisors Group, LLC | 0.07% | Add +12.2% | 36,940 | $593K |
| Invenio Wealth Partners LLC | 0.25% | Reduce -13.0% | 36,716 | $589K |
| WT Wealth Management | 0.19% | Reduce -0.0% | 35,772 | $587K |
| Wesbanco Bank Inc. | 0.02% | Add +48.9% | 36,521 | $586K |
| Empirical Asset Management, LLC | 0.21% | Reduce -0.2% | 36,435 | $585K |
| Rehmann Capital Advisory Group | 0.04% | Add +0.5% | 36,138 | $580K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +0.3% | 36,052 | $579K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +7.0% | 35,764 | $574K |
| Black Swift Group, LLC | 0.13% | Add +88.3% | 35,714 | $573K |
| Axiom Advisory, LLC | 0.01% | Add +3.6% | 35,466 | $571K |
| Whitener Capital Management, Inc. | 0.16% | Add +43.7% | 35,433 | $569K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +190.8% | 35,416 | $568K |
| KPP Advisory Services LLC | 0.14% | Reduce -2.7% | 35,356 | $567K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Add +4.0% | 35,274 | $566K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -8.1% | 35,020 | $562K |
| Diligent Investors, LLC | 0.13% | Add +0.9% | 34,814 | $559K |
| Archford Capital Strategies, LLC | 0.08% | No change | 33,465 | $554K |
| Veracity Capital LLC | 0.21% | Add +2.0% | 34,255 | $550K |
| Visionary Wealth Advisors | 0.03% | Reduce -1.1% | 34,172 | $548K |
| Delos Wealth Advisors, LLC | 0.48% | Add +1.6% | 34,078 | $547K |
| Gould Asset Management LLC | 0.12% | No change | 34,056 | $547K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -15.7% | 34,053 | $546K |
| Asio Capital, LLC | 0.10% | Reduce -1.4% | 34,000 | $546K |
| Caitlin John, LLC | 0.35% | Add +2445.2% | 31,815 | $544K |
| Allworth Financial LP | 0.00% | Add +11.7% | 33,880 | $544K |
| Bison Wealth, LLC | 0.09% | Add +3.5% | 33,841 | $543K |
| Stonegate Investment Group, LLC | 0.01% | Add +1.5% | 33,838 | $543K |
| Naples Global Advisors, LLC | 0.05% | Add +0.3% | 33,800 | $542K |
| Farther Finance Advisors, LLC | 0.02% | Add +1884.8% | 33,544 | $538K |
| Doliver Advisors, LP | 0.15% | Reduce -3.5% | 33,487 | $537K |
| Levin Capital Strategies, L.P. | 0.05% | Add +21.0% | 33,401 | $536K |
| Parkside Financial Bank & Trust | 0.07% | Add +45.2% | 33,333 | $535K |
| Camelot Portfolios, LLC | 0.53% | Reduce -5.0% | 33,272 | $534K |
| Advus Financial Partners, LLC | 0.15% | Add +5.9% | 33,192 | $533K |
| LongView Wealth Management | 0.17% | No change | 33,111 | $531K |
| Merit Financial Group, LLC | 0.01% | Add +18.0% | 32,887 | $528K |
| Compound Planning, Inc. | 0.03% | Add +11.8% | 32,840 | $527K |
| Security National Bank of Sioux City Iowa | 0.32% | Reduce -1.5% | 32,825 | $527K |
| Hilton Capital Management, LLC | 0.04% | No change | 32,755 | $526K |
| FAS Wealth Partners, Inc. | 0.04% | Add +1.3% | 32,661 | $524K |
| Chicago Capital, LLC | 0.01% | Add +4.3% | 32,561 | $523K |
| Fidelis Capital Partners, LLC | 0.06% | Add +2.3% | 31,858 | $522K |
| Romano Brothers and Company | 0.06% | No change | 32,482 | $521K |
| GPS Wealth Strategies Group, LLC | 0.07% | Reduce -2.8% | 32,479 | $521K |
| Brave Asset Management Inc. | 0.13% | Add +0.3% | 32,178 | $516K |
| Fulton Bank, N.A. | 0.02% | Add +26.5% | 32,172 | $516K |
| WR Wealth Planners, LLC | 0.14% | Add +1.6% | 32,133 | $516K |
| Horan Securities, Inc. | 0.20% | Add +3.2% | 31,988 | $513K |
| Fortis Capital Management LLC | 0.10% | Add +2.0% | 31,956 | $513K |
| Calton & Associates, Inc. | 0.20% | New | 31,943 | $513K |
| American Institute for Advanced Investment Management, LLP | 0.37% | Add +10.3% | 31,802 | $510K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -14.8% | 31,787 | $510K |
| Prairie Wealth Advisors, Inc. | 0.25% | Add +13.4% | 31,750 | $510K |
| Conning Inc. | 0.02% | No change | 31,667 | $508K |
| Arax Advisory Partners | 0.05% | Add +0.6% | 31,611 | $507K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 31,231 | $501K |
| Acadian Asset Management LLC | 0.00% | New | 31,238 | $501K |
| Asset Allocation Strategies LLC | 0.14% | Add +5.2% | 30,918 | $496K |
| Full Sail Capital, LLC | 0.03% | No change | 30,875 | $496K |
| Sfmg, LLC | 0.04% | Add +0.1% | 30,814 | $495K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -4.6% | 30,726 | $493K |
| Calydon Capital | 0.08% | Reduce -11.5% | 30,319 | $491K |
| Fortis Group Advisors, LLC | 0.09% | Add +5.0% | 30,383 | $488K |
| Waterloo Capital, L.P. | 0.05% | Reduce -26.1% | 30,259 | $486K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +1.3% | 30,229 | $485K |
| King Wealth Management Group | 0.08% | Add +0.1% | 30,227 | $485K |
| Aspen Grove Capital, LLC | 0.11% | No change | 30,001 | $482K |
| Warther Private Wealth, LLC | 0.17% | Reduce -6.3% | 30,000 | $482K |
| BigSur Wealth Management LLC | 0.13% | No change | 30,000 | $482K |
| JBF Capital, Inc. | 0.07% | No change | 30,000 | $482K |
| Rossmore Private Capital | 0.06% | New | 30,000 | $482K |
| Savant Capital, LLC | 0.00% | Add +65.9% | 29,062 | $466K |
| Pettinga Financial Advisors LLC | 0.11% | Add +1.8% | 29,032 | $466K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.07% | New | 29,016 | $466K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -25.8% | 28,835 | $463K |
| GFG Capital, LLC | 0.19% | No change | 75,840 | $462K |
| Good Life Advisors, LLC | 0.03% | Add +4.0% | 28,723 | $461K |
| ORG Partners LLC | 0.07% | Reduce -92.1% | 28,625 | $459K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 28,492 | $458K |
| Welch Group, LLC | 0.02% | New | 28,489 | $457K |
| FinTrust Capital Advisors, LLC | 0.08% | Add +40.9% | 28,453 | $457K |
| Lake Street Advisors Group, LLC | 0.02% | Add +13.2% | 28,103 | $451K |
| Avantax Planning Partners, Inc. | 0.02% | Add +5.6% | 28,092 | $451K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -1.3% | 27,962 | $449K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.3% | 27,793 | $446K |
| Nwam LLC | 0.03% | New | 27,736 | $445K |
| Procyon Advisors, LLC | 0.03% | Reduce -12.3% | 27,707 | $445K |
| Partners Group Holding AG | 0.03% | No change | 27,555 | $442K |
| HUB Investment Partners, LLC | 0.02% | Add +15.3% | 27,466 | $441K |
| Signaturefd, LLC | 0.01% | Add +12.6% | 27,419 | $440K |
| Provident Investment Management, Inc. | 0.04% | New | 27,391 | $440K |
| Wealth Alliance, LLC | 0.05% | Reduce -17.9% | 27,235 | $437K |
| TCFG Wealth Management, LLC | 0.22% | — | 27,220 | $437K |
| Hartford Financial Management Inc. | 0.09% | No change | 27,134 | $436K |
| Agf Management Ltd. | 0.00% | Reduce -2.4% | 27,024 | $434K |
| Tyler-Stone Wealth Management | 0.08% | Add +283.3% | 26,657 | $428K |
| Marco Investment Management LLC | 0.04% | Add +1.6% | 26,517 | $426K |
| Clear Harbor Asset Management, LLC | 0.04% | No change | 26,500 | $425K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +0.4% | 26,474 | $425K |
| Poplar Forest Capital LLC | 0.06% | No change | 26,450 | $425K |
| Searle & Co. | 0.11% | Add +10.5% | 26,344 | $423K |
| Pursue Wealth Partners LLC | 0.23% | Add +101.7% | 26,029 | $418K |
| Fullcircle Wealth LLC | 0.19% | No change | 25,439 | $417K |
| Cooper Financial Group | 0.05% | New | 25,993 | $417K |
| Saxon Interests, Inc. | 0.19% | Reduce -7.8% | 25,931 | $416K |
| ARK & TLK Investments, LLC | 0.15% | Add +0.1% | 25,847 | $415K |
| Principal Securities, Inc. | 0.01% | Add +6.5% | 25,687 | $412K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -57.5% | 25,662 | $412K |
| HBK Sorce Advisory LLC | 0.01% | Add +22.7% | 25,622 | $411K |
| Whittier Trust Co. | 0.01% | No change | 25,617 | $411K |
| HBW Advisory Services LLC | 0.06% | Add +3.4% | 25,478 | $409K |
| Neville Rodie & Shaw Inc. | 0.03% | Reduce -22.0% | 25,381 | $407K |
| Checchi Capital Advisers, LLC | 0.03% | No change | 25,270 | $406K |
| Leavell Investment Management, Inc. | 0.02% | New | 25,229 | $405K |
| Flynn Zito Capital Management, LLC | 0.20% | Add +1.3% | 25,118 | $403K |
| Focus Financial Network, Inc. | 0.02% | Add +0.9% | 25,098 | $403K |
| Morling Financial Advisors, LLC | 0.15% | Add +1.9% | 25,078 | $402K |
| HAP Trading, LLC | 0.20% | Reduce -12.7% | 25,019 | $402K |
| Schulhoff & Co. Inc. | 0.17% | Add +28.1% | 25,000 | $401K |
| MV Capital Management, Inc. | 0.04% | Add +2.0% | 24,955 | $401K |
| Gray Wealth Management Inc. | 0.16% | Add +10.8% | 24,887 | $399K |
| Stokes Capital Advisors, LLC | 0.10% | No change | 24,846 | $399K |
| Wedmont Private Capital | 0.02% | Reduce -18.3% | 24,556 | $398K |
| Sabal Trust CO | 0.02% | No change | 24,765 | $397K |
| Citizens Financial Group Inc. | 0.01% | New | 24,683 | $396K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +19.4% | 24,646 | $396K |
| Alliance Wealth Advisors, LLC | 0.23% | New | 24,619 | $395K |
| Financial Partners Group, Inc | 0.06% | Add +3.9% | 24,580 | $395K |
| Fiduciary Financial Group, LLC | 0.09% | Add +7.1% | 24,371 | $394K |
| C2C Wealth Management, LLC | 0.37% | No change | 23,797 | $392K |
| TrinityPoint Wealth, LLC | 0.06% | New | 24,422 | $392K |
| Glass Jacobson Investment Advisors llc | 0.13% | Reduce -2.6% | 24,421 | $392K |
| Private Trust Co. NA | 0.04% | Add +19.7% | 24,213 | $389K |
| Walled Lake Planning & Wealth Management, LLC | 0.15% | Reduce -0.9% | 24,164 | $388K |
| CenterStar Asset Management, LLC | 0.58% | New | 24,098 | $387K |
| Canton Hathaway, LLC | 0.10% | Add +20.0% | 24,000 | $385K |
| Bogart Wealth, LLC | 0.02% | Add +1.7% | 23,918 | $384K |
| PDS Planning, Inc | 0.03% | New | 23,862 | $383K |
| Woodward Diversified Capital, LLC | 0.24% | Add +0.0% | 23,639 | $379K |
| Scarborough Advisors, LLC | 0.06% | Reduce -4.1% | 23,639 | $379K |
| Ancora Advisors LLC | 0.01% | Add +111.4% | 23,535 | $378K |
| Second Line Capital, LLC | 0.10% | Add +7.5% | 23,509 | $377K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 23,508 | $377K |
| CIC Wealth, LLC | 0.10% | Add +31.6% | 23,439 | $376K |
| Vista Investment Partners LLC | 0.12% | No change | 23,422 | $376K |
| CWA Asset Management Group, LLC | 0.02% | — | 23,349 | $375K |
| GM Advisory Group, LLC | 0.02% | Add +26.1% | 23,209 | $373K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +2.3% | 23,048 | $370K |
| National Philanthropic Trust | 0.01% | No change | 23,000 | $369K |
| 1ST Source Bank | 0.02% | No change | 22,994 | $369K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 22,933 | $368K |
| Inspire Advisors, LLC | 0.04% | Reduce -4.6% | 22,822 | $366K |
| Oxford Financial Group, LTD. LLC | 0.02% | Add +0.4% | 22,616 | $363K |
| MADDEN SECURITIES Corp | 0.16% | No change | 22,602 | $363K |
| Baird Financial Group, Inc. | 0.00% | Add +2.3% | 22,575 | $362K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.1% | 22,555 | $362K |
| RFG Advisory, LLC | 0.01% | Add +22.5% | 22,510 | $361K |
| Primoris Wealth Advisors, LLC | 0.26% | No change | 22,500 | $361K |
| Capital Market Strategies LLC | 0.22% | Add +0.3% | 22,455 | $360K |
| E&G Advisors, LLC | 0.10% | Add +1.0% | 22,318 | $358K |
| Signature Wealth Management Partners, LLC | 0.26% | Add +0.3% | 22,278 | $358K |
| Prosperity Consulting Group, LLC | 0.03% | New | 22,242 | $357K |
| Cornerstone Advisory, LLC | 0.05% | Add +0.4% | 22,161 | $356K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +0.1% | 22,017 | $353K |
| Fairman Group, LLC | 0.32% | Add +34.6% | 21,945 | $352K |
| Argent Financial Group, Inc. | 0.04% | — | 21,887 | $351K |
| Belfer Management LLC | 5.69% | No change | 21,882 | $351K |
| Atlas Private Wealth Advisors | 0.05% | Add +1.8% | 21,856 | $351K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -16.1% | 21,838 | $351K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -9.0% | 21,725 | $349K |
| Thrivent Financial for Lutherans | 0.00% | Add +57.0% | 21,671 | $348K |
| Magnus Financial Group LLC | 0.04% | Add +19.0% | 21,455 | $344K |
| Christopher J. Hasenberg, Inc | 0.14% | No change | 21,000 | $340K |
| Summit Financial Wealth Advisors, LLC | 0.06% | No change | 21,004 | $337K |
| Affinity Wealth Management LLC | 0.06% | Reduce -7.0% | 21,000 | $337K |
| SCP Investment, LP | 0.24% | Reduce -32.5% | 20,800 | $334K |
| 49 Wealth Management, LLC | 0.05% | New | 20,799 | $334K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Add +2.4% | 20,620 | $331K |
| Act Wealth Management, LLC | 0.15% | No change | 20,540 | $330K |
| Ethos Financial Group, LLC | 0.05% | Add +17.4% | 20,318 | $326K |
| Laidlaw Wealth Management LLC | 0.16% | Reduce -2.9% | 20,300 | $326K |
| Sage Capital Management, LLC | 0.16% | Add +1.3% | 20,250 | $325K |
| Aldebaran Financial Inc. | 0.38% | No change | 20,225 | $325K |
| Nicolet Advisory Services, LLC | 0.03% | Add +1.2% | 19,900 | $325K |
| Prevail Innovative Wealth Advisors, LLC | 0.10% | Reduce -92.8% | 20,154 | $323K |
| Matrix Private Capital Group LLC | 0.19% | No change | 20,043 | $322K |
| EJF Capital LP | 0.21% | Reduce -33.3% | 20,000 | $321K |
| West Michigan Advisors, LLC | 0.10% | Reduce -65.6% | 19,917 | $320K |
| Atria Investments, Inc | 0.00% | Reduce -21.3% | 19,909 | $320K |
| Cypress Capital Management LLC (WY) | 0.35% | Add +5.3% | 19,900 | $319K |
| Mattern Capital Management, LLC | 0.04% | No change | 19,897 | $319K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -29.0% | 19,793 | $318K |
| Van Cleef Asset Management,Inc | 0.04% | Reduce -7.0% | 19,710 | $316K |
| Harmony Asset Management LLC | 0.12% | Add +10.9% | 19,697 | $316K |
| Aire Advisors, LLC | 0.07% | Reduce -1.1% | 19,623 | $315K |
| Yarger Wealth Strategies, LLC | 0.17% | Add +2.7% | 19,503 | $313K |
| Total Clarity Wealth Management, Inc. | 0.10% | Add +0.7% | 19,465 | $312K |
| Kennedy Investment Group, Inc. | 0.14% | Add +1.9% | 19,308 | $310K |
| Westover Capital Advisors, LLC | 0.06% | No change | 19,200 | $308K |
| Quadcap Wealth Management, LLC | 0.05% | Add +6.7% | 19,055 | $306K |
| Centaurus Financial, Inc. | 0.02% | Reduce -52.2% | 18,995 | $305K |
| Old North State Trust, LLC | 0.25% | No change | 18,946 | $304K |
| Tranquility Partners, LLC | 0.11% | Add +1.9% | 18,902 | $303K |
| Natixis Advisors, LLC | 0.00% | Reduce -27.1% | 18,850 | $303K |
| Trek Financial, LLC | 0.02% | Reduce -0.1% | 18,861 | $303K |
| Am Investment Strategies LLC | 0.07% | Add +1.5% | 18,753 | $301K |
| Ingalls & Snyder LLC | 0.01% | No change | 18,647 | $299K |
| Strategy Asset Managers LLC | 0.06% | New | 18,627 | $299K |
| Salvus Wealth Management, LLC | 0.18% | Add +0.0% | 18,617 | $299K |
| Fortitude Advisory Group L.L.C. | 0.19% | Add +9.6% | 18,539 | $298K |
| Caldwell Sutter Capital, Inc. | 0.14% | Add +3.3% | 18,511 | $297K |
| Legacy Financial Strategies, LLC | 0.07% | No change | 18,391 | $295K |
| Opus Capital Group, LLC | 0.04% | No change | 18,399 | $295K |
| Smithbridge Asset Management Inc. | 0.05% | Add +1.2% | 18,349 | $295K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +0.1% | 18,007 | $293K |
| Grey Fox Wealth Advisors, LLC | 0.08% | Add +0.7% | 18,185 | $292K |
| Financial Counselors Inc. | 0.00% | Reduce -1.6% | 18,154 | $291K |
| White Pine Capital LLC | 0.10% | Reduce -53.7% | 18,075 | $290K |
| Cadent Capital Advisors, LLC | 0.10% | Add +2.8% | 18,047 | $290K |
| United Advisor Group, LLC | 0.07% | Add +1.7% | 18,006 | $289K |
| Verity & Verity, LLC | 0.03% | Reduce -25.4% | 17,878 | $287K |
| RiverGlades Family Offices LLC | 0.21% | No change | 17,850 | $286K |
| Highlander Partners, L.P. | 0.17% | No change | 17,080 | $286K |
| Invst, LLC | 0.03% | No change | 17,647 | $283K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.5% | 17,536 | $281K |
| RiverTree Advisors, LLC | 0.19% | No change | 17,500 | $281K |
| Capasso Planning Partners LLC | 0.08% | No change | 17,500 | $281K |
| HTLF Bank | 0.03% | Reduce -5.4% | 17,415 | $280K |
| Aspen Wealth Management LLC | 0.08% | Add +3.6% | 17,252 | $277K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 17,120 | $275K |
| SkyOak Wealth, LLC | 0.06% | Add +9.6% | 17,090 | $274K |
| Retirement Investment Advisors, Inc. | 0.03% | No change | 17,072 | $274K |
| Southland Equity Partners LLC | 0.07% | Add +7.2% | 17,064 | $274K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +6.3% | 17,041 | $274K |
| Register Financial Advisors LLC | 0.14% | Add +0.2% | 17,034 | $273K |
| Leisure Capital Management | 0.12% | No change | 17,000 | $273K |
| Saxony Capital Management, LLC | 0.25% | Reduce -3.1% | 16,964 | $272K |
| Ironwood Investment Counsel, LLC | 0.05% | Add +16.5% | 16,949 | $272K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 16,900 | $271K |
| Almanack Investment Partners, LLC. | 0.04% | New | 16,768 | $269K |
| AlphaStar Capital Management, LLC | 0.02% | Add +7.5% | 16,699 | $268K |
| GDS Wealth Management | 0.03% | No change | 16,560 | $266K |
| Sound Income Strategies, LLC | 0.02% | Add +2.9% | 16,532 | $265K |
| Future Financial Wealth Managment LLC | 0.19% | Add +0.6% | 16,449 | $264K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 16,436 | $264K |
| Novare Capital Management LLC | 0.02% | No change | 16,433 | $264K |
| Private Client Services, LLC | 0.14% | Add +0.1% | 16,404 | $263K |
| Professional Financial Advisors, LLC | 0.07% | No change | 16,401 | $263K |
| Executive Wealth Management, LLC | 0.02% | New | 16,362 | $263K |
| Financial Advocates Investment Management | 0.01% | Reduce -4.4% | 16,229 | $260K |
| Granite Group Advisors, LLC | 0.17% | No change | 16,223 | $260K |
| Sittner & Nelson, LLC | 0.12% | Add +347.2% | 16,100 | $258K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -38.7% | 16,014 | $257K |
| Consilium Wealth Advisory, LLC | 0.14% | No change | 16,000 | $257K |
| Mather Group, Llc. | 0.00% | Reduce -64.1% | 15,996 | $257K |
| Prossimo Advisors, LLC | 0.19% | Reduce -9.4% | 15,976 | $256K |
| Parallel Advisors, LLC | 0.01% | Add +25.0% | 15,864 | $255K |
| Marble Harbor Investment Counsel, LLC | 0.03% | New | 15,800 | $254K |
| L.M. Kohn & Company | 0.06% | Add +0.4% | 15,763 | $253K |
| Human Investing LLC | 0.05% | New | 15,755 | $253K |
| KG Capital Management | 0.08% | Add +1.1% | 15,725 | $252K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +6.8% | 15,675 | $251K |
| Whalerock Point Partners, LLC | 0.06% | Add +6.8% | 15,600 | $250K |
| Conservest Capital Advisors, Inc. | 0.03% | No change | 15,912 | $250K |
| Regent Peak Wealth Advisors LLC | 0.06% | No change | 15,540 | $249K |
| Westwood Wealth Management | 0.10% | Add +3.3% | 15,500 | $249K |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0.18% | No change | 15,490 | $249K |
| First Trust Capital Management L.P. | 0.02% | Reduce -45.1% | 15,483 | $249K |
| Douglass Winthrop Advisors, LLC | 0.00% | No change | 15,350 | $246K |
| SYM FINANCIAL Corp | 0.03% | No change | 15,341 | $246K |
| First PREMIER Bank | 0.06% | No change | 15,288 | $246K |
| Ariston Services Group | 0.21% | New | 15,290 | $245K |
| Core Wealth Partners LLC | 0.15% | No change | 15,288 | $245K |
| Summit Asset Management, LLC | 0.03% | New | 15,115 | $243K |
| Fermata Advisors, LLC | 0.05% | Add +8.0% | 14,935 | $240K |
| Covenant Partners, LLC | 0.07% | New | 14,880 | $239K |
| Tiaa Trust, National Association | 0.00% | Reduce -5.1% | 14,671 | $235K |
| Stelac Advisory Services LLC | 0.09% | No change | 14,600 | $234K |
| Hollencrest Capital Management | 0.01% | Add +0.5% | 14,587 | $234K |
| CFO4Life Group, LLC | 0.04% | Add +0.9% | 14,567 | $234K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 14,527 | $233K |
| USAdvisors Wealth Management, LLC | 0.08% | Add +37.4% | 14,500 | $233K |
| Hollow Brook Wealth Management LLC | 0.07% | No change | 14,470 | $232K |
| Larson Financial Group LLC | 0.01% | Reduce -14.3% | 14,304 | $230K |
| Ellis Investment Partners, LLC | 0.04% | Add +1.4% | 14,293 | $229K |
| Hemington Wealth Management | 0.06% | No change | 13,952 | $229K |
| First National Trust Co | 0.01% | Reduce -3.4% | 14,195 | $228K |
| Trueblood Wealth Management, LLC | 0.11% | No change | 14,180 | $228K |
| Secure Asset Management, LLC | 0.04% | New | 14,128 | $227K |
| Ulland Investment Advisors, LLC | 0.17% | Reduce -1.0% | 14,000 | $225K |
| First Citizens Bank & Trust Co. | 0.00% | Add +22.9% | 14,015 | $225K |
| SJS Investment Consulting Inc. | 0.04% | Add +3648.8% | 13,983 | $224K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -8.4% | 13,919 | $223K |
| Smithfield Trust Co | 0.01% | No change | 13,731 | $221K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.1% | 13,769 | $221K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 13,767 | $221K |
| TrueWealth Advisors, LLC | 0.07% | Add +30.6% | 13,766 | $221K |
| Family Manage LLC | 0.04% | New | 13,664 | $219K |
| Country Club Bank | 0.01% | Add +3.8% | 13,646 | $219K |
| Kiely Wealth Advisory Group, Inc. | 0.14% | New | 12,862 | $219K |
| WCG Wealth Advisors LLC | 0.01% | Add +3.5% | 13,617 | $219K |
| Wealth Effects LLC | 0.08% | No change | 13,514 | $217K |
| WFA Asset Management Corp | 0.12% | Add +0.5% | 13,498 | $217K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +1.0% | 13,474 | $216K |
| Viawealth, LLC | 0.13% | No change | 13,458 | $216K |
| HM Payson & Co. | 0.00% | No change | 13,442 | $216K |
| Tempus Wealth Planning, LLC | 0.08% | Add +13.7% | 13,342 | $214K |
| Concord Wealth Partners | 0.04% | Add +9.7% | 13,312 | $214K |
| Verdence Capital Advisors LLC | 0.02% | Add +2.0% | 13,268 | $213K |
| Clearstead Advisors, LLC | 0.00% | Add +0.2% | 13,266 | $213K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 13,263 | $213K |
| Aerodigm Wealth, LLC | 0.13% | Add +1.9% | 13,260 | $213K |
| Shepherd Financial Partners LLC | 0.03% | Add +1.9% | 13,222 | $212K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -6.7% | 13,217 | $212K |
| Euro Pacific Asset Management, LLC | 0.04% | Add +3.9% | 13,210 | $212K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.9% | 13,185 | $212K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 13,180 | $212K |
| Shufro Rose & Co. LLC | 0.02% | No change | 13,028 | $211K |
| Hobbs Group Advisors, LLC | 0.08% | No change | 13,160 | $211K |
| LRI Investments, LLC | 0.02% | No change | 12,290 | $211K |
| PCG Wealth Advisors, LLC | 0.08% | Add +1.8% | 13,086 | $210K |
| Wolff Financial Management LLC | 0.06% | Add +0.2% | 13,112 | $210K |
| Sterling Capital Management LLC | 0.00% | — | 13,003 | $209K |
| FLC Capital Advisors | 0.05% | No change | 13,000 | $209K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 12,990 | $208K |
| Ruggaard & Associates LLC | 0.09% | No change | 12,987 | $208K |
| Kaizen Financial Strategies | 0.12% | Add +1.9% | 12,962 | $208K |
| Probity Advisors, Inc. | 0.04% | No change | 12,858 | $206K |
| Paragon Capital Management Ltd | 0.04% | No change | 12,834 | $206K |
| Brighton Jones LLC | 0.01% | Add +9.4% | 12,686 | $204K |
| Klingman & Associates, LLC | 0.01% | No change | 12,589 | $202K |
| Cullinan Associates Inc. | 0.01% | No change | 12,300 | $202K |
| Woodstock Corp. | 0.02% | No change | 12,500 | $201K |
| Tompkins Financial Corp. | 0.02% | No change | 12,500 | $201K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 12,474 | $200K |
| Modera Wealth Management, LLC | 0.00% | Add +2.9% | 12,428 | $199K |
| Creative Financial Designs Inc. | 0.02% | Add +10.7% | 12,410 | $199K |
| Madison Park Capital Advisors, LLC | 0.15% | Add +0.0% | 12,304 | $197K |
| Marcum Wealth, LLC | 0.02% | Reduce -5.2% | 12,286 | $197K |
| Jmac Enterprises LLC | 0.03% | Add +0.2% | 12,282 | $197K |
| Pallas Capital Advisors LLC | 0.01% | New | 12,012 | $197K |
| Tandem Investment Advisors, Inc. | 0.01% | Reduce -20.3% | 12,267 | $197K |
| Walker Asset Management, LLC | 0.12% | Add +1.5% | 12,203 | $196K |
| Mark Sheptoff Financial Planning, LLC | 0.10% | No change | 12,160 | $195K |
| Herold Advisors, Inc. | 0.04% | Add +0.1% | 12,111 | $194K |
| Capstone Financial Advisors, Inc. | 0.01% | No change | 12,041 | $193K |
| Hall Laurie J Trustee | 0.06% | No change | 12,004 | $193K |
| Private Wealth Partners, LLC | 0.02% | New | 12,000 | $193K |
| Safeguard Investment Advisory Group, LLC | 0.05% | Add +1.3% | 11,992 | $192K |
| Blue Trust, Inc. | 0.00% | Add +173.1% | 11,783 | $191K |
| Dudley Capital Management, LLC | 0.10% | No change | 11,887 | $191K |
| University of Texas/Texas Am Investment Management Co. | 0.03% | No change | 11,817 | $190K |
| Key Client Fiduciary Advisors, LLC | 0.09% | No change | 11,804 | $189K |
| First Heartland Consultants, Inc. | 0.02% | Add +1.3% | 11,803 | $189K |
| American Financial Advisors, LLC | 0.03% | Add +0.1% | 11,629 | $187K |
| CMG Global Holdings, LLC | 0.10% | Reduce -11.9% | 11,589 | $186K |
| Journey Strategic Wealth LLC | 0.01% | Add +12.2% | 11,586 | $186K |
| Centurion Wealth Management LLC | 0.06% | — | 11,559 | $186K |
| Sapient Capital LLC | 0.00% | No change | 11,539 | $185K |
| Veery Capital, LLC | 0.07% | No change | 11,500 | $185K |
| Lazard Asset Management LLC | 0.00% | Reduce -66.1% | 11,499 | $184K |
| McCarthy Asset Management, Inc. | 0.11% | Add +0.4% | 11,449 | $184K |
| Jim Saulnier & Associates, LLC | 0.18% | — | 11,394 | $183K |
| Mills Wealth Advisors LLC | 0.13% | New | 11,355 | $182K |
| Arkfeld Wealth Strategies, L.L.C. | 0.09% | New | 11,131 | $181K |
| Zacks Investment Management | 0.00% | New | 11,257 | $181K |
| First United Bank & Trust | 0.06% | No change | 11,250 | $181K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 11,220 | $180K |
| TKG Advisors, LLC | 0.09% | New | 11,068 | $178K |
| Traynor Capital Management, Inc. | 0.01% | Reduce -64.1% | 11,056 | $177K |
| Ami Investment Management Inc. | 0.06% | No change | 10,997 | $177K |
| O'Dell Group, LLC | 0.04% | No change | 10,900 | $175K |
| L & S Advisors Inc | 0.02% | Reduce -21.7% | 10,814 | $174K |
| Shulman DeMeo Asset Management LLC | 0.04% | New | 10,777 | $173K |
| Barrett & Company, Inc. | 0.07% | Add +11.0% | 10,770 | $173K |
| Strategic Advocates LLC | 0.06% | Add +0.6% | 10,762 | $173K |
| Everett Harris & Co. | 0.00% | No change | 10,697 | $172K |
| Fiduciary Trust Co | 0.00% | Add +1.4% | 10,691 | $172K |
| Mindset Wealth Management, LLC | 0.07% | — | 10,634 | $171K |
| Prosperity Financial Group, Inc. | 0.10% | No change | 10,550 | $169K |
| Prudential Financial Inc. | 0.00% | Reduce -1.6% | 10,539 | $169K |
| Valley National Advisers Inc. | 0.03% | Add +0.2% | 10,586 | $169K |
| Montag A & Associates Inc. | 0.01% | Add +26.5% | 10,508 | $169K |
| Smith, Moore & Co. | 0.02% | New | 10,508 | $169K |
| IronBridge Private Wealth, LLC | 0.06% | Add +0.3% | 10,491 | $168K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 10,058 | $166K |
| Thompson Davis & Co., Inc. | 0.12% | Reduce -10.8% | 10,350 | $166K |
| Lyell Wealth Management, LP | 0.02% | Reduce -0.8% | 10,350 | $166K |
| Colorado Capital Management, Inc. | 0.08% | No change | 10,360 | $166K |
| Summit X, LLC | 0.04% | New | 10,196 | $165K |
| Prio Wealth Limited Partnership | 0.00% | No change | 10,300 | $165K |
| Rothschild Investment LLC | 0.01% | Add +2.0% | 10,237 | $164K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.2% | 10,192 | $164K |
| Simon Quick Advisors, LLC | 0.01% | New | 10,180 | $163K |
| AlphaCore Capital LLC | 0.04% | No change | 10,174 | $163K |
| Voya Financial Advisors, Inc. | 0.02% | Add +0.1% | 10,159 | $163K |
| Certified Advisory Corp | 0.02% | Add +0.1% | 10,154 | $163K |
| PCA Investment Advisory Services Inc. | 0.08% | No change | 10,149 | $163K |
| Proficio Capital Partners LLC | 0.02% | Reduce -22.9% | 10,083 | $162K |
| EPG Wealth Management LLC | 0.04% | New | 10,068 | $162K |
| Apollon Financial, LLC | 0.05% | No change | 10,000 | $161K |
| Anfield Capital Management, LLC | 0.06% | Add +0.3% | 9,909 | $159K |
| Operose Advisors LLC | 0.05% | Reduce -64.2% | 9,556 | $153K |
| Hexagon Capital Partners LLC | 0.03% | Add +0.2% | 9,443 | $152K |
| Hara Capital LLC | 0.09% | New | 9,125 | $146K |
| Webster Bank, N. A. | 0.02% | No change | 9,025 | $145K |
| Bank of New Hampshire | 0.04% | No change | 8,728 | $140K |
| AllSquare Wealth Management LLC | 0.08% | No change | 8,621 | $138K |
| American Capital Advisory, LLC | 0.08% | No change | 8,495 | $136K |
| MCF Advisors LLC | 0.01% | Reduce -8.1% | 8,195 | $132K |
| Ashton Thomas Securities, LLC | 0.03% | New | 8,075 | $130K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Reduce -13.1% | 8,012 | $129K |
| Kings Path Partners LLC | 0.05% | No change | 8,000 | $128K |
| Chilton Capital Management LLC | 0.01% | Reduce -38.6% | 7,949 | $128K |
| Riggs Asset Managment Co. Inc. | 0.03% | No change | 7,929 | $127K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +156.1% | 7,779 | $124K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 7,700 | $124K |
| WASHINGTON TRUST Co | 0.00% | No change | 7,599 | $122K |
| Nemes Rush Group LLC | 0.02% | No change | 7,729 | $122K |
| Godsey & Gibb, Inc. | 0.01% | Add +87.2% | 7,488 | $120K |
| Eastern Bank | 0.00% | New | 6,790 | $109K |
| Motco | 0.01% | Reduce -26.6% | 6,425 | $103K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -11.0% | 6,160 | $99K |
| Proffitt & Goodson Inc. | 0.02% | Add +15.9% | 6,025 | $97K |
| IAG Wealth Partners, LLC | 0.02% | Add +1.8% | 5,989 | $96K |
| Adirondack Trust Co. | 0.04% | Add +106.4% | 5,985 | $96K |
| State of Wyoming | 0.01% | Reduce -50.1% | 5,932 | $95K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Reduce -76.6% | 5,450 | $87K |
| Hilltop National Bank | 0.03% | Add +21.4% | 5,384 | $86K |
| Toth Financial Advisory Corp. | 0.01% | Add +3.9% | 5,355 | $86K |
| Blue Owl Capital Holdings LP | 0.02% | New | 5,326 | $85K |
| Fortitude Family Office, LLC | 0.03% | Add +12.3% | 5,316 | $85K |
| Global Trust Asset Management, LLC | 0.03% | No change | 5,300 | $85K |
| Strategic Investment Solutions, Inc. | 0.03% | New | 5,224 | $84K |
| Pathway Financial Advisers, LLC | 0.04% | Add +1837.4% | 1,338,885 | $83K |
| Zazove Associates LLC | 0.15% | No change | 5,000 | $80K |
| Cedar Wealth Management, LLC | 0.02% | No change | 5,000 | $80K |
| City Holding Co. | 0.01% | No change | 4,963 | $80K |
| Voisard Asset Management Group, Inc. | 0.03% | Add +2.3% | 4,900 | $79K |
| UMB Bank, n.a. | 0.00% | Reduce -38.8% | 4,838 | $78K |
| Carmichael Hill & Associates, Inc. | 0.03% | Add +0.0% | 4,710 | $76K |
| Quent Capital, LLC | 0.01% | Add +2.0% | 4,553 | $73K |
| Compass Wealth Management LLC | 0.02% | No change | 4,500 | $72K |
| Estabrook Capital Management | 0.01% | No change | 4,451 | $71K |
| Sandy Spring Bank | 0.00% | Add +56.1% | 4,450 | $71K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 4,222 | $68K |
| Heritage Wealth Advisors | 0.00% | No change | 4,200 | $67K |
| Founders Capital Management | 0.04% | No change | 4,192 | $67K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -3.3% | 4,170 | $67K |
| Eagle Bay Advisors LLC | 0.03% | Add +3.1% | 4,143 | $66K |
| S.A. Mason LLC | 0.03% | Add +6.0% | 4,105 | $66K |
| Lummis Asset Management, LP | 0.08% | No change | 4,070 | $65K |
| Creekmur Asset Management LLC | 0.02% | Reduce -25.4% | 4,065 | $65K |
| Mechanics Financial Corp | 0.03% | No change | 4,000 | $64K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +2.0% | 3,884 | $62K |
| Colonial Trust Advisors | 0.01% | No change | 3,840 | $62K |
| Earned Wealth Advisors, LLC | 0.02% | New | 3,792 | $61K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -58.1% | 3,625 | $58K |
| St Germain D J Co. Inc. | 0.00% | No change | 3,614 | $58K |
| Kelly Lawrence W & Associates Inc. | 0.01% | No change | 3,600 | $58K |
| Optimum Investment Advisors | 0.02% | No change | 3,500 | $56K |
| HBC Financial Services, PLLC | 0.03% | Add +32.0% | 3,300 | $54K |
| Manchester Capital Management LLC | 0.01% | New | 3,328 | $53K |
| Albion Financial Group | 0.00% | Add +1.9% | 3,325 | $53K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +1.9% | 3,093 | $50K |
| Kozak & Associates, Inc. | 0.01% | Add +2.0% | 3,017 | $49K |
| SouthState Bank Corp | 0.00% | No change | 3,050 | $49K |
| Caldwell Trust Co | 0.01% | Add +334.8% | 3,022 | $49K |
| Wolff Wiese Magana LLC | 0.03% | Reduce -7.2% | 3,005 | $48K |
| Wintrust Investments LLC | 0.04% | Reduce -89.9% | 3,046 | $48K |
| Planned Solutions, Inc. | 0.02% | New | 2,931 | $47K |
| Rise Advisors, LLC | 0.02% | Add +7.4% | 2,809 | $45K |
| Main Street Group, LTD | 0.02% | Reduce -24.0% | 2,798 | $45K |
| Castleview Partners, LLC | 0.03% | No change | 2,750 | $44K |
| Rational Advisors, Inc. | 0.00% | Reduce -12.1% | 2,712 | $44K |
| Hudson Edge Investment Partners Inc. | 0.01% | No change | 2,600 | $42K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +281.8% | 2,577 | $41K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 2,554 | $41K |
| Continuum Advisory, LLC | 0.01% | Add +44.8% | 2,357 | $40K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,500 | $40K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +43.5% | 2,472 | $40K |
| MRP Capital Investments, LLC | 0.04% | New | 2,456 | $39K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 2,425 | $39K |
| Key Financial Inc | 0.01% | Reduce -27.6% | 2,390 | $38K |
| Asset Dedication, LLC | 0.00% | Add +0.9% | 2,362 | $38K |
| Financial Freedom, LLC | 0.02% | Add +2.0% | 2,292 | $37K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -1.5% | 2,233 | $36K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,211 | $35K |
| Beacon Capital Management, LLC | 0.00% | Add +33.0% | 2,143 | $34K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 2,000 | $32K |
| Trust Co | 0.00% | No change | 2,000 | $32K |
| NBT Bank, N.A. | 0.00% | New | 2,000 | $32K |
| Stone House Investment Management, LLC | 0.01% | Add +0.8% | 1,986 | $32K |
| Hanson & Doremus Investment Management | 0.00% | No change | 1,952 | $31K |
| Pacific Center for Financial Services | 0.01% | No change | 1,920 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | Add +3.8% | 1,881 | $30K |
| Evermay Wealth Management LLC | 0.00% | No change | 1,844 | $30K |
| Northwest Financial Advisors | 0.02% | New | 1,820 | $29K |
| Peoples Financial Services Corp. | 0.01% | No change | 1,792 | $29K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 1,771 | $28K |
| Assetmark, Inc. | 0.00% | Add +2138.5% | 1,746 | $28K |
| Community Bank, N.A. | 0.00% | No change | 1,700 | $27K |
| Oarsman Capital, Inc. | 0.01% | New | 1,693 | $27K |
| Princeton Global Asset Management LLC | 0.01% | Add +65.0% | 1,650 | $26K |
| FSC Wealth Advisors, LLC | 0.02% | Add +20.5% | 1,582 | $25K |
| Colonial Trust Co / SC | 0.00% | No change | 1,567 | $25K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1,533 | $25K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,500 | $24K |
| Delta Asset Management LLC | 0.00% | No change | 1,500 | $24K |
| Country Trust Bank | 0.00% | New | 1,500 | $24K |
| Sawyer & Company, Inc | 0.01% | No change | 1,500 | $24K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -75.0% | 1,484 | $24K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +1.1% | 1,481 | $24K |
| Clarity Asset Management, Inc. | 0.02% | Add +2.0% | 1,464 | $23K |
| First Personal Financial Services | 0.00% | No change | 1,399 | $22K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 1,385 | $22K |
| Tidemark, LLC | 0.01% | Add +2.1% | 1,377 | $22K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -99.9% | 1,332 | $21K |
| Financial Connections Group, Inc. | 0.01% | Reduce -14.1% | 1,348 | $21K |
| PFS Partners, LLC | 0.01% | Reduce -14.1% | 1,280 | $21K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 1,235 | $20K |
| Tsfg, LLC | 0.00% | No change | 1,172 | $19K |
| Islay Capital Management, LLC | 0.01% | No change | 1,024 | $16K |
| Atticus Wealth Management, LLC | 0.01% | No change | 1,023 | $16K |
| TD Capital Management LLC | 0.00% | No change | 1,018 | $16K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 1,000 | $16K |
| FSA Wealth Management LLC | 0.01% | — | 1,000 | $16K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 1,000 | $16K |
| Stephens Consulting, LLC | 0.00% | No change | 1,000 | $16K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 1,000 | $16K |
| Cornerstone National Bank & Trust Co | 0.01% | New | 906 | $15K |
| CNB Bank | 0.01% | No change | 900 | $14K |
| Tortoise Investment Management, LLC | 0.00% | No change | 900 | $14K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +56.0% | 880 | $14K |
| 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% | No change | 830 | $13K |
| Clear Investment Research, LLC | 0.02% | Add +2.0% | 780 | $13K |
| American National Bank & Trust | 0.00% | No change | 705 | $11K |
| Pineridge Advisors LLC | 0.00% | Add +13.3% | 692 | $11K |
| Archer Investment Corp | 0.00% | No change | 680 | $11K |
| Crewe Advisors LLC | 0.00% | Reduce -94.5% | 670 | $11K |
| McIlrath & Eck, LLC | 0.00% | Reduce -50.1% | 644 | $10K |
| Addison Advisors LLC | 0.00% | No change | 640 | $10K |
| Financial Management Professionals, Inc. | 0.00% | No change | 633 | $10K |
| Hoese & Co LLP | 0.01% | No change | 600 | $10K |
| GoalVest Advisory LLC | 0.00% | New | 583 | $9K |
| Resources Management Corp. /CT/ | 0.00% | No change | 544 | $9K |
| New England Capital Financial Advisors LLC | 0.00% | Add +1.9% | 541 | $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% | No change | 458 | $7K |
| Centerpoint Advisors, LLC | 0.00% | Add +13.0% | 434 | $7K |
| Russell Investments Group, Ltd. | 0.00% | New | 400 | $6K |
| Covestor Ltd | 0.00% | Reduce -6.5% | 287 | $5K |
| Chesapeake Asset Management LLC | 0.00% | Add +1.7% | 303 | $5K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 300 | $5K |
| Costello Asset Management, INC | 0.00% | New | 294 | $5K |
| Burkett Financial Services, LLC | 0.00% | Add +1.8% | 278 | $4K |
| Penserra Capital Management LLC | 0.00% | Add +10.5% | 285 | $4K |
| Atwood & Palmer Inc. | 0.00% | No change | 223 | $4K |
| GeoWealth Management, LLC | 0.00% | New | 207 | $3K |
| Independence Bank of Kentucky | 0.00% | New | 200 | $3K |
| Belmont Capital, LLC | 0.00% | No change | 200 | $3K |
| Headlands Technologies LLC | 0.00% | New | 167 | $3K |
| First Command Advisory Services, Inc. | 0.00% | New | 134 | $2K |
| CKW Financial Group | 0.00% | New | 100 | $2K |
| Sachetta, LLC | 0.00% | New | 100 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 95 | $2K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 80 | $1K |
| Legacy Investment Solutions, LLC | 0.00% | — | 59 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | — | 59 | $1K |
| Abound Wealth Management | 0.00% | New | 6 | $97 |
"% of holder's portfolio" is ET's weight in each manager's 13F, not the share of Energy Transfer LP the manager owns.