Energy Transfer LPET
13F holders, Q4 2024 (December 31)1,205holders +105
92new positions
55sold out
8famous investors
$19.57avg. 13F price*
At the end of Q4 2024, 1,205 institutions reported holding Energy Transfer LP (ET) in their 13F filings, up 105 from Q3 2024. 92 opened new positions and 55 sold out. The largest holders were Morgan Stanley ($1.8B), Goldman Sachs Group Inc. ($1.8B) and Alps Advisors Inc. ($1.3B). 8 famous investors held it, including Leon Cooperman (9.4% of Omega Advisors (Leon Cooperman)'s portfolio), David Abrams (5.6% of Abrams Capital Management's portfolio) and David Tepper (1.5% of Appaloosa's portfolio).
- Company
- Energy Transfer LP
- CUSIP
- 29273V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $260.1M |
| Exits | 55 | $37.7M |
All 13F filers, Q3 2024 → Q4 2024: 139,258,961 shares bought and 127,275,653 shares sold, net +11,983,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,205 holders
| Morgan Stanley | 0.13% | Add +53.9% | 92,644,714 | $1.8B |
| Goldman Sachs Group Inc. | 0.34% | Add +29.2% | 91,666,720 | $1.8B |
| Alps Advisors Inc. | 8.25% | Reduce -4.8% | 66,740,349 | $1.3B |
| Invesco Ltd. | 0.20% | Reduce -3.7% | 56,113,966 | $1.1B |
| Blackstone Inc. | 5.00% | Reduce -59.0% | 53,721,736 | $1.1B |
| JPMorgan Chase & Co. | 0.08% | Add +67.9% | 49,050,193 | $960.9M |
| FMR LLC | 0.05% | Add +15.7% | 38,634,018 | $756.8M |
| UBS Group AG | 0.17% | Add +16.8% | 38,556,878 | $755.3M |
| Bank of America Corp. | 0.07% | Reduce -27.1% | 37,937,262 | $743.2M |
| Tortoise Capital Advisors, L.L.C. | 9.34% | Reduce -0.2% | 37,253,839 | $729.8M |
| Kayne Anderson Capital Advisors LP | 11.21% | Add +7.7% | 23,987,750 | $469.9M |
| First Reserve GP XIII Ltd | 100.00% | No change | 23,340,380 | $457.2M |
| Energy Income Partners, LLC | 8.31% | Add +2.6% | 20,648,665 | $404.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.83% | Add +5.8% | 19,776,221 | $387.4M |
| Abrams Capital Management | 5.62% | No change | 17,834,322 | $349.4M |
| Westwood Holdings Group Inc. | 2.49% | Add +18.2% | 16,331,220 | $319.9M |
| Clearbridge Investments, LLC | 0.26% | Reduce -2.9% | 16,165,263 | $316.7M |
| BNP Paribas Financial Markets | 0.25% | Add +39.3% | 16,101,763 | $315.4M |
| Neuberger Berman Group LLC | 0.25% | Reduce -2.2% | 15,992,659 | $313.3M |
| Chickasaw Capital Management LLC | 12.47% | Add +2.5% | 15,738,594 | $308.3M |
| Natixis | 1.95% | Add +7.0% | 14,619,124 | $286.4M |
| Brookfield Corp | 1.63% | Add +4.7% | 13,750,386 | $269.4M |
| CIBC Private Wealth Group LLC | 0.48% | Add +0.1% | 13,518,334 | $266.7M |
| Omega Advisors (Leon Cooperman) | 9.39% | No change | 12,660,000 | $248.0M |
| Bank of Montreal | 0.12% | Add +12090.8% | 12,455,613 | $244.0M |
| Wells Fargo & Company | 0.06% | Add +10.0% | 11,662,581 | $228.5M |
| Citigroup Inc. | 0.19% | Add +6.2% | 10,172,224 | $199.3M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 9.87% | Add +4.0% | 7,586,598 | $148.6M |
| Berkley W R Corp. | 7.02% | No change | 6,334,494 | $124.1M |
| Raymond James Financial Inc. | 0.04% | — | 6,088,603 | $119.3M |
| Eagle Global Advisors LLC | 4.65% | Add +3.3% | 5,793,007 | $113.5M |
| Stifel Financial Corp. | 0.11% | Add +1.6% | 5,616,600 | $110.0M |
| Miller Howard Investments Inc. | 3.60% | Reduce -9.9% | 5,583,871 | $109.4M |
| Stephens Group, LLC | 54.55% | No change | 5,574,335 | $109.2M |
| Garrett Wealth Advisory Group, LLC | 24.42% | Add +0.0% | 5,479,818 | $107.3M |
| LPL Financial LLC | 0.04% | Add +8.3% | 5,118,880 | $100.3M |
| Patient Capital Management, LLC | 4.60% | Reduce -3.9% | 5,091,882 | $99.7M |
| Fractal Investments LLC | 15.02% | No change | 5,009,543 | $98.1M |
| Royal Bank of Canada | 0.02% | Reduce -6.7% | 4,998,538 | $97.9M |
| Duff & Phelps Investment Management Co. | 1.17% | Add +0.9% | 4,994,274 | $97.8M |
| Appaloosa | 1.50% | Reduce -28.0% | 4,914,735 | $96.3M |
| Allianz Asset Management GmbH | 0.14% | Add +0.2% | 4,883,414 | $95.7M |
| Recurrent Investment Advisors LLC | 8.49% | Add +3.0% | 4,720,835 | $92.5M |
| Zurich Insurance Group Ltd | 0.65% | New | 4,038,442 | $79.1M |
| Amundi | 0.03% | No change | 3,859,188 | $76.1M |
| Pinnacle Wealth Planning Services, Inc. | 11.28% | Reduce -10.5% | 3,832,257 | $75.1M |
| Rockefeller Capital Management L.P. | 0.19% | Add +5.8% | 3,702,380 | $72.5M |
| HighTower Advisors, LLC | 0.10% | Add +0.6% | 3,664,814 | $71.8M |
| Barclays PLC | 0.03% | Reduce -63.2% | 3,413,347 | $66.9M |
| Long Focus Capital Management, LLC | 5.01% | No change | 3,342,400 | $65.5M |
| Chicago Partners Investment Group LLC | 2.16% | Add +2.1% | 3,287,145 | $64.9M |
| Infrastructure Capital Advisors, LLC | 10.72% | Reduce -6.3% | 3,233,920 | $63.4M |
| Cohen & Steers, Inc. | 0.11% | Add +2.7% | 3,060,340 | $60.0M |
| Osaic Holdings, Inc. | 0.13% | Add +12.3% | 3,046,343 | $59.7M |
| RR Advisors, LLC | 14.66% | Add +6.2% | 2,912,000 | $57.1M |
| Longfellow Investment Management Co. LLC | 14.37% | Reduce -3.5% | 2,852,118 | $55.9M |
| Nuveen Asset Management, LLC | 0.02% | Add +63.0% | 2,830,861 | $55.5M |
| Beach Investment Counsel Inc. | 7.28% | Reduce -4.1% | 2,750,952 | $53.9M |
| Merewether Investment Management, LP | 2.05% | Add +36.5% | 2,618,212 | $51.3M |
| Nomura Holdings Inc. | 0.27% | Reduce -0.2% | 2,600,000 | $50.9M |
| HSBC Holdings PLC | 0.03% | New | 2,563,415 | $50.2M |
| Maryland State Retirement & Pension System | 1.07% | Reduce -2.3% | 2,541,855 | $49.8M |
| Philosophy Capital Management LLC | 6.66% | Reduce -8.7% | 2,519,649 | $49.4M |
| Toronto Dominion Bank | 0.09% | New | 2,472,000 | $48.4M |
| Jennison Associates LLC | 0.03% | Reduce -45.0% | 2,424,454 | $47.5M |
| Progeny 3, Inc. | 3.59% | Add +1.9% | 2,307,785 | $45.2M |
| Walnut Private Equity Partners, LLC | 20.67% | Add +1.9% | 1,985,000 | $38.9M |
| Catalyst Capital Advisors LLC | 0.82% | Add +6.5% | 1,953,355 | $38.3M |
| Americana Partners, LLC | 1.45% | Add +0.6% | 1,816,567 | $35.6M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +25.4% | 1,775,479 | $34.8M |
| Deutsche Bank AG | 0.01% | Reduce -1.9% | 1,655,155 | $32.4M |
| FFG Partners, LLC | 11.33% | Add +0.8% | 1,650,574 | $32.3M |
| Commonwealth Equity Services, LLC | 0.05% | Add +8.7% | 1,633,396 | $32.0M |
| Mariner, LLC | 0.05% | Reduce -3.5% | 1,609,501 | $31.5M |
| Delphi Financial Group, Inc. | 15.01% | No change | 1,421,945 | $27.9M |
| Adams Asset Advisors, LLC | 3.65% | No change | 1,420,699 | $27.8M |
| Cetera Investment Advisers | 0.06% | Add +5.3% | 1,396,837 | $27.4M |
| Exchange Traded Concepts, LLC | 0.55% | Reduce -6.5% | 1,388,226 | $27.2M |
| Payden & Rygel | 2.25% | No change | 1,332,490 | $26.1M |
| Moneta Group Investment Advisors LLC | 0.36% | Add +1.6% | 1,311,045 | $25.7M |
| Beacon Pointe Advisors, LLC | 0.28% | Add +16.5% | 1,307,190 | $25.6M |
| Lonestar Capital Management LLC | 21.31% | Reduce -7.1% | 1,300,000 | $25.5M |
| Aptus Capital Advisors, LLC | 0.30% | Add +14.1% | 1,276,127 | $25.0M |
| Gabelli Funds LLC | 0.19% | Reduce -1.2% | 1,249,492 | $24.5M |
| Kamunting Street Capital Management, L.P. | 20.88% | Reduce -7.8% | 1,232,801 | $24.2M |
| Stephens Inc. | 0.33% | Add +4.2% | 1,201,288 | $23.5M |
| Nexpoint Asset Management, L.P. | 2.76% | Reduce -0.2% | 1,197,512 | $23.5M |
| Texas Yale Capital Corp. | 0.94% | Add +0.5% | 1,193,871 | $23.4M |
| Simplex Trading, LLC | 0.65% | Add +110.2% | 1,178,669 | $23.1M |
| Sanctuary Advisors, LLC | 0.14% | Add +20.0% | 1,063,085 | $22.4M |
| Susquehanna Fundamental Investments, LLC | 0.36% | — | 1,087,977 | $21.3M |
| Kestra Advisory Services, LLC | 0.11% | Add +963.3% | 1,030,648 | $20.2M |
| General American Investors Co. Inc. | 1.43% | No change | 1,020,030 | $20.0M |
| U.S. Capital Wealth Advisors, LLC | 0.61% | Add +1.5% | 1,006,789 | $19.7M |
| RBF Capital, LLC | 1.02% | No change | 1,000,000 | $19.6M |
| Oppenheimer & Co. Inc. | 0.29% | Add +4.0% | 999,694 | $19.6M |
| Jane Street Group, LLC | 0.03% | Add +460.3% | 999,280 | $19.6M |
| Creative Planning | 0.02% | Add +21.9% | 970,295 | $19.0M |
| Evergreen Capital Management LLC | 0.61% | Reduce -0.1% | 961,587 | $18.8M |
| Townsquare Capital LLC | 0.21% | Add +2.9% | 949,698 | $18.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.1% | 913,859 | $17.9M |
| Diversify Advisory Services, LLC | 0.98% | Add +1.2% | 917,815 | $17.8M |
| Heronetta Management, L.P. | 9.90% | Reduce -0.8% | 884,654 | $17.3M |
| Prime Capital Investment Advisors, LLC | 0.25% | Add +3.1% | 864,848 | $16.9M |
| NBW Capital LLC | 3.11% | Reduce -4.5% | 858,137 | $16.8M |
| McGowan Group Asset Management, Inc. | 2.28% | Add +0.6% | 854,579 | $16.7M |
| Fairholme Capital Management | 1.41% | New | 852,900 | $16.7M |
| Callodine Capital Management, LP | 3.44% | Add +36.0% | 850,000 | $16.7M |
| Glenmede Trust Co. NA | 0.08% | Add +5.5% | 849,198 | $16.6M |
| Bokf, NA | 0.28% | Add +6.3% | 839,738 | $16.3M |
| Private Capital Advisors, Inc. | 1.92% | Reduce -0.0% | 824,119 | $16.1M |
| Pathstone Holdings, LLC | 0.07% | Add +3.3% | 822,356 | $16.1M |
| Hartree Partners, LP | 6.01% | New | 821,000 | $16.1M |
| National Bank of Canada | 0.02% | Add +1708.7% | 820,790 | $16.1M |
| Dividend Assets Capital, LLC | 3.10% | Reduce -1.0% | 814,342 | $16.0M |
| Williams Jones Wealth Management, LLC. | 0.19% | Reduce -3.2% | 811,458 | $15.9M |
| Fourpath Capital Management, LLC | 2.94% | Add +4.8% | 811,023 | $15.9M |
| Truist Financial Corp. | 0.02% | Reduce -15.5% | 793,196 | $15.5M |
| Parsons Capital Management Inc. | 0.83% | Add +0.7% | 782,246 | $15.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +6.4% | 764,632 | $15.0M |
| HRT Financial LP | 0.08% | Reduce -77.8% | 763,901 | $15.0M |
| Westend Capital Management, LLC | 4.35% | Add +2.4% | 748,121 | $14.7M |
| MAI Capital Management | 0.11% | Add +6.8% | 745,720 | $14.6M |
| Bollard Group LLC | 0.40% | Reduce -3.2% | 729,590 | $14.3M |
| Cna Financial Corp. | 8.50% | Add +27.3% | 700,000 | $13.7M |
| Manning & Napier Advisors LLC | 0.16% | Add +47.4% | 700,000 | $13.7M |
| Summit Financial, LLC | 0.47% | Add +227.7% | 685,525 | $13.4M |
| JCP Investment Management, LLC | 7.90% | Add +1.0% | 684,064 | $13.4M |
| Atria Wealth Solutions, Inc. | 0.15% | Add +44.0% | 680,628 | $13.3M |
| Charter Oak Advisors LP | 8.37% | — | 667,944 | $13.1M |
| Mercuria Capital Strategies, LLC | 4.78% | — | 650,000 | $12.7M |
| Private Advisor Group, LLC | 0.07% | Add +5.7% | 646,104 | $12.7M |
| IFP Advisors, Inc | 0.41% | Add +1.1% | 634,469 | $12.4M |
| Alden Global Capital LLC | 12.06% | Reduce -10.6% | 632,013 | $12.4M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -12.5% | 627,711 | $12.3M |
| Annandale Capital, LLC | 2.40% | Reduce -5.3% | 619,013 | $12.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +12.7% | 610,927 | $12.0M |
| &partners | 0.14% | Add +366.6% | 592,279 | $11.6M |
| Childress Capital Advisors, LLC | 3.21% | Reduce -12.1% | 587,003 | $11.5M |
| NewEdge Advisors, LLC | 0.07% | Add +5.1% | 585,089 | $11.5M |
| Wexford Capital LP | 2.91% | Add +0.8% | 579,425 | $11.4M |
| Spirit of America Management Corp. | 2.28% | Reduce -9.6% | 574,700 | $11.3M |
| Hennessy Advisors Inc. | 0.33% | No change | 570,900 | $11.2M |
| Ensign Peak Advisors, Inc | 0.02% | No change | 555,230 | $10.9M |
| Requisite Capital Management, LLC | 2.20% | No change | 550,610 | $10.8M |
| Bowen Hanes & Co. Inc. | 0.29% | New | 550,000 | $10.8M |
| Summit Securities Group LLC | 4.00% | Reduce -56.8% | 546,300 | $10.7M |
| Corient Private Wealth LP | 0.02% | Add +0.6% | 1,678,533 | $10.7M |
| Brown Advisory Inc. | 0.01% | Add +10.2% | 543,023 | $10.6M |
| ELCO Management Co., LLC | 5.56% | Reduce -2.6% | 540,477 | $10.6M |
| Tectonic Advisors LLC | 0.68% | Add +7.9% | 527,348 | $10.3M |
| Blair William & Co. | 0.03% | Add +8.4% | 515,292 | $10.1M |
| Texas Capital Bank Wealth Management Services Inc | 1.02% | Add +3.5% | 510,253 | $10.0M |
| Advisors Capital Management, LLC | 0.15% | Add +1.3% | 499,921 | $9.8M |
| Captrust Financial Advisors | 0.03% | Reduce -1.7% | 493,926 | $9.7M |
| US Bancorp \de | 0.01% | Add +242.9% | 493,107 | $9.7M |
| Cutter & CO Brokerage, Inc. | 2.29% | Add +0.9% | 478,202 | $9.4M |
| Oxbow Advisors, LLC | 1.12% | Add +0.3% | 471,336 | $9.2M |
| Jefferies Financial Group Inc. | 0.11% | Add +125.0% | 469,227 | $9.2M |
| Pekin Hardy Strauss, Inc. | 1.15% | Add +0.8% | 462,162 | $9.1M |
| Moors & Cabot, Inc. | 0.42% | Add +2.7% | 454,979 | $8.9M |
| American Financial Group Inc. | 4.13% | No change | 450,896 | $8.8M |
| Cutler Capital Management, LLC | 3.88% | Reduce -3.2% | 441,474 | $8.6M |
| Avenir Corp. | 0.88% | Reduce -0.5% | 438,662 | $8.6M |
| Amitell Capital Pte Ltd | 7.59% | No change | 428,146 | $8.4M |
| Prospera Financial Services Inc | 0.19% | Add +22.1% | 422,599 | $8.3M |
| Empowered Funds, LLC | 0.12% | Add +15.8% | 401,491 | $7.9M |
| Fogel Capital Management, Inc. | 3.95% | Add +2.5% | 401,232 | $7.9M |
| Ameriprise Financial Inc. | 0.00% | Add +11.6% | 389,075 | $7.6M |
| Salem Investment Counselors Inc. | 0.25% | No change | 384,774 | $7.5M |
| Concorde Financial Corp | 4.48% | Reduce -0.6% | 384,165 | $7.5M |
| Cresset Asset Management, LLC | 0.04% | Add +201.2% | 383,552 | $7.5M |
| Waverly Advisors, LLC | 0.12% | Add +56.4% | 383,164 | $7.5M |
| Gilman Hill Asset Management, LLC | 1.30% | Reduce -6.7% | 381,847 | $7.5M |
| SL Advisors, LLC | 12.27% | Reduce -0.1% | 378,868 | $7.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +3.3% | 374,374 | $7.3M |
| Fort Sheridan Advisors LLC | 1.06% | Add +1.8% | 372,243 | $7.3M |
| Crescent Grove Advisors, LLC | 0.71% | Add +1.7% | 368,041 | $7.2M |
| Cumberland Partners Ltd | 0.50% | No change | 366,705 | $7.2M |
| Ascentis Wealth Management, LLC | 2.51% | Add +6.2% | 365,240 | $7.2M |
| Castleark Management LLC | 0.25% | No change | 360,310 | $7.1M |
| Cibc World Market Inc. | 0.02% | Reduce -0.5% | 357,287 | $7.0M |
| Fort Washington Investment Advisors Inc. | 0.04% | Reduce -5.5% | 355,625 | $7.0M |
| Corigliano Investment Advisers, LLC | 3.32% | — | 353,700 | $6.9M |
| Whittier Trust Co. of Nevada Inc. | 0.17% | New | 353,240 | $6.9M |
| Sowell Financial Services LLC | 0.36% | Reduce -10.1% | 347,104 | $6.8M |
| Chiron Investment Management, LLC | 2.24% | No change | 343,777 | $6.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 332,044 | $6.5M |
| Northern Trust Corp. | 0.00% | Reduce -2.5% | 330,649 | $6.5M |
| Advisors Asset Management, Inc. | 0.12% | Add +27.9% | 329,859 | $6.5M |
| Cohen Capital Management, Inc. | 1.08% | No change | 329,304 | $6.5M |
| Wilmington Savings Fund Society, FSB | 0.11% | Add +40.6% | 325,243 | $6.4M |
| Hodges Capital Management Inc. | 0.38% | Add +0.0% | 323,928 | $6.3M |
| Keebeck Wealth Management | 0.91% | Add +0.1% | 321,711 | $6.3M |
| Lido Advisors, LLC | 0.04% | Add +2.9% | 320,734 | $6.3M |
| Cambiar Investors LLC | 0.25% | Add +0.0% | 317,599 | $6.2M |
| Advisory Services Network, LLC | 0.11% | Add +8.6% | 314,352 | $6.2M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -2.7% | 312,772 | $6.1M |
| Horizon Kinetics Asset Management LLC | 0.08% | Add +3.5% | 311,724 | $6.1M |
| NorthCoast Asset Management LLC | 0.03% | Add +2.7% | 309,342 | $6.1M |
| NFC Investments, LLC | 1.67% | Add +442.1% | 309,000 | $6.1M |
| Jones Financial Companies LLLP | 0.01% | Add +16.6% | 308,278 | $6.0M |
| Apollon Wealth Management, LLC | 0.14% | Add +9.1% | 308,277 | $6.0M |
| Nations Financial Group Inc, /Ia/ | 0.44% | Reduce -4.8% | 303,652 | $5.9M |
| Militia Capital Partners, LP | 5.62% | — | 300,000 | $5.9M |
| Granby Capital Management, LLC | 3.04% | Reduce -25.0% | 300,000 | $5.9M |
| Cerity Partners LLC | 0.01% | Add +27.2% | 308,587 | $5.9M |
| BlackRock, Inc. | 0.00% | Add +26.3% | 298,200 | $5.8M |
| Enclave Advisors LLC | 0.95% | Add +1.7% | 293,324 | $5.7M |
| Old North State Wealth Management, LLC | 3.23% | Reduce -1.6% | 292,936 | $5.7M |
| Acadian Asset Management LLC | 0.02% | Add +835.7% | 292,281 | $5.7M |
| D.A. Davidson & Co. | 0.05% | Add +5.8% | 291,548 | $5.7M |
| Pacer Advisors, Inc. | 0.01% | Add +10.4% | 290,534 | $5.7M |
| Independent Advisor Alliance | 0.07% | Add +0.2% | 288,382 | $5.6M |
| Baldwin Wealth Partners LLC | 0.39% | Add +0.6% | 286,579 | $5.6M |
| Hilltop Holdings Inc. | 0.35% | Add +339.6% | 283,253 | $5.5M |
| Cullen Capital Management, LLC | 0.06% | Reduce -14.3% | 281,004 | $5.5M |
| Northern Right Capital Management, L.P. | 2.02% | Reduce -0.6% | 277,999 | $5.4M |
| Knollwood Investment Advisory, LLC | 0.57% | Add +2.2% | 276,000 | $5.4M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -0.1% | 275,926 | $5.4M |
| Kingsview Wealth Management, LLC | 0.10% | Add +10.7% | 268,040 | $5.3M |
| Capital Investment Advisors, LLC | 0.11% | Reduce -1.3% | 267,365 | $5.2M |
| Bahl & Gaynor LLC | 0.03% | No change | 266,569 | $5.2M |
| Focus Partners Wealth | 0.01% | Reduce -13.6% | 264,572 | $5.2M |
| Bridges Investment Management Inc. | 0.07% | No change | 264,422 | $5.2M |
| PSI Advisors, LLC | 1.52% | Reduce -3.4% | 262,219 | $5.1M |
| International Assets Investment Management, LLC | 0.43% | Add +0.1% | 260,494 | $5.1M |
| Ashford Capital Management Inc. | 0.57% | Add +1.9% | 248,203 | $4.9M |
| Capital Analysts, LLC | 0.19% | Reduce -3.1% | 247,448 | $4.8M |
| Adell Harriman & Carpenter Inc. | 0.34% | Add +12.6% | 246,079 | $4.8M |
| PFG Investments, LLC | 0.30% | Add +16.3% | 245,688 | $4.8M |
| Sei Investments Co. | 0.01% | Add +131.6% | 244,213 | $4.8M |
| Huntleigh Advisors, Inc. | 1.01% | — | 239,755 | $4.7M |
| Shepherd Kaplan Krochuk, LLC | 3.89% | Reduce -6.0% | 237,627 | $4.7M |
| Franklin Resources Inc. | 0.00% | No change | 232,513 | $4.6M |
| Calamos Advisors LLC | 0.03% | Reduce -15.1% | 230,990 | $4.5M |
| ProShare Advisors LLC | 0.01% | Reduce -9.0% | 230,024 | $4.5M |
| Brookstone Capital Management | 0.06% | Add +4.4% | 225,829 | $4.4M |
| American Assets Investment Management, LLC | 0.36% | No change | 225,800 | $4.4M |
| Castalian Partners, LLC | 4.18% | — | 225,618 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.3% | 218,594 | $4.3M |
| Morningstar Investment Management LLC | 0.34% | Reduce -26.8% | 218,192 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -80.3% | 217,652 | $4.3M |
| Prospect Financial Services LLC | 2.28% | Reduce -2.1% | 212,614 | $4.2M |
| Ieq Capital, LLC | 0.04% | Add +6.4% | 211,532 | $4.1M |
| Global Retirement Partners, LLC | 0.12% | Reduce -11.4% | 210,098 | $4.1M |
| First Trust Advisors LP | 0.00% | Reduce -9.5% | 209,892 | $4.1M |
| Cercano Management LLC | 0.10% | Reduce -52.3% | 209,295 | $4.1M |
| 180 Wealth Advisors, LLC | 0.64% | Reduce -0.8% | 207,888 | $4.1M |
| Valeo Financial Advisors, LLC | 0.11% | Reduce -13.8% | 255,527 | $4.1M |
| Sentinel Trust Co. Lba | 0.47% | No change | 207,000 | $4.1M |
| Fortem Financial Group, LLC | 1.56% | Add +2.8% | 205,872 | $4.0M |
| Jackson Hole Capital Partners, LLC | 0.81% | Add +1.2% | 203,924 | $4.0M |
| Mutual Advisors, LLC | 0.11% | Add +11.9% | 195,565 | $4.0M |
| Keybank National Association | 0.01% | Add +2.7% | 197,981 | $3.9M |
| CoreCap Advisors, LLC | 0.18% | Add +18.8% | 197,822 | $3.9M |
| Pin Oak Investment Advisors Inc. | 3.52% | No change | 240,669 | $3.9M |
| 1900 Wealth Management LLC | 0.32% | Add +1.4% | 195,359 | $3.8M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +3.7% | 193,170 | $3.8M |
| Lee Financial Co | 0.53% | Add +0.9% | 192,961 | $3.8M |
| Lavaca Capital LLC | 1.66% | No change | 192,800 | $3.8M |
| Corps Capital Advisors, LLC | 3.76% | — | 189,152 | $3.7M |
| Basso Capital Management, L.P. | 3.19% | No change | 188,500 | $3.7M |
| Icon Wealth Advisors, LLC | 0.30% | Add +6.7% | 185,614 | $3.6M |
| Fayez Sarofim & Co | 0.01% | Add +317.8% | 184,056 | $3.6M |
| Pinnacle Holdings, LLC | 1.56% | Reduce -4.3% | 183,356 | $3.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +12.7% | 182,783 | $3.6M |
| Redwood Wealth Management Group, LLC | 1.74% | Reduce -2.4% | 182,504 | $3.6M |
| M&T Bank Corp | 0.01% | Add +4.5% | 182,179 | $3.6M |
| Anthracite Investment Company, Inc. | 1.79% | Reduce -14.9% | 182,000 | $3.6M |
| Howard Financial Services, LTD. | 0.48% | Add +0.3% | 181,632 | $3.6M |
| CFM Wealth Partners LLC | 0.60% | Reduce -3.0% | 180,484 | $3.5M |
| Terril Brothers, Inc. | 1.07% | Add +0.4% | 178,916 | $3.5M |
| First Dallas Securities Inc. | 1.43% | Add +1.5% | 178,754 | $3.5M |
| Sunbelt Securities, Inc. | 0.31% | Reduce -38.9% | 177,814 | $3.5M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -3.2% | 177,522 | $3.5M |
| Aurora Private Wealth, Inc. | 2.59% | Add +0.9% | 176,454 | $3.5M |
| ArchPoint Investors | 1.12% | Add +1.0% | 174,238 | $3.4M |
| Finer Wealth Management, Inc. | 1.94% | Add +7.6% | 172,637 | $3.4M |
| Beverly Hills Private Wealth, LLC | 0.67% | Add +0.8% | 169,256 | $3.3M |
| IHT Wealth Management, LLC | 0.10% | Reduce -0.5% | 165,612 | $3.2M |
| Segall Bryant & Hamill, LLC | 0.04% | No change | 165,499 | $3.2M |
| Selway Asset Management | 1.26% | Reduce -1.8% | 164,000 | $3.2M |
| Cary Street Partners Investment Advisory LLC | 2.11% | Reduce -31.5% | 163,880 | $3.2M |
| Kornitzer Capital Management Inc. | 0.06% | Reduce -0.2% | 162,600 | $3.2M |
| Rollins Financial Advisors, LLC | 0.49% | Add +70.7% | 160,709 | $3.1M |
| Daymark Wealth Partners, LLC | 0.13% | Add +0.3% | 160,678 | $3.1M |
| Van Eck Associates Corp. | 0.00% | Add +2.9% | 160,529 | $3.1M |
| Wolverine Trading, LLC | 0.07% | Reduce -48.5% | 158,316 | $3.1M |
| Texas Bank & Trust Co | 1.25% | — | 154,998 | $3.0M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -4.9% | 153,569 | $3.0M |
| HB Wealth Management, LLC | 0.03% | Add +0.6% | 152,529 | $3.0M |
| Venture Visionary Partners LLC | 0.13% | Add +4.0% | 150,845 | $3.0M |
| Turtle Creek Wealth Advisors, LLC | 0.68% | Reduce -0.7% | 149,838 | $2.9M |
| Northeast Financial Consultants Inc | 0.12% | No change | 149,058 | $2.9M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -2.8% | 148,673 | $2.9M |
| Sigma Planning Corp | 0.09% | Reduce -0.7% | 143,223 | $2.8M |
| HUB Investment Partners, LLC | 0.12% | Add +417.2% | 142,043 | $2.8M |
| Cwm, LLC | 0.01% | Add +44.0% | 141,724 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +2.3% | 140,783 | $2.8M |
| IMC-Chicago, LLC | 0.07% | New | 140,504 | $2.8M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -2.8% | 140,178 | $2.7M |
| Freestone Capital Holdings, LLC | 0.09% | No change | 137,883 | $2.7M |
| Outfitters Financial LLC | 2.16% | No change | 137,762 | $2.7M |
| Kercheville Advisors, LLC | 1.04% | Add +12.5% | 137,150 | $2.7M |
| Sage Investment Counsel LLC | 3.50% | — | 137,075 | $2.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 136,000 | $2.7M |
| Cannell & Spears LLC | 0.05% | Add +0.4% | 135,647 | $2.7M |
| Wedbush Securities Inc. | 0.09% | Add +44.2% | 135,281 | $2.6M |
| Lindbrook Capital, LLC | 0.24% | Reduce -7.6% | 132,966 | $2.6M |
| Clarus Group, Inc. | 0.92% | Add +0.6% | 132,161 | $2.6M |
| Rockwood Wealth Management, LLC | 0.28% | Add +2.7% | 131,692 | $2.6M |
| Wealthspire Advisors, LLC | 0.03% | Add +0.4% | 130,202 | $2.6M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +35.1% | 129,826 | $2.5M |
| Level Four Advisory Services, LLC | 0.10% | Add +248.9% | 129,294 | $2.5M |
| Cobblestone Capital Advisors LLC | 0.14% | No change | 128,884 | $2.5M |
| Fifth Third Bancorp | 0.01% | Reduce -1.7% | 128,308 | $2.5M |
| Forum Financial Management, LP | 0.04% | Add +2.3% | 126,394 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +13.7% | 125,086 | $2.5M |
| SG Americas Securities, LLC | 0.01% | Reduce -11.3% | 124,190 | $2.4M |
| Millennium Capital Advisors, LLC | 1.66% | Add +17.2% | 124,164 | $2.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.0% | 123,830 | $2.4M |
| Harbour Investments, Inc. | 0.07% | Add +0.9% | 120,632 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -13.9% | 119,180 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +7.3% | 117,266 | $2.3M |
| Wellington Shields Capital Management, LLC | 0.41% | Add +17.7% | 117,217 | $2.3M |
| Quantum Private Wealth, LLC | 0.73% | No change | 116,627 | $2.3M |
| Intrua Financial, LLC | 0.37% | Add +7.0% | 116,139 | $2.3M |
| New Republic Capital, LLC | 1.48% | No change | 115,973 | $2.3M |
| Greenland Capital Management LP | 0.46% | New | 115,000 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +29.4% | 114,345 | $2.2M |
| Kirr Marbach & Co. LLC | 0.48% | Reduce -1.9% | 114,028 | $2.2M |
| Bramshill Investments, LLC | 0.35% | Reduce -6.9% | 113,996 | $2.2M |
| Pingora Partners LLC | 1.46% | No change | 113,656 | $2.2M |
| Intellectus Partners, LLC | 0.49% | Add +4.7% | 112,409 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -23.9% | 112,052 | $2.2M |
| Independent Financial Group, LLC | 0.07% | Add +11.2% | 111,997 | $2.2M |
| Cary Street Partners Financial LLC | 0.07% | — | 111,426 | $2.2M |
| Autumn Glory Partners, LLC | 1.07% | Reduce -15.6% | 110,838 | $2.2M |
| Jacobi Capital Management LLC | 0.16% | Add +1.6% | 110,679 | $2.2M |
| Arkadios Wealth Advisors | 0.12% | Reduce -3.1% | 109,826 | $2.2M |
| Meridian Wealth Management, LLC | 0.10% | Add +1.9% | 109,516 | $2.1M |
| Alpha Wealth Funds, LLC | 2.24% | — | 109,500 | $2.1M |
| IFG Advisory, LLC | 0.12% | Add +4.8% | 109,301 | $2.1M |
| Ellsworth Advisors, LLC | 0.56% | Add +9.5% | 108,954 | $2.1M |
| FORA Capital, LLC | 0.24% | Reduce -13.3% | 108,304 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Add +0.3% | 108,035 | $2.1M |
| Silverlake Wealth Management LLC | 0.82% | Add +0.1% | 107,735 | $2.1M |
| Wesbanco Bank Inc. | 0.07% | Add +189.4% | 105,700 | $2.1M |
| Integrated Advisors Network LLC | 0.10% | Add +7.1% | 105,077 | $2.1M |
| Sheaff Brock Investment Advisors, LLC | 0.18% | Add +0.9% | 104,408 | $2.0M |
| TCW Group Inc. | 0.02% | No change | 103,400 | $2.0M |
| Spire Wealth Management | 0.06% | Add +2.3% | 102,958 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -13.6% | 102,766 | $2.0M |
| Aull & Monroe Investment Management Corp | 1.03% | Reduce -0.9% | 102,496 | $2.0M |
| Steel Grove Capital Advisors, LLC | 0.28% | Add +0.1% | 102,048 | $2.0M |
| Taconic Capital Advisors LP | 0.15% | No change | 100,000 | $2.0M |
| Clarkston Capital Partners, LLC | 0.04% | Reduce -3.7% | 100,000 | $2.0M |
| Haverford Trust Co | 0.02% | Reduce -2.6% | 99,564 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +5.6% | 98,977 | $1.9M |
| LexAurum Advisors, LLC | 0.39% | Add +0.2% | 98,918 | $1.9M |
| Griffin Asset Management, Inc. | 0.23% | Reduce -0.6% | 98,593 | $1.9M |
| Edge Capital Group, LLC | 0.09% | Add +2.4% | 98,295 | $1.9M |
| Tidal Investments LLC | 0.02% | Reduce -3.6% | 98,036 | $1.9M |
| Macquarie Group Ltd. | 0.00% | New | 96,941 | $1.9M |
| Quadrant Capital Group LLC | 0.13% | No change | 94,962 | $1.9M |
| StoneX Group Inc. | 0.10% | Add +16.8% | 94,738 | $1.9M |
| Sonora Investment Management Group, LLC | 0.14% | Reduce -11.2% | 94,726 | $1.9M |
| Avos Capital Management, LLC | 1.49% | — | 89,840 | $1.8M |
| GAMCO Investors | 0.02% | Reduce -1.3% | 93,150 | $1.8M |
| Intellus Advisors LLC | 0.31% | — | 91,891 | $1.8M |
| Cascade Investment Group, Inc. | 1.27% | Reduce -1.3% | 90,975 | $1.8M |
| Exencial Wealth Advisors, LLC | 0.07% | Add +1.0% | 90,894 | $1.8M |
| Uptown Financial Advisors LLC | 1.92% | — | 90,689 | $1.8M |
| AE Wealth Management LLC | 0.01% | Add +4.2% | 90,260 | $1.8M |
| Pathway Financial Advisers, LLC | 0.59% | Reduce -93.3% | 89,283 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +5.7% | 88,639 | $1.7M |
| Chapin Davis, Inc. | 0.56% | No change | 107,463 | $1.7M |
| World Investment Advisors | 0.05% | Add +11.3% | 87,753 | $1.7M |
| Capital Advisory Group Advisory Services, LLC | 0.62% | Add +39.0% | 87,609 | $1.7M |
| Sanders Morris Harris LLC | 0.25% | Add +22.5% | 87,198 | $1.7M |
| Albert D Mason Inc. | 1.13% | Add +0.2% | 86,329 | $1.7M |
| Alpine Woods Capital Investors, LLC | 0.32% | No change | 86,000 | $1.7M |
| Summit Financial Strategies, Inc. | 0.18% | Add +1.8% | 85,475 | $1.7M |
| Transcend Capital Advisors, LLC | 0.12% | Reduce -22.9% | 85,429 | $1.7M |
| FourThought Financial Partners, LLC | 0.17% | Add +37.9% | 85,136 | $1.7M |
| Penbrook Management LLC | 1.12% | Reduce -0.3% | 83,500 | $1.6M |
| Foundations Investment Advisors, LLC | 0.03% | Add +2.9% | 82,733 | $1.6M |
| Brown Brothers Harriman & Co. | 0.01% | Add +22.2% | 82,383 | $1.6M |
| Chase Investment Counsel Corp. | 0.52% | No change | 82,285 | $1.6M |
| Personal Cfo Solutions, LLC | 0.32% | Reduce -1.9% | 82,191 | $1.6M |
| Kelleher Financial Advisors | 0.60% | Add +1.3% | 81,019 | $1.6M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -9.8% | 80,827 | $1.6M |
| Enhancing Capital LLC | 1.26% | — | 80,640 | $1.6M |
| Baugh & Associates, LLC | 0.82% | Reduce -0.1% | 85,396 | $1.6M |
| Avalon Capital Management | 0.50% | Add +2.8% | 79,760 | $1.6M |
| Ninepoint Partners LP | 0.25% | Add +30.9% | 78,832 | $1.5M |
| Founders Financial Securities LLC | 0.14% | Reduce -2.4% | 78,157 | $1.5M |
| F/m Investments LLC | 0.06% | No change | 77,933 | $1.5M |
| McAdam, LLC | 0.08% | No change | 77,595 | $1.5M |
| NFSG Corp | 0.39% | Add +63.2% | 77,088 | $1.5M |
| Stablepoint Partners, LLC | 0.27% | Add +4.9% | 76,244 | $1.5M |
| NewEdge Wealth, LLC | 0.03% | Add +0.8% | 76,197 | $1.5M |
| GFG Capital, LLC | 0.41% | No change | 75,840 | $1.5M |
| Jump Financial, LLC | 0.03% | Reduce -65.2% | 75,196 | $1.5M |
| Warm Springs Advisors Inc. | 1.36% | — | 75,000 | $1.5M |
| Campbell Capital Management Inc. | 0.57% | No change | 74,000 | $1.4M |
| Formidable Asset Management, LLC | 0.24% | Reduce -2.1% | 73,798 | $1.4M |
| Legacy Advisors, LLC | 0.14% | Reduce -3.7% | 73,704 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -7.0% | 73,227 | $1.4M |
| Fidelity D & D Bancorp Inc. | 0.95% | Reduce -2.6% | 73,225 | $1.4M |
| Manske Wealth Management | 0.57% | — | 72,968 | $1.4M |
| Fortress Private Ledger, LLC | 0.87% | — | 72,934 | $1.4M |
| Addis & Hill, Inc | 1.05% | No change | 72,653 | $1.4M |
| Linscomb Wealth, Inc. | 0.07% | Add +0.5% | 71,323 | $1.4M |
| Quantum Portfolio Management LLC | 0.74% | Reduce -3.5% | 70,623 | $1.4M |
| Stokes Family Office, LLC | 0.15% | Add +0.1% | 69,605 | $1.4M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -12.2% | 68,756 | $1.3M |
| Paragon Capital Management Ltd | 0.27% | Add +435.5% | 68,724 | $1.3M |
| Western Wealth Management, LLC | 0.07% | Reduce -2.3% | 68,533 | $1.3M |
| Chiron Capital Management, LLC | 1.27% | Reduce -37.5% | 68,436 | $1.3M |
| Avior Wealth Management, LLC | 0.05% | Add +12.4% | 68,428 | $1.3M |
| MIdWestOne Financial Group, Inc. | 0.19% | Reduce -14.7% | 67,939 | $1.3M |
| Burney Co./ | 0.05% | Add +3.1% | 67,618 | $1.3M |
| Chesley Taft & Associates LLC | 0.06% | Add +28.5% | 67,586 | $1.3M |
| Platform Technology Partners | 0.40% | Add +0.8% | 67,299 | $1.3M |
| Bourgeon Capital Management LLC | 0.25% | Reduce -37.5% | 67,170 | $1.3M |
| Merit Financial Group, LLC | 0.02% | Add +103.7% | 66,992 | $1.3M |
| One Charles Private Wealth Services, LLC | 0.44% | Reduce -3.6% | 66,637 | $1.3M |
| Private Wealth Partners, LLC | 0.10% | Add +454.2% | 66,500 | $1.3M |
| Joseph P. Lucia & Associates, LLC | 0.58% | Add +26.0% | 66,370 | $1.3M |
| Meridian Wealth Advisors, LLC | 0.21% | Add +8.5% | 66,228 | $1.3M |
| Watts Gwilliam & Co., LLC | 0.27% | New | 66,532 | $1.3M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +3.8% | 60,682 | $1.3M |
| Hudson Value Partners, LLC | 0.47% | Add +1.6% | 64,775 | $1.3M |
| Monetary Management Group Inc. | 0.33% | No change | 64,000 | $1.3M |
| Belpointe Asset Management LLC | 0.08% | Reduce -11.5% | 77,828 | $1.3M |
| Anchor Investment Management, LLC | 0.12% | No change | 63,655 | $1.2M |
| Empire Financial Management Company, LLC | 0.39% | Add +5.0% | 63,525 | $1.2M |
| Berkshire Asset Management LLC | 0.06% | Reduce -2.7% | 58,844 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +12.3% | 62,912 | $1.2M |
| Cullen Investment Group, LTD. | 0.18% | No change | 62,800 | $1.2M |
| Kovack Advisors, Inc. | 0.12% | Reduce -7.7% | 62,352 | $1.2M |
| Capital Advisors Inc. | 0.02% | Add +0.5% | 61,485 | $1.2M |
| Choreo, LLC | 0.02% | Add +12.1% | 60,776 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +164.1% | 60,566 | $1.2M |
| Connective Portfolio Management, LLC | 1.75% | New | 60,000 | $1.2M |
| GFS Advisors, LLC | 0.18% | No change | 60,000 | $1.2M |
| LMG Wealth Partners, LLC | 0.26% | New | 59,878 | $1.2M |
| Stockman Wealth Management, Inc. | 0.18% | Add +1.0% | 59,666 | $1.2M |
| Mitchell McLeod Pugh & Williams Inc. | 0.25% | Add +0.5% | 59,606 | $1.2M |
| Nilsine Partners, LLC | 0.12% | Add +0.0% | 59,141 | $1.2M |
| Mgo One Seven LLC | 0.04% | Add +28.7% | 58,935 | $1.2M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -1.0% | 58,797 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +64.6% | 58,293 | $1.1M |
| PFG Advisors | 0.07% | Add +2.3% | 58,173 | $1.1M |
| Allworth Financial LP | 0.01% | Add +59.6% | 54,067 | $1.1M |
| Summit Trail Advisors, LLC | 0.04% | Add +64.3% | 57,532 | $1.1M |
| Caprock Group, LLC | 0.04% | New | 57,128 | $1.1M |
| Holderness Investments Co. | 0.25% | Reduce -2.1% | 56,722 | $1.1M |
| HFG Advisors, Inc. | 0.97% | Add +2.0% | 56,695 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +230.1% | 56,243 | $1.1M |
| Olistico Wealth, LLC | 0.64% | Add +0.2% | 56,123 | $1.1M |
| Bard Financial Services, Inc. | 0.13% | No change | 55,750 | $1.1M |
| Huntington National Bank | 0.01% | Reduce -0.3% | 55,460 | $1.1M |
| Transce3nd, LLC | 0.37% | — | 55,020 | $1.1M |
| Argent Advisors, Inc. | 0.40% | No change | 54,468 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Add +5.5% | 54,141 | $1.1M |
| Avion Wealth | 0.27% | Add +0.3% | 53,860 | $1.1M |
| F&V Capital Management, LLC | 0.28% | No change | 53,687 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -13.3% | 53,326 | $1.0M |
| Bridgewater Advisors Inc. | 0.11% | Add +0.0% | 51,285 | $1.0M |
| Plan Group Financial, LLC | 0.54% | Add +17.8% | 52,150 | $1.0M |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -0.2% | 52,069 | $1.0M |
| Mission Wealth Management, LP | 0.02% | Add +5.3% | 52,028 | $1.0M |
| Samalin Investment Counsel, LLC | 0.44% | Add +8.6% | 51,845 | $1.0M |
| Wellington Shields & Co., LLC | 0.31% | Add +4.0% | 51,527 | $1.0M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.38% | No change | 51,336 | $1.0M |
| Bulltick Wealth Management, LLC | 0.24% | New | 51,000 | $999K |
| Burford Brothers, Inc. | 0.49% | Add +13.3% | 50,894 | $997K |
| Synovus Financial Corp. | 0.01% | Reduce -40.2% | 50,516 | $990K |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +280.4% | 50,156 | $983K |
| Compass Financial Group, INC | 0.19% | Add +0.0% | 50,109 | $982K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Reduce -1.6% | 49,547 | $971K |
| BLB&B Advisors, LLC | 0.05% | Reduce -0.1% | 49,051 | $961K |
| Delos Wealth Advisors, LLC | 0.76% | Add +43.5% | 48,914 | $958K |
| Advisor OS, LLC | 0.11% | Add +5.6% | 48,590 | $952K |
| CreativeOne Wealth, LLC | 0.03% | Add +12.3% | 48,399 | $948K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.3% | 48,294 | $946K |
| Talon Private Wealth, LLC | 0.20% | Add +1.9% | 47,955 | $939K |
| Moody National Bank Trust Division | 0.10% | Reduce -2.6% | 47,815 | $937K |
| Independent Wealth Network Inc. | 0.38% | Add +5.2% | 47,607 | $933K |
| KCM Investment Advisors LLC | 0.03% | No change | 47,300 | $927K |
| Moneco Advisors, LLC | 0.10% | Add +18.2% | 47,217 | $925K |
| TCTC Holdings, LLC | 0.03% | No change | 47,098 | $923K |
| one8zero8, LLC | 0.20% | — | 46,834 | $917K |
| Mizuho Markets Americas LLC | 0.02% | Reduce -90.3% | 46,822 | $917K |
| Curi Capital, LLC | 0.02% | Add +3.8% | 46,634 | $914K |
| CWA Asset Management Group, LLC | 0.05% | Add +99.6% | 46,598 | $913K |
| Wealth Alliance Advisory Group, LLC | 0.19% | Add +6.8% | 46,425 | $909K |
| Pointe Capital Management LLC | 0.52% | Reduce -18.5% | 46,138 | $904K |
| Argyle Capital Partners, LLC | 0.77% | — | 46,074 | $903K |
| Thrive Wealth Management, LLC | 0.16% | Add +0.0% | 46,040 | $902K |
| XML Financial, LLC | 0.08% | Add +22.3% | 46,033 | $902K |
| Morton Capital Management LLC | 0.17% | Add +1.5% | 45,789 | $897K |
| Diligent Investors, LLC | 0.20% | Add +30.9% | 45,576 | $893K |
| Cadence Bank | 0.06% | No change | 44,924 | $880K |
| Samjo Management, LLC | 0.33% | Add +11.3% | 44,500 | $872K |
| Fidelis Capital Partners, LLC | 0.09% | Add +31.7% | 41,960 | $871K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +2.6% | 44,322 | $868K |
| Meriwether Wealth & Planning, LLC | 0.62% | — | 44,166 | $865K |
| Cascade Financial Partners, LLC | 0.11% | Add +2.4% | 43,734 | $857K |
| Waterfront Wealth Inc. | 0.21% | Reduce -0.3% | 43,472 | $852K |
| Mattern Wealth Management LLC | 0.19% | Add +8.6% | 43,088 | $844K |
| Aster Capital Management (DIFC) Ltd | 0.32% | New | 42,800 | $838K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +6.1% | 42,752 | $838K |
| Oak Harvest Investment Services | 0.12% | Add +0.0% | 42,676 | $836K |
| Disciplined Investments, LLC | 0.41% | Add +4.0% | 42,360 | $830K |
| Fisher Asset Management | 0.00% | Add +5.5% | 42,259 | $828K |
| North Star Investment Management Corp. | 0.06% | Add +10.8% | 42,247 | $828K |
| RFG Advisory, LLC | 0.02% | Add +87.1% | 42,119 | $825K |
| Obermeyer Wealth Partners | 0.04% | No change | 41,959 | $822K |
| MSH Capital Advisors LLC | 0.26% | Add +11.8% | 41,948 | $822K |
| MMBG Investment Advisors Co. | 0.09% | No change | 41,905 | $821K |
| Bouchey Financial Group, Ltd. | 0.07% | No change | 41,402 | $811K |
| Modus Advisors, LLC | 0.25% | No change | 41,302 | $809K |
| Essex Financial Services, Inc. | 0.06% | Reduce -7.2% | 40,646 | $796K |
| LaSalle St. Investment Advisors, LLC | 0.25% | Add +8.4% | 40,650 | $796K |
| AlphaQ Advisors LLC | 2.17% | Add +1.8% | 40,494 | $793K |
| Leo Wealth, LLC | 0.07% | Add +7.3% | 40,310 | $790K |
| Fiduciary Group, LLC | 0.08% | Add +0.0% | 40,281 | $789K |
| Iams Wealth Management, LLC | 0.36% | No change | 40,000 | $784K |
| Atalanta Sosnoff Capital, LLC | 0.02% | New | 40,000 | $784K |
| Hardy Reed LLC | 0.07% | Add +3.7% | 39,840 | $780K |
| Guyasuta Investment Advisors Inc. | 0.05% | Add +1.1% | 39,546 | $775K |
| WealthTrust Axiom LLC | 0.23% | No change | 39,432 | $772K |
| Beam Wealth Advisors, Inc. | 0.24% | Reduce -11.0% | 39,349 | $771K |
| PYA Waltman Capital, LLC | 0.25% | New | 38,998 | $764K |
| WT Wealth Management | 0.24% | Add +8.8% | 38,923 | $762K |
| Arete Wealth Advisors, LLC | 0.05% | Add +13.2% | 38,539 | $755K |
| NorthRock Partners, LLC | 0.02% | Add +0.0% | 38,528 | $755K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 38,355 | $751K |
| Strategic Financial Concepts, LLC | 0.14% | Reduce -14.6% | 38,302 | $750K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -2.9% | 38,198 | $748K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -1.6% | 36,927 | $748K |
| FineMark National Bank & Trust | 0.03% | Reduce -1.2% | 37,645 | $737K |
| Bessemer Group Inc. | 0.00% | Reduce -43.3% | 37,566 | $736K |
| Parkside Financial Bank & Trust | 0.10% | Add +12.7% | 37,550 | $736K |
| Noesis Capital Mangement Corp. | 0.14% | Add +0.1% | 37,314 | $731K |
| Sfmg, LLC | 0.06% | Add +20.8% | 37,226 | $729K |
| Hilltop Wealth Advisors, LLC | 0.37% | No change | 37,180 | $728K |
| Farther Finance Advisors, LLC | 0.03% | Add +10.6% | 37,083 | $726K |
| Chung Wu Investment Group, LLC | 0.73% | — | 37,072 | $726K |
| McDonald Partners LLC | 0.18% | Reduce -9.3% | 36,823 | $721K |
| Argent Trust Co | 0.03% | Reduce -34.9% | 36,734 | $720K |
| Invenio Wealth Partners LLC | 0.30% | No change | 36,716 | $719K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -21.4% | 36,673 | $718K |
| Empirical Asset Management, LLC | 0.24% | Add +0.0% | 36,441 | $714K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +1.7% | 36,381 | $713K |
| Lake Street Private Wealth, LLC | 0.11% | Reduce -19.4% | 36,093 | $707K |
| Mallini Complete Financial Planning LLC | 1.19% | — | 36,066 | $707K |
| Lifestyle Asset Management, Inc. | 0.38% | Reduce -23.1% | 35,782 | $701K |
| Gray Wealth Management Inc. | 0.26% | Add +43.1% | 35,615 | $698K |
| KPP Advisory Services LLC | 0.16% | Add +0.1% | 35,386 | $693K |
| Wealthstar Advisors, LLC | 0.30% | — | 35,317 | $692K |
| ARS Wealth Advisors Group, LLC | 0.09% | Reduce -4.8% | 35,159 | $689K |
| Veracity Capital LLC | 0.25% | Add +1.9% | 34,898 | $684K |
| National Philanthropic Trust | 0.01% | Add +51.6% | 34,874 | $683K |
| Winebrenner Capital Management LLC | 0.53% | — | 34,833 | $682K |
| Archford Capital Strategies, LLC | 0.10% | Add +3.7% | 34,713 | $680K |
| Asset Allocation Strategies LLC | 0.16% | Add +11.4% | 34,429 | $677K |
| Visionary Wealth Advisors | 0.04% | Add +0.6% | 34,369 | $673K |
| Consolidated Portfolio Review Corp | 0.11% | New | 34,361 | $673K |
| Stonegate Investment Group, LLC | 0.02% | Add +1.4% | 34,320 | $672K |
| Tyler-Stone Wealth Management | 0.12% | Add +28.7% | 34,316 | $672K |
| Arax Advisory Partners | 0.04% | Add +8.5% | 34,294 | $672K |
| Fortis Group Advisors, LLC | 0.12% | Add +12.7% | 34,240 | $671K |
| Banco BTG Pactual S.A. | 0.16% | New | 34,000 | $670K |
| Whitener Capital Management, Inc. | 0.19% | Reduce -3.7% | 34,121 | $668K |
| Gould Asset Management LLC | 0.14% | No change | 34,056 | $667K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +12.5% | 34,004 | $666K |
| Naples Global Advisors, LLC | 0.06% | No change | 33,800 | $662K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +27.0% | 33,621 | $659K |
| Howard Capital Management, LLC | 0.01% | Reduce -25.7% | 33,502 | $656K |
| Asio Capital, LLC | 0.12% | Reduce -1.5% | 33,500 | $656K |
| Advus Financial Partners, LLC | 0.18% | No change | 33,192 | $650K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -19.9% | 33,091 | $648K |
| Regions Financial Corp. | 0.00% | Reduce -75.1% | 33,090 | $648K |
| FAS Wealth Partners, Inc. | 0.05% | Add +1.2% | 33,067 | $648K |
| LongView Wealth Management | 0.20% | Reduce -0.2% | 33,051 | $647K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -8.6% | 33,016 | $647K |
| Doliver Advisors, LP | 0.18% | Reduce -1.5% | 32,987 | $646K |
| Cornerstone Advisory, LLC | 0.07% | Add +45.4% | 32,223 | $644K |
| Security National Bank of Sioux City Iowa | 0.45% | No change | 32,825 | $643K |
| Hilton Capital Management, LLC | 0.06% | No change | 32,755 | $642K |
| Fortis Capital Management LLC | 0.12% | Add +1.9% | 32,556 | $638K |
| Savant Capital, LLC | 0.01% | Add +10.9% | 32,242 | $632K |
| Brave Asset Management Inc. | 0.20% | No change | 32,178 | $630K |
| Fulton Bank, N.A. | 0.02% | No change | 32,172 | $630K |
| Horan Securities, Inc. | 0.24% | Add +0.6% | 32,172 | $630K |
| Romano Brothers and Company | 0.08% | Reduce -1.5% | 32,002 | $627K |
| Black Swift Group, LLC | 0.13% | Reduce -10.4% | 32,000 | $627K |
| Compound Planning, Inc. | 0.03% | Reduce -2.8% | 31,933 | $626K |
| Bison Wealth, LLC | 0.14% | Reduce -5.8% | 31,892 | $625K |
| GPS Wealth Strategies Group, LLC | 0.08% | Reduce -2.0% | 31,840 | $624K |
| Bogart Wealth, LLC | 0.03% | Add +32.8% | 31,760 | $622K |
| Conning Inc. | 0.02% | No change | 31,667 | $620K |
| Prairie Wealth Advisors, Inc. | 0.30% | Reduce -0.6% | 31,550 | $618K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 31,400 | $615K |
| Covenant Asset Management, LLC | 0.14% | Reduce -42.9% | 31,360 | $614K |
| Chicago Capital, LLC | 0.02% | Reduce -3.7% | 31,345 | $614K |
| Magnolia Capital Advisors LLC | 0.16% | New | 31,288 | $613K |
| Novem Group | 0.09% | — | 31,282 | $613K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 31,231 | $612K |
| Caitlin John, LLC | 0.41% | Reduce -2.2% | 31,129 | $610K |
| Full Sail Capital, LLC | 0.04% | No change | 30,875 | $605K |
| Edmond DE Rothschild Holding S.A. | 0.01% | New | 30,499 | $597K |
| King Wealth Management Group | 0.09% | Add +0.0% | 30,239 | $592K |
| American Institute for Advanced Investment Management, LLP | 0.44% | Reduce -5.2% | 30,154 | $591K |
| Moloney Securities Asset Management, LLC | 0.08% | Reduce -16.7% | 30,031 | $588K |
| Aspen Grove Capital, LLC | 0.12% | No change | 30,001 | $588K |
| Warther Private Wealth, LLC | 0.20% | No change | 30,000 | $588K |
| BigSur Wealth Management LLC | 0.17% | No change | 30,000 | $588K |
| JBF Capital, Inc. | 0.10% | No change | 30,000 | $588K |
| Ariston Services Group | 0.51% | Add +94.8% | 29,782 | $583K |
| Camelot Portfolios, LLC | 0.63% | Reduce -10.5% | 29,772 | $583K |
| Whipplewood Advisors, LLC | 0.33% | — | 29,691 | $582K |
| Checchi Capital Advisers, LLC | 0.04% | Add +17.5% | 29,686 | $582K |
| Tradition Wealth Management, LLC | 0.05% | Add +5.8% | 29,573 | $579K |
| Signaturefd, LLC | 0.01% | Add +7.8% | 29,564 | $579K |
| ORG Partners LLC | 0.08% | Add +2.5% | 29,340 | $575K |
| Spring Capital Management, LLC | 0.34% | New | 29,192 | $572K |
| WR Wealth Planners, LLC | 0.18% | Reduce -9.4% | 29,117 | $570K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.09% | No change | 29,016 | $568K |
| Gsa Capital Partners LLP | 0.04% | Reduce -67.6% | 28,947 | $567K |
| Welch Group, LLC | 0.03% | Add +1.4% | 28,875 | $565K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 28,835 | $565K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +107.8% | 28,610 | $560K |
| Waterloo Capital, L.P. | 0.06% | Reduce -5.8% | 28,489 | $558K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -0.5% | 28,354 | $555K |
| VELA Investment Management, LLC | 0.19% | Reduce -68.7% | 28,307 | $555K |
| Principal Securities, Inc. | 0.01% | Add +9.8% | 28,203 | $552K |
| Prevail Innovative Wealth Advisors, LLC | 0.16% | Add +39.6% | 28,139 | $551K |
| Lake Street Advisors Group, LLC | 0.03% | No change | 28,103 | $551K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 28,092 | $550K |
| CENTRAL TRUST Co | 0.01% | No change | 27,793 | $544K |
| Prosperity Consulting Group, LLC | 0.04% | Add +24.9% | 27,786 | $544K |
| Pettinga Financial Advisors LLC | 0.12% | Reduce -4.3% | 27,782 | $544K |
| HBW Advisory Services LLC | 0.06% | Add +8.6% | 27,658 | $542K |
| Procyon Advisors, LLC | 0.03% | Reduce -0.7% | 27,509 | $539K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -10.7% | 27,425 | $537K |
| Provident Investment Management, Inc. | 0.05% | No change | 27,391 | $537K |
| Natixis Advisors, LLC | 0.00% | Add +44.5% | 27,243 | $534K |
| Nwam LLC | 0.03% | Reduce -2.0% | 27,191 | $533K |
| Hartford Financial Management Inc. | 0.11% | No change | 27,134 | $532K |
| Marco Investment Management LLC | 0.05% | Add +1.5% | 26,906 | $527K |
| Agf Management Ltd. | 0.00% | Reduce -0.5% | 26,897 | $527K |
| SCP Investment, LP | 0.40% | Add +28.9% | 26,800 | $525K |
| Clear Harbor Asset Management, LLC | 0.04% | Add +0.9% | 26,750 | $524K |
| Teamwork Financial Advisors, LLC | 0.07% | Reduce -59.5% | 26,558 | $520K |
| GM Advisory Group, LLC | 0.03% | Add +14.0% | 26,468 | $519K |
| Focus Financial Network, Inc. | 0.02% | Add +5.3% | 26,438 | $518K |
| Searle & Co. | 0.15% | No change | 26,344 | $516K |
| Good Life Advisors, LLC | 0.04% | Reduce -8.5% | 26,294 | $515K |
| Foguth Wealth Management, LLC. | 0.13% | New | 24,322 | $512K |
| Saxon Interests, Inc. | 0.22% | Add +0.5% | 26,063 | $511K |
| Pursue Wealth Partners LLC | 0.29% | No change | 26,029 | $510K |
| Secure Asset Management, LLC | 0.08% | Add +83.8% | 25,970 | $509K |
| HBK Sorce Advisory LLC | 0.02% | Add +1.0% | 25,884 | $507K |
| ARK & TLK Investments, LLC | 0.18% | No change | 25,847 | $506K |
| Second Line Capital, LLC | 0.14% | Add +9.4% | 25,728 | $504K |
| Michels Family Financial, LLC | 0.46% | — | 25,638 | $502K |
| Whittier Trust Co. | 0.01% | No change | 25,617 | $502K |
| Helium Advisors LLC | 0.40% | — | 25,536 | $500K |
| Morling Financial Advisors, LLC | 0.17% | Add +1.8% | 25,530 | $500K |
| Poplar Forest Capital LLC | 0.09% | Reduce -3.8% | 25,450 | $499K |
| MV Capital Management, Inc. | 0.05% | Add +1.9% | 25,424 | $498K |
| Stillwater Wealth Management Group | 0.45% | — | 25,415 | $498K |
| Flynn Zito Capital Management, LLC | 0.23% | Add +1.2% | 25,414 | $498K |
| Scarborough Advisors, LLC | 0.07% | Add +7.4% | 25,391 | $497K |
| Neville Rodie & Shaw Inc. | 0.04% | No change | 25,381 | $497K |
| Leavell Investment Management, Inc. | 0.02% | No change | 25,229 | $494K |
| TrinityPoint Wealth, LLC | 0.07% | Add +3.2% | 25,194 | $494K |
| Financial Partners Group, Inc | 0.07% | Add +1.8% | 25,014 | $490K |
| Schulhoff & Co. Inc. | 0.18% | No change | 25,000 | $490K |
| Inspire Advisors, LLC | 0.06% | Add +8.7% | 24,796 | $486K |
| Sabal Trust CO | 0.03% | No change | 24,765 | $485K |
| Certuity, LLC | 0.05% | New | 24,740 | $485K |
| Nicolet Advisory Services, LLC | 0.04% | Add +25.4% | 24,952 | $485K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 24,646 | $483K |
| Alliance Wealth Advisors, LLC | 0.28% | No change | 24,619 | $482K |
| Brighton Jones LLC | 0.01% | Add +93.4% | 24,530 | $481K |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.7% | 24,523 | $480K |
| Partners Group Holding AG | 0.02% | Reduce -11.7% | 24,342 | $477K |
| Canton Hathaway, LLC | 0.12% | No change | 24,000 | $470K |
| Aire Advisors, LLC | 0.10% | Add +22.1% | 23,964 | $469K |
| BIP Wealth, LLC | 0.03% | New | 23,905 | $468K |
| Fiduciary Financial Group, LLC | 0.10% | Reduce -1.3% | 24,049 | $467K |
| C2C Wealth Management, LLC | 0.43% | No change | 23,797 | $466K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +0.4% | 23,608 | $462K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -33.1% | 23,591 | $462K |
| Magnus Financial Group LLC | 0.04% | Add +9.9% | 23,575 | $462K |
| Ancora Advisors LLC | 0.01% | No change | 23,535 | $461K |
| Capital Market Strategies LLC | 0.27% | Add +4.5% | 23,455 | $459K |
| Blue Trust, Inc. | 0.01% | Add +98.8% | 23,419 | $459K |
| SVB Wealth LLC | 0.01% | New | 23,374 | $458K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +2.8% | 23,183 | $454K |
| Gateway Wealth Partners, LLC | 0.12% | Add +75.1% | 23,139 | $453K |
| Rossby Financial, LCC | 0.29% | — | 23,000 | $451K |
| 1ST Source Bank | 0.03% | No change | 22,994 | $450K |
| Wedmont Private Capital | 0.02% | Reduce -6.0% | 23,080 | $448K |
| Laidlaw Wealth Management LLC | 0.20% | Add +12.7% | 22,875 | $448K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -11.1% | 22,818 | $447K |
| Summit Financial Wealth Advisors, LLC | 0.09% | Add +2.1% | 21,441 | $445K |
| MADDEN SECURITIES Corp | 0.18% | No change | 22,602 | $443K |
| Signature Wealth Management Partners, LLC | 0.30% | Add +1.3% | 22,577 | $442K |
| Baird Financial Group, Inc. | 0.00% | Reduce 0.0% | 22,574 | $442K |
| Primoris Wealth Advisors, LLC | 0.34% | No change | 22,500 | $441K |
| E&G Advisors, LLC | 0.12% | Add +0.0% | 22,319 | $437K |
| Atlas Private Wealth Advisors | 0.06% | Add +1.7% | 22,222 | $435K |
| Papamarkou Wellner Asset Management inc. | 0.30% | — | 22,108 | $433K |
| PDS Planning, Inc | 0.04% | Reduce -7.5% | 22,063 | $432K |
| Nicholas Hoffman & Company, LLC. | 0.02% | New | 21,920 | $429K |
| Belfer Management LLC | 6.82% | No change | 21,882 | $429K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -31.3% | 21,839 | $428K |
| Walled Lake Planning & Wealth Management, LLC | 0.16% | Reduce -10.1% | 21,734 | $426K |
| Florida Trust Wealth Management Co | 0.01% | No change | 21,725 | $426K |
| Ethos Financial Group, LLC | 0.06% | Add +6.4% | 21,622 | $424K |
| Northwest Wealth Management, LLC | 0.09% | New | 21,586 | $423K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Reduce -2.0% | 21,572 | $423K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -1.3% | 21,549 | $422K |
| White Pine Capital LLC | 0.14% | Add +17.2% | 21,180 | $415K |
| Heritage Trust Co | 0.05% | — | 21,040 | $412K |
| Christopher J. Hasenberg, Inc | 0.17% | No change | 21,000 | $411K |
| Affinity Wealth Management LLC | 0.07% | Reduce -0.0% | 20,997 | $411K |
| Sage Capital Management, LLC | 0.21% | Add +3.6% | 20,989 | $411K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -9.8% | 20,801 | $407K |
| Edgemoor Investment Advisors, Inc. | 0.04% | No change | 20,620 | $404K |
| Breakwater Capital Group | 0.08% | New | 20,606 | $404K |
| Woodward Diversified Capital, LLC | 0.30% | Reduce -12.9% | 20,582 | $403K |
| Legacy Financial Strategies, LLC | 0.09% | Add +10.9% | 20,391 | $402K |
| OneDigital Investment Advisors LLC | 0.00% | Add +3.0% | 20,389 | $399K |
| Yarger Wealth Strategies, LLC | 0.23% | Add +3.7% | 20,225 | $396K |
| Aldebaran Financial Inc. | 0.46% | No change | 20,225 | $396K |
| Matrix Private Capital Group LLC | 0.22% | No change | 20,043 | $393K |
| Parallel Advisors, LLC | 0.01% | Add +26.0% | 19,990 | $392K |
| Act Wealth Management, LLC | 0.18% | Reduce -2.8% | 19,970 | $391K |
| Cypress Capital Management LLC (WY) | 0.45% | No change | 19,900 | $390K |
| Mattern Capital Management, LLC | 0.05% | No change | 19,897 | $390K |
| Strategy Asset Managers LLC | 0.07% | Add +5.9% | 19,734 | $387K |
| Harmony Asset Management LLC | 0.15% | Reduce -0.1% | 19,676 | $385K |
| Kennedy Investment Group, Inc. | 0.17% | Add +1.8% | 19,645 | $385K |
| Total Clarity Wealth Management, Inc. | 0.13% | Add +0.9% | 19,632 | $385K |
| Bedel Financial Consulting, Inc. | 0.05% | New | 18,433 | $383K |
| WMS Partners, LLC | 0.02% | New | 19,554 | $383K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 19,442 | $381K |
| Tranquility Partners, LLC | 0.14% | Add +1.8% | 19,233 | $377K |
| Westover Capital Advisors, LLC | 0.08% | No change | 19,200 | $376K |
| NWF Advisory Services Inc. | 0.06% | New | 19,155 | $375K |
| FLC Capital Advisors | 0.09% | Add +46.1% | 19,000 | $372K |
| Centaurus Financial, Inc. | 0.02% | Reduce -0.2% | 18,955 | $371K |
| Sunbeam Capital Management, LLC | 0.34% | — | 18,845 | $369K |
| Marble Harbor Investment Counsel, LLC | 0.04% | Add +19.1% | 18,825 | $369K |
| Am Investment Strategies LLC | 0.09% | Reduce -0.3% | 18,696 | $366K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Add +0.1% | 18,033 | $366K |
| Salvus Wealth Management, LLC | 0.23% | Add +0.0% | 18,625 | $365K |
| United Advisor Group, LLC | 0.07% | Add +3.0% | 18,540 | $363K |
| Opus Capital Group, LLC | 0.05% | No change | 18,399 | $360K |
| Mills Wealth Advisors LLC | 0.20% | Add +61.4% | 18,325 | $359K |
| Glass Jacobson Investment Advisors llc | 0.12% | Reduce -25.0% | 18,321 | $359K |
| Grey Fox Wealth Advisors, LLC | 0.10% | Add +0.7% | 18,307 | $359K |
| Financial Advocates Investment Management | 0.02% | Add +12.4% | 18,235 | $357K |
| Cadent Capital Advisors, LLC | 0.12% | Add +0.9% | 18,208 | $357K |
| Vista Investment Partners LLC | 0.11% | Reduce -22.5% | 18,147 | $356K |
| Fairvoy Private Wealth, LLC | 0.09% | — | 18,072 | $354K |
| 49 Wealth Management, LLC | 0.05% | Reduce -13.3% | 18,022 | $353K |
| Alpine Global Management, LLC | 0.12% | New | 18,000 | $353K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -5.7% | 17,971 | $352K |
| Tyche Wealth Partners LLC | 0.07% | Add +11.7% | 17,887 | $350K |
| Verity & Verity, LLC | 0.03% | No change | 17,878 | $350K |
| RiverGlades Family Offices LLC | 0.25% | No change | 17,850 | $350K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.9% | 17,702 | $347K |
| Invst, LLC | 0.04% | No change | 17,647 | $346K |
| Oxford Financial Group, LTD. LLC | 0.02% | Reduce -22.2% | 17,602 | $345K |
| Old North State Trust, LLC | 0.22% | Reduce -7.4% | 17,547 | $344K |
| Aspen Wealth Management LLC | 0.10% | Add +1.7% | 17,553 | $344K |
| Levin Capital Strategies, L.P. | 0.03% | Reduce -47.5% | 17,534 | $343K |
| RiverTree Advisors, LLC | 0.23% | No change | 17,500 | $343K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +1.8% | 17,420 | $341K |
| HTLF Bank | 0.04% | No change | 17,415 | $341K |
| Private Trust Co. NA | 0.04% | Reduce -28.2% | 17,381 | $340K |
| Rinkey Investments | 0.11% | New | 17,376 | $340K |
| Fortitude Advisory Group L.L.C. | 0.20% | Reduce -6.7% | 17,300 | $339K |
| Saxony Capital Management, LLC | 0.30% | Add +1.8% | 17,265 | $338K |
| Financial Counselors Inc. | 0.00% | Reduce -5.1% | 17,224 | $337K |
| CapWealth Advisors, LLC | 0.04% | New | 17,125 | $335K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -21.2% | 17,084 | $335K |
| Van Cleef Asset Management,Inc | 0.04% | Reduce -13.3% | 17,090 | $335K |
| SkyOak Wealth, LLC | 0.07% | No change | 17,090 | $335K |
| Highlander Partners, L.P. | 0.19% | No change | 17,080 | $335K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -61.5% | 17,074 | $334K |
| Retirement Investment Advisors, Inc. | 0.04% | No change | 17,072 | $334K |
| AlphaStar Capital Management, LLC | 0.03% | Add +2.2% | 17,062 | $334K |
| Register Financial Advisors LLC | 0.17% | Add +0.0% | 17,036 | $334K |
| Leisure Capital Management | 0.13% | No change | 17,000 | $333K |
| Private Client Services, LLC | 0.18% | Add +3.1% | 16,915 | $331K |
| Kavar Capital Partners Group, LLC | 0.06% | No change | 16,900 | $331K |
| Ingalls & Snyder LLC | 0.01% | Reduce -9.5% | 16,873 | $331K |
| First Citizens Bank & Trust Co. | 0.01% | Add +20.4% | 16,872 | $331K |
| Almanack Investment Partners, LLC. | 0.05% | Add +0.0% | 16,770 | $329K |
| Sound Income Strategies, LLC | 0.02% | Add +1.3% | 16,750 | $328K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +6.7% | 16,728 | $327K |
| Thompson David Blair | 0.24% | — | 16,682 | $327K |
| GDS Wealth Management | 0.03% | No change | 16,560 | $324K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 16,436 | $322K |
| Novare Capital Management LLC | 0.03% | No change | 16,433 | $322K |
| Professional Financial Advisors, LLC | 0.08% | No change | 16,401 | $321K |
| O'Brien Greene & Co. Inc | 0.10% | New | 16,268 | $319K |
| Potentia Wealth | 0.14% | — | 16,174 | $317K |
| TrueWealth Advisors, LLC | 0.11% | Add +17.2% | 16,137 | $316K |
| Sittner & Nelson, LLC | 0.14% | No change | 16,100 | $315K |
| GWN Securities Inc. | 0.08% | — | 14,915 | $314K |
| Consilium Wealth Advisory, LLC | 0.15% | No change | 16,000 | $313K |
| Conservest Capital Advisors, Inc. | 0.03% | Add +0.5% | 15,984 | $313K |
| Prossimo Advisors, LLC | 0.23% | No change | 15,976 | $313K |
| Executive Wealth Management, LLC | 0.02% | Reduce -2.4% | 15,962 | $313K |
| Mather Group, Llc. | 0.00% | Reduce -0.4% | 15,936 | $312K |
| L.M. Kohn & Company | 0.08% | Add +0.2% | 15,799 | $310K |
| Tiaa Trust, National Association | 0.00% | Add +7.0% | 15,702 | $308K |
| Whalerock Point Partners, LLC | 0.07% | No change | 15,600 | $306K |
| Curated Wealth Partners LLC | 0.03% | New | 15,600 | $306K |
| Walker Asset Management, LLC | 0.19% | Add +27.8% | 15,597 | $306K |
| Kiker Wealth Management, LLC | 0.25% | — | 15,585 | $305K |
| Regent Peak Wealth Advisors LLC | 0.07% | No change | 15,540 | $304K |
| KG Capital Management | 0.10% | Reduce -1.3% | 15,525 | $304K |
| Disciplined Investors, L.L.C. | 0.29% | — | 15,601 | $304K |
| Westwood Wealth Management | 0.11% | No change | 15,500 | $304K |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0.23% | No change | 15,490 | $303K |
| Chancellor Financial Group WB LP | 0.24% | — | 15,467 | $303K |
| Symmetry Partners, LLC | 0.04% | New | 15,432 | $302K |
| Granite Group Advisors, LLC | 0.19% | Reduce -5.1% | 15,400 | $302K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 15,350 | $301K |
| SYM FINANCIAL Corp | 0.04% | No change | 15,341 | $301K |
| First PREMIER Bank | 0.08% | No change | 15,288 | $300K |
| Core Wealth Partners LLC | 0.17% | No change | 15,288 | $299K |
| Next Level Wealth Planning, LLC | 0.24% | — | 15,287 | $299K |
| Taylor & Morgan Wealth Management, LLC | 0.21% | New | 15,271 | $299K |
| M.E. Allison & Co., Inc. | 0.33% | — | 15,192 | $298K |
| Wealth Alliance, LLC | 0.04% | Reduce -44.9% | 15,004 | $294K |
| Optima Capital LLC | 0.20% | — | 14,961 | $293K |
| Sapient Capital LLC | 0.01% | Add +28.8% | 14,864 | $291K |
| Southland Equity Partners LLC | 0.07% | Reduce -13.7% | 14,722 | $288K |
| Hollencrest Capital Management | 0.01% | Add +0.5% | 14,652 | $287K |
| Koshinski Asset Management, Inc. | 0.02% | Add +6.1% | 14,603 | $286K |
| CFO4Life Group, LLC | 0.05% | Add +0.1% | 14,574 | $285K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 14,498 | $284K |
| WCG Wealth Advisors LLC | 0.02% | Add +6.4% | 14,488 | $284K |
| Ellis Investment Partners, LLC | 0.06% | Add +1.3% | 14,476 | $284K |
| Hollow Brook Wealth Management LLC | 0.09% | No change | 14,470 | $283K |
| American Money Management, LLC | 0.06% | New | 14,460 | $283K |
| First National Trust Co | 0.01% | No change | 14,195 | $278K |
| Trueblood Wealth Management, LLC | 0.14% | No change | 14,180 | $278K |
| Aerodigm Wealth, LLC | 0.17% | Add +6.8% | 14,161 | $277K |
| Venturi Wealth Management, LLC | 0.01% | New | 14,109 | $276K |
| Valtrion Capital Management, LLC | 0.58% | — | 14,007 | $274K |
| Ulland Investment Advisors, LLC | 0.19% | No change | 14,000 | $274K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.2% | 13,943 | $273K |
| Hemington Wealth Management | 0.07% | No change | 13,952 | $273K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 13,908 | $272K |
| Hobbs Group Advisors, LLC | 0.10% | Add +5.3% | 13,862 | $272K |
| AssuredPartners Investment Advisors, LLC | 0.05% | — | 13,861 | $272K |
| Wealth Effects LLC | 0.10% | Add +2.2% | 13,814 | $271K |
| Smithfield Trust Co | 0.01% | No change | 13,731 | $269K |
| Family Manage LLC | 0.04% | No change | 13,664 | $268K |
| Bison Wealth, LLC | 0.03% | — | 13,646 | $267K |
| Summit Asset Management, LLC | 0.05% | Reduce -9.7% | 13,645 | $267K |
| Country Club Bank | 0.02% | No change | 13,646 | $267K |
| Herold Advisors, Inc. | 0.06% | Add +12.5% | 13,620 | $267K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +0.9% | 13,596 | $266K |
| WFA Asset Management Corp | 0.14% | Add +0.4% | 13,557 | $266K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +8.3% | 13,507 | $265K |
| USAdvisors Wealth Management, LLC | 0.09% | Reduce -6.9% | 13,500 | $264K |
| Verdence Capital Advisors LLC | 0.02% | Add +1.5% | 13,468 | $264K |
| Shepherd Financial Partners LLC | 0.03% | Add +1.8% | 13,460 | $264K |
| Viawealth, LLC | 0.16% | No change | 13,458 | $264K |
| HM Payson & Co. | 0.00% | No change | 13,442 | $263K |
| Trek Financial, LLC | 0.02% | Reduce -28.8% | 13,423 | $263K |
| Fermata Advisors, LLC | 0.05% | Reduce -10.8% | 13,316 | $261K |
| O'Dell Group, LLC | 0.06% | Add +22.0% | 13,300 | $261K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 13,263 | $260K |
| Euro Pacific Asset Management, LLC | 0.06% | No change | 13,210 | $259K |
| Kiely Wealth Advisory Group, Inc. | 0.17% | No change | 12,862 | $258K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 13,180 | $258K |
| PCG Wealth Advisors, LLC | 0.09% | Add +0.3% | 13,122 | $257K |
| Wolff Financial Management LLC | 0.07% | Add +0.1% | 13,132 | $257K |
| Calydon Capital | 0.05% | Reduce -56.9% | 13,071 | $256K |
| Traynor Capital Management, Inc. | 0.02% | Add +17.9% | 13,039 | $255K |
| Shufro Rose & Co. LLC | 0.02% | No change | 13,028 | $255K |
| Sterling Capital Management LLC | 0.00% | No change | 13,003 | $255K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 12,990 | $254K |
| Ruggaard & Associates LLC | 0.11% | No change | 12,987 | $254K |
| AQR Capital Management | 0.00% | New | 12,923 | $253K |
| Probity Advisors, Inc. | 0.05% | No change | 12,858 | $252K |
| Marcum Wealth, LLC | 0.02% | Add +4.6% | 12,847 | $252K |
| Madrona Financial Services, LLC | 0.07% | New | 12,810 | $251K |
| First Trust Capital Management L.P. | 0.02% | Reduce -17.7% | 12,747 | $250K |
| Greatmark Investment Partners, Inc. | 0.03% | New | 12,712 | $249K |
| Rothschild Investment LLC | 0.02% | Add +22.7% | 12,562 | $246K |
| Carnegie Investment Counsel | 0.01% | New | 12,557 | $246K |
| Uniting Wealth Partners, LLC | 0.12% | — | 12,553 | $246K |
| Woodstock Corp. | 0.02% | No change | 12,500 | $245K |
| Tompkins Financial Corp. | 0.02% | No change | 12,500 | $245K |
| Winthrop Advisory Group LLC | 0.03% | New | 12,485 | $245K |
| CMG Global Holdings, LLC | 0.13% | Add +0.8% | 11,681 | $244K |
| Mark Sheptoff Financial Planning, LLC | 0.13% | Add +2.5% | 12,460 | $244K |
| Leigh Baldwin & Co., LLC | 0.21% | — | 12,450 | $244K |
| Bridgewealth Advisory Group, LLC | 0.07% | New | 12,277 | $243K |
| West Michigan Advisors, LLC | 0.07% | Reduce -38.0% | 12,339 | $242K |
| Madison Park Capital Advisors, LLC | 0.19% | Add +0.0% | 12,306 | $241K |
| Cullinan Associates Inc. | 0.02% | No change | 12,300 | $241K |
| Two Sigma Securities, LLC | 0.04% | Reduce -80.7% | 12,291 | $241K |
| LRI Investments, LLC | 0.02% | No change | 12,290 | $241K |
| Concord Wealth Partners | 0.04% | Reduce -7.7% | 12,288 | $241K |
| Jmac Enterprises LLC | 0.04% | No change | 12,282 | $241K |
| AlphaCore Capital LLC | 0.05% | Add +20.5% | 12,264 | $240K |
| Safeguard Investment Advisory Group, LLC | 0.07% | Add +1.2% | 12,139 | $238K |
| TCFG Wealth Management, LLC | 0.12% | Reduce -55.5% | 12,119 | $237K |
| Park Avenue Securities LLC | 0.00% | New | 12,108 | $237K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +20.2% | 12,090 | $237K |
| Talisman Wealth Advisors LLC | 0.25% | New | 12,086 | $237K |
| Modera Wealth Management, LLC | 0.00% | Reduce -3.3% | 12,023 | $236K |
| Key Client Fiduciary Advisors, LLC | 0.11% | Add +1.7% | 12,004 | $235K |
| Hall Laurie J Trustee | 0.08% | No change | 12,004 | $235K |
| WBH Advisory Inc. | 0.02% | New | 11,987 | $235K |
| Creative Financial Designs Inc. | 0.02% | Reduce -4.1% | 11,900 | $233K |
| Dudley Capital Management, LLC | 0.12% | No change | 11,887 | $233K |
| Kaizen Financial Strategies | 0.13% | Reduce -8.5% | 11,866 | $232K |
| Barrett & Company, Inc. | 0.10% | Add +9.9% | 11,840 | $232K |
| University of Texas/Texas Am Investment Management Co. | 0.03% | No change | 11,817 | $231K |
| Fairman Group, LLC | 0.19% | Reduce -46.9% | 11,650 | $228K |
| American Financial Advisors, LLC | 0.03% | Add +0.1% | 11,639 | $228K |
| Centennial Wealth Advisory LLC | 0.09% | New | 11,611 | $227K |
| Jim Saulnier & Associates, LLC | 0.20% | Add +1.8% | 11,600 | $227K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -2.4% | 11,522 | $226K |
| GatePass Capital, LLC | 0.25% | — | 11,500 | $225K |
| Veery Capital, LLC | 0.09% | No change | 11,500 | $225K |
| EagleClaw Capital Managment, LLC | 0.04% | New | 11,500 | $225K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 11,494 | $225K |
| Lazard Asset Management LLC | 0.00% | Add +0.1% | 11,515 | $225K |
| Peak Planning Group, LLC | 0.09% | New | 11,472 | $225K |
| Scissortail Wealth Management, LLC | 0.06% | New | 11,471 | $225K |
| Boyd Wealth Management, LLC | 0.11% | New | 11,393 | $223K |
| Benjamin Edwards Inc. | 0.00% | New | 11,374 | $223K |
| Cura Wealth Advisors, LLC | 0.10% | — | 11,362 | $223K |
| Caldwell Sutter Capital, Inc. | 0.10% | Reduce -39.1% | 11,271 | $221K |
| First United Bank & Trust | 0.08% | No change | 11,250 | $220K |
| Indiana Trust & Investment Management Co | 0.07% | No change | 11,220 | $220K |
| Arkfeld Wealth Strategies, L.L.C. | 0.10% | No change | 11,131 | $217K |
| SeaBridge Investment Advisors LLC | 0.05% | New | 11,061 | $217K |
| HAP Trading, LLC | 0.07% | Reduce -55.9% | 11,031 | $216K |
| Apollon Financial, LLC | 0.05% | Add +10.0% | 11,000 | $215K |
| Ami Investment Management Inc. | 0.07% | No change | 10,997 | $215K |
| McCarthy Asset Management, Inc. | 0.15% | Reduce -4.0% | 10,992 | $215K |
| L & S Advisors Inc | 0.03% | No change | 10,814 | $212K |
| Strategic Advocates LLC | 0.07% | Add +0.3% | 10,800 | $212K |
| Cornerstone Select Advisors, LLC | 0.20% | — | 10,720 | $210K |
| Everett Harris & Co. | 0.00% | No change | 10,697 | $210K |
| Partners Wealth Management, LLC | 0.24% | — | 10,685 | $209K |
| Prosperity Financial Group, Inc. | 0.10% | Add +0.9% | 10,650 | $209K |
| Centurion Wealth Management LLC | 0.07% | Reduce -7.9% | 10,647 | $209K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | New | 10,591 | $207K |
| Valley National Advisers Inc. | 0.04% | Add +0.2% | 10,610 | $207K |
| IronBridge Private Wealth, LLC | 0.08% | Add +0.7% | 10,559 | $207K |
| Montag A & Associates Inc. | 0.01% | No change | 10,508 | $206K |
| Thompson Davis & Co., Inc. | 0.13% | Add +1.4% | 10,500 | $206K |
| Tepp RIA, LLC | 0.30% | — | 10,499 | $206K |
| Empower Advisory Group, LLC | 0.00% | New | 10,476 | $205K |
| IAG Wealth Partners, LLC | 0.04% | Add +74.6% | 10,456 | $205K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.1% | 10,353 | $203K |
| Lyell Wealth Management, LP | 0.02% | No change | 10,350 | $203K |
| Smith, Moore & Co. | 0.02% | Reduce -1.9% | 10,307 | $202K |
| Fiduciary Trust Co | 0.00% | Reduce -3.9% | 10,270 | $201K |
| EPG Wealth Management LLC | 0.05% | Add +1.7% | 10,239 | $201K |
| Summit X, LLC | 0.04% | No change | 10,196 | $200K |
| Simon Quick Advisors, LLC | 0.01% | No change | 10,180 | $199K |
| Certified Advisory Corp | 0.02% | Add +0.1% | 10,160 | $199K |
| Tandem Investment Advisors, Inc. | 0.01% | Reduce -17.1% | 10,171 | $199K |
| State of Wyoming | 0.03% | Add +70.8% | 10,135 | $199K |
| Proficio Capital Partners LLC | 0.02% | No change | 10,083 | $198K |
| Community Trust & Investment Co. | 0.01% | New | 10,073 | $197K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -16.6% | 10,012 | $196K |
| SLT Holdings LLC | 0.19% | — | 10,000 | $196K |
| EJF Capital LP | 0.13% | Reduce -50.0% | 10,000 | $196K |
| Commonwealth Retirement Investments LLC | 0.08% | New | 10,000 | $196K |
| Anfield Capital Management, LLC | 0.07% | Reduce -0.3% | 9,877 | $193K |
| Operose Advisors LLC | 0.06% | No change | 9,556 | $187K |
| Hexagon Capital Partners LLC | 0.03% | Add +0.2% | 9,462 | $185K |
| Larson Financial Group LLC | 0.01% | Reduce -36.1% | 9,139 | $179K |
| Hara Capital LLC | 0.11% | No change | 9,125 | $179K |
| Webster Bank, N. A. | 0.02% | No change | 9,025 | $177K |
| WASHINGTON TRUST Co | 0.01% | Add +18.4% | 8,999 | $176K |
| Assetmark, Inc. | 0.00% | Add +401.7% | 8,760 | $172K |
| Bank of New Hampshire | 0.04% | No change | 8,728 | $171K |
| AllSquare Wealth Management LLC | 0.10% | No change | 8,621 | $169K |
| Future Financial Wealth Managment LLC | 0.12% | Reduce -48.0% | 8,548 | $167K |
| American Capital Advisory, LLC | 0.09% | No change | 8,495 | $166K |
| Financial Gravity Companies, Inc. | 0.04% | New | 8,400 | $165K |
| Toth Financial Advisory Corp. | 0.02% | Add +56.0% | 8,355 | $164K |
| MCF Advisors LLC | 0.01% | Add +0.0% | 8,197 | $161K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | Add +0.1% | 8,017 | $157K |
| Kings Path Partners LLC | 0.07% | No change | 8,000 | $157K |
| Riggs Asset Managment Co. Inc. | 0.04% | No change | 7,929 | $155K |
| Eastern Bank | 0.00% | Add +14.7% | 7,790 | $153K |
| Nemes Rush Group LLC | 0.02% | No change | 7,729 | $151K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 7,700 | $151K |
| Adirondack Trust Co. | 0.05% | Add +16.9% | 6,994 | $137K |
| SJS Investment Consulting Inc. | 0.02% | Reduce -50.1% | 6,983 | $137K |
| Citadel Advisors | 0.00% | Reduce -99.9% | 6,922 | $136K |
| Garde Capital, Inc. | 0.01% | New | 6,635 | $130K |
| Motco | 0.01% | No change | 6,425 | $126K |
| Proffitt & Goodson Inc. | 0.02% | No change | 6,025 | $118K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -4.0% | 5,911 | $116K |
| BankPlus Trust Department | 0.04% | — | 5,671 | $111K |
| Strategic Investment Solutions, Inc. | 0.04% | Add +6.8% | 5,582 | $109K |
| Sandy Spring Bank | 0.00% | Add +24.7% | 5,550 | $109K |
| Hilltop National Bank | 0.03% | No change | 5,384 | $105K |
| Atticus Wealth Management, LLC | 0.03% | Add +420.3% | 5,323 | $104K |
| Global Trust Asset Management, LLC | 0.04% | No change | 5,300 | $104K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Reduce -32.2% | 5,271 | $103K |
| Johnson Financial Group, Inc. | 0.00% | New | 5,000 | $102K |
| Kozak & Associates, Inc. | 0.02% | Add +69.6% | 5,117 | $100K |
| Zazove Associates LLC | 0.18% | No change | 5,000 | $98K |
| City Holding Co. | 0.01% | No change | 4,963 | $97K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +27.6% | 4,957 | $97K |
| S.A. Mason LLC | 0.05% | Add +18.7% | 4,873 | $95K |
| Fortitude Family Office, LLC | 0.03% | Reduce -8.6% | 4,860 | $95K |
| UMB Bank, n.a. | 0.00% | No change | 4,838 | $95K |
| Aventura Private Wealth, LLC | 0.05% | — | 4,835 | $95K |
| Heritage Wealth Advisors | 0.00% | Add +10.9% | 4,660 | $91K |
| Quent Capital, LLC | 0.01% | Add +1.9% | 4,638 | $91K |
| Founders Capital Management | 0.06% | Add +8.4% | 4,543 | $89K |
| Compass Wealth Management LLC | 0.02% | No change | 4,500 | $88K |
| Estabrook Capital Management | 0.01% | No change | 4,451 | $87K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 4,222 | $83K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 4,170 | $82K |
| Creekmur Asset Management LLC | 0.02% | Add +1.9% | 4,141 | $81K |
| Lummis Asset Management, LP | 0.10% | No change | 4,070 | $80K |
| McIlrath & Eck, LLC | 0.01% | Add +523.1% | 4,013 | $79K |
| Mechanics Financial Corp | 0.04% | No change | 4,000 | $78K |
| GKV Capital Management Co., Inc. | 0.03% | — | 4,000 | $78K |
| Stonebridge Financial Group, LLC | 0.01% | — | 4,000 | $78K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -46.6% | 4,000 | $78K |
| Colonial Trust Advisors | 0.01% | No change | 3,840 | $75K |
| Eagle Bay Advisors LLC | 0.05% | Reduce -10.8% | 3,694 | $72K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,625 | $71K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +18.0% | 3,649 | $71K |
| St Germain D J Co. Inc. | 0.00% | No change | 3,614 | $71K |
| MRP Capital Investments, LLC | 0.06% | Add +46.8% | 3,606 | $71K |
| Kelly Lawrence W & Associates Inc. | 0.02% | No change | 3,600 | $71K |
| Optimum Investment Advisors | 0.03% | No change | 3,500 | $69K |
| Manchester Capital Management LLC | 0.01% | No change | 3,328 | $65K |
| HBC Financial Services, PLLC | 0.04% | No change | 3,300 | $64K |
| Wintrust Investments LLC | 0.05% | Add +0.9% | 3,073 | $60K |
| Rosenberg Matthew Hamilton | 0.02% | Add +52.5% | 3,050 | $60K |
| SouthState Bank Corp | 0.00% | No change | 3,050 | $60K |
| Caldwell Trust Co | 0.01% | No change | 3,022 | $59K |
| Murphy & Mullick Capital Management Corp | 0.05% | — | 3,020 | $59K |
| Lee Danner & Bass Inc. | 0.00% | New | 3,000 | $59K |
| Nova Wealth Management, Inc. | 0.05% | — | 2,975 | $58K |
| Wolff Wiese Magana LLC | 0.04% | Reduce -1.7% | 2,955 | $58K |
| Financial Freedom, LLC | 0.03% | Add +26.8% | 2,906 | $57K |
| Albion Financial Group | 0.00% | Reduce -14.1% | 2,855 | $56K |
| Castleview Partners, LLC | 0.03% | Add +2.7% | 2,825 | $56K |
| South Plains Financial, Inc. | 0.04% | — | 2,778 | $54K |
| Ameriflex Group, Inc. | 0.02% | — | 2,650 | $54K |
| Rise Advisors, LLC | 0.03% | Reduce -3.2% | 2,719 | $53K |
| Oarsman Capital, Inc. | 0.01% | Add +55.4% | 2,630 | $52K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +47.6% | 2,614 | $51K |
| Hudson Edge Investment Partners Inc. | 0.01% | No change | 2,600 | $51K |
| FSC Wealth Advisors, LLC | 0.03% | Add +63.2% | 2,582 | $51K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,500 | $49K |
| Coppell Advisory Solutions LLC | 0.01% | Add +10.9% | 2,477 | $48K |
| Key Financial Inc | 0.01% | Add +1.8% | 2,434 | $48K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 2,425 | $48K |
| Crowley Wealth Management, Inc. | 0.04% | — | 2,400 | $47K |
| Duncker Streett & Co. Inc. | 0.01% | New | 2,400 | $47K |
| Continuum Advisory, LLC | 0.01% | Add +1.6% | 2,396 | $47K |
| Asset Dedication, LLC | 0.00% | Add +0.8% | 2,382 | $47K |
| Vermillion Wealth Management, Inc. | 0.02% | — | 2,336 | $46K |
| SRH Advisors, LLC | 0.01% | New | 2,325 | $46K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,211 | $43K |
| High Note Wealth, LLC | 0.01% | New | 2,200 | $43K |
| Tidemark, LLC | 0.02% | Add +58.9% | 2,188 | $43K |
| Beacon Capital Management, LLC | 0.01% | Add +1.4% | 2,174 | $43K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +61.6% | 2,152 | $42K |
| Golden State Wealth Management, LLC | 0.01% | — | 2,072 | $41K |
| Citizens National Bank Trust Department | 0.01% | New | 2,000 | $39K |
| Trust Co | 0.00% | No change | 2,000 | $39K |
| NBT Bank, N.A. | 0.00% | No change | 2,000 | $39K |
| Chilton Capital Management LLC | 0.00% | Reduce -74.8% | 2,000 | $39K |
| Glen Eagle Advisors, LLC | 0.01% | Add +30.3% | 1,997 | $39K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,952 | $38K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +28.1% | 1,921 | $38K |
| Pacific Center for Financial Services | 0.01% | No change | 1,920 | $38K |
| Tortoise Investment Management, LLC | 0.00% | Add +111.1% | 1,900 | $37K |
| Financial Life Planners | 0.03% | — | 1,896 | $37K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.5% | 1,890 | $37K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +26.9% | 1,880 | $37K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -24.6% | 1,863 | $36K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,844 | $36K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 1,800 | $35K |
| Peoples Financial Services Corp. | 0.02% | No change | 1,792 | $35K |
| United Community Bank | 0.01% | New | 1,788 | $35K |
| Community Bank, N.A. | 0.00% | No change | 1,700 | $33K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,650 | $32K |
| Main Street Group, LTD | 0.01% | Reduce -42.9% | 1,598 | $31K |
| Colonial Trust Co / SC | 0.00% | No change | 1,567 | $31K |
| Fourth Dimension Wealth, LLC | 0.02% | — | 1,500 | $29K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +50.0% | 1,500 | $29K |
| GAMMA Investing LLC | 0.00% | New | 1,500 | $29K |
| Country Trust Bank | 0.00% | No change | 1,500 | $29K |
| Clarity Asset Management, Inc. | 0.02% | Add +1.8% | 1,491 | $29K |
| Sawyer & Company, Inc | 0.01% | No change | 1,500 | $29K |
| Delta Asset Management LLC | 0.00% | Reduce -6.7% | 1,400 | $27K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 1,385 | $27K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -6.7% | 1,384 | $27K |
| Capital A Wealth Management, LLC | 0.04% | — | 1,332 | $26K |
| Financial Connections Group, Inc. | 0.01% | Add +1.9% | 1,373 | $26K |
| Mountain Hill Investment Partners Corp. | 0.03% | — | 1,283 | $25K |
| Frazier Financial Advisors, LLC | 0.02% | Add +1.1% | 1,249 | $24K |
| Tsfg, LLC | 0.00% | No change | 1,172 | $23K |
| Comprehensive Financial Planning, Inc. | 0.02% | — | 1,132 | $22K |
| ESL Trust Services, LLC | 0.00% | New | 1,091 | $21K |
| Islay Capital Management, LLC | 0.01% | No change | 1,024 | $20K |
| TD Capital Management LLC | 0.00% | No change | 1,018 | $20K |
| Prestige Wealth Management Group LLC | 0.00% | New | 1,017 | $20K |
| Capital & Planning, LLC | 0.01% | — | 1,010 | $20K |
| City State Bank | 0.01% | New | 1,000 | $20K |
| Rialto Wealth Management, LLC | 0.01% | — | 1,000 | $20K |
| Global Wealth Strategies & Associates | 0.01% | New | 1,000 | $20K |
| Stephens Consulting, LLC | 0.00% | No change | 1,000 | $20K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 1,000 | $20K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 1,000 | $20K |
| Pineridge Advisors LLC | 0.01% | Add +43.9% | 996 | $20K |
| WealthTrak Capital Management LLC | 0.02% | — | 960 | $19K |
| PFS Partners, LLC | 0.01% | Reduce -29.1% | 908 | $18K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 906 | $18K |
| CNB Bank | 0.01% | No change | 900 | $18K |
| Tucker Asset Management LLC | 0.00% | New | 852 | $17K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 852 | $17K |
| Truvestments Capital LLC | 0.00% | New | 842 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 830 | $16K |
| Eq Wealth Advisors, LLC | 0.02% | — | 16,135 | $16K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 800 | $16K |
| Clear Investment Research, LLC | 0.02% | Add +1.9% | 795 | $16K |
| Crewe Advisors LLC | 0.00% | Add +15.4% | 773 | $15K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 768 | $15K |
| American National Bank & Trust | 0.00% | No change | 705 | $14K |
| Archer Investment Corp | 0.00% | No change | 680 | $13K |
| New Wave Wealth Advisors LLC | 0.01% | New | 676 | $13K |
| Addison Advisors LLC | 0.00% | No change | 640 | $13K |
| Financial Management Professionals, Inc. | 0.00% | No change | 633 | $12K |
| Hoese & Co LLP | 0.01% | No change | 600 | $12K |
| Painted Porch Advisors LLC | 0.01% | New | 600 | $12K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -33.4% | 586 | $11K |
| Resources Management Corp. /CT/ | 0.00% | No change | 544 | $11K |
| New England Capital Financial Advisors LLC | 0.01% | Add +1.9% | 551 | $11K |
| Hoey Investments, Inc. | 0.00% | No change | 516 | $10K |
| Park Place Capital Corp | 0.00% | No change | 485 | $10K |
| Centerpoint Advisors, LLC | 0.00% | No change | 434 | $9K |
| AdvisorNet Financial, Inc | 0.00% | No change | 458 | $9K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -83.9% | 414 | $8K |
| Russell Investments Group, Ltd. | 0.00% | No change | 400 | $8K |
| Chesapeake Asset Management LLC | 0.01% | Add +2.0% | 309 | $6K |
| Runnymede Capital Advisors, Inc. | 0.01% | — | 300 | $6K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 300 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 294 | $6K |
| Burkett Financial Services, LLC | 0.00% | Add +1.8% | 283 | $6K |
| SWAN Capital LLC | 0.00% | New | 272 | $5K |
| Covestor Ltd | 0.00% | Reduce -7.3% | 266 | $5K |
| Penserra Capital Management LLC | 0.00% | No change | 285 | $5K |
| Millstone Evans Group, LLC | 0.00% | — | 255 | $5K |
| Atwood & Palmer Inc. | 0.00% | No change | 223 | $4K |
| GeoWealth Management, LLC | 0.00% | No change | 207 | $4K |
| Atlatl Advisers LLC | 0.00% | — | 200 | $4K |
| Independence Bank of Kentucky | 0.00% | No change | 200 | $4K |
| VSM Wealth Advisory, LLC | 0.00% | — | 182 | $4K |
| Mattson Financial Services, LLC | 0.00% | New | 200 | $3K |
| Raiffeisen Bank International AG | 0.00% | — | 116 | $2K |
| CKW Financial Group | 0.00% | No change | 100 | $2K |
| Teachers Insurance & Annuity Association of America | 0.00% | New | 100 | $2K |
| Sachetta, LLC | 0.00% | No change | 100 | $2K |
| Studio Investment Management LLC | 0.00% | New | 96 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 95 | $2K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 80 | $2K |
| Copia Wealth Management | 0.00% | — | 68 | $1K |
| Lanark Financial, Inc. | 0.11% | — | 60 | $1K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 59 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 59 | $1K |
| Mainstream Capital Management LLC | 0.00% | New | 40 | $784 |
| Keystone Financial Group, Inc. | 0.00% | — | 30 | $588 |
| Putney Financial Group LLC | 0.00% | — | 30 | $588 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 21 | $411 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 724 | $142 |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 20 | $0 |
"% of holder's portfolio" is ET's weight in each manager's 13F, not the share of Energy Transfer LP the manager owns.