Energy Transfer LPET
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 1,213 institutions reported holding Energy Transfer LP (ET) in their 13F filings, up 8 from Q4 2024. 90 opened new positions and 70 sold out. The largest holders were Goldman Sachs Group Inc. ($1.4B), Alps Advisors Inc. ($1.4B) and Morgan Stanley ($1.3B). 8 famous investors held it, including Leon Cooperman (9.6% of Omega Advisors (Leon Cooperman)'s portfolio), David Abrams (2.0% of Abrams Capital Management's portfolio) and David Tepper (1.7% of Appaloosa's portfolio).
- Company
- Energy Transfer LP
- CUSIP
- 29273V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $253.3M |
| Exits | 70 | $130.5M |
All 13F filers, Q4 2024 → Q1 2025: 58,121,573 shares bought and 99,269,765 shares sold, net −41,148,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,213 holders
| Goldman Sachs Group Inc. | 0.27% | Reduce -16.0% | 76,983,360 | $1.4B |
| Alps Advisors Inc. | 8.12% | Add +12.9% | 75,353,994 | $1.4B |
| Morgan Stanley | 0.09% | Reduce -25.9% | 68,630,159 | $1.3B |
| Invesco Ltd. | 0.20% | Add +0.0% | 56,118,989 | $1.0B |
| Blackstone Inc. | 4.24% | Reduce -3.1% | 52,032,514 | $967.3M |
| FMR LLC | 0.05% | Add +14.2% | 44,131,251 | $820.4M |
| JPMorgan Chase & Co. | 0.06% | Reduce -11.6% | 43,353,960 | $806.0M |
| Tortoise Capital Advisors, L.L.C. | 8.59% | Add +2.5% | 38,205,495 | $710.2M |
| Bank of America Corp. | 0.06% | Reduce -1.4% | 37,406,217 | $695.4M |
| UBS Group AG | 0.14% | Reduce -14.3% | 33,051,626 | $614.4M |
| Kayne Anderson Capital Advisors LP | 9.97% | Add +0.8% | 24,170,455 | $449.3M |
| First Reserve GP XIII Ltd | 85.84% | No change | 23,340,380 | $433.9M |
| Energy Income Partners, LLC | 8.22% | Add +12.0% | 23,120,066 | $429.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.78% | Reduce -1.3% | 19,528,085 | $363.0M |
| Natixis | 2.00% | Add +24.4% | 18,181,024 | $336.1M |
| Westwood Holdings Group Inc. | 2.39% | Add +2.8% | 16,787,080 | $312.1M |
| BNP Paribas Financial Markets | 0.24% | Add +4.1% | 16,764,607 | $311.7M |
| Clearbridge Investments, LLC | 0.27% | Add +3.7% | 16,756,463 | $311.5M |
| Neuberger Berman Group LLC | 0.25% | Add +0.5% | 16,064,685 | $298.6M |
| Chickasaw Capital Management LLC | 11.21% | Reduce -0.5% | 15,656,531 | $291.1M |
| Brookfield Corp | 0.36% | Add +6.4% | 14,626,020 | $271.9M |
| Omega Advisors (Leon Cooperman) | 9.59% | Add +2.7% | 13,000,000 | $241.7M |
| CIBC Private Wealth Group LLC | 0.50% | Add +10.8% | 14,981,432 | $234.5M |
| Wells Fargo & Company | 0.05% | Reduce -3.4% | 11,262,453 | $209.4M |
| Citigroup Inc. | 0.12% | Reduce -18.8% | 8,257,071 | $153.5M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 8.51% | Reduce -2.2% | 7,416,868 | $137.9M |
| Raymond James Financial Inc. | 0.05% | Add +7.5% | 6,548,087 | $121.7M |
| Berkley W R Corp. | 8.60% | No change | 6,334,494 | $117.8M |
| Eagle Global Advisors LLC | 4.76% | Add +7.5% | 6,224,721 | $115.7M |
| Abrams Capital Management | 2.05% | Reduce -65.2% | 6,205,777 | $115.4M |
| LPL Financial LLC | 0.04% | Add +16.4% | 5,958,384 | $110.8M |
| Stifel Financial Corp. | 0.11% | Add +2.6% | 5,763,218 | $107.1M |
| Stephens Group, LLC | 53.40% | No change | 5,574,335 | $103.6M |
| Garrett Wealth Advisory Group, LLC | 22.78% | Add +0.0% | 5,479,832 | $101.9M |
| Miller Howard Investments Inc. | 2.98% | Reduce -9.8% | 5,033,609 | $93.6M |
| Fractal Investments LLC | 12.94% | No change | 5,009,543 | $93.1M |
| Duff & Phelps Investment Management Co. | 1.09% | Add +0.1% | 4,998,607 | $92.9M |
| Commerce Bank | 0.59% | New | 4,981,530 | $92.6M |
| Appaloosa | 1.66% | Add +0.9% | 4,957,235 | $92.2M |
| Patient Capital Management, LLC | 4.67% | Reduce -4.1% | 4,883,763 | $90.8M |
| Recurrent Investment Advisors LLC | 7.44% | Add +0.1% | 4,725,234 | $87.8M |
| Royal Bank of Canada | 0.02% | Reduce -8.2% | 4,589,952 | $85.3M |
| Allianz Asset Management GmbH | 0.12% | Reduce -13.0% | 4,249,014 | $79.0M |
| Barclays PLC | 0.04% | Add +23.8% | 4,224,820 | $78.5M |
| Zurich Insurance Group Ltd | 0.56% | Reduce -8.3% | 3,703,877 | $68.9M |
| Amundi | 0.02% | No change | 3,859,188 | $68.4M |
| Pinnacle Wealth Planning Services, Inc. | 10.21% | Reduce -4.6% | 3,654,665 | $67.9M |
| Infrastructure Capital Advisors, LLC | 11.09% | Add +8.0% | 3,493,887 | $65.0M |
| Rockefeller Capital Management L.P. | 0.16% | Reduce -6.8% | 3,449,212 | $64.1M |
| Long Focus Capital Management, LLC | 4.22% | No change | 3,342,400 | $62.1M |
| HighTower Advisors, LLC | 0.08% | Reduce -16.9% | 3,047,345 | $56.7M |
| Cohen & Steers, Inc. | 0.10% | Reduce -1.2% | 3,022,569 | $56.2M |
| Chicago Partners Investment Group LLC | 1.84% | Reduce -0.2% | 3,279,899 | $55.4M |
| Osaic Holdings, Inc. | 0.12% | Reduce -3.8% | 2,931,911 | $54.5M |
| RR Advisors, LLC | 12.45% | Reduce -3.7% | 2,805,000 | $52.1M |
| Bank of Montreal | 0.03% | Reduce -78.1% | 2,732,687 | $50.8M |
| Beach Investment Counsel Inc. | 7.30% | Reduce -3.1% | 2,666,295 | $49.6M |
| Maryland State Retirement & Pension System | 1.16% | Add +3.0% | 2,618,836 | $48.7M |
| Philosophy Capital Management LLC | 6.36% | Add +1.9% | 2,568,231 | $47.7M |
| HSBC Holdings PLC | 0.03% | Add +0.0% | 2,563,421 | $47.4M |
| Susquehanna International Group, LLP | 0.08% | Add +1033.8% | 2,467,681 | $45.9M |
| Merewether Investment Management, LP | 1.64% | Reduce -7.3% | 2,426,212 | $45.1M |
| Nuveen, LLC | 0.01% | — | 2,414,008 | $44.9M |
| Employees Retirement System of Texas | 0.48% | New | 2,384,424 | $44.3M |
| Progeny 3, Inc. | 3.00% | Add +1.6% | 2,344,485 | $43.6M |
| Toronto Dominion Bank | 0.11% | Reduce -7.6% | 2,285,000 | $42.5M |
| Americana Partners, LLC | 1.64% | Add +25.1% | 2,271,767 | $42.2M |
| Jennison Associates LLC | 0.03% | Reduce -10.8% | 2,161,564 | $40.2M |
| Catalyst Capital Advisors LLC | 0.79% | Add +6.1% | 2,072,055 | $38.5M |
| Walnut Private Equity Partners, LLC | 20.48% | Add +1.3% | 2,011,000 | $37.4M |
| Longfellow Investment Management Co. LLC | 8.79% | Reduce -32.0% | 1,938,068 | $36.0M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +7.4% | 1,907,199 | $35.5M |
| Beacon Pointe Advisors, LLC | 0.38% | Add +38.5% | 1,811,079 | $33.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.5% | 1,690,838 | $31.4M |
| Mariner, LLC | 0.05% | Add +4.6% | 1,684,010 | $31.3M |
| Kamunting Street Capital Management, L.P. | 20.92% | Add +36.2% | 1,679,238 | $31.2M |
| Deutsche Bank AG | 0.01% | No change | 1,655,155 | $30.8M |
| Cetera Investment Advisers | 0.06% | Add +15.2% | 1,609,401 | $29.9M |
| Exchange Traded Concepts, LLC | 0.52% | Add +11.7% | 1,551,079 | $28.8M |
| Citadel Advisors | 0.03% | Add +21622.0% | 1,503,595 | $28.0M |
| FFG Partners, LLC | 11.40% | Reduce -9.7% | 1,490,113 | $27.7M |
| Stephens Inc. | 0.40% | Add +22.9% | 1,476,041 | $27.4M |
| Newbrook Capital Advisors LP | 4.31% | New | 1,469,224 | $27.3M |
| Delphi Financial Group, Inc. | 16.28% | No change | 1,421,945 | $26.4M |
| Adams Asset Advisors, LLC | 3.68% | Reduce -0.3% | 1,415,760 | $26.3M |
| Payden & Rygel | 2.13% | No change | 1,332,490 | $24.8M |
| Waverly Advisors, LLC | 0.30% | Add +240.2% | 1,303,694 | $24.2M |
| Texas Yale Capital Corp. | 0.99% | Add +8.7% | 1,297,796 | $24.1M |
| Moneta Group Investment Advisors LLC | 0.33% | Reduce -1.3% | 1,293,548 | $24.0M |
| Gabelli Funds LLC | 0.18% | Add +2.3% | 1,278,492 | $23.8M |
| Sanctuary Advisors, LLC | 0.16% | Add +13.1% | 1,202,662 | $22.4M |
| Lonestar Capital Management LLC | 27.72% | Reduce -7.7% | 1,200,000 | $22.3M |
| Nexpoint Asset Management, L.P. | 2.13% | No change | 1,197,512 | $22.3M |
| Aptus Capital Advisors, LLC | 0.24% | Reduce -9.1% | 1,160,251 | $21.6M |
| U.S. Capital Wealth Advisors, LLC | 0.66% | Add +15.0% | 1,157,959 | $21.5M |
| HRT Financial LP | 0.13% | Add +49.3% | 1,140,519 | $21.2M |
| Kestra Advisory Services, LLC | 0.10% | Add +7.3% | 1,106,063 | $20.6M |
| Northern Trust Corp. | 0.00% | Add +223.5% | 1,069,534 | $19.9M |
| Simplex Trading, LLC | 0.70% | Reduce -10.4% | 1,055,768 | $19.6M |
| Creative Planning | 0.02% | Add +6.5% | 1,032,962 | $19.2M |
| General American Investors Co. Inc. | 1.41% | No change | 1,020,030 | $19.0M |
| Susquehanna Fundamental Investments, LLC | 0.31% | Reduce -7.7% | 1,003,828 | $18.7M |
| RBF Capital, LLC | 1.17% | No change | 1,000,000 | $18.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +23.1% | 941,444 | $17.5M |
| Oppenheimer & Co. Inc. | 0.26% | Reduce -7.6% | 924,152 | $17.2M |
| Wellington Management Group LLP | 0.00% | New | 924,000 | $17.2M |
| Glenmede Trust Co. NA | 0.09% | Add +8.4% | 920,737 | $17.1M |
| Prime Capital Investment Advisors, LLC | 0.20% | Add +6.3% | 919,592 | $17.1M |
| Evergreen Capital Management LLC | 0.56% | Reduce -6.8% | 896,555 | $16.7M |
| Heronetta Management, L.P. | 8.98% | Reduce -0.1% | 884,154 | $16.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.1% | 866,995 | $16.1M |
| NBW Capital LLC | 3.52% | Reduce -0.4% | 854,773 | $15.9M |
| McGowan Group Asset Management, Inc. | 2.13% | Reduce -0.2% | 853,063 | $15.9M |
| Bokf, NA | 0.28% | Add +1.2% | 850,163 | $15.8M |
| Private Capital Advisors, Inc. | 1.87% | Add +2.1% | 841,602 | $15.6M |
| Pathstone Holdings, LLC | 0.07% | Add +2.2% | 840,777 | $15.6M |
| Fourpath Capital Management, LLC | 2.64% | Add +0.6% | 815,954 | $15.2M |
| Dividend Assets Capital, LLC | 2.85% | Reduce -0.4% | 810,962 | $15.1M |
| Group One Trading LLC | 0.62% | New | 805,976 | $15.0M |
| Williams Jones Wealth Management, LLC. | 0.19% | Reduce -1.9% | 796,131 | $14.8M |
| Truist Financial Corp. | 0.02% | Reduce -0.6% | 788,248 | $14.7M |
| Parsons Capital Management Inc. | 0.79% | Reduce -0.0% | 782,146 | $14.5M |
| US Bancorp \de | 0.02% | Add +56.7% | 772,821 | $14.4M |
| Westend Capital Management, LLC | 5.36% | Add +1.4% | 758,503 | $14.1M |
| MAI Capital Management | 0.11% | Add +1.3% | 755,652 | $14.0M |
| Bollard Group LLC | 0.36% | Add +1.8% | 742,618 | $13.8M |
| Cna Financial Corp. | 8.31% | No change | 700,000 | $13.0M |
| Bowen Hanes & Co. Inc. | 0.36% | Add +27.3% | 700,000 | $13.0M |
| Summit Financial, LLC | 0.36% | Add +0.2% | 686,738 | $12.8M |
| JCP Investment Management, LLC | 7.84% | Add +0.0% | 684,086 | $12.7M |
| Callodine Capital Management, LP | 2.04% | Reduce -22.4% | 660,000 | $12.3M |
| Private Advisor Group, LLC | 0.07% | Add +1.2% | 654,133 | $12.2M |
| Texas Capital Bank Wealth Management Services Inc | 1.22% | Add +27.6% | 651,097 | $12.1M |
| &partners | 0.13% | Add +8.4% | 641,958 | $12.0M |
| Turtle Creek Wealth Advisors, LLC | 1.78% | Add +328.7% | 642,369 | $11.9M |
| Wexford Capital LP | 3.06% | Add +9.4% | 633,765 | $11.8M |
| Alden Global Capital LLC | 12.55% | No change | 632,013 | $11.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.2% | 624,361 | $11.6M |
| Annandale Capital, LLC | 2.16% | Add +0.4% | 621,362 | $11.6M |
| Childress Capital Advisors, LLC | 3.20% | Add +1.1% | 593,403 | $11.0M |
| Hennessy Advisors Inc. | 0.36% | Add +1.8% | 580,930 | $10.8M |
| First Trust Advisors LP | 0.01% | Add +174.8% | 576,735 | $10.7M |
| Blair William & Co. | 0.03% | Add +11.0% | 571,952 | $10.6M |
| Cutter & CO Brokerage, Inc. | 2.47% | Add +17.6% | 562,361 | $10.5M |
| Spirit of America Management Corp. | 2.11% | Reduce -2.3% | 561,700 | $10.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -10.3% | 562,843 | $10.4M |
| NewEdge Advisors, LLC | 0.06% | Reduce -4.4% | 559,157 | $10.4M |
| Ensign Peak Advisors, Inc | 0.02% | No change | 555,230 | $10.3M |
| Tectonic Advisors LLC | 0.64% | Add +4.4% | 550,711 | $10.2M |
| Requisite Capital Management, LLC | 2.31% | No change | 550,610 | $10.2M |
| Manning & Napier Advisors LLC | 0.12% | Reduce -25.0% | 525,000 | $9.8M |
| Corient Private Wealth LP | 0.02% | Reduce -68.9% | 522,331 | $9.7M |
| ELCO Management Co., LLC | 5.35% | Reduce -3.8% | 519,719 | $9.7M |
| Brown Advisory Inc. | 0.01% | Reduce -6.1% | 509,913 | $9.5M |
| Wolverine Trading, LLC | 0.29% | Add +214.3% | 497,570 | $9.3M |
| Advisors Capital Management, LLC | 0.14% | Reduce -3.7% | 481,419 | $8.9M |
| Captrust Financial Advisors | 0.02% | Reduce -3.2% | 478,207 | $8.9M |
| Oxbow Advisors, LLC | 0.96% | Add +0.8% | 474,867 | $8.8M |
| Pekin Hardy Strauss, Inc. | 1.06% | Add +1.1% | 467,335 | $8.7M |
| Moors & Cabot, Inc. | 0.44% | Add +2.1% | 464,340 | $8.6M |
| Prospera Financial Services Inc | 0.20% | Add +8.9% | 460,039 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Add +17.2% | 456,152 | $8.5M |
| American Financial Group Inc. | 3.68% | No change | 450,896 | $8.4M |
| Avenir Corp. | 0.86% | No change | 438,662 | $8.2M |
| Amitell Capital Pte Ltd | 6.15% | No change | 428,146 | $8.0M |
| Fogel Capital Management, Inc. | 4.28% | Add +6.7% | 427,939 | $8.0M |
| NFC Investments, LLC | 2.35% | Add +37.9% | 426,000 | $7.9M |
| Cutler Capital Management, LLC | 3.44% | Reduce -5.7% | 416,471 | $7.7M |
| Militia Capital Partners, LP | 6.25% | Add +38.3% | 415,000 | $7.7M |
| Ascentis Wealth Management, LLC | 2.46% | Add +11.9% | 408,712 | $7.7M |
| Horizon Kinetics Asset Management LLC | 0.09% | Add +31.3% | 409,166 | $7.6M |
| Empowered Funds, LLC | 0.11% | Add +1.1% | 405,820 | $7.5M |
| M&T Bank Corp | 0.03% | Add +119.2% | 399,366 | $7.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +6.2% | 397,626 | $7.4M |
| Concorde Financial Corp | 3.97% | Add +0.9% | 387,589 | $7.2M |
| Fort Sheridan Advisors LLC | 1.09% | Add +3.9% | 386,664 | $7.2M |
| Salem Investment Counselors Inc. | 0.25% | Reduce -0.0% | 384,665 | $7.2M |
| SL Advisors, LLC | 12.32% | No change | 378,868 | $7.0M |
| Cumberland Partners Ltd | 0.54% | Add +2.7% | 376,705 | $7.0M |
| Cambiar Investors LLC | 0.30% | Add +18.6% | 376,604 | $7.0M |
| Gilman Hill Asset Management, LLC | 1.21% | Reduce -1.6% | 375,666 | $7.0M |
| Jones Financial Companies LLLP | 0.01% | Add +21.1% | 373,212 | $7.0M |
| Pacer Advisors, Inc. | 0.02% | Add +29.1% | 374,948 | $7.0M |
| D.A. Davidson & Co. | 0.05% | Add +25.8% | 366,659 | $6.8M |
| Advisors Asset Management, Inc. | 0.13% | Add +10.8% | 365,332 | $6.8M |
| Boston Partners | 0.01% | New | 357,915 | $6.7M |
| Cibc World Market Inc. | 0.02% | Reduce 0.0% | 357,284 | $6.6M |
| Whittier Trust Co. of Nevada Inc. | 0.17% | No change | 353,240 | $6.6M |
| Lido Advisors, LLC | 0.04% | Add +8.9% | 349,410 | $6.5M |
| BlackRock, Inc. | 0.00% | Add +15.8% | 345,393 | $6.4M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -50.3% | 338,260 | $6.3M |
| Cerity Partners LLC | 0.01% | Add +8.8% | 335,749 | $6.2M |
| Sowell Financial Services LLC | 0.28% | Reduce -3.7% | 334,115 | $6.2M |
| Fort Washington Investment Advisors Inc. | 0.04% | Reduce -6.5% | 332,618 | $6.2M |
| Hodges Capital Management Inc. | 0.61% | Add +2.2% | 331,178 | $6.2M |
| Cohen Capital Management, Inc. | 1.05% | No change | 329,304 | $6.1M |
| Wilmington Savings Fund Society, FSB | 0.11% | Reduce -1.7% | 319,743 | $5.9M |
| Advisory Services Network, LLC | 0.11% | Add +1.2% | 318,007 | $5.9M |
| Independent Advisor Alliance | 0.20% | Add +10.1% | 317,527 | $5.9M |
| Keebeck Wealth Management | 0.87% | Reduce -2.0% | 315,189 | $5.9M |
| Apollon Wealth Management, LLC | 0.13% | Add +1.6% | 313,048 | $5.8M |
| Capital Investment Advisors, LLC | 0.11% | Add +16.1% | 310,320 | $5.8M |
| Castleark Management LLC | 0.20% | Reduce -14.8% | 306,800 | $5.7M |
| DCF Advisers, LLC | 3.01% | New | 300,500 | $5.6M |
| Granby Capital Management, LLC | 3.01% | No change | 300,000 | $5.6M |
| Nations Financial Group Inc, /Ia/ | 0.42% | Reduce -1.6% | 298,634 | $5.6M |
| Enclave Advisors LLC | 0.92% | Reduce -1.6% | 288,474 | $5.4M |
| Old North State Wealth Management, LLC | 2.94% | Reduce -3.0% | 284,304 | $5.3M |
| Hilltop Holdings Inc. | 0.33% | Add +0.2% | 283,866 | $5.3M |
| VestGen Advisors, LLC | 0.24% | — | 282,885 | $5.3M |
| Goldentree Asset Management LP | 0.43% | New | 281,949 | $5.2M |
| Northern Right Capital Management, L.P. | 2.11% | No change | 277,999 | $5.2M |
| Focus Partners Wealth | 0.01% | Add +4.2% | 275,698 | $5.1M |
| Knollwood Investment Advisory, LLC | 0.57% | Reduce -0.3% | 275,100 | $5.1M |
| Cresset Asset Management, LLC | 0.03% | Reduce -29.1% | 271,940 | $5.1M |
| International Assets Investment Management, LLC | 0.44% | Add +3.6% | 269,886 | $5.0M |
| Baldwin Wealth Partners LLC | 0.35% | Reduce -6.2% | 268,753 | $5.0M |
| Bahl & Gaynor LLC | 0.03% | Add +0.6% | 268,153 | $5.0M |
| Bridges Investment Management Inc. | 0.07% | No change | 264,422 | $4.9M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -15.2% | 262,399 | $4.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.9% | 257,618 | $4.8M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -17.7% | 257,349 | $4.8M |
| Adell Harriman & Carpenter Inc. | 0.36% | Add +4.0% | 255,933 | $4.8M |
| Anthracite Investment Company, Inc. | 2.92% | Add +37.9% | 251,000 | $4.7M |
| PSI Advisors, LLC | 1.51% | Reduce -4.6% | 250,245 | $4.7M |
| Fayez Sarofim & Co | 0.01% | Add +33.1% | 245,013 | $4.6M |
| Brookstone Capital Management | 0.07% | Add +8.1% | 244,204 | $4.5M |
| Pin Oak Investment Advisors Inc. | 3.44% | Add +0.9% | 242,848 | $4.5M |
| Capital Analysts, LLC | 0.17% | Reduce -2.1% | 242,198 | $4.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.5% | 240,742 | $4.5M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Reduce -12.8% | 240,659 | $4.5M |
| Empirical Finance, LLC | 0.27% | New | 240,445 | $4.5M |
| Calamos Advisors LLC | 0.03% | No change | 230,990 | $4.3M |
| Ashford Capital Management Inc. | 0.55% | Reduce -7.0% | 230,803 | $4.3M |
| Shepherd Kaplan Krochuk, LLC | 3.66% | Reduce -3.2% | 229,936 | $4.3M |
| Cullen Capital Management, LLC | 0.05% | Reduce -18.7% | 228,496 | $4.2M |
| American Assets Investment Management, LLC | 0.37% | No change | 225,800 | $4.2M |
| PFG Investments, LLC | 0.27% | Reduce -9.6% | 222,144 | $4.1M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +147.0% | 218,978 | $4.1M |
| IFP Advisors, Inc | 0.13% | Reduce -65.6% | 218,067 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +21.9% | 216,314 | $4.0M |
| Crescent Grove Advisors, LLC | 0.42% | Reduce -41.7% | 214,659 | $4.0M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -20.3% | 213,531 | $4.0M |
| Cercano Management LLC | 0.11% | No change | 209,295 | $3.9M |
| Prospect Financial Services LLC | 2.16% | Reduce -1.6% | 209,148 | $3.9M |
| MML Investors Services, LLC | 0.01% | Add +66.6% | 208,440 | $3.9M |
| 180 Wealth Advisors, LLC | 0.61% | Reduce -0.3% | 207,285 | $3.9M |
| Sentinel Trust Co. Lba | 0.45% | No change | 207,000 | $3.8M |
| Jefferies Financial Group Inc. | 0.07% | Reduce -56.0% | 206,527 | $3.8M |
| Sei Investments Co. | 0.00% | Reduce -15.5% | 206,449 | $3.8M |
| ProShare Advisors LLC | 0.01% | Reduce -10.3% | 206,442 | $3.8M |
| CoreCap Advisors, LLC | 0.16% | Add +1.0% | 199,861 | $3.7M |
| Icon Wealth Advisors, LLC | 0.31% | Add +7.7% | 199,838 | $3.7M |
| 1900 Wealth Management LLC | 0.31% | Add +1.8% | 198,790 | $3.7M |
| Mutual Advisors, LLC | 0.11% | Add +8.3% | 211,754 | $3.7M |
| Van Eck Associates Corp. | 0.00% | Add +22.4% | 196,416 | $3.7M |
| Fortem Financial Group, LLC | 1.41% | Reduce -5.1% | 195,450 | $3.6M |
| Jackson Hole Capital Partners, LLC | 0.72% | Reduce -4.8% | 194,196 | $3.6M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +0.3% | 193,704 | $3.6M |
| CFM Wealth Partners LLC | 0.63% | Add +7.0% | 193,150 | $3.6M |
| Keybank National Association | 0.01% | Reduce -2.4% | 193,149 | $3.6M |
| Lavaca Capital LLC | 1.63% | No change | 192,800 | $3.6M |
| Ieq Capital, LLC | 0.03% | Reduce -9.0% | 192,435 | $3.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +4.2% | 190,415 | $3.5M |
| Corps Capital Advisors, LLC | 3.72% | Add +0.5% | 190,152 | $3.5M |
| Rollins Financial Advisors, LLC | 0.61% | Add +18.1% | 189,842 | $3.5M |
| Basso Capital Management, L.P. | 2.98% | No change | 188,500 | $3.5M |
| Inscription Capital, LLC | 0.58% | — | 221,559 | $3.5M |
| Huntleigh Advisors, Inc. | 0.58% | Reduce -22.1% | 186,836 | $3.5M |
| HB Wealth Management, LLC | 0.03% | Add +21.8% | 185,760 | $3.5M |
| Howard Financial Services, LTD. | 0.46% | Add +0.2% | 182,047 | $3.4M |
| First Dallas Securities Inc. | 1.41% | Add +1.8% | 181,899 | $3.4M |
| Pinnacle Holdings, LLC | 1.49% | Reduce -0.9% | 181,626 | $3.4M |
| Valeo Financial Advisors, LLC | 0.09% | Reduce -29.2% | 180,926 | $3.4M |
| Redwood Wealth Management Group, LLC | 1.70% | Reduce -1.4% | 179,917 | $3.3M |
| Aurora Private Wealth, Inc. | 2.66% | Add +1.4% | 178,935 | $3.3M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +18.6% | 176,331 | $3.3M |
| Finer Wealth Management, Inc. | 1.96% | Add +1.8% | 175,770 | $3.3M |
| ArchPoint Investors | 1.07% | Add +0.8% | 175,715 | $3.3M |
| Terril Brothers, Inc. | 1.21% | Reduce -2.4% | 174,714 | $3.2M |
| Black Swift Group, LLC | 0.73% | Add +444.6% | 174,265 | $3.2M |
| Sunbelt Securities, Inc. | 0.29% | Reduce -2.7% | 172,952 | $3.2M |
| Beverly Hills Private Wealth, LLC | 0.64% | Add +1.2% | 171,226 | $3.2M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +28.6% | 166,982 | $3.1M |
| Fairholme Capital Management | 0.25% | Reduce -80.5% | 166,600 | $3.1M |
| Segall Bryant & Hamill, LLC | 0.05% | No change | 165,499 | $3.1M |
| Daymark Wealth Partners, LLC | 0.13% | Add +2.7% | 165,068 | $3.1M |
| Kornitzer Capital Management Inc. | 0.06% | No change | 162,600 | $3.0M |
| Kercheville Advisors, LLC | 1.21% | Add +16.6% | 159,850 | $3.0M |
| Plan Group Financial, LLC | 1.06% | Add +205.0% | 159,071 | $3.0M |
| HUB Investment Partners, LLC | 0.12% | Add +11.9% | 158,908 | $3.0M |
| Franklin Resources Inc. | 0.00% | Reduce -32.3% | 157,349 | $2.9M |
| Cary Street Partners Investment Advisory LLC | 1.69% | Reduce -4.1% | 157,220 | $2.9M |
| Cary Street Partners Financial LLC | 0.09% | Add +40.4% | 156,387 | $2.9M |
| Level Four Advisory Services, LLC | 0.12% | Add +20.4% | 155,628 | $2.9M |
| IHT Wealth Management, LLC | 0.09% | Reduce -6.3% | 155,259 | $2.9M |
| Texas Bank & Trust Co | 1.22% | No change | 154,998 | $2.9M |
| SG Americas Securities, LLC | 0.01% | Add +24.4% | 154,476 | $2.9M |
| Bluefin Capital Management, LLC | 2.32% | — | 150,170 | $2.8M |
| Harbour Investments, Inc. | 0.08% | Add +24.3% | 149,978 | $2.8M |
| Acadian Asset Management LLC | 0.01% | Reduce -48.8% | 149,763 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -2.7% | 149,367 | $2.8M |
| Northeast Financial Consultants Inc | 0.12% | No change | 149,058 | $2.8M |
| Selway Asset Management | 1.14% | Reduce -9.2% | 149,000 | $2.8M |
| Venture Visionary Partners LLC | 0.11% | Reduce -4.0% | 144,871 | $2.7M |
| Integrated Wealth Concepts LLC | 0.03% | Add +2.6% | 143,889 | $2.7M |
| NewEdge Wealth, LLC | 0.05% | Add +87.5% | 142,840 | $2.7M |
| Sigma Planning Corp | 0.08% | Reduce -1.0% | 141,729 | $2.6M |
| GAMCO Investors | 0.03% | Add +47.9% | 137,800 | $2.6M |
| Outfitters Financial LLC | 2.31% | No change | 137,762 | $2.6M |
| Cannell & Spears LLC | 0.05% | Add +1.1% | 137,147 | $2.5M |
| Cwm, LLC | 0.01% | Reduce -4.0% | 135,989 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +15.3% | 135,201 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +13.4% | 135,128 | $2.5M |
| Sage Investment Counsel LLC | 3.18% | Reduce -1.5% | 135,075 | $2.5M |
| Bank of New York Mellon Corp | 0.00% | Add +20.0% | 134,509 | $2.5M |
| Wedbush Securities Inc. | 0.09% | Reduce -1.6% | 133,076 | $2.5M |
| Clarus Group, Inc. | 0.96% | Add +0.2% | 132,424 | $2.5M |
| Rockwood Wealth Management, LLC | 0.25% | Reduce -0.0% | 131,672 | $2.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -3.7% | 131,000 | $2.4M |
| IFG Advisory, LLC | 0.13% | Add +19.6% | 130,667 | $2.4M |
| Cobblestone Capital Advisors LLC | 0.13% | Add +0.8% | 129,880 | $2.4M |
| Fifth Third Bancorp | 0.01% | Add +0.1% | 128,427 | $2.4M |
| Geode Capital Management, LLC | 0.00% | Add +3.0% | 127,494 | $2.4M |
| Integrated Advisors Network LLC | 0.12% | Add +21.1% | 127,291 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -10.0% | 126,743 | $2.4M |
| Independent Financial Group, LLC | 0.08% | Add +12.3% | 125,764 | $2.3M |
| Millennium Capital Advisors, LLC | 1.68% | Reduce -1.3% | 122,535 | $2.3M |
| Arkadios Wealth Advisors | 0.09% | Add +10.7% | 121,543 | $2.3M |
| Strong Tower Advisory Services | 0.55% | New | 140,093 | $2.2M |
| Intellectus Partners, LLC | 0.55% | Add +5.8% | 118,984 | $2.2M |
| Forum Financial Management, LP | 0.04% | Reduce -6.7% | 117,901 | $2.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.58% | Add +316.9% | 117,312 | $2.2M |
| Wellington Shields Capital Management, LLC | 0.39% | Reduce -0.2% | 117,024 | $2.2M |
| Summit Securities Group LLC | 1.51% | Reduce -78.6% | 116,800 | $2.2M |
| New Republic Capital, LLC | 0.93% | No change | 115,973 | $2.2M |
| Quantum Private Wealth, LLC | 0.81% | Reduce -0.6% | 115,888 | $2.2M |
| Ellsworth Advisors, LLC | 0.56% | Add +4.7% | 114,086 | $2.1M |
| Pingora Partners LLC | 1.57% | No change | 113,656 | $2.1M |
| Intrua Financial, LLC | 0.33% | Reduce -2.5% | 113,180 | $2.1M |
| Baugh & Associates, LLC | 1.05% | Add +39.4% | 119,000 | $2.1M |
| Jacobi Capital Management LLC | 0.15% | Add +0.5% | 111,181 | $2.1M |
| Meridian Wealth Management, LLC | 0.10% | Add +0.7% | 110,296 | $2.1M |
| Kirr Marbach & Co. LLC | 0.48% | Reduce -3.4% | 110,203 | $2.0M |
| Wesbanco Bank Inc. | 0.07% | Add +4.0% | 109,900 | $2.0M |
| Alpha Wealth Funds, LLC | 2.21% | No change | 109,500 | $2.0M |
| Chase Investment Counsel Corp. | 0.74% | Add +32.7% | 109,215 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Add +1.0% | 109,151 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.09% | Add +4.8% | 107,728 | $2.0M |
| Silverlake Wealth Management LLC | 0.77% | Reduce -0.2% | 107,554 | $2.0M |
| Macquarie Group Ltd. | 0.00% | Add +10.5% | 107,096 | $2.0M |
| Aull & Monroe Investment Management Corp | 0.99% | Add +4.5% | 107,064 | $2.0M |
| SCS Capital Management LLC | 0.03% | New | 106,632 | $2.0M |
| Bulltick Wealth Management, LLC | 0.52% | Add +107.8% | 106,000 | $2.0M |
| Kingsman Wealth Management, Inc. | 1.43% | — | 105,357 | $2.0M |
| Spire Wealth Management | 0.06% | Add +2.2% | 105,239 | $2.0M |
| Transcend Capital Advisors, LLC | 0.14% | Add +22.7% | 104,849 | $1.9M |
| TCW Group Inc. | 0.02% | No change | 103,400 | $1.9M |
| Steel Grove Capital Advisors, LLC | 0.29% | Add +0.1% | 102,103 | $1.9M |
| AE Wealth Management LLC | 0.02% | Add +12.7% | 101,699 | $1.9M |
| Taconic Capital Advisors LP | 0.16% | No change | 100,000 | $1.9M |
| Clarkston Capital Partners, LLC | 0.04% | No change | 100,000 | $1.9M |
| True North Advisors, LLC | 0.33% | New | 99,617 | $1.9M |
| Haverford Trust Co | 0.02% | No change | 99,564 | $1.9M |
| LexAurum Advisors, LLC | 0.36% | Add +0.0% | 98,920 | $1.8M |
| Lindbrook Capital, LLC | 0.17% | Reduce -25.9% | 98,489 | $1.8M |
| Pathway Financial Advisers, LLC | 0.62% | Add +8.8% | 97,119 | $1.8M |
| Chapin Davis, Inc. | 0.62% | Reduce -9.6% | 97,111 | $1.8M |
| FourWorld Capital Management LLC | 1.23% | New | 96,500 | $1.8M |
| Sonora Investment Management Group, LLC | 0.14% | Add +1.1% | 95,751 | $1.8M |
| Quadrant Capital Group LLC | 0.07% | No change | 94,962 | $1.8M |
| StoneX Group Inc. | 0.10% | Reduce -0.3% | 94,504 | $1.8M |
| Bramshill Investments, LLC | 0.18% | Reduce -17.3% | 94,271 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -17.7% | 94,155 | $1.8M |
| Virtu Financial LLC | 0.09% | New | 93,649 | $1.7M |
| Intellus Advisors LLC | 0.30% | Add +0.1% | 92,015 | $1.7M |
| World Investment Advisors | 0.04% | Add +4.8% | 91,953 | $1.7M |
| Exencial Wealth Advisors, LLC | 0.06% | Add +0.9% | 91,677 | $1.7M |
| Uptown Financial Advisors LLC | 1.74% | No change | 90,689 | $1.7M |
| Foundations Investment Advisors, LLC | 0.03% | Add +7.9% | 89,263 | $1.7M |
| Avior Wealth Management, LLC | 0.06% | Add +30.2% | 89,078 | $1.7M |
| Cascade Investment Group, Inc. | 1.27% | Reduce -2.2% | 88,950 | $1.7M |
| Autumn Glory Partners, LLC | 0.82% | Reduce -19.9% | 88,838 | $1.7M |
| Joseph P. Lucia & Associates, LLC | 0.75% | Add +33.0% | 88,262 | $1.6M |
| Kelleher Financial Advisors | 0.64% | Add +7.0% | 86,649 | $1.6M |
| Cornerstone Advisory, LLC | 0.19% | Add +215.8% | 101,756 | $1.6M |
| Avos Capital Management, LLC | 1.05% | Reduce -4.8% | 85,514 | $1.6M |
| Sanders Morris Harris LLC | 0.25% | Reduce -2.3% | 85,198 | $1.6M |
| Sheaff Brock Investment Advisors, LLC | 0.15% | Reduce -18.3% | 85,318 | $1.6M |
| Griffin Asset Management, Inc. | 0.19% | Reduce -13.5% | 85,309 | $1.6M |
| Brown Brothers Harriman & Co. | 0.01% | Add +3.5% | 85,283 | $1.6M |
| Summit Financial Strategies, Inc. | 0.16% | Reduce -0.5% | 85,084 | $1.6M |
| Belpointe Asset Management LLC | 0.08% | Add +9.2% | 84,982 | $1.6M |
| FourThought Financial Partners, LLC | 0.16% | Reduce -0.6% | 84,614 | $1.6M |
| Penbrook Management LLC | 1.17% | Reduce -0.0% | 83,465 | $1.6M |
| Personal Cfo Solutions, LLC | 0.31% | Reduce -0.2% | 82,034 | $1.5M |
| Enhancing Capital LLC | 1.20% | No change | 80,640 | $1.5M |
| Linscomb Wealth, Inc. | 0.07% | Add +13.0% | 80,626 | $1.5M |
| Albert D Mason Inc. | 1.01% | Reduce -7.5% | 79,815 | $1.5M |
| McAdam, LLC | 0.09% | Add +2.8% | 79,786 | $1.5M |
| Ninepoint Partners LP | 0.26% | No change | 78,832 | $1.5M |
| Townsquare Capital LLC | 0.02% | Reduce -91.7% | 78,529 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +2.0% | 74,695 | $1.5M |
| F/m Investments LLC | 0.06% | No change | 77,933 | $1.4M |
| Burford Brothers, Inc. | 0.70% | Add +52.2% | 77,467 | $1.4M |
| MIdWestOne Financial Group, Inc. | 0.20% | Add +13.7% | 77,218 | $1.4M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -4.7% | 77,015 | $1.4M |
| Manske Wealth Management | 0.54% | Add +5.0% | 76,631 | $1.4M |
| Campbell Capital Management Inc. | 0.83% | Add +3.0% | 76,200 | $1.4M |
| Stablepoint Partners, LLC | 0.26% | Reduce -0.1% | 76,180 | $1.4M |
| Fortress Private Ledger, LLC | 0.79% | Add +4.3% | 76,099 | $1.4M |
| GFG Capital, LLC | 0.43% | No change | 75,840 | $1.4M |
| Mgo One Seven LLC | 0.05% | Add +27.5% | 75,144 | $1.4M |
| Fidelity D & D Bancorp Inc. | 0.90% | No change | 73,225 | $1.4M |
| Addis & Hill, Inc | 0.93% | Reduce -0.9% | 71,999 | $1.3M |
| Keystone Financial Group | 0.14% | New | 71,166 | $1.3M |
| Founders Financial Securities LLC | 0.11% | Reduce -2.4% | 76,283 | $1.3M |
| Counterpoint Mutual Funds LLC | 0.19% | New | 70,577 | $1.3M |
| Legacy Advisors, LLC | 0.13% | Reduce -4.3% | 70,512 | $1.3M |
| Western Wealth Management, LLC | 0.09% | Add +2.3% | 70,072 | $1.3M |
| GFS Advisors, LLC | 0.26% | Add +16.7% | 70,000 | $1.3M |
| Meridian Wealth Advisors, LLC | 0.22% | Add +5.6% | 69,928 | $1.3M |
| Stokes Family Office, LLC | 0.15% | Add +0.2% | 69,721 | $1.3M |
| TD Waterhouse Canada Inc. | 0.01% | Add +9.3% | 68,761 | $1.3M |
| Capital Advisors Inc. | 0.03% | Add +12.5% | 69,148 | $1.3M |
| Paragon Capital Management Ltd | 0.26% | No change | 68,724 | $1.3M |
| Bard Financial Services, Inc. | 0.16% | Add +22.4% | 68,250 | $1.3M |
| Platform Technology Partners | 0.37% | Add +1.2% | 68,131 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -1.0% | 68,059 | $1.3M |
| SCP Investment, LP | 1.07% | Add +153.0% | 67,800 | $1.3M |
| Chesley Taft & Associates LLC | 0.06% | Add +0.1% | 67,686 | $1.3M |
| Burney Co./ | 0.05% | Reduce -0.4% | 67,353 | $1.3M |
| Caprock Group, LLC | 0.04% | Add +17.5% | 67,128 | $1.2M |
| One Charles Private Wealth Services, LLC | 0.40% | Add +0.0% | 66,646 | $1.2M |
| Private Wealth Partners, LLC | 0.10% | No change | 66,500 | $1.2M |
| Capital Advisory Group Advisory Services, LLC | 0.47% | Reduce -24.8% | 65,849 | $1.2M |
| Empire Financial Management Company, LLC | 0.37% | Add +2.4% | 65,025 | $1.2M |
| Hudson Value Partners, LLC | 0.45% | No change | 64,775 | $1.2M |
| Cullen Investment Group, LTD. | 0.18% | Add +2.5% | 64,400 | $1.2M |
| Retireful, LLC | 1.13% | New | 63,864 | $1.2M |
| Jump Financial, LLC | 0.02% | Reduce -14.6% | 64,254 | $1.2M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -92.4% | 69,937 | $1.2M |
| Monetary Management Group Inc. | 0.32% | No change | 64,000 | $1.2M |
| Avalon Capital Management | 0.34% | Reduce -20.1% | 63,700 | $1.2M |
| Anchor Investment Management, LLC | 0.11% | No change | 63,655 | $1.2M |
| Stockman Wealth Management, Inc. | 0.17% | Add +4.9% | 62,566 | $1.2M |
| Argent Advisors, Inc. | 0.39% | Add +14.3% | 62,268 | $1.2M |
| IMC-Chicago, LLC | 0.04% | Reduce -55.8% | 62,068 | $1.2M |
| Merit Financial Group, LLC | 0.02% | Reduce -9.0% | 60,977 | $1.1M |
| PYA Waltman Capital, LLC | 0.35% | Add +55.6% | 60,676 | $1.1M |
| Obermeyer Wealth Partners | 0.06% | Add +44.6% | 60,674 | $1.1M |
| HFG Advisors, Inc. | 0.96% | Add +7.0% | 60,662 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Add +3.1% | 60,634 | $1.1M |
| LMG Wealth Partners, LLC | 0.25% | Add +0.4% | 60,143 | $1.1M |
| Lanark Financial, Inc. | 0.09% | — | 59,364 | $1.1M |
| Morningstar Investment Management LLC | 0.09% | Reduce -72.8% | 59,337 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.23% | Reduce -0.8% | 59,156 | $1.1M |
| Nilsine Partners, LLC | 0.12% | No change | 59,141 | $1.1M |
| PFG Advisors | 0.06% | Add +1.4% | 59,013 | $1.1M |
| Choreo, LLC | 0.02% | Reduce -3.8% | 58,444 | $1.1M |
| Summit Trail Advisors, LLC | 0.04% | Add +1.1% | 58,181 | $1.1M |
| Allworth Financial LP | 0.01% | Add +13.7% | 61,465 | $1.1M |
| Holderness Investments Co. | 0.25% | Add +0.2% | 56,827 | $1.1M |
| Avion Wealth | 0.27% | No change | 53,860 | $1.1M |
| CWA Asset Management Group, LLC | 0.05% | Add +21.6% | 56,686 | $1.1M |
| Nicholson Meyer Capital Management, Inc. | 0.96% | — | 56,424 | $1.0M |
| Olistico Wealth, LLC | 0.65% | No change | 56,123 | $1.0M |
| Banco Santander, S.A. | 0.01% | New | 55,926 | $1.0M |
| Huntington National Bank | 0.01% | Add +0.4% | 55,680 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -1.1% | 55,602 | $1.0M |
| Samalin Investment Counsel, LLC | 0.41% | Add +3.8% | 53,805 | $1.0M |
| First Manhattan Co. Llc. | 0.00% | New | 53,707 | $998K |
| MRP Capital Investments, LLC | 0.93% | Add +1381.1% | 53,408 | $993K |
| Fiduciary Group, LLC | 0.10% | Add +31.9% | 53,109 | $987K |
| Mission Wealth Management, LP | 0.02% | Add +1.8% | 52,981 | $985K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.9% | 52,285 | $972K |
| Wellington Shields & Co., LLC | 0.30% | Add +0.4% | 51,722 | $962K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -1.2% | 51,426 | $956K |
| Moneco Advisors, LLC | 0.10% | Add +8.7% | 51,342 | $954K |
| Gibraltar Capital Management, Inc. | 0.20% | New | 51,036 | $949K |
| National Bank of Canada | 0.00% | Reduce -93.8% | 50,635 | $942K |
| Synovus Financial Corp. | 0.01% | Reduce -0.2% | 50,412 | $937K |
| Compass Financial Group, INC | 0.18% | Add +0.3% | 50,260 | $934K |
| BLB&B Advisors, LLC | 0.05% | Add +2.0% | 50,051 | $930K |
| Advisor OS, LLC | 0.11% | Add +2.8% | 49,935 | $928K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +3.2% | 49,852 | $927K |
| Delos Wealth Advisors, LLC | 0.72% | No change | 48,914 | $909K |
| Caitlin John, LLC | 0.89% | Add +56.7% | 48,793 | $907K |
| Watts Gwilliam & Co., LLC | 0.20% | Reduce -26.8% | 48,732 | $906K |
| Talon Private Wealth, LLC | 0.12% | Add +1.6% | 48,722 | $906K |
| MSH Capital Advisors LLC | 0.28% | Add +15.7% | 48,537 | $902K |
| CreativeOne Wealth, LLC | 0.03% | Add +0.0% | 48,417 | $900K |
| Guggenheim Capital LLC | 0.01% | Reduce -10.9% | 48,219 | $896K |
| LaSalle St. Investment Advisors, LLC | 0.21% | Add +18.6% | 48,192 | $895K |
| Kovack Advisors, Inc. | 0.09% | Reduce -22.8% | 48,117 | $894K |
| North Star Investment Management Corp. | 0.06% | Add +13.4% | 47,892 | $890K |
| one8zero8, LLC | 0.21% | Add +2.1% | 47,839 | $889K |
| Moody National Bank Trust Division | 0.09% | No change | 47,815 | $889K |
| Quantum Portfolio Management LLC | 0.45% | Reduce -32.4% | 47,729 | $887K |
| Bridgewater Advisors Inc. | 0.08% | Add +1.0% | 51,808 | $883K |
| Cadence Bank | 0.06% | Add +5.6% | 47,424 | $882K |
| KCM Investment Advisors LLC | 0.03% | No change | 47,300 | $879K |
| TCTC Holdings, LLC | 0.03% | No change | 47,098 | $876K |
| Chiron Capital Management, LLC | 0.79% | Reduce -31.8% | 46,661 | $867K |
| Kingswood Wealth Advisors, LLC | 0.08% | Reduce -53.3% | 46,178 | $864K |
| Morton Capital Management LLC | 0.17% | Add +1.3% | 46,382 | $862K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +4.3% | 46,240 | $860K |
| Pointe Capital Management LLC | 0.50% | No change | 46,138 | $858K |
| Wealth Alliance Advisory Group, LLC | 0.18% | Reduce -0.7% | 46,105 | $857K |
| Thrive Wealth Management, LLC | 0.16% | Reduce -0.0% | 46,034 | $856K |
| Transce3nd, LLC | 0.38% | Reduce -16.4% | 46,010 | $854K |
| Farther Finance Advisors, LLC | 0.02% | Add +22.7% | 45,507 | $852K |
| Independent Wealth Network Inc. | 0.34% | Reduce -3.8% | 45,781 | $851K |
| Diligent Investors, LLC | 0.21% | Reduce -0.1% | 45,543 | $847K |
| Samjo Management, LLC | 0.36% | Add +2.3% | 45,500 | $846K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -8.4% | 45,405 | $844K |
| Inspire Advisors, LLC | 0.10% | Add +82.4% | 45,219 | $841K |
| Mattern Wealth Management LLC | 0.19% | Add +4.5% | 45,022 | $837K |
| Certuity, LLC | 0.09% | Add +81.7% | 44,940 | $835K |
| GTS Securities LLC | 0.04% | New | 44,795 | $833K |
| Meriwether Wealth & Planning, LLC | 0.54% | Add +0.7% | 44,466 | $827K |
| Ariston Services Group | 0.69% | Add +49.1% | 44,409 | $826K |
| Wealthstar Advisors, LLC | 0.38% | Add +25.2% | 44,230 | $822K |
| Argyle Capital Partners, LLC | 0.70% | Reduce -4.1% | 44,174 | $821K |
| Cascade Financial Partners, LLC | 0.10% | Add +0.3% | 43,852 | $815K |
| RFG Advisory, LLC | 0.02% | Add +3.6% | 43,640 | $811K |
| Waterfront Wealth Inc. | 0.20% | Reduce -0.1% | 43,413 | $807K |
| Disciplined Investments, LLC | 0.37% | Add +1.3% | 42,916 | $798K |
| Oak Harvest Investment Services | 0.11% | Add +0.0% | 42,678 | $793K |
| Two Sigma Securities, LLC | 0.12% | Add +244.8% | 42,386 | $788K |
| Noesis Capital Mangement Corp. | 0.16% | Add +13.5% | 42,343 | $787K |
| Regions Financial Corp. | 0.01% | Add +27.6% | 42,205 | $785K |
| Lee Financial Co | 0.12% | Reduce -78.2% | 42,160 | $784K |
| Mountain Lake Investment Management LLC | 0.74% | New | 42,049 | $782K |
| MMBG Investment Advisors Co. | 0.09% | No change | 41,905 | $779K |
| WT Wealth Management | 0.25% | Add +7.6% | 41,890 | $779K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +14.3% | 41,602 | $773K |
| Bouchey Financial Group, Ltd. | 0.07% | No change | 41,402 | $770K |
| Modus Advisors, LLC | 0.25% | No change | 41,302 | $768K |
| NorthRock Partners, LLC | 0.03% | Add +5.0% | 40,466 | $752K |
| Essex Financial Services, Inc. | 0.05% | Reduce -1.2% | 40,146 | $746K |
| Iams Wealth Management, LLC | 0.34% | No change | 40,000 | $744K |
| Beam Wealth Advisors, Inc. | 0.25% | Add +1.5% | 39,934 | $742K |
| FineMark National Bank & Trust | 0.03% | Add +6.1% | 39,929 | $742K |
| Hardy Reed LLC | 0.07% | No change | 39,840 | $741K |
| State of Wyoming | 0.10% | Add +289.5% | 39,478 | $734K |
| Fidelis Capital Partners, LLC | 0.08% | No change | 41,960 | $732K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.4% | 39,280 | $730K |
| AlphaQ Advisors LLC | 1.75% | Reduce -3.2% | 39,205 | $729K |
| CW Advisors, LLC | 0.01% | New | 39,067 | $728K |
| Sfmg, LLC | 0.06% | Add +4.3% | 38,838 | $722K |
| WealthTrust Axiom LLC | 0.22% | Reduce -2.2% | 38,572 | $717K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +0.0% | 38,212 | $710K |
| Compound Planning, Inc. | 0.03% | Add +19.3% | 38,085 | $708K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -1.5% | 37,971 | $706K |
| Strategic Financial Concepts, LLC | 0.13% | Reduce -1.5% | 37,741 | $702K |
| Parkside Financial Bank & Trust | 0.09% | No change | 37,550 | $698K |
| Bessemer Group Inc. | 0.00% | No change | 37,566 | $698K |
| XML Financial, LLC | 0.07% | Reduce -18.4% | 37,543 | $698K |
| First United Bank & Trust | 0.26% | Add +233.7% | 37,541 | $698K |
| McDonald Partners LLC | 0.18% | Add +1.2% | 37,266 | $693K |
| Hilltop Wealth Advisors, LLC | 0.39% | No change | 37,180 | $691K |
| Chung Wu Investment Group, LLC | 0.82% | No change | 37,072 | $689K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -14.0% | 36,751 | $683K |
| Tyler-Stone Wealth Management | 0.12% | Add +7.1% | 36,737 | $683K |
| Asio Capital, LLC | 0.13% | Add +9.0% | 36,500 | $679K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -1.4% | 36,429 | $677K |
| Mallini Complete Financial Planning LLC | 0.71% | Add +0.8% | 36,348 | $676K |
| Focus Financial Network, Inc. | 0.03% | Add +37.4% | 36,321 | $675K |
| KPP Advisory Services LLC | 0.13% | Add +2.3% | 36,208 | $673K |
| Fiduciary Alliance LLC | 0.07% | New | 35,935 | $668K |
| Jane Street Group, LLC | 0.00% | Reduce -96.4% | 35,716 | $664K |
| Fortis Capital Management LLC | 0.13% | Add +9.3% | 35,587 | $662K |
| Visionary Wealth Advisors | 0.04% | Add +3.5% | 35,557 | $661K |
| Financial Counselors Inc. | 0.01% | Add +106.2% | 35,510 | $660K |
| Veracity Capital LLC | 0.26% | Add +1.6% | 35,456 | $659K |
| Stonegate Investment Group, LLC | 0.02% | Add +2.6% | 35,202 | $654K |
| ARS Wealth Advisors Group, LLC | 0.09% | No change | 35,159 | $654K |
| Whitener Capital Management, Inc. | 0.18% | Add +2.9% | 35,121 | $653K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +68.7% | 35,100 | $653K |
| Argent Trust Co | 0.03% | Reduce -4.7% | 35,006 | $651K |
| Asset Allocation Strategies LLC | 0.16% | Add +1.6% | 34,980 | $650K |
| Quantinno Capital Management LP | 0.00% | New | 34,936 | $649K |
| Archford Capital Strategies, LLC | 0.09% | No change | 34,713 | $645K |
| Consolidated Portfolio Review Corp | 0.10% | Add +0.0% | 34,363 | $639K |
| National Philanthropic Trust | 0.01% | Reduce -1.6% | 34,324 | $638K |
| Parallel Advisors, LLC | 0.01% | Add +71.0% | 34,182 | $635K |
| Gould Asset Management LLC | 0.13% | No change | 34,056 | $633K |
| Empirical Asset Management, LLC | 0.22% | Reduce -6.7% | 34,010 | $632K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -7.3% | 34,003 | $632K |
| Banco BTG Pactual S.A. | 0.16% | No change | 34,000 | $632K |
| FAS Wealth Partners, Inc. | 0.05% | Add +2.0% | 33,733 | $627K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -2.3% | 33,221 | $618K |
| Advus Financial Partners, LLC | 0.17% | No change | 33,192 | $617K |
| Arax Advisory Partners | 0.04% | Reduce -3.2% | 33,183 | $617K |
| Prairie Wealth Advisors, Inc. | 0.30% | Add +4.8% | 33,050 | $614K |
| Rehmann Capital Advisory Group | 0.04% | Add +0.0% | 33,019 | $614K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -0.2% | 33,014 | $614K |
| Fisher Asset Management | 0.00% | Reduce -22.3% | 32,856 | $611K |
| Security National Bank of Sioux City Iowa | 0.44% | No change | 32,825 | $610K |
| LongView Wealth Management | 0.18% | Reduce -0.8% | 32,802 | $610K |
| Naples Global Advisors, LLC | 0.06% | Reduce -3.0% | 32,800 | $610K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +41.4% | 32,775 | $609K |
| Hilton Capital Management, LLC | 0.05% | No change | 32,755 | $609K |
| GPS Wealth Strategies Group, LLC | 0.08% | Add +2.8% | 32,715 | $608K |
| Horan Securities, Inc. | 0.23% | Add +1.7% | 32,706 | $608K |
| Advisor Resource Council | 0.05% | New | 39,717 | $608K |
| JT Stratford LLC | 0.11% | New | 32,677 | $607K |
| Brighton Jones LLC | 0.02% | Add +32.9% | 32,587 | $606K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +112.0% | 32,550 | $605K |
| Lake Street Private Wealth, LLC | 0.10% | Reduce -10.6% | 32,261 | $600K |
| Doliver Advisors, LP | 0.17% | Reduce -2.3% | 32,244 | $599K |
| Bogart Wealth, LLC | 0.03% | Add +1.3% | 32,184 | $598K |
| Fulton Bank, N.A. | 0.02% | No change | 32,172 | $598K |
| Baird Financial Group, Inc. | 0.00% | Add +42.1% | 32,074 | $596K |
| Welch Group, LLC | 0.03% | Add +10.3% | 31,854 | $596K |
| Romano Brothers and Company | 0.08% | No change | 32,002 | $595K |
| RK Capital Management, LLC | 0.56% | New | 32,000 | $595K |
| Magnolia Capital Advisors LLC | 0.16% | Add +2.2% | 31,969 | $594K |
| Winebrenner Capital Management LLC | 0.53% | Reduce -8.8% | 31,764 | $590K |
| Covenant Asset Management, LLC | 0.15% | Add +1.2% | 31,726 | $590K |
| Invenio Wealth Partners LLC | 0.25% | Reduce -13.6% | 31,716 | $590K |
| Conning Inc. | 0.02% | No change | 31,667 | $589K |
| Laidlaw Wealth Management LLC | 1.75% | Add +38.4% | 31,655 | $588K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 31,400 | $584K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +0.3% | 31,331 | $582K |
| Novem Group | 0.08% | Add +0.1% | 31,320 | $582K |
| HBW Advisory Services LLC | 0.08% | Add +12.2% | 31,029 | $577K |
| Prosperity Consulting Group, LLC | 0.04% | Add +11.6% | 31,021 | $577K |
| Full Sail Capital, LLC | 0.04% | No change | 30,875 | $574K |
| Berkshire Asset Management LLC | 0.03% | Reduce -44.0% | 32,961 | $573K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -8.7% | 30,698 | $571K |
| Madison Asset Management, LLC | 0.01% | New | 30,500 | $567K |
| Good Life Advisors, LLC | 0.04% | Add +15.9% | 30,471 | $566K |
| Avantax Planning Partners, Inc. | 0.02% | Add +8.1% | 30,369 | $565K |
| King Wealth Management Group | 0.09% | Add +0.4% | 30,352 | $564K |
| Tritonpoint Wealth, LLC | 0.05% | Add +6.3% | 30,154 | $561K |
| Aspen Grove Capital, LLC | 0.11% | No change | 30,001 | $558K |
| BigSur Wealth Management LLC | 0.15% | No change | 30,000 | $558K |
| JBF Capital, Inc. | 0.11% | No change | 30,000 | $558K |
| Moloney Securities Asset Management, LLC | 0.08% | Reduce -0.3% | 29,943 | $557K |
| Secure Asset Management, LLC | 0.11% | Add +15.2% | 29,919 | $556K |
| Tradition Wealth Management, LLC | 0.05% | Add +1.0% | 29,861 | $555K |
| Camelot Portfolios, LLC | 0.34% | Reduce -0.1% | 29,747 | $553K |
| NFSG Corp | 0.13% | Reduce -61.4% | 29,725 | $553K |
| Principal Securities, Inc. | 0.01% | No change | 28,203 | $552K |
| Whipplewood Advisors, LLC | 0.33% | Reduce -100.0% | 4 | $552K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.08% | No change | 29,016 | $539K |
| Spring Capital Management, LLC | 0.29% | Reduce -0.7% | 29,000 | $539K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 28,835 | $536K |
| Tidal Investments LLC | 0.00% | Reduce -70.7% | 28,759 | $535K |
| Leavell Investment Management, Inc. | 0.03% | Add +13.9% | 28,743 | $534K |
| Aire Advisors, LLC | 0.11% | Add +17.1% | 28,052 | $521K |
| Clear Harbor Asset Management, LLC | 0.04% | Add +4.8% | 28,025 | $521K |
| Waterloo Capital, L.P. | 0.05% | Reduce -3.0% | 27,648 | $514K |
| Seven Springs Wealth Group, LLC | 0.19% | New | 27,563 | $512K |
| Southeast Asset Advisors, LLC | 0.06% | New | 27,420 | $510K |
| Provident Investment Management, Inc. | 0.05% | No change | 27,391 | $509K |
| Marco Investment Management LLC | 0.05% | Add +1.3% | 27,257 | $507K |
| Brave Asset Management Inc. | 0.16% | Reduce -15.5% | 27,178 | $505K |
| American Institute for Advanced Investment Management, LLP | 0.38% | Reduce -10.3% | 27,059 | $503K |
| Nwam LLC | 0.04% | Reduce -0.6% | 27,024 | $502K |
| Agf Management Ltd. | 0.00% | Reduce -0.0% | 26,889 | $500K |
| Conservest Capital Advisors, Inc. | 0.05% | Add +67.9% | 26,839 | $499K |
| Fullcircle Wealth LLC | 0.20% | New | 28,706 | $496K |
| Hartford Financial Management Inc. | 0.10% | Reduce -2.8% | 26,382 | $490K |
| Searle & Co. | 0.14% | No change | 26,344 | $490K |
| Saxon Interests, Inc. | 0.23% | Add +0.5% | 26,181 | $487K |
| Aviance Capital Partners, LLC | 0.07% | New | 26,177 | $487K |
| Pursue Wealth Partners LLC | 0.29% | No change | 26,029 | $484K |
| Michels Family Financial, LLC | 0.44% | Add +1.2% | 25,957 | $483K |
| ARK & TLK Investments, LLC | 0.17% | No change | 25,847 | $480K |
| MV Capital Management, Inc. | 0.05% | Add +1.6% | 25,830 | $480K |
| Evoke Wealth, LLC | 0.01% | New | 25,617 | $476K |
| Whittier Trust Co. | 0.01% | No change | 25,617 | $476K |
| Natixis Advisors, LLC | 0.00% | Reduce -6.4% | 25,493 | $474K |
| Poplar Forest Capital LLC | 0.08% | No change | 25,450 | $473K |
| Financial Partners Group, Inc | 0.07% | Add +1.5% | 25,388 | $472K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -14.9% | 25,270 | $470K |
| Second Line Capital, LLC | 0.12% | Reduce -1.9% | 25,245 | $469K |
| Flynn Zito Capital Management, LLC | 0.21% | Reduce -1.6% | 25,006 | $465K |
| Schulhoff & Co. Inc. | 0.21% | No change | 25,000 | $465K |
| Lifestyle Asset Management, Inc. | 0.25% | Reduce -30.6% | 24,823 | $461K |
| Sabal Trust CO | 0.03% | No change | 24,765 | $460K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 24,646 | $458K |
| Scarborough Advisors, LLC | 0.07% | Reduce -3.3% | 24,557 | $457K |
| Pure Financial Advisors, LLC | 0.01% | New | 24,473 | $455K |
| GM Advisory Group, LLC | 0.02% | Reduce -7.6% | 24,457 | $455K |
| Foguth Wealth Management, LLC. | 0.11% | No change | 24,322 | $452K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -81.3% | 24,308 | $452K |
| Gateway Wealth Partners, LLC | 0.10% | Add +4.5% | 24,175 | $449K |
| Strategy Asset Managers LLC | 0.09% | Add +21.9% | 24,053 | $447K |
| Canton Hathaway, LLC | 0.09% | No change | 24,000 | $446K |
| Integrity Alliance, Llc. | 0.02% | New | 23,815 | $443K |
| Teamwork Financial Advisors, LLC | 0.06% | Reduce -10.4% | 23,806 | $443K |
| C2C Wealth Management, LLC | 0.42% | No change | 23,797 | $442K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -52.6% | 23,763 | $442K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Add +0.7% | 23,754 | $442K |
| BIP Wealth, LLC | 0.03% | Reduce -0.8% | 23,722 | $441K |
| CENTRAL TRUST Co | 0.01% | Reduce -15.2% | 23,559 | $438K |
| Ancora Advisors LLC | 0.01% | No change | 23,535 | $438K |
| Stillwater Wealth Management Group | 0.38% | Reduce -7.6% | 23,490 | $437K |
| Bleakley Financial Group, LLC | 0.01% | Add +2.9% | 23,487 | $437K |
| Chicago Capital, LLC | 0.01% | Reduce -25.2% | 23,438 | $436K |
| United Advisor Group, LLC | 0.09% | Add +26.3% | 23,419 | $435K |
| Howard Capital Management, LLC | 0.01% | Reduce -30.1% | 23,402 | $435K |
| Warther Private Wealth, LLC | 0.14% | Reduce -22.2% | 23,350 | $434K |
| Partners Group Holding AG | 0.02% | Reduce -4.4% | 23,272 | $433K |
| Helium Advisors LLC | 0.31% | Reduce -8.9% | 23,266 | $433K |
| Old Mission Capital LLC | 0.01% | New | 23,044 | $428K |
| 1ST Source Bank | 0.03% | No change | 22,994 | $427K |
| Signature Wealth Management Partners, LLC | 0.28% | Add +1.2% | 22,847 | $425K |
| Ethos Financial Group, LLC | 0.04% | No change | 21,622 | $424K |
| MADDEN SECURITIES Corp | 0.16% | No change | 22,602 | $420K |
| Atlas Private Wealth Advisors | 0.06% | Add +1.5% | 22,550 | $419K |
| Primoris Wealth Advisors, LLC | 0.32% | No change | 22,500 | $418K |
| E&G Advisors, LLC | 0.12% | Add +0.0% | 22,320 | $415K |
| Alliance Wealth Advisors, LLC | 0.24% | Reduce -9.7% | 22,237 | $413K |
| Procyon Advisors, LLC | 0.03% | Reduce -19.3% | 22,209 | $413K |
| Private Client Services, LLC | 0.20% | Add +31.2% | 22,185 | $412K |
| Papamarkou Wellner Asset Management inc. | 0.29% | No change | 22,108 | $411K |
| PDS Planning, Inc | 0.03% | Add +0.0% | 22,068 | $410K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 21,920 | $407K |
| Walled Lake Planning & Wealth Management, LLC | 0.14% | Add +0.3% | 21,799 | $405K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +12.1% | 21,786 | $405K |
| Act Wealth Management, LLC | 0.18% | Add +8.8% | 21,719 | $404K |
| Belfer Management LLC | 7.01% | Reduce -0.8% | 21,700 | $403K |
| Northwest Wealth Management, LLC | 0.08% | No change | 21,586 | $401K |
| Summit Financial Wealth Advisors, LLC | 0.08% | No change | 21,441 | $399K |
| Eastern Bank | 0.01% | Add +175.2% | 21,440 | $399K |
| Aldebaran Financial Inc. | 0.49% | Add +5.9% | 21,425 | $398K |
| Affinity Wealth Management LLC | 0.07% | Add +2.0% | 21,424 | $398K |
| TCFG Wealth Management, LLC | 0.20% | Add +76.3% | 21,370 | $397K |
| Capital Market Strategies LLC | 0.27% | Reduce -9.1% | 21,323 | $396K |
| Sage Capital Management, LLC | 0.21% | Add +1.0% | 21,205 | $394K |
| Am Investment Strategies LLC | 0.10% | Reduce -97.9% | 400 | $393K |
| Breakwater Capital Group | 0.07% | Add +2.4% | 21,091 | $392K |
| Ingalls & Snyder LLC | 0.01% | Add +25.1% | 21,113 | $392K |
| AQR Capital Management | 0.00% | Add +62.8% | 21,041 | $391K |
| Heritage Trust Co | 0.05% | No change | 21,040 | $391K |
| White Pine Capital LLC | 0.14% | Reduce -0.7% | 21,030 | $391K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Reduce -3.1% | 20,907 | $389K |
| Centaurus Financial, Inc. | 0.02% | Add +9.7% | 20,792 | $387K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 20,689 | $385K |
| Total Clarity Wealth Management, Inc. | 0.13% | No change | 19,632 | $385K |
| Woodward Diversified Capital, LLC | 0.27% | Add +0.3% | 20,647 | $384K |
| Signaturefd, LLC | 0.01% | Reduce -30.2% | 20,632 | $384K |
| Edgemoor Investment Advisors, Inc. | 0.04% | No change | 20,620 | $383K |
| GatePass Capital, LLC | 0.29% | Add +78.3% | 20,500 | $381K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Add +29.2% | 23,296 | $380K |
| Wedmont Private Capital | 0.02% | Add +0.9% | 23,289 | $380K |
| Christopher J. Hasenberg, Inc | 0.16% | Reduce -3.4% | 20,288 | $380K |
| Legacy Financial Strategies, LLC | 0.08% | No change | 20,391 | $379K |
| Savant Capital, LLC | 0.00% | Reduce -36.9% | 20,354 | $378K |
| M.E. Allison & Co., Inc. | 0.37% | Add +32.9% | 20,192 | $375K |
| Yarger Wealth Strategies, LLC | 0.22% | Reduce -0.2% | 20,187 | $375K |
| Gsa Capital Partners LLP | 0.03% | Reduce -30.4% | 20,157 | $375K |
| SkyOak Wealth, LLC | 0.08% | Add +17.6% | 20,090 | $373K |
| Matrix Private Capital Group LLC | 0.22% | No change | 20,043 | $373K |
| Chelsea Counsel Co. | 0.20% | New | 20,000 | $372K |
| Fortis Group Advisors, LLC | 0.07% | Reduce -41.8% | 19,915 | $370K |
| Cypress Capital Management LLC (WY) | 0.44% | No change | 19,900 | $370K |
| FLC Capital Advisors | 0.08% | Add +4.2% | 19,793 | $368K |
| Harmony Asset Management LLC | 0.15% | Reduce -0.2% | 19,641 | $365K |
| Tranquility Partners, LLC | 0.14% | Add +1.5% | 19,521 | $363K |
| Fiduciary Financial Group, LLC | 0.08% | Reduce -5.3% | 22,785 | $363K |
| Tyche Wealth Partners LLC | 0.08% | Add +8.8% | 19,456 | $362K |
| Glass Jacobson Investment Advisors llc | 0.12% | No change | 18,321 | $359K |
| TrueWealth Advisors, LLC | 0.12% | Add +19.0% | 19,208 | $357K |
| Westover Capital Advisors, LLC | 0.08% | No change | 19,200 | $357K |
| Kennedy Investment Group, Inc. | 0.16% | Reduce -3.1% | 19,033 | $354K |
| Cadent Capital Advisors, LLC | 0.13% | Add +4.5% | 19,029 | $354K |
| Mattern Capital Management, LLC | 0.04% | Reduce -4.5% | 19,003 | $353K |
| Sunbeam Capital Management, LLC | 0.33% | Add +0.2% | 18,878 | $351K |
| Smithbridge Asset Management Inc. | 0.06% | — | 18,753 | $349K |
| Rossby Financial, LCC | 0.15% | Reduce -13.2% | 19,972 | $349K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -13.8% | 18,725 | $348K |
| Blue Trust, Inc. | 0.00% | Reduce -20.2% | 18,679 | $347K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -8.4% | 18,673 | $347K |
| Salvus Wealth Management, LLC | 0.22% | Add +0.0% | 18,632 | $346K |
| Magnus Financial Group LLC | 0.03% | Reduce -21.0% | 18,619 | $346K |
| Retirement Investment Advisors, Inc. | 0.03% | Add +8.4% | 18,507 | $344K |
| Old North State Trust, LLC | 0.22% | No change | 17,547 | $344K |
| Pallas Capital Advisors LLC | 0.01% | Add +84.4% | 18,463 | $343K |
| Fortitude Advisory Group L.L.C. | 0.25% | Add +17.2% | 20,274 | $343K |
| United Capital Financial Advisors, LLC | 0.00% | New | 18,450 | $343K |
| Grey Fox Wealth Advisors, LLC | 0.09% | Add +0.6% | 18,417 | $342K |
| Opus Capital Group, LLC | 0.04% | No change | 18,399 | $342K |
| Saxony Capital Management, LLC | 0.30% | Add +6.2% | 18,329 | $341K |
| Mills Wealth Advisors LLC | 0.18% | Reduce -0.1% | 18,302 | $340K |
| Vista Investment Partners LLC | 0.10% | No change | 18,147 | $337K |
| Aspen Wealth Management LLC | 0.10% | Add +3.2% | 18,119 | $337K |
| Fairvoy Private Wealth, LLC | 0.09% | No change | 18,072 | $336K |
| Mizuho Markets Americas LLC | 0.01% | Reduce -61.5% | 18,051 | $336K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.8% | 18,022 | $335K |
| Verity & Verity, LLC | 0.03% | No change | 17,878 | $332K |
| RiverGlades Family Offices LLC | 0.24% | No change | 17,850 | $332K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -17.3% | 20,641 | $328K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -32.0% | 17,611 | $327K |
| RiverTree Advisors, LLC | 0.22% | No change | 17,500 | $325K |
| Westwood Wealth Management | 0.14% | Add +12.3% | 17,400 | $323K |
| Private Trust Co. NA | 0.03% | No change | 17,381 | $323K |
| Rinkey Investments | 0.10% | No change | 17,376 | $323K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -3.4% | 17,363 | $323K |
| Park Avenue Securities LLC | 0.00% | Add +43.1% | 17,324 | $322K |
| AlphaStar Capital Management, LLC | 0.03% | Add +1.0% | 17,237 | $320K |
| Potentia Wealth | 0.15% | Add +6.2% | 17,182 | $319K |
| CapWealth Advisors, LLC | 0.03% | No change | 17,125 | $318K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -1.7% | 17,120 | $318K |
| Van Cleef Asset Management,Inc | 0.04% | No change | 17,090 | $318K |
| Highlander Partners, L.P. | 0.20% | No change | 17,080 | $318K |
| Register Financial Advisors LLC | 0.16% | Add +0.0% | 17,038 | $317K |
| Leisure Capital Management | 0.13% | No change | 17,000 | $316K |
| Almanack Investment Partners, LLC. | 0.06% | Add +0.8% | 16,913 | $314K |
| Whalerock Point Partners, LLC | 0.08% | Add +8.3% | 16,900 | $314K |
| Kavar Capital Partners Group, LLC | 0.05% | No change | 16,900 | $314K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -1.4% | 16,831 | $313K |
| Curated Wealth Partners LLC | 0.04% | Add +6.4% | 16,600 | $309K |
| Chancellor Financial Group WB LP | 0.26% | Add +7.3% | 16,597 | $309K |
| GDS Wealth Management | 0.03% | No change | 16,560 | $308K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +36.1% | 16,458 | $306K |
| Novare Capital Management LLC | 0.03% | No change | 16,433 | $305K |
| Professional Financial Advisors, LLC | 0.08% | No change | 16,401 | $305K |
| Navellier & Associates Inc. | 0.04% | New | 18,800 | $304K |
| Core Wealth Partners LLC | 0.18% | Add +6.5% | 16,288 | $303K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -1.2% | 16,236 | $302K |
| Sound Income Strategies, LLC | 0.02% | Reduce -3.5% | 16,155 | $300K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.6% | 16,122 | $300K |
| Sittner & Nelson, LLC | 0.13% | No change | 16,100 | $299K |
| Consilium Wealth Advisory, LLC | 0.15% | No change | 16,000 | $297K |
| Mather Group, Llc. | 0.00% | Add +0.4% | 15,996 | $297K |
| L.M. Kohn & Company | 0.08% | Add +0.9% | 15,935 | $296K |
| Rothschild Investment LLC | 0.02% | Add +26.7% | 15,912 | $296K |
| Naviter Wealth, LLC | 0.04% | New | 15,700 | $294K |
| Bedel Financial Consulting, Inc. | 0.04% | Add +0.3% | 18,496 | $292K |
| KG Capital Management | 0.09% | Add +1.3% | 15,725 | $292K |
| Disciplined Investors, L.L.C. | 0.26% | Add +0.7% | 15,716 | $292K |
| Country Club Bank | 0.02% | Add +14.4% | 15,608 | $292K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -21.6% | 17,126 | $289K |
| Regent Peak Wealth Advisors LLC | 0.07% | No change | 15,540 | $289K |
| Koshinski Asset Management, Inc. | 0.02% | Add +6.3% | 15,523 | $289K |
| Taylor & Morgan Wealth Management, LLC | 0.22% | Add +1.6% | 15,515 | $288K |
| Symmetry Partners, LLC | 0.04% | No change | 15,432 | $287K |
| Granite Group Advisors, LLC | 0.20% | No change | 15,400 | $286K |
| Wealth Alliance, LLC | 0.03% | Add +2.5% | 15,373 | $286K |
| SYM FINANCIAL Corp | 0.04% | No change | 15,341 | $285K |
| First PREMIER Bank | 0.07% | No change | 15,288 | $284K |
| O'Brien Greene & Co. Inc | 0.10% | Reduce -6.2% | 15,268 | $284K |
| Neville Rodie & Shaw Inc. | 0.02% | Reduce -40.2% | 15,175 | $283K |
| WP Advisors, LLC | 0.09% | New | 15,067 | $280K |
| Bison Wealth, LLC | 0.03% | Add +9.0% | 14,869 | $276K |
| Sapient Capital LLC | 0.01% | No change | 14,864 | $276K |
| Tiaa Trust, National Association | 0.00% | Reduce -5.4% | 14,856 | $276K |
| Next Level Wealth Planning, LLC | 0.21% | Reduce -3.3% | 14,787 | $275K |
| Ellis Investment Partners, LLC | 0.06% | Add +1.8% | 14,734 | $274K |
| Southland Equity Partners LLC | 0.06% | No change | 14,722 | $274K |
| Greatmark Investment Partners, Inc. | 0.04% | Add +15.7% | 14,712 | $273K |
| Tepp RIA, LLC | 0.37% | Add +39.8% | 14,679 | $273K |
| CFO4Life Group, LLC | 0.05% | Add +0.3% | 14,620 | $272K |
| Prossimo Advisors, LLC | 0.20% | Reduce -8.8% | 14,563 | $271K |
| WCG Wealth Advisors LLC | 0.02% | No change | 14,488 | $269K |
| Hollow Brook Wealth Management LLC | 0.08% | No change | 14,470 | $269K |
| Modera Wealth Management, LLC | 0.00% | Add +20.3% | 14,464 | $269K |
| Valtrion Capital Management, LLC | 0.36% | Add +3.1% | 14,446 | $269K |
| PCG Wealth Advisors, LLC | 0.09% | Add +9.9% | 14,426 | $268K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -14.7% | 14,264 | $265K |
| Trueblood Wealth Management, LLC | 0.12% | No change | 14,180 | $264K |
| Aerodigm Wealth, LLC | 0.15% | Add +0.1% | 14,171 | $263K |
| American Money Management, LLC | 0.05% | Reduce -2.1% | 14,160 | $263K |
| Herold Advisors, Inc. | 0.06% | Add +3.7% | 14,127 | $263K |
| Venturi Wealth Management, LLC | 0.01% | No change | 14,109 | $262K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Add +1.7% | 14,096 | $262K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.7% | 14,039 | $261K |
| SOA Wealth Advisors, LLC. | 0.05% | Add +12069.8% | 233,781 | $260K |
| Ulland Investment Advisors, LLC | 0.23% | No change | 14,000 | $260K |
| Verdence Capital Advisors LLC | 0.02% | Add +3.6% | 13,958 | $259K |
| Hemington Wealth Management | 0.04% | No change | 13,952 | $259K |
| Xcel Wealth Management, LLC | 0.08% | New | 13,900 | $258K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -4.5% | 13,848 | $257K |
| Wealth Effects LLC | 0.11% | No change | 13,814 | $257K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -51.9% | 13,767 | $256K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +1.2% | 13,763 | $256K |
| Simon Quick Advisors, LLC | 0.01% | Add +35.2% | 13,759 | $256K |
| Smithfield Trust Co | 0.01% | No change | 13,731 | $255K |
| Shepherd Financial Partners LLC | 0.03% | Add +1.6% | 13,675 | $254K |
| Family Manage LLC | 0.04% | No change | 13,664 | $254K |
| Seaview Investment Managers LLC | 0.06% | New | 13,632 | $253K |
| Kiker Wealth Management, LLC | 0.17% | Reduce -12.9% | 13,575 | $252K |
| Freedom Day Solutions, LLC | 0.08% | New | 13,551 | $252K |
| First Heartland Consultants, Inc. | 0.03% | Add +17.5% | 13,535 | $252K |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0.18% | Reduce -12.9% | 13,490 | $251K |
| West Michigan Advisors, LLC | 0.08% | Add +9.1% | 13,467 | $250K |
| Viawealth, LLC | 0.15% | No change | 13,458 | $250K |
| USAdvisors Wealth Management, LLC | 0.09% | No change | 13,500 | $250K |
| HM Payson & Co. | 0.00% | No change | 13,442 | $250K |
| Trek Financial, LLC | 0.02% | Add +0.0% | 13,428 | $250K |
| LBMC Investment Advisors, LLC | 0.02% | New | 13,346 | $248K |
| O'Dell Group, LLC | 0.06% | No change | 13,300 | $247K |
| Euro Pacific Asset Management, LLC | 0.04% | No change | 13,210 | $247K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 13,263 | $247K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 13,180 | $245K |
| Pettinga Financial Advisors LLC | 0.06% | Reduce -52.6% | 13,170 | $245K |
| Hobbs Group Advisors, LLC | 0.09% | Reduce -5.1% | 13,160 | $245K |
| Wolff Financial Management LLC | 0.07% | Add +0.1% | 13,150 | $244K |
| Calydon Capital | 0.05% | No change | 13,071 | $243K |
| Shufro Rose & Co. LLC | 0.02% | No change | 13,028 | $242K |
| Sterling Capital Management LLC | 0.00% | No change | 13,003 | $242K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 12,990 | $241K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -39.7% | 12,988 | $241K |
| Ruggaard & Associates LLC | 0.11% | No change | 12,987 | $241K |
| Mark Sheptoff Financial Planning, LLC | 0.13% | Add +4.0% | 12,960 | $241K |
| Strategic Advocates LLC | 0.08% | Add +18.8% | 12,835 | $239K |
| Peak Planning Group, LLC | 0.10% | Add +11.7% | 12,816 | $238K |
| Madrona Financial Services, LLC | 0.07% | No change | 12,810 | $238K |
| Probity Advisors, Inc. | 0.05% | Reduce -0.4% | 12,808 | $238K |
| Weil Company, Inc. | 0.07% | New | 12,805 | $238K |
| Uniting Wealth Partners, LLC | 0.12% | Add +0.1% | 12,560 | $233K |
| Levin Capital Strategies, L.P. | 0.02% | Reduce -28.5% | 12,534 | $233K |
| Lazard Asset Management LLC | 0.00% | Add +9.2% | 12,572 | $233K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -7.5% | 12,500 | $232K |
| Woodstock Corp. | 0.02% | No change | 12,500 | $232K |
| Tompkins Financial Corp. | 0.02% | No change | 12,500 | $232K |
| Nalls Sherbakoff Group, LLC | 0.19% | — | 12,499 | $232K |
| Winthrop Advisory Group LLC | 0.03% | No change | 12,485 | $232K |
| Financial Advocates Investment Management | 0.02% | Reduce -31.6% | 12,466 | $232K |
| Leigh Baldwin & Co., LLC | 0.19% | Add +0.1% | 12,457 | $232K |
| Seelaus Asset Management LLC | 0.22% | New | 12,450 | $231K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Add +1.5% | 12,326 | $229K |
| Madison Park Capital Advisors, LLC | 0.20% | Add +0.0% | 12,308 | $229K |
| Cullinan Associates Inc. | 0.02% | No change | 12,300 | $229K |
| LRI Investments, LLC | 0.02% | No change | 12,290 | $228K |
| Fairman Group, LLC | 0.21% | Reduce -21.5% | 9,150 | $228K |
| Csenge Advisory Group | 0.01% | New | 13,066 | $226K |
| Talisman Wealth Advisors LLC | 0.23% | No change | 12,086 | $225K |
| Boyd Wealth Management, LLC | 0.11% | Add +6.0% | 12,076 | $224K |
| First Trust Capital Management L.P. | 0.02% | Reduce -5.7% | 12,027 | $224K |
| Empower Advisory Group, LLC | 0.00% | Add +14.7% | 12,015 | $223K |
| Quadrant Private Wealth Management, LLC | 0.06% | New | 12,011 | $223K |
| Scissortail Wealth Management, LLC | 0.06% | Add +4.7% | 12,009 | $223K |
| Hall Laurie J Trustee | 0.08% | No change | 12,004 | $223K |
| Smith, Moore & Co. | 0.02% | Add +16.3% | 11,989 | $223K |
| WBH Advisory Inc. | 0.02% | No change | 11,987 | $223K |
| Barrett & Company, Inc. | 0.10% | Add +0.4% | 11,892 | $221K |
| Dudley Capital Management, LLC | 0.12% | No change | 11,887 | $221K |
| Marcum Wealth, LLC | 0.02% | Reduce -7.6% | 11,869 | $221K |
| Alliancebernstein L.P. | 0.00% | New | 11,847 | $220K |
| Kirtland Hills Capital Management, LLC | 0.13% | New | 12,742 | $220K |
| Indiana Trust & Investment Management Co | 0.08% | Add +5.1% | 11,796 | $219K |
| Jim Saulnier & Associates, LLC | 0.17% | Add +1.6% | 11,786 | $219K |
| Centennial Wealth Advisory LLC | 0.08% | Add +1.3% | 11,765 | $219K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -15.8% | 11,718 | $218K |
| American Financial Advisors, LLC | 0.03% | Add +0.1% | 11,649 | $217K |
| Walker Asset Management, LLC | 0.13% | Reduce -25.5% | 11,622 | $216K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +0.5% | 11,547 | $216K |
| Assetmark, Inc. | 0.00% | Add +32.6% | 11,615 | $216K |
| Kaizen Financial Strategies | 0.13% | Reduce -2.1% | 11,612 | $216K |
| Fermata Advisors, LLC | 0.04% | Reduce -13.6% | 11,506 | $214K |
| Harbor Investment Advisory, LLC | 0.02% | Add +360.0% | 11,501 | $214K |
| Veery Capital, LLC | 0.08% | No change | 11,500 | $214K |
| Northcape Wealth Management, LLC | 0.07% | New | 11,500 | $214K |
| EagleClaw Capital Managment, LLC | 0.03% | No change | 11,500 | $214K |
| Benjamin Edwards Inc. | 0.00% | Add +0.8% | 11,466 | $213K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -32.1% | 11,454 | $213K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -58.3% | 11,430 | $212K |
| Adamsbrown Wealth Consultants LLC | 0.07% | New | 11,423 | $212K |
| Voya Financial Advisors, Inc. | 0.02% | New | 11,331 | $212K |
| Key Client Fiduciary Advisors, LLC | 0.10% | Reduce -5.0% | 11,404 | $212K |
| Cura Wealth Advisors, LLC | 0.09% | Add +0.1% | 11,369 | $211K |
| Apollon Financial, LLC | 0.05% | Add +2.9% | 11,315 | $210K |
| Caldwell Sutter Capital, Inc. | 0.10% | Add +0.0% | 11,276 | $210K |
| Centurion Wealth Management LLC | 0.07% | No change | 10,647 | $209K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -14.6% | 11,137 | $207K |
| Partners Wealth Management, LLC | 0.23% | Add +4.2% | 11,135 | $207K |
| SeaBridge Investment Advisors LLC | 0.04% | No change | 11,061 | $206K |
| Cornerstone Select Advisors, LLC | 0.19% | Add +2.8% | 11,020 | $205K |
| Ami Investment Management Inc. | 0.07% | No change | 10,997 | $204K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 10,965 | $204K |
| Greenline Partners, LLC | 0.03% | New | 10,922 | $203K |
| L & S Advisors Inc | 0.03% | Add +0.8% | 10,899 | $203K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -92.1% | 10,884 | $202K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | Add +1.6% | 10,761 | $200K |
| Everett Harris & Co. | 0.00% | No change | 10,697 | $199K |
| Creative Financial Designs Inc. | 0.02% | Reduce -10.3% | 10,670 | $198K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -39.4% | 10,667 | $198K |
| Valley National Advisers Inc. | 0.04% | Add +0.2% | 10,630 | $197K |
| IronBridge Private Wealth, LLC | 0.08% | Add +0.2% | 10,584 | $197K |
| Sovereign Financial Group, Inc. | 0.05% | New | 10,565 | $196K |
| IAG Wealth Partners, LLC | 0.03% | Add +0.9% | 10,546 | $196K |
| McCarthy Asset Management, Inc. | 0.14% | Reduce -4.2% | 10,535 | $196K |
| Caliber Wealth Management, LLC / KS | 0.03% | — | 10,520 | $196K |
| Montag A & Associates Inc. | 0.01% | No change | 10,508 | $195K |
| Thompson Davis & Co., Inc. | 0.15% | No change | 10,500 | $195K |
| EPG Wealth Management LLC | 0.05% | Add +1.4% | 10,386 | $193K |
| Lyell Wealth Management, LP | 0.02% | No change | 10,350 | $192K |
| Journey Strategic Wealth LLC | 0.01% | New | 10,326 | $192K |
| Fiduciary Trust Co | 0.00% | No change | 10,270 | $191K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 10,179 | $191K |
| Summit X, LLC | 0.04% | No change | 10,196 | $190K |
| Firestone Capital Management | 0.05% | New | 10,170 | $189K |
| Certified Advisory Corp | 0.02% | Add +0.0% | 10,164 | $189K |
| Modern Wealth Management, LLC | 0.01% | New | 10,150 | $189K |
| AlphaCore Capital LLC | 0.02% | Reduce -17.3% | 10,143 | $189K |
| Advisory Alpha, LLC | 0.01% | New | 10,141 | $189K |
| Proficio Capital Partners LLC | 0.01% | No change | 10,083 | $187K |
| Community Trust & Investment Co. | 0.01% | No change | 10,073 | $187K |
| Principle Wealth Partners LLC | 0.01% | New | 10,055 | $187K |
| Prosperity Financial Group, Inc. | 0.09% | Reduce -5.6% | 10,050 | $187K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | New | 10,043 | $187K |
| Fairview Capital Investment Management, LLC | 0.01% | New | 10,026 | $186K |
| Vanguard Capital Wealth Advisors | 0.23% | New | 10,010 | $186K |
| Asset Allocation & Management Company, LLC | 0.09% | New | 10,000 | $186K |
| Abner Herrman & Brock LLC | 0.02% | New | 10,000 | $186K |
| Hexagon Capital Partners LLC | 0.04% | Add +5.5% | 9,980 | $186K |
| Anfield Capital Management, LLC | 0.07% | No change | 9,877 | $184K |
| Arkfeld Wealth Strategies, L.L.C. | 0.08% | Reduce -2.3% | 10,881 | $181K |
| Operose Advisors LLC | 0.06% | No change | 9,556 | $178K |
| SVB Wealth LLC | 0.01% | Reduce -59.7% | 9,417 | $175K |
| Webster Bank, N. A. | 0.02% | No change | 9,025 | $168K |
| Orion Capital Management LLC | 0.07% | New | 8,800 | $164K |
| Bank of New Hampshire | 0.04% | No change | 8,728 | $162K |
| Next Capital Management LLC | 0.08% | New | 8,708 | $162K |
| AllSquare Wealth Management LLC | 0.10% | No change | 8,621 | $160K |
| MCF Advisors LLC | 0.01% | Add +4.7% | 8,579 | $159K |
| American Capital Advisory, LLC | 0.09% | No change | 8,495 | $158K |
| Financial Gravity Asset Management, Inc. | 0.03% | — | 8,400 | $156K |
| Toth Financial Advisory Corp. | 0.02% | Add +0.2% | 8,374 | $156K |
| Riggs Asset Managment Co. Inc. | 0.04% | Add +5.2% | 8,343 | $155K |
| Future Financial Wealth Managment LLC | 0.11% | Reduce -4.8% | 8,137 | $151K |
| Kings Path Partners LLC | 0.07% | No change | 8,000 | $149K |
| Virtus Investment Advisers, LLC | 0.04% | New | 7,948 | $148K |
| Nemes Rush Group LLC | 0.02% | Add +0.5% | 7,768 | $144K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 7,700 | $143K |
| Concord Wealth Partners | 0.02% | Reduce -37.5% | 7,680 | $143K |
| University of Texas/Texas Am Investment Management Co. | 0.02% | Reduce -38.7% | 7,249 | $135K |
| Adirondack Trust Co. | 0.05% | No change | 6,994 | $130K |
| SJS Investment Consulting Inc. | 0.02% | No change | 6,983 | $130K |
| Larson Financial Group LLC | 0.01% | Reduce -29.5% | 6,446 | $120K |
| Motco | 0.01% | No change | 6,425 | $119K |
| WASHINGTON TRUST Co | 0.00% | Reduce -28.9% | 6,400 | $119K |
| Sandy Spring Bank | 0.01% | Add +14.6% | 6,360 | $118K |
| Crewe Advisors LLC | 0.02% | Add +695.3% | 6,148 | $114K |
| Proffitt & Goodson Inc. | 0.02% | No change | 6,025 | $112K |
| Johnson Financial Group, Inc. | 0.01% | Add +20.0% | 6,000 | $112K |
| Tortoise Investment Management, LLC | 0.01% | Add +211.4% | 5,916 | $110K |
| BankPlus Trust Department | 0.04% | No change | 5,671 | $105K |
| Hara Capital LLC | 0.07% | Reduce -39.8% | 5,495 | $102K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 5,487 | $102K |
| Atticus Wealth Management, LLC | 0.03% | Add +1.3% | 5,393 | $100K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.01% | New | 5,330 | $99K |
| Strategic Investment Solutions, Inc. | 0.03% | Reduce -4.6% | 5,325 | $99K |
| Global Trust Asset Management, LLC | 0.06% | Reduce -1.9% | 5,200 | $97K |
| Hollencrest Capital Management | 0.00% | Reduce -65.2% | 5,100 | $95K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +1.6% | 5,036 | $94K |
| Zazove Associates LLC | 0.17% | No change | 5,000 | $93K |
| UMB Bank, n.a. | 0.00% | Add +3.0% | 4,984 | $93K |
| City Holding Co. | 0.01% | No change | 4,963 | $92K |
| Aventura Private Wealth, LLC | 0.05% | Add +0.5% | 4,860 | $90K |
| Heritage Wealth Advisors | 0.00% | Add +4.3% | 4,860 | $90K |
| Godsey & Gibb, Inc. | 0.01% | Add +19.9% | 4,795 | $89K |
| Princeton Global Asset Management LLC | 0.02% | Add +189.4% | 4,775 | $89K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +12.0% | 4,670 | $87K |
| Kozak & Associates, Inc. | 0.02% | No change | 5,117 | $86K |
| Quent Capital, LLC | 0.01% | Reduce -2.5% | 4,523 | $84K |
| Compass Wealth Management LLC | 0.02% | No change | 4,500 | $84K |
| Estabrook Capital Management | 0.01% | No change | 4,451 | $83K |
| North Capital, Inc. | 0.08% | — | 4,367 | $81K |
| Wealth Preservation Advisors, LLC | 0.06% | — | 4,260 | $79K |
| Creekmur Asset Management LLC | 0.02% | Add +1.6% | 4,208 | $78K |
| Founders Capital Management | 0.05% | Reduce -7.7% | 4,192 | $78K |
| SouthState Bank Corp | 0.00% | Add +36.4% | 4,159 | $77K |
| Lummis Asset Management, LP | 0.05% | No change | 4,070 | $76K |
| McIlrath & Eck, LLC | 0.01% | No change | 4,013 | $75K |
| GKV Capital Management Co., Inc. | 0.04% | No change | 4,000 | $74K |
| Mechanics Financial Corp | 0.03% | No change | 4,000 | $74K |
| Citizens National Bank Trust Department | 0.02% | Add +100.0% | 4,000 | $74K |
| Stonebridge Financial Group, LLC | 0.01% | No change | 4,000 | $74K |
| S.A. Mason LLC | 0.04% | Reduce -20.5% | 3,873 | $72K |
| Colonial Trust Advisors | 0.01% | No change | 3,840 | $71K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +1.6% | 3,707 | $69K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,625 | $67K |
| St Germain D J Co. Inc. | 0.00% | No change | 3,614 | $67K |
| Kelly Lawrence W & Associates Inc. | 0.02% | No change | 3,600 | $67K |
| Optimum Investment Advisors | 0.03% | No change | 3,500 | $65K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -88.5% | 3,496 | $65K |
| Manchester Capital Management LLC | 0.01% | No change | 3,328 | $62K |
| Coldstream Capital Management Inc. | 0.00% | New | 3,300 | $61K |
| Garde Capital, Inc. | 0.00% | Reduce -52.1% | 3,175 | $59K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -27.2% | 3,075 | $57K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 3,050 | $57K |
| Caldwell Trust Co | 0.01% | No change | 3,022 | $56K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 3,020 | $56K |
| Wolff Wiese Magana LLC | 0.04% | No change | 2,955 | $55K |
| Financial Freedom, LLC | 0.03% | Add +1.6% | 2,953 | $55K |
| Albion Financial Group | 0.00% | Add +1.6% | 2,901 | $54K |
| United Community Bank | 0.02% | Add +61.5% | 2,888 | $54K |
| South Plains Financial, Inc. | 0.04% | No change | 2,778 | $52K |
| Rise Advisors, LLC | 0.02% | Add +1.6% | 2,763 | $51K |
| CX Institutional | 0.00% | New | 2,681 | $50K |
| WFA Asset Management Corp | 0.03% | Reduce -76.7% | 3,155 | $50K |
| AdvisorNet Financial, Inc | 0.00% | Add +481.9% | 2,665 | $50K |
| Fortitude Family Office, LLC | 0.02% | Reduce -45.3% | 2,661 | $49K |
| Private Wealth Asset Management, LLC | 0.01% | — | 2,657 | $49K |
| Brooklyn Investment Group | 0.01% | New | 2,651 | $49K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.1% | 2,643 | $49K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +7.2% | 2,600 | $48K |
| Pacific Center for Financial Services | 0.01% | Add +34.7% | 2,586 | $48K |
| Main Street Group, LTD | 0.02% | Add +59.4% | 2,547 | $47K |
| Key Financial Inc | 0.01% | Add +1.6% | 2,473 | $46K |
| Continuum Advisory, LLC | 0.01% | Add +2.6% | 2,459 | $46K |
| Asset Dedication, LLC | 0.00% | Add +0.8% | 2,400 | $45K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.1% | 2,339 | $43K |
| Tidemark, LLC | 0.02% | Add +6.6% | 2,333 | $43K |
| SRH Advisors, LLC | 0.01% | No change | 2,325 | $43K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,211 | $41K |
| Beacon Capital Management, LLC | 0.01% | Add +1.6% | 2,209 | $41K |
| High Note Wealth, LLC | 0.01% | No change | 2,200 | $41K |
| N.E.W. Advisory Services LLC | 0.00% | New | 2,131 | $40K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.9% | 2,091 | $39K |
| HWG Holdings LP | 0.02% | New | 2,049 | $38K |
| Stone House Investment Management, LLC | 0.01% | New | 2,021 | $38K |
| Trust Co | 0.00% | No change | 2,000 | $37K |
| NBT Bank, N.A. | 0.00% | No change | 2,000 | $37K |
| Chilton Capital Management LLC | 0.00% | No change | 2,000 | $37K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,997 | $37K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,880 | $37K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,952 | $36K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.4% | 1,898 | $35K |
| Evermay Wealth Management LLC | 0.00% | No change | 1,844 | $34K |
| Vision Financial Markets LLC | 0.04% | New | 1,802 | $33K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 1,800 | $33K |
| Peoples Financial Services Corp. | 0.02% | No change | 1,792 | $33K |
| Community Bank, N.A. | 0.00% | No change | 1,700 | $32K |
| Ameriflex Group, Inc. | 0.01% | Reduce -40.4% | 1,579 | $29K |
| Colonial Trust Co / SC | 0.00% | No change | 1,567 | $29K |
| Clarity Asset Management, Inc. | 0.02% | Add +1.6% | 1,515 | $28K |
| Capital A Wealth Management, LLC | 0.03% | Add +13.1% | 1,507 | $28K |
| Sawyer & Company, Inc | 0.01% | No change | 1,500 | $28K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 1,500 | $28K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 1,500 | $28K |
| HHM Wealth Advisors, LLC | 0.00% | Add +6.2% | 1,470 | $27K |
| Beutel, Goodman & Co Ltd. | 0.00% | New | 1,500 | $27K |
| Delta Asset Management LLC | 0.00% | No change | 1,400 | $26K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 1,385 | $26K |
| Financial Connections Group, Inc. | 0.01% | Add +1.6% | 1,395 | $25K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -38.1% | 1,332 | $25K |
| Mountain Hill Investment Partners Corp. | 0.02% | No change | 1,283 | $24K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -1.1% | 1,235 | $23K |
| Tsfg, LLC | 0.00% | No change | 1,172 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +40.6% | 1,125 | $21K |
| ESL Trust Services, LLC | 0.00% | No change | 1,091 | $20K |
| Prestige Wealth Management Group LLC | 0.00% | Add +1.6% | 1,033 | $19K |
| Islay Capital Management, LLC | 0.01% | No change | 1,024 | $19K |
| TD Capital Management LLC | 0.00% | No change | 1,018 | $19K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 1,000 | $19K |
| City State Bank | 0.01% | No change | 1,000 | $19K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,000 | $19K |
| Global Wealth Strategies & Associates | 0.01% | No change | 1,000 | $19K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 1,000 | $19K |
| GAMMA Investing LLC | 0.00% | Reduce -33.3% | 1,000 | $19K |
| WealthTrak Capital Management LLC | 0.02% | No change | 960 | $18K |
| PFS Partners, LLC | 0.01% | Add +0.8% | 915 | $17K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 906 | $17K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.9% | 902 | $17K |
| CNB Bank | 0.01% | No change | 900 | $17K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +110.9% | 873 | $16K |
| Eq Wealth Advisors, LLC | 0.01% | No change | 16,135 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 830 | $15K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 811 | $15K |
| Clear Investment Research, LLC | 0.02% | Add +1.5% | 807 | $15K |
| Russell Investments Group, Ltd. | 0.00% | Add +94.8% | 779 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 768 | $14K |
| American National Bank & Trust | 0.00% | No change | 705 | $13K |
| Archer Investment Corp | 0.00% | No change | 680 | $13K |
| Addison Advisors LLC | 0.00% | No change | 640 | $12K |
| Financial Management Professionals, Inc. | 0.00% | No change | 633 | $12K |
| Painted Porch Advisors LLC | 0.00% | Add +1.7% | 610 | $11K |
| First Pacific Financial | 0.00% | New | 601 | $11K |
| Hoese & Co LLP | 0.01% | No change | 600 | $11K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.5% | 595 | $11K |
| New England Capital Financial Advisors LLC | 0.01% | Add +1.6% | 560 | $10K |
| Hoey Investments, Inc. | 0.00% | No change | 516 | $10K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -91.5% | 500 | $9K |
| Park Place Capital Corp | 0.00% | No change | 485 | $9K |
| Legacy Wealth Managment, LLC | 0.01% | Add +678.0% | 459 | $9K |
| Arlington Trust Co LLC | 0.00% | New | 435 | $8K |
| Centerpoint Advisors, LLC | 0.00% | No change | 434 | $8K |
| Costello Asset Management, INC | 0.00% | Add +34.4% | 395 | $7K |
| Chesapeake Asset Management LLC | 0.01% | Add +1.6% | 314 | $6K |
| Trust Co. of Vermont | 0.00% | New | 306 | $6K |
| Runnymede Capital Advisors, Inc. | 0.01% | No change | 300 | $6K |
| Millstone Evans Group, LLC | 0.00% | Add +17.6% | 300 | $6K |
| Union Savings Bank | 0.00% | New | 298 | $6K |
| Safe Harbor Fiduciary, LLC | 0.01% | New | 288 | $5K |
| Burkett Financial Services, LLC | 0.00% | Add +1.8% | 288 | $5K |
| SWAN Capital LLC | 0.00% | No change | 272 | $5K |
| Covestor Ltd | 0.00% | No change | 266 | $5K |
| Penserra Capital Management LLC | 0.00% | No change | 285 | $5K |
| Pineridge Advisors LLC | 0.00% | Reduce -75.8% | 241 | $4K |
| Atwood & Palmer Inc. | 0.00% | No change | 223 | $4K |
| Independence Bank of Kentucky | 0.00% | No change | 200 | $4K |
| VSM Wealth Advisory, LLC | 0.00% | Add +1.6% | 185 | $3K |
| Raiffeisen Bank International AG | 0.00% | No change | 116 | $2K |
| Truvestments Capital LLC | 0.00% | Reduce -86.9% | 110 | $2K |
| CKW Financial Group | 0.00% | No change | 100 | $2K |
| Sachetta, LLC | 0.00% | No change | 100 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 95 | $2K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 80 | $1K |
| Pacifica Partners Inc. | 0.00% | New | 75 | $1K |
| ORG Partners LLC | 0.00% | Reduce -99.9% | 30 | $565 |
| Putney Financial Group LLC | 0.00% | No change | 30 | $558 |
| Keystone Financial Group, Inc. | 0.00% | No change | 30 | $474 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 21 | $390 |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 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.