Energy Transfer LPET
13F holders, Q2 2025 (June 30)1,234holders +21
93new positions
72sold out
9famous investors
$18.13avg. 13F price*
At the end of Q2 2025, 1,234 institutions reported holding Energy Transfer LP (ET) in their 13F filings, up 21 from Q1 2025. 93 opened new positions and 72 sold out. The largest holders were Alps Advisors Inc. ($1.3B), Goldman Sachs Group Inc. ($1.3B) and Morgan Stanley ($1.3B). 9 famous investors held it, including Leon Cooperman (8.3% of Omega Advisors (Leon Cooperman)'s portfolio), David Abrams (1.8% of Abrams Capital Management's portfolio) and David Tepper (1.4% of Appaloosa's portfolio).
- Company
- Energy Transfer LP
- CUSIP
- 29273V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $215.5M |
| Exits | 72 | $127.8M |
All 13F filers, Q1 2025 → Q2 2025: 45,837,532 shares bought and 64,242,771 shares sold, net −18,405,239 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,234 holders
| Alps Advisors Inc. | 7.77% | Reduce -1.4% | 74,284,287 | $1.3B |
| Goldman Sachs Group Inc. | 0.21% | Reduce -7.8% | 70,994,195 | $1.3B |
| Morgan Stanley | 0.08% | Add +0.8% | 69,194,896 | $1.3B |
| Invesco Ltd. | 0.17% | Reduce -0.1% | 56,089,624 | $1.0B |
| JPMorgan Chase & Co. | 0.06% | Add +8.8% | 47,171,542 | $855.2M |
| Blackstone Inc. | 3.81% | Reduce -10.3% | 46,657,026 | $845.9M |
| FMR LLC | 0.04% | Reduce -14.1% | 37,930,617 | $687.7M |
| Tortoise Capital Advisors, L.L.C. | 8.82% | Reduce -2.4% | 37,275,081 | $675.8M |
| UBS Group AG | 0.13% | Add +1.6% | 33,576,026 | $608.7M |
| Bank of America Corp. | 0.04% | Reduce -19.4% | 30,159,930 | $546.8M |
| Kayne Anderson Capital Advisors LP | 10.17% | Reduce -0.4% | 24,064,316 | $436.3M |
| First Reserve GP XIII Ltd | 86.81% | No change | 23,340,380 | $423.2M |
| Energy Income Partners, LLC | 8.19% | Reduce -0.4% | 23,024,530 | $417.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.76% | Add +9.3% | 21,353,476 | $387.1M |
| Natixis | 1.58% | Reduce -3.9% | 17,476,924 | $316.9M |
| Westwood Holdings Group Inc. | 2.21% | Reduce -0.6% | 16,679,980 | $302.4M |
| Chickasaw Capital Management LLC | 11.63% | Add +3.2% | 16,158,771 | $293.0M |
| Neuberger Berman Group LLC | 0.22% | Add +0.2% | 16,103,030 | $291.9M |
| CIBC Private Wealth Group LLC | 0.50% | Add +2.2% | 15,314,866 | $277.7M |
| Brookfield Corp | 0.31% | Reduce -3.8% | 14,068,948 | $255.1M |
| Omega Advisors (Leon Cooperman) | 8.34% | Add +0.7% | 13,095,000 | $237.4M |
| Clearbridge Investments, LLC | 0.19% | Reduce -25.1% | 12,559,563 | $227.7M |
| Wells Fargo & Company | 0.05% | Add +2.5% | 11,540,668 | $209.2M |
| BNP Paribas Financial Markets | 0.14% | Reduce -41.5% | 9,812,974 | $177.9M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 7.91% | Reduce -3.2% | 7,182,600 | $130.2M |
| Raymond James Financial Inc. | 0.04% | Add +2.4% | 6,702,564 | $121.5M |
| Citigroup Inc. | 0.08% | Reduce -20.4% | 6,576,525 | $119.2M |
| Berkley W R Corp. | 7.13% | No change | 6,334,494 | $114.8M |
| LPL Financial LLC | 0.04% | Add +5.8% | 6,306,850 | $114.3M |
| Abrams Capital Management | 1.84% | No change | 6,205,777 | $112.5M |
| Stifel Financial Corp. | 0.11% | Add +6.3% | 6,129,240 | $111.1M |
| Eagle Global Advisors LLC | 4.48% | Reduce -2.0% | 6,102,436 | $110.6M |
| Stephens Group, LLC | 55.65% | No change | 5,574,335 | $101.1M |
| Garrett Wealth Advisory Group, LLC | 21.02% | Reduce -0.0% | 5,479,456 | $99.3M |
| Miller Howard Investments Inc. | 3.00% | Add +3.6% | 5,214,638 | $94.5M |
| Duff & Phelps Investment Management Co. | 1.08% | Add +0.9% | 5,045,747 | $91.5M |
| Fractal Investments LLC | 12.98% | Add +0.2% | 5,018,781 | $91.0M |
| Commerce Bank | 0.53% | Add +0.2% | 4,992,290 | $90.5M |
| Appaloosa | 1.39% | No change | 4,957,235 | $89.9M |
| Recurrent Investment Advisors LLC | 7.03% | Add +1.4% | 4,792,806 | $86.9M |
| Royal Bank of Canada | 0.02% | Add +2.9% | 4,721,451 | $85.6M |
| Citadel Advisors | 0.07% | Add +200.5% | 4,518,783 | $81.9M |
| Victory Capital Management Inc. | 0.05% | New | 4,435,484 | $80.4M |
| Patient Capital Management, LLC | 3.34% | Reduce -16.5% | 4,076,356 | $73.9M |
| Pinnacle Wealth Planning Services, Inc. | 9.27% | Add +6.4% | 3,887,215 | $70.5M |
| Zurich Insurance Group Ltd | 0.52% | No change | 3,703,877 | $67.2M |
| Rockefeller Capital Management L.P. | 0.15% | Add +5.4% | 3,634,004 | $66.5M |
| Infrastructure Capital Advisors, LLC | 10.83% | Add +4.3% | 3,642,271 | $66.0M |
| Long Focus Capital Management, LLC | 3.91% | No change | 3,342,400 | $60.6M |
| Chicago Partners Investment Group LLC | 1.65% | Reduce -0.1% | 3,277,148 | $57.2M |
| BlackRock, Inc. | 0.00% | Add +810.3% | 3,144,179 | $57.0M |
| HighTower Advisors, LLC | 0.07% | Add +0.5% | 3,061,082 | $55.5M |
| Cohen & Steers, Inc. | 0.10% | Reduce -1.9% | 2,965,892 | $53.8M |
| Employees Retirement System of Texas | 0.51% | Add +22.1% | 2,911,657 | $52.8M |
| Osaic Holdings, Inc. | 0.09% | Reduce -2.0% | 2,872,247 | $52.1M |
| Allianz Asset Management GmbH | 0.07% | Reduce -32.9% | 2,849,614 | $51.7M |
| Maryland State Retirement & Pension System | 1.11% | Add +6.3% | 2,783,399 | $50.5M |
| Progeny 3, Inc. | 2.79% | Add +17.0% | 2,742,885 | $49.7M |
| Bank of Montreal | 0.03% | Reduce -0.4% | 2,720,786 | $49.3M |
| Barclays PLC | 0.02% | Reduce -35.9% | 2,708,733 | $49.1M |
| Americana Partners, LLC | 1.67% | Add +17.8% | 2,676,064 | $48.5M |
| HSBC Holdings PLC | 0.03% | Reduce 0.0% | 2,563,415 | $46.7M |
| Philosophy Capital Management LLC | 5.86% | No change | 2,568,231 | $46.6M |
| RR Advisors, LLC | 10.41% | Reduce -14.9% | 2,388,000 | $43.3M |
| Catalyst Capital Advisors LLC | 0.79% | Add +4.1% | 2,156,405 | $39.1M |
| Nuveen, LLC | 0.01% | Reduce -12.6% | 2,109,554 | $38.2M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +10.4% | 2,105,689 | $38.2M |
| Susquehanna Portfolio Strategies, LLC | 0.81% | New | 2,050,675 | $37.2M |
| Walnut Private Equity Partners, LLC | 21.56% | Add +1.2% | 2,036,000 | $36.9M |
| Commonwealth Equity Services, LLC | 0.05% | Add +19.7% | 2,024,534 | $36.7M |
| Kamunting Street Capital Management, L.P. | 30.02% | Add +20.5% | 2,023,186 | $36.7M |
| Longfellow Investment Management Co. LLC | 8.69% | No change | 1,938,068 | $35.1M |
| Northside Capital Management, LLC | 2.61% | New | 1,888,076 | $34.2M |
| HRT Financial LP | 0.15% | Add +64.2% | 1,873,174 | $34.0M |
| Mariner, LLC | 0.05% | Add +7.2% | 1,805,954 | $32.7M |
| Jump Financial, LLC | 0.41% | Add +2687.9% | 1,791,358 | $32.5M |
| Toronto Dominion Bank | 0.07% | Reduce -22.5% | 1,770,000 | $32.1M |
| Cetera Investment Advisers | 0.05% | Add +5.5% | 1,698,084 | $30.8M |
| Corient Private Wealth LP | 0.04% | Add +223.7% | 1,690,771 | $30.7M |
| Group One Trading LLC | 0.99% | Add +105.7% | 1,657,760 | $30.1M |
| Susquehanna International Group, LLP | 0.04% | Reduce -36.5% | 1,567,177 | $28.4M |
| Jane Street Group, LLC | 0.05% | Add +4275.1% | 1,562,614 | $28.3M |
| Exchange Traded Concepts, LLC | 0.35% | Reduce -1.8% | 1,522,647 | $27.6M |
| Sanctuary Advisors, LLC | 0.16% | Add +22.1% | 1,467,986 | $26.6M |
| Jennison Associates LLC | 0.02% | Reduce -33.6% | 1,436,216 | $26.0M |
| Adams Asset Advisors, LLC | 3.69% | Add +0.6% | 1,423,717 | $25.8M |
| Delphi Financial Group, Inc. | 18.63% | No change | 1,421,945 | $25.8M |
| Moneta Group Investment Advisors LLC | 0.29% | Add +5.5% | 1,364,002 | $24.7M |
| Stephens Inc. | 0.34% | Reduce -8.1% | 1,355,896 | $24.6M |
| Merewether Investment Management, LP | 0.69% | Reduce -45.8% | 1,315,612 | $23.9M |
| Waverly Advisors, LLC | 0.26% | Add +0.8% | 1,313,697 | $23.8M |
| FFG Partners, LLC | 7.90% | Reduce -12.1% | 1,310,541 | $23.8M |
| Gabelli Funds LLC | 0.17% | Add +0.1% | 1,280,192 | $23.2M |
| U.S. Capital Wealth Advisors, LLC | 0.67% | Add +8.6% | 1,257,807 | $22.8M |
| Nexpoint Asset Management, L.P. | 2.18% | Add +4.5% | 1,250,962 | $22.7M |
| Lonestar Capital Management LLC | 18.90% | No change | 1,200,000 | $21.8M |
| Beacon Pointe Advisors, LLC | 0.22% | Reduce -34.5% | 1,185,466 | $21.5M |
| Aptus Capital Advisors, LLC | 0.21% | Add +1.9% | 1,182,492 | $21.4M |
| Texas Yale Capital Corp. | 0.70% | Reduce -9.3% | 1,177,140 | $21.3M |
| Kestra Advisory Services, LLC | 0.10% | Add +2.5% | 1,133,483 | $20.6M |
| Creative Planning | 0.02% | Add +6.0% | 1,095,122 | $19.9M |
| Simplex Trading, LLC | 0.51% | Reduce -0.4% | 1,051,640 | $19.1M |
| Prospera Financial Services Inc | 0.35% | Add +125.3% | 1,036,611 | $18.8M |
| Callodine Capital Management, LP | 1.94% | Add +56.8% | 1,035,000 | $18.8M |
| General American Investors Co. Inc. | 1.24% | No change | 1,020,030 | $18.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +8.8% | 1,024,606 | $18.4M |
| Susquehanna Fundamental Investments, LLC | 0.49% | No change | 1,003,828 | $18.2M |
| Payden & Rygel | 1.50% | Reduce -24.8% | 1,001,790 | $18.2M |
| RBF Capital, LLC | 0.90% | No change | 1,000,000 | $18.1M |
| Wellington Management Group LLP | 0.00% | No change | 924,000 | $16.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.6% | 915,209 | $16.6M |
| Evergreen Capital Management LLC | 0.49% | Add +0.3% | 899,176 | $16.3M |
| Heronetta Management, L.P. | 8.93% | No change | 884,154 | $16.0M |
| Prime Capital Investment Advisors, LLC | 0.21% | Reduce -4.0% | 882,978 | $16.0M |
| Empowered Funds, LLC | 0.18% | Add +115.5% | 874,515 | $15.9M |
| Deutsche Bank AG | 0.01% | Reduce -47.4% | 869,945 | $15.8M |
| Fourpath Capital Management, LLC | 2.48% | Add +6.4% | 867,889 | $15.7M |
| NBW Capital LLC | 3.36% | Add +0.6% | 860,092 | $15.6M |
| McGowan Group Asset Management, Inc. | 1.99% | Add +0.7% | 859,318 | $15.6M |
| Bollard Group LLC | 0.35% | Add +15.3% | 856,060 | $15.5M |
| Private Capital Advisors, Inc. | 1.88% | Add +1.0% | 850,047 | $15.4M |
| Pathstone Holdings, LLC | 0.06% | Reduce -0.2% | 838,941 | $15.2M |
| Dividend Assets Capital, LLC | 2.70% | Add +1.2% | 820,742 | $14.9M |
| Parsons Capital Management Inc. | 0.91% | Add +4.3% | 815,646 | $14.8M |
| Williams Jones Wealth Management, LLC. | 0.17% | Add +1.0% | 804,031 | $14.6M |
| Glenmede Investment Management, LP | 0.07% | — | 803,530 | $14.6M |
| Cna Financial Corp. | 7.44% | Add +14.3% | 800,000 | $14.5M |
| Truist Financial Corp. | 0.02% | Add +0.1% | 789,108 | $14.3M |
| NewEdge Advisors, LLC | 0.07% | Add +40.3% | 784,442 | $14.2M |
| Westend Capital Management, LLC | 4.35% | Add +2.6% | 778,455 | $14.1M |
| MAI Capital Management | 0.10% | Add +2.2% | 772,198 | $14.0M |
| Private Advisor Group, LLC | 0.07% | Add +14.2% | 746,817 | $13.5M |
| Alden Global Capital LLC | 8.31% | Add +17.8% | 744,513 | $13.5M |
| US Bancorp \de | 0.02% | Reduce -7.8% | 712,827 | $12.9M |
| Jones Financial Companies LLLP | 0.01% | Add +90.2% | 709,786 | $12.9M |
| Cresset Asset Management, LLC | 0.06% | Add +161.0% | 709,643 | $12.9M |
| Turtle Creek Wealth Advisors, LLC | 1.51% | Add +9.5% | 703,587 | $12.8M |
| Bowen Hanes & Co. Inc. | 0.32% | No change | 700,000 | $12.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +11.2% | 694,053 | $12.6M |
| Manning & Napier Advisors LLC | 0.15% | Add +31.4% | 690,000 | $12.5M |
| &partners | 0.10% | Add +7.3% | 689,035 | $12.5M |
| Summit Financial, LLC | 0.28% | Add +0.3% | 688,464 | $12.5M |
| Bokf, NA | 0.20% | Reduce -19.3% | 686,163 | $12.4M |
| Annandale Capital, LLC | 2.13% | Add +2.6% | 637,479 | $11.6M |
| First Trust Advisors LP | 0.01% | Add +8.8% | 627,680 | $11.4M |
| Tectonic Advisors LLC | 0.64% | Add +10.9% | 610,502 | $11.1M |
| Oppenheimer & Co. Inc. | 0.14% | Reduce -35.0% | 600,289 | $10.9M |
| Childress Capital Advisors, LLC | 2.71% | Add +0.1% | 593,740 | $10.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +5.3% | 592,427 | $10.7M |
| Hennessy Advisors Inc. | 0.35% | No change | 580,930 | $10.5M |
| Wexford Capital LP | 2.91% | Reduce -9.3% | 575,015 | $10.4M |
| Blair William & Co. | 0.03% | Add +0.1% | 572,420 | $10.4M |
| Ensign Peak Advisors, Inc | 0.02% | No change | 555,230 | $10.1M |
| Requisite Capital Management, LLC | 2.16% | Add +0.0% | 550,640 | $10.0M |
| Goldentree Asset Management LP | 0.98% | Add +94.6% | 548,720 | $9.9M |
| ELCO Management Co., LLC | 5.09% | Add +3.0% | 535,387 | $9.7M |
| Militia Capital Partners, LP | 4.53% | Add +27.7% | 530,000 | $9.6M |
| Brown Advisory Inc. | 0.01% | Add +0.7% | 513,324 | $9.3M |
| Captrust Financial Advisors | 0.02% | Add +7.1% | 512,118 | $9.3M |
| Oxbow Advisors, LLC | 0.99% | Add +3.5% | 491,544 | $8.9M |
| Advisors Capital Management, LLC | 0.12% | Add +1.5% | 488,636 | $8.9M |
| Moors & Cabot, Inc. | 0.40% | Add +1.0% | 469,079 | $8.5M |
| Pekin Hardy Strauss, Inc. | 0.97% | Reduce -0.3% | 465,948 | $8.4M |
| M&T Bank Corp | 0.03% | Add +16.4% | 464,936 | $8.4M |
| American Financial Group Inc. | 3.14% | No change | 450,896 | $8.2M |
| NFC Investments, LLC | 2.29% | Add +3.7% | 441,940 | $8.0M |
| Fogel Capital Management, Inc. | 4.27% | Add +3.2% | 441,619 | $8.0M |
| Horizon Kinetics Asset Management LLC | 0.09% | Add +7.5% | 439,947 | $8.0M |
| Avenir Corp. | 0.82% | Add +0.3% | 439,832 | $8.0M |
| Spirit of America Management Corp. | 1.62% | Reduce -23.5% | 429,700 | $7.8M |
| Amitell Capital Pte Ltd | 4.36% | No change | 428,146 | $7.8M |
| Seaview Investment Managers LLC | 1.64% | Add +3021.8% | 425,558 | $7.7M |
| Advisors Asset Management, Inc. | 0.14% | Add +15.2% | 420,878 | $7.6M |
| Fort Washington Investment Advisors Inc. | 0.04% | Add +25.5% | 417,575 | $7.6M |
| Private Management Group Inc. | 0.24% | New | 401,653 | $7.3M |
| Granby Capital Management, LLC | 4.05% | Add +33.3% | 400,000 | $7.3M |
| D.A. Davidson & Co. | 0.05% | Add +9.1% | 399,826 | $7.2M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +0.5% | 399,646 | $7.2M |
| Ascentis Wealth Management, LLC | 1.97% | Reduce -0.8% | 405,284 | $7.2M |
| Advisory Services Network, LLC | 0.12% | Add +25.6% | 399,351 | $7.2M |
| Fort Sheridan Advisors LLC | 1.02% | Add +1.9% | 393,870 | $7.1M |
| Cutler Capital Management, LLC | 3.05% | Reduce -5.5% | 393,619 | $7.1M |
| Empirical Finance, LLC | 0.37% | Add +62.0% | 389,546 | $7.1M |
| Concorde Financial Corp | 4.17% | Add +0.4% | 389,238 | $7.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.4% | 385,788 | $7.0M |
| Salem Investment Counselors Inc. | 0.22% | Add +0.0% | 384,671 | $7.0M |
| Wolverine Trading, LLC | 0.18% | Reduce -23.6% | 380,404 | $6.9M |
| Pacer Advisors, Inc. | 0.02% | Add +1.3% | 379,838 | $6.9M |
| SL Advisors, LLC | 12.37% | No change | 378,868 | $6.9M |
| Cumberland Partners Ltd | 0.47% | No change | 376,705 | $6.8M |
| Texas Capital Bank Wealth Management Services Inc | 0.63% | Reduce -42.7% | 373,043 | $6.8M |
| Gilman Hill Asset Management, LLC | 1.10% | Reduce -0.9% | 372,285 | $6.7M |
| Cibc World Market Inc. | 0.01% | Add +0.9% | 360,684 | $6.5M |
| Northern Trust Corp. | 0.00% | Reduce -68.2% | 340,460 | $6.2M |
| Warther Private Wealth, LLC | 1.58% | Add +1326.2% | 333,025 | $6.0M |
| Lido Advisors, LLC | 0.03% | Reduce -4.8% | 332,625 | $6.0M |
| Cerity Partners LLC | 0.01% | Reduce -1.1% | 331,960 | $6.0M |
| Sowell Financial Services LLC | 0.24% | Reduce -0.8% | 331,290 | $6.0M |
| Cohen Capital Management, Inc. | 0.97% | No change | 329,304 | $6.0M |
| Capital Investment Advisors, LLC | 0.10% | Reduce -1.3% | 306,152 | $5.9M |
| Wilmington Savings Fund Society, FSB | 0.10% | Reduce -0.3% | 318,742 | $5.8M |
| Keebeck Wealth Management | 0.76% | Add +1.1% | 318,511 | $5.8M |
| Independent Advisor Alliance | 0.17% | Add +0.2% | 318,111 | $5.8M |
| Crescent Grove Advisors, LLC | 0.56% | Add +47.6% | 316,889 | $5.7M |
| Quantinno Capital Management LP | 0.02% | Add +791.0% | 311,274 | $5.6M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -3.8% | 301,061 | $5.5M |
| DCF Advisers, LLC | 2.62% | No change | 300,500 | $5.4M |
| Nations Financial Group Inc, /Ia/ | 0.37% | Add +0.1% | 298,986 | $5.4M |
| Old North State Wealth Management, LLC | 2.72% | Add +1.3% | 288,126 | $5.2M |
| Focus Partners Wealth | 0.01% | Add +4.1% | 286,944 | $5.2M |
| VestGen Advisors, LLC | 0.20% | Add +0.2% | 283,383 | $5.1M |
| Hilltop Holdings Inc. | 0.33% | Reduce -0.3% | 283,092 | $5.1M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +9.0% | 280,511 | $5.1M |
| NorthCoast Asset Management LLC | 0.02% | Add +6.8% | 280,228 | $5.1M |
| Northern Right Capital Management, L.P. | 1.73% | No change | 277,999 | $5.0M |
| Bahl & Gaynor LLC | 0.03% | Add +3.6% | 277,929 | $5.0M |
| Knollwood Investment Advisory, LLC | 0.48% | No change | 275,100 | $5.0M |
| Anthracite Investment Company, Inc. | 2.58% | Add +8.6% | 272,500 | $4.9M |
| Cambiar Investors LLC | 0.20% | Reduce -28.9% | 267,565 | $4.9M |
| Baldwin Wealth Partners LLC | 0.33% | Reduce -1.0% | 266,003 | $4.8M |
| Bridges Investment Management Inc. | 0.06% | No change | 264,422 | $4.8M |
| Adell Harriman & Carpenter Inc. | 0.32% | Add +3.2% | 264,067 | $4.8M |
| Enclave Advisors LLC | 0.76% | Reduce -10.1% | 259,268 | $4.7M |
| Brookstone Capital Management | 0.06% | Add +2.0% | 249,040 | $4.5M |
| Bank of New York Mellon Corp | 0.00% | Add +84.8% | 248,539 | $4.5M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | Reduce -29.9% | 247,740 | $4.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.9% | 247,599 | $4.5M |
| Pin Oak Investment Advisors Inc. | 3.80% | Reduce -0.8% | 240,894 | $4.5M |
| Fayez Sarofim & Co | 0.01% | No change | 245,013 | $4.4M |
| Corigliano Investment Advisers, LLC | 1.39% | New | 244,000 | $4.4M |
| ProShare Advisors LLC | 0.01% | Add +17.2% | 242,036 | $4.4M |
| International Assets Investment Management, LLC | 0.35% | Reduce -11.6% | 238,623 | $4.3M |
| Castleark Management LLC | 0.13% | Reduce -22.4% | 238,240 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +8.6% | 237,844 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.2% | 236,613 | $4.3M |
| Calamos Advisors LLC | 0.03% | No change | 230,990 | $4.2M |
| Ashford Capital Management Inc. | 0.49% | No change | 230,803 | $4.2M |
| PSI Advisors, LLC | 2.05% | Reduce -9.3% | 226,929 | $4.1M |
| Capital Analysts, LLC | 0.14% | Reduce -6.3% | 226,838 | $4.1M |
| American Assets Investment Management, LLC | 0.33% | No change | 225,800 | $4.1M |
| Shepherd Kaplan Krochuk, LLC | 3.54% | Reduce -2.3% | 224,768 | $4.1M |
| Confluence Wealth Services, Inc. | 0.22% | New | 224,620 | $4.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +17.7% | 224,186 | $4.1M |
| Kingsview Wealth Management, LLC | 0.07% | Add +3.6% | 221,161 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +6.0% | 220,889 | $4.0M |
| PFG Investments, LLC | 0.23% | Reduce -1.1% | 219,596 | $4.0M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +30.9% | 218,658 | $4.0M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +1.0% | 218,405 | $4.0M |
| Van Eck Associates Corp. | 0.00% | Add +9.9% | 215,938 | $3.9M |
| Mutual Advisors, LLC | 0.10% | Add +3.8% | 219,695 | $3.9M |
| Jefferies Financial Group Inc. | 0.07% | Add +3.5% | 213,801 | $3.9M |
| Valeo Financial Advisors, LLC | 0.10% | Add +17.9% | 213,331 | $3.9M |
| Global Retirement Partners, LLC | 0.10% | — | 212,257 | $3.8M |
| Keybank National Association | 0.01% | Add +9.6% | 211,648 | $3.8M |
| Cercano Management LLC | 0.11% | No change | 209,295 | $3.8M |
| Jackson Hole Capital Partners, LLC | 0.69% | Add +7.5% | 208,838 | $3.8M |
| CoreCap Advisors, LLC | 0.15% | Add +3.9% | 207,571 | $3.8M |
| Sentinel Trust Co. Lba | 0.41% | No change | 207,000 | $3.8M |
| 1900 Wealth Management LLC | 0.28% | Add +1.8% | 202,375 | $3.7M |
| One Charles Private Wealth Services, LLC | 1.02% | Add +199.6% | 199,670 | $3.6M |
| Boston Partners | 0.00% | Reduce -44.8% | 197,526 | $3.6M |
| Icon Wealth Advisors, LLC | 0.25% | Reduce -3.2% | 193,501 | $3.5M |
| Ieq Capital, LLC | 0.02% | Add +0.3% | 193,009 | $3.5M |
| Cullen Capital Management, LLC | 0.04% | Reduce -15.5% | 192,994 | $3.5M |
| Lavaca Capital LLC | 1.43% | No change | 192,800 | $3.5M |
| Sunbelt Securities, Inc. | 0.31% | Add +2.8% | 177,814 | $3.5M |
| Basso Capital Management, L.P. | 2.58% | Add +1.9% | 192,000 | $3.5M |
| Level Four Advisory Services, LLC | 0.13% | Add +22.6% | 190,758 | $3.5M |
| 180 Wealth Advisors, LLC | 0.48% | Reduce -8.7% | 189,299 | $3.4M |
| CFM Wealth Partners LLC | 0.54% | Reduce -2.2% | 188,858 | $3.4M |
| Howard Financial Services, LTD. | 0.45% | Add +3.4% | 188,309 | $3.4M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -3.3% | 187,393 | $3.4M |
| Daymark Wealth Partners, LLC | 0.13% | Add +13.4% | 187,151 | $3.4M |
| Prospect Financial Services LLC | 2.11% | Reduce -10.9% | 186,393 | $3.4M |
| Black Swift Group, LLC | 0.68% | Add +6.5% | 185,530 | $3.4M |
| Finer Wealth Management, Inc. | 1.79% | Add +4.9% | 184,413 | $3.3M |
| Pinnacle Holdings, LLC | 1.39% | Add +1.5% | 184,346 | $3.3M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +4.1% | 183,583 | $3.3M |
| Rollins Financial Advisors, LLC | 0.53% | Reduce -3.9% | 182,437 | $3.3M |
| Fortem Financial Group, LLC | 1.06% | Reduce -7.3% | 181,282 | $3.3M |
| Sei Investments Co. | 0.00% | Reduce -13.3% | 178,964 | $3.2M |
| Redwood Wealth Management Group, LLC | 1.46% | Reduce -0.8% | 178,480 | $3.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.73% | Add +52.0% | 178,299 | $3.2M |
| ArchPoint Investors | 0.95% | Add +1.0% | 177,424 | $3.2M |
| Aurora Private Wealth, Inc. | 2.37% | Reduce -1.5% | 176,252 | $3.2M |
| Visionary Wealth Advisors | 0.16% | Add +392.9% | 175,274 | $3.2M |
| Terril Brothers, Inc. | 1.20% | No change | 174,714 | $3.2M |
| Beverly Hills Private Wealth, LLC | 0.59% | Add +0.9% | 172,696 | $3.1M |
| Ackerman Capital Advisors, LLC | 0.71% | New | 169,498 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -50.6% | 167,058 | $3.0M |
| Fairholme Capital Management | 0.25% | No change | 166,600 | $3.0M |
| Corps Capital Advisors, LLC | 4.84% | Reduce -12.7% | 166,012 | $3.0M |
| Segall Bryant & Hamill, LLC | 0.04% | No change | 165,499 | $3.0M |
| Kornitzer Capital Management Inc. | 0.06% | No change | 162,600 | $2.9M |
| Cary Street Partners Financial LLC | 0.08% | Add +3.3% | 161,574 | $2.9M |
| Franklin Resources Inc. | 0.00% | Add +2.6% | 161,433 | $2.9M |
| IHT Wealth Management, LLC | 0.08% | Add +3.2% | 160,296 | $2.9M |
| Cary Street Partners Investment Advisory LLC | 1.38% | No change | 157,220 | $2.9M |
| Virtu Financial LLC | 0.15% | Add +67.2% | 156,592 | $2.8M |
| IFG Advisory, LLC | 0.14% | Add +19.1% | 155,609 | $2.8M |
| Texas Bank & Trust Co | 1.12% | No change | 154,998 | $2.8M |
| Strong Tower Advisory Services | 0.55% | Add +10.1% | 154,188 | $2.8M |
| Harbour Investments, Inc. | 0.07% | Add +1.3% | 151,956 | $2.8M |
| Integrated Wealth Concepts LLC | 0.03% | Add +4.8% | 150,731 | $2.7M |
| Inspire Investing, LLC | 0.29% | New | 148,461 | $2.7M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -1.0% | 147,859 | $2.7M |
| Venture Visionary Partners LLC | 0.10% | Add +1.3% | 146,807 | $2.7M |
| Allworth Financial LP | 0.01% | Add +137.7% | 146,120 | $2.6M |
| Cwm, LLC | 0.01% | Add +6.9% | 145,388 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +7.3% | 145,136 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +14.3% | 144,850 | $2.6M |
| HB Wealth Management, LLC | 0.02% | Reduce -22.2% | 144,466 | $2.6M |
| XTX Topco Ltd | 0.11% | New | 143,100 | $2.6M |
| Benjamin Edwards Inc. | 0.03% | Add +1125.0% | 140,457 | $2.5M |
| GAMCO Investors | 0.02% | No change | 137,800 | $2.5M |
| Outfitters Financial LLC | 2.13% | No change | 137,762 | $2.5M |
| Integrated Advisors Network LLC | 0.11% | Add +8.0% | 137,495 | $2.5M |
| Cannell & Spears LLC | 0.05% | No change | 137,147 | $2.5M |
| NewEdge Wealth, LLC | 0.04% | Reduce -1.8% | 140,222 | $2.5M |
| Geode Capital Management, LLC | 0.00% | Add +6.2% | 135,395 | $2.5M |
| Cobblestone Capital Advisors LLC | 0.13% | Add +4.2% | 135,393 | $2.5M |
| Sage Investment Counsel LLC | 2.84% | No change | 135,075 | $2.4M |
| Clarus Group, Inc. | 0.89% | Add +1.3% | 134,140 | $2.4M |
| Northeast Financial Consultants Inc | 0.10% | Reduce -11.1% | 132,535 | $2.4M |
| Mizuho Markets Cayman LP | 0.17% | New | 131,924 | $2.4M |
| Wedbush Securities Inc. | 0.08% | Reduce -1.0% | 131,753 | $2.4M |
| Summit Securities Group LLC | 0.85% | Add +12.2% | 131,100 | $2.4M |
| Rockwood Wealth Management, LLC | 0.21% | Reduce -0.5% | 131,072 | $2.4M |
| Fifth Third Bancorp | 0.01% | Add +1.0% | 129,708 | $2.4M |
| Uptown Financial Advisors LLC | 2.17% | Add +41.8% | 128,554 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -5.2% | 128,135 | $2.3M |
| MIdWestOne Financial Group, Inc. | 0.30% | Add +65.8% | 128,038 | $2.3M |
| Sigma Planning Corp | 0.07% | Reduce -10.6% | 126,733 | $2.3M |
| Millennium Capital Advisors, LLC | 1.51% | Add +2.3% | 125,318 | $2.3M |
| Arkadios Wealth Advisors | 0.07% | Add +2.5% | 124,596 | $2.3M |
| Independent Financial Group, LLC | 0.06% | Reduce -1.0% | 124,522 | $2.3M |
| Kercheville Advisors, LLC | 0.77% | Reduce -22.9% | 123,218 | $2.2M |
| SG Americas Securities, LLC | 0.01% | Reduce -21.3% | 121,592 | $2.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -7.6% | 121,000 | $2.2M |
| Forum Financial Management, LP | 0.03% | Add +1.5% | 119,645 | $2.2M |
| Mgo One Seven LLC | 0.07% | Add +58.4% | 119,035 | $2.2M |
| Intellectus Partners, LLC | 0.46% | Reduce -0.8% | 118,090 | $2.1M |
| Wellington Shields Capital Management, LLC | 0.36% | Add +0.1% | 117,126 | $2.1M |
| Meridian Wealth Management, LLC | 0.09% | Add +5.8% | 116,677 | $2.1M |
| Quantum Private Wealth, LLC | 0.68% | Add +0.5% | 116,515 | $2.1M |
| Tema ETFs LLC | 0.56% | New | 116,114 | $2.1M |
| NEOS Investment Management LLC | 0.03% | New | 116,114 | $2.1M |
| New Republic Capital, LLC | 0.74% | No change | 115,973 | $2.1M |
| Mountain Lake Investment Management LLC | 1.74% | Add +175.0% | 115,617 | $2.1M |
| Clarkston Capital Partners, LLC | 0.04% | Add +15.0% | 115,000 | $2.1M |
| Intrua Financial, LLC | 0.30% | Add +1.2% | 114,549 | $2.1M |
| Pingora Partners LLC | 1.55% | Add +0.7% | 114,454 | $2.1M |
| JCP Investment Management, LLC | 1.19% | Reduce -83.4% | 113,522 | $2.1M |
| Silverlake Wealth Management LLC | 0.60% | Add +5.3% | 113,219 | $2.1M |
| HUB Investment Partners, LLC | 0.07% | Reduce -29.2% | 112,491 | $2.0M |
| Jacobi Capital Management LLC | 0.13% | Add +0.8% | 112,094 | $2.0M |
| Geneos Wealth Management Inc. | 0.05% | Add +84.6% | 111,917 | $2.0M |
| Huntleigh Advisors, Inc. | 0.39% | Reduce -40.1% | 111,842 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Add +1.6% | 110,838 | $2.0M |
| Wesbanco Bank Inc. | 0.06% | Add +0.2% | 110,157 | $2.0M |
| Pathway Financial Advisers, LLC | 0.64% | Add +11.9% | 108,673 | $2.0M |
| Ellsworth Advisors, LLC | 0.48% | Reduce -5.4% | 107,942 | $2.0M |
| Baugh & Associates, LLC | 1.01% | Reduce -4.7% | 113,402 | $1.9M |
| Bulltick Wealth Management, LLC | 0.47% | No change | 106,000 | $1.9M |
| Kirr Marbach & Co. LLC | 0.38% | Reduce -3.9% | 105,878 | $1.9M |
| Cornerstone Advisory, LLC | 0.21% | Add +3.8% | 105,575 | $1.9M |
| SCS Capital Management LLC | 0.02% | Reduce -2.3% | 104,132 | $1.9M |
| TCW Group Inc. | 0.01% | No change | 103,400 | $1.9M |
| Bluefin Capital Management, LLC | 1.47% | Reduce -31.9% | 102,300 | $1.9M |
| Steel Grove Capital Advisors, LLC | 0.22% | Add +0.1% | 102,167 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -5.6% | 101,678 | $1.8M |
| Ariston Services Group | 1.30% | Add +126.7% | 100,683 | $1.8M |
| Plan Group Financial, LLC | 0.60% | Reduce -36.7% | 100,639 | $1.8M |
| CVA Family Office, LLC | 0.25% | New | 100,000 | $1.8M |
| Taconic Capital Advisors LP | 0.21% | No change | 100,000 | $1.8M |
| Haverford Trust Co | 0.02% | No change | 99,564 | $1.8M |
| LexAurum Advisors, LLC | 0.28% | Reduce -0.3% | 98,594 | $1.8M |
| Chapin Davis, Inc. | 0.49% | Add +1.0% | 98,039 | $1.8M |
| True North Advisors, LLC | 0.34% | Reduce -1.6% | 98,006 | $1.8M |
| Trust Co. of Toledo NA | 0.19% | New | 97,439 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -59.6% | 97,312 | $1.8M |
| Intellus Advisors LLC | 0.26% | Add +5.6% | 97,154 | $1.8M |
| World Investment Advisors | 0.04% | Add +5.5% | 96,987 | $1.8M |
| StoneX Group Inc. | 0.08% | Add +0.6% | 95,022 | $1.7M |
| Quadrant Capital Group LLC | 0.06% | No change | 94,962 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +0.1% | 94,229 | $1.7M |
| Bramshill Investments, LLC | 0.18% | Reduce -0.2% | 94,101 | $1.7M |
| Chelsea Counsel Co. | 0.85% | Add +370.3% | 94,050 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -7.8% | 93,788 | $1.7M |
| Foundations Investment Advisors, LLC | 0.03% | Add +5.0% | 93,741 | $1.7M |
| Exencial Wealth Advisors, LLC | 0.06% | Add +0.0% | 91,689 | $1.7M |
| Alpha Wealth Funds, LLC | 1.52% | Reduce -18.3% | 89,500 | $1.6M |
| Cascade Investment Group, Inc. | 1.13% | Add +0.8% | 89,615 | $1.6M |
| Griffin Asset Management, Inc. | 0.19% | Add +2.3% | 87,289 | $1.6M |
| Autumn Glory Partners, LLC | 0.74% | Reduce -1.8% | 87,225 | $1.6M |
| First Manhattan Co. Llc. | 0.00% | Add +62.1% | 87,087 | $1.6M |
| Kelleher Financial Advisors | 0.55% | No change | 86,649 | $1.6M |
| Manske Wealth Management | 0.52% | Add +13.0% | 86,627 | $1.6M |
| IFP Advisors, Inc | 0.04% | Reduce -60.5% | 86,211 | $1.6M |
| Joseph P. Lucia & Associates, LLC | 0.64% | Reduce -2.7% | 85,916 | $1.6M |
| FourThought Financial Partners, LLC | 0.15% | Add +1.2% | 85,623 | $1.6M |
| Keystone Financial Group | 0.14% | Add +20.3% | 85,579 | $1.6M |
| Summit Financial Strategies, Inc. | 0.14% | Add +0.1% | 85,184 | $1.5M |
| Curi Capital, LLC | 0.03% | New | 84,937 | $1.5M |
| Diversify Advisory Services, LLC | 0.06% | Add +26.0% | 88,145 | $1.5M |
| Aull & Monroe Investment Management Corp | 0.82% | Reduce -21.5% | 84,064 | $1.5M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -3.4% | 82,383 | $1.5M |
| Penbrook Management LLC | 1.12% | Reduce -1.4% | 82,340 | $1.5M |
| Stablepoint Partners, LLC | 0.25% | Add +6.2% | 80,936 | $1.5M |
| Enhancing Capital LLC | 1.11% | No change | 80,640 | $1.5M |
| Linscomb Wealth, Inc. | 0.07% | No change | 80,626 | $1.5M |
| Inspire Advisors, LLC | 0.15% | Add +76.1% | 79,618 | $1.4M |
| Albert D Mason Inc. | 1.04% | Reduce -0.5% | 79,438 | $1.4M |
| Personal Cfo Solutions, LLC | 0.26% | Reduce -3.9% | 78,877 | $1.4M |
| Ninepoint Partners LP | 0.28% | No change | 78,832 | $1.4M |
| McAdam, LLC | 0.08% | Reduce -1.7% | 78,459 | $1.4M |
| North Star Investment Management Corp. | 0.10% | Add +63.0% | 78,059 | $1.4M |
| F/m Investments LLC | 0.05% | No change | 77,933 | $1.4M |
| Burford Brothers, Inc. | 0.65% | Add +0.4% | 77,773 | $1.4M |
| Glenview Trust Co | 0.02% | New | 77,665 | $1.4M |
| Inscription Capital, LLC | 0.20% | Reduce -65.0% | 77,639 | $1.4M |
| Founders Financial Securities LLC | 0.11% | Add +1.1% | 77,107 | $1.4M |
| Farther Finance Advisors, LLC | 0.03% | Add +68.3% | 76,601 | $1.4M |
| Choreo, LLC | 0.02% | Add +30.4% | 76,223 | $1.4M |
| Gsa Capital Partners LLP | 0.10% | Add +272.1% | 75,013 | $1.4M |
| Ulysses Management LLC | 0.29% | New | 75,000 | $1.4M |
| Fortress Private Ledger, LLC | 0.61% | Reduce -1.9% | 74,621 | $1.4M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -30.0% | 73,371 | $1.3M |
| Fidelity D & D Bancorp Inc. | 0.81% | No change | 73,225 | $1.3M |
| Western Wealth Management, LLC | 0.08% | Add +4.3% | 73,112 | $1.3M |
| NFSG Corp | 0.21% | Add +144.9% | 72,805 | $1.3M |
| CWA Asset Management Group, LLC | 0.06% | Add +28.3% | 72,723 | $1.3M |
| Stokes Family Office, LLC | 0.14% | Add +3.7% | 72,276 | $1.3M |
| Addis & Hill, Inc | 0.86% | Add +0.4% | 72,263 | $1.3M |
| Sonora Investment Management Group, LLC | 0.10% | Reduce -25.0% | 71,851 | $1.3M |
| GFS Advisors, LLC | 0.17% | No change | 70,000 | $1.3M |
| Meridian Wealth Advisors, LLC | 0.20% | No change | 69,928 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -10.1% | 69,256 | $1.3M |
| Little House Capital LLC | 0.31% | New | 68,968 | $1.3M |
| Paragon Capital Management Ltd | 0.23% | No change | 68,724 | $1.2M |
| Fiduciary Group, LLC | 0.12% | Add +28.6% | 68,319 | $1.2M |
| Bard Financial Services, Inc. | 0.15% | No change | 68,250 | $1.2M |
| Regions Financial Corp. | 0.01% | Add +61.6% | 68,205 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +0.1% | 68,099 | $1.2M |
| RFG Advisory, LLC | 0.03% | Add +56.0% | 68,064 | $1.2M |
| Platform Technology Partners | 0.32% | Reduce -0.3% | 67,909 | $1.2M |
| JT Stratford LLC | 0.19% | Add +107.7% | 67,868 | $1.2M |
| SCP Investment, LP | 0.97% | Reduce -1.5% | 66,800 | $1.2M |
| Capital Advisors Inc. | 0.02% | Reduce -3.8% | 66,510 | $1.2M |
| Private Wealth Partners, LLC | 0.09% | No change | 66,500 | $1.2M |
| Burney Co./ | 0.04% | Reduce -1.3% | 66,479 | $1.2M |
| Avos Capital Management, LLC | 0.68% | Reduce -23.0% | 65,870 | $1.2M |
| Campbell Capital Management Inc. | 0.46% | Reduce -14.7% | 65,000 | $1.2M |
| Hudson Value Partners, LLC | 0.41% | No change | 64,775 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | Add +10.4% | 64,247 | $1.2M |
| Monetary Management Group Inc. | 0.29% | No change | 64,000 | $1.2M |
| Cullen Investment Group, LTD. | 0.16% | Reduce -0.8% | 63,900 | $1.2M |
| Empire Financial Management Company, LLC | 0.33% | Reduce -2.3% | 63,525 | $1.2M |
| Stockman Wealth Management, Inc. | 0.16% | Add +1.4% | 63,466 | $1.2M |
| Lanark Financial, Inc. | 0.09% | Add +6.9% | 63,434 | $1.1M |
| Anchor Investment Management, LLC | 0.10% | Reduce -1.0% | 63,030 | $1.1M |
| Morningstar Investment Management LLC | 0.10% | Add +6.1% | 62,947 | $1.1M |
| Spire Wealth Management | 0.04% | Reduce -40.3% | 62,849 | $1.1M |
| Chesley Taft & Associates LLC | 0.05% | Reduce -7.5% | 62,586 | $1.1M |
| Argent Advisors, Inc. | 0.35% | Add +0.3% | 62,468 | $1.1M |
| Sanders Morris Harris LLC | 0.27% | Reduce -27.3% | 61,962 | $1.1M |
| Wealth Alliance Advisory Group, LLC | 0.21% | Add +33.7% | 61,628 | $1.1M |
| Obermeyer Wealth Partners | 0.06% | Add +0.7% | 61,077 | $1.1M |
| Gibraltar Capital Management, Inc. | 0.21% | Add +18.5% | 60,486 | $1.1M |
| PFG Advisors | 0.05% | Add +2.0% | 60,189 | $1.1M |
| Holderness Investments Co. | 0.23% | Add +5.9% | 60,157 | $1.1M |
| LMG Wealth Partners, LLC | 0.22% | Reduce -0.0% | 60,131 | $1.1M |
| HFG Advisors, Inc. | 0.86% | Reduce -0.9% | 60,098 | $1.1M |
| Avalon Capital Management | 0.29% | Reduce -5.8% | 60,000 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Add +13.9% | 59,537 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.20% | Add +0.1% | 59,190 | $1.1M |
| Nilsine Partners, LLC | 0.11% | No change | 59,141 | $1.1M |
| Claro Advisors Inc. | 0.18% | New | 58,741 | $1.1M |
| Chase Investment Counsel Corp. | 0.34% | Reduce -46.9% | 58,016 | $1.1M |
| Sullivan Wood Capital Management LLC | 2.18% | — | 57,776 | $1.0M |
| Independent Wealth Network Inc. | 0.38% | Add +26.0% | 57,703 | $1.0M |
| Olistico Wealth, LLC | 0.58% | Add +2.8% | 57,686 | $1.0M |
| Macquarie Group Ltd. | 0.00% | Reduce -46.3% | 57,529 | $1.0M |
| Transce3nd, LLC | 0.44% | Add +24.3% | 57,198 | $1.0M |
| MSH Capital Advisors LLC | 0.30% | Add +17.7% | 57,133 | $1.0M |
| Naples Global Advisors, LLC | 0.09% | Add +71.0% | 56,100 | $1.0M |
| CreativeOne Wealth, LLC | 0.03% | Add +14.9% | 55,656 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +0.0% | 55,616 | $1.0M |
| MRP Capital Investments, LLC | 0.69% | Add +3.9% | 55,488 | $1.0M |
| Kingsman Wealth Management, Inc. | 0.62% | Reduce -47.8% | 54,985 | $997K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +9.8% | 54,725 | $992K |
| Samalin Investment Counsel, LLC | 0.38% | Add +0.5% | 54,090 | $981K |
| Belpointe Asset Management LLC | 0.04% | Reduce -36.7% | 53,802 | $975K |
| DRW Securities, LLC | 0.07% | New | 53,446 | $969K |
| Quest Investment Management LLC | 0.11% | New | 53,077 | $962K |
| Bridgewater Advisors Inc. | 0.07% | Add +2.0% | 52,821 | $959K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +122.6% | 52,904 | $959K |
| Wellington Shields & Co., LLC | 0.27% | Add +1.3% | 52,386 | $950K |
| PYA Waltman Capital, LLC | 0.27% | Reduce -14.3% | 51,983 | $942K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +41.0% | 51,816 | $939K |
| Huntington National Bank | 0.01% | Reduce -7.4% | 51,538 | $934K |
| Mission Wealth Management, LP | 0.02% | Reduce -2.7% | 51,534 | $934K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -0.1% | 51,401 | $932K |
| Moneco Advisors, LLC | 0.09% | Reduce -0.0% | 51,325 | $931K |
| Highland Capital Management, LLC | 0.05% | New | 51,318 | $930K |
| Guggenheim Capital LLC | 0.01% | Add +5.6% | 50,919 | $923K |
| Argyle Capital Partners, LLC | 0.76% | Add +15.2% | 50,874 | $922K |
| Mirador Capital Partners LP | 0.15% | New | 50,692 | $919K |
| Compass Financial Group, INC | 0.15% | Add +0.0% | 50,273 | $911K |
| Avion Wealth | 0.21% | Reduce -6.6% | 50,300 | $911K |
| Morton Capital Management LLC | 0.16% | Add +8.0% | 50,104 | $908K |
| Nicholson Meyer Capital Management, Inc. | 0.77% | Reduce -11.5% | 49,924 | $905K |
| Synovus Financial Corp. | 0.01% | Reduce -1.1% | 49,857 | $904K |
| Argent Trust Co | 0.03% | Add +42.1% | 49,756 | $902K |
| Talon Private Wealth, LLC | 0.12% | Add +1.8% | 49,610 | $899K |
| Trueblood Wealth Management, LLC | 0.37% | Add +247.0% | 49,209 | $892K |
| BLB&B Advisors, LLC | 0.04% | Reduce -2.0% | 49,051 | $889K |
| Delos Wealth Advisors, LLC | 0.69% | No change | 48,914 | $887K |
| TCTC Holdings, LLC | 0.03% | Add +3.2% | 48,598 | $881K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 48,359 | $877K |
| Moody National Bank Trust Division | 0.08% | Add +0.4% | 47,985 | $870K |
| one8zero8, LLC | 0.20% | No change | 47,839 | $867K |
| Cadence Bank | 0.06% | Add +0.1% | 47,469 | $861K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +2.5% | 47,403 | $859K |
| LaSalle St. Investment Advisors, LLC | 0.24% | Reduce -1.6% | 47,401 | $859K |
| KCM Investment Advisors LLC | 0.03% | No change | 47,300 | $858K |
| Thrive Wealth Management, LLC | 0.14% | Add +2.2% | 47,034 | $853K |
| Kovack Advisors, Inc. | 0.08% | Reduce -2.3% | 47,027 | $853K |
| Watts Gwilliam & Co., LLC | 0.14% | No change | 48,732 | $850K |
| Tyler-Stone Wealth Management | 0.14% | Add +27.1% | 46,685 | $846K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Add +2.7% | 46,620 | $845K |
| Cascade Financial Partners, LLC | 0.10% | Add +6.0% | 46,475 | $843K |
| Advisor OS, LLC | 0.08% | Reduce -7.0% | 46,467 | $842K |
| Pointe Capital Management LLC | 0.43% | No change | 46,138 | $836K |
| Meriwether Wealth & Planning, LLC | 0.52% | Add +3.6% | 46,084 | $836K |
| National Bank of Canada | 0.00% | Reduce -9.0% | 46,075 | $835K |
| Chiron Capital Management, LLC | 0.73% | Reduce -1.3% | 46,036 | $835K |
| Diligent Investors, LLC | 0.20% | Add +0.9% | 45,958 | $833K |
| Citizens Financial Group Inc. | 0.01% | New | 45,864 | $832K |
| WT Wealth Management | 0.24% | Add +8.8% | 45,594 | $827K |
| Samjo Management, LLC | 0.35% | No change | 45,500 | $825K |
| Quantum Portfolio Management LLC | 0.39% | Reduce -6.3% | 44,734 | $811K |
| Merit Financial Group, LLC | 0.01% | Reduce -26.8% | 44,629 | $809K |
| Compound Planning, Inc. | 0.03% | Add +16.9% | 44,529 | $807K |
| Fiduciary Alliance LLC | 0.06% | Add +22.4% | 44,004 | $798K |
| Waterfront Wealth Inc. | 0.18% | Reduce -0.7% | 43,125 | $782K |
| Clear Harbor Asset Management, LLC | 0.06% | Add +52.6% | 42,759 | $775K |
| Strategic Financial Concepts, LLC | 0.11% | Add +13.3% | 42,757 | $775K |
| Oak Harvest Investment Services | 0.10% | Add +0.0% | 42,680 | $774K |
| Disciplined Investments, LLC | 0.33% | Reduce -0.9% | 42,531 | $771K |
| Wealthstar Advisors, LLC | 0.29% | Reduce -3.9% | 42,528 | $771K |
| Noesis Capital Mangement Corp. | 0.13% | Add +0.1% | 42,377 | $768K |
| National Philanthropic Trust | 0.01% | Add +23.3% | 42,324 | $767K |
| Lee Financial Co | 0.11% | No change | 42,160 | $764K |
| Retireful, LLC | 0.52% | Reduce -34.2% | 42,002 | $761K |
| Parallel Advisors, LLC | 0.02% | Add +22.9% | 41,999 | $761K |
| MMBG Investment Advisors Co. | 0.08% | No change | 41,905 | $760K |
| Mattern Wealth Management LLC | 0.16% | Reduce -7.8% | 41,522 | $753K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -0.3% | 41,468 | $752K |
| Bouchey Financial Group, Ltd. | 0.06% | No change | 41,402 | $751K |
| Fidelis Capital Partners, LLC | 0.07% | No change | 41,960 | $749K |
| Modus Advisors, LLC | 0.22% | No change | 41,302 | $749K |
| Asset Allocation Strategies LLC | 0.17% | Add +17.8% | 41,204 | $747K |
| Leo Wealth, LLC | 0.06% | New | 41,167 | $746K |
| Capital Advisory Group Advisory Services, LLC | 0.27% | Reduce -37.6% | 41,086 | $745K |
| CW Advisors, LLC | 0.01% | Add +4.4% | 40,778 | $739K |
| Archford Capital Strategies, LLC | 0.09% | Add +17.3% | 40,713 | $738K |
| Parkside Financial Bank & Trust | 0.08% | Add +8.1% | 40,602 | $736K |
| Beam Wealth Advisors, Inc. | 0.22% | Add +1.1% | 40,369 | $732K |
| Evanson Asset Management, LLC | 0.05% | New | 40,315 | $731K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +1.4% | 39,845 | $723K |
| Hardy Reed LLC | 0.06% | No change | 39,840 | $722K |
| XML Financial, LLC | 0.06% | Add +5.3% | 39,543 | $717K |
| Stonegate Investment Group, LLC | 0.02% | Add +12.0% | 39,418 | $715K |
| NorthRock Partners, LLC | 0.02% | Reduce -3.1% | 39,192 | $711K |
| Perigon Wealth Management, LLC | 0.02% | Add +6.9% | 38,941 | $706K |
| Sfmg, LLC | 0.05% | Add +0.1% | 38,889 | $705K |
| Arete Wealth Advisors, LLC | 0.05% | Add +2.3% | 38,826 | $704K |
| WealthTrust Axiom LLC | 0.21% | No change | 38,572 | $699K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +9.7% | 38,504 | $698K |
| HBW Advisory Services LLC | 0.09% | Add +24.0% | 38,465 | $697K |
| First United Bank & Trust | 0.24% | Add +2.4% | 38,431 | $697K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +0.1% | 38,231 | $693K |
| Essex Financial Services, Inc. | 0.05% | Reduce -4.9% | 38,175 | $692K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -48.9% | 38,172 | $692K |
| KPP Advisory Services LLC | 0.11% | Add +5.1% | 38,039 | $690K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -18.2% | 37,771 | $685K |
| Whitener Capital Management, Inc. | 0.18% | Add +6.6% | 37,425 | $679K |
| Hilltop Wealth Advisors, LLC | 0.38% | No change | 37,180 | $674K |
| Chung Wu Investment Group, LLC | 0.70% | No change | 37,072 | $672K |
| Winebrenner Capital Management LLC | 0.54% | Add +16.3% | 36,945 | $670K |
| FineMark National Bank & Trust | 0.02% | Reduce -7.6% | 36,894 | $669K |
| Gould Asset Management LLC | 0.13% | Add +7.3% | 36,553 | $663K |
| Fortis Capital Management LLC | 0.10% | Add +2.6% | 36,501 | $662K |
| IMC-Chicago, LLC | 0.02% | Reduce -41.6% | 36,223 | $657K |
| Veracity Capital LLC | 0.23% | Add +1.8% | 36,102 | $655K |
| Consolidated Portfolio Review Corp | 0.09% | Add +4.5% | 35,915 | $651K |
| Gateway Wealth Partners, LLC | 0.12% | Add +47.5% | 35,658 | $646K |
| Mallini Complete Financial Planning LLC | 0.92% | Reduce -3.1% | 35,211 | $638K |
| McDonald Partners LLC | 0.15% | Reduce -5.6% | 35,192 | $638K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +9.6% | 34,400 | $624K |
| BIP Wealth, LLC | 0.04% | Add +44.7% | 34,329 | $622K |
| ARS Wealth Advisors Group, LLC | 0.07% | Reduce -2.8% | 34,159 | $619K |
| Empirical Asset Management, LLC | 0.19% | Add +0.0% | 34,016 | $617K |
| Banco BTG Pactual S.A. | 0.13% | No change | 34,000 | $616K |
| Hilton Capital Management, LLC | 0.05% | Add +3.0% | 33,755 | $612K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -0.2% | 33,651 | $610K |
| Magnolia Capital Advisors LLC | 0.15% | Add +4.8% | 33,487 | $607K |
| Fullcircle Wealth LLC | 0.23% | Add +18.3% | 33,956 | $604K |
| Prairie Wealth Advisors, Inc. | 0.26% | Add +0.6% | 33,250 | $603K |
| Covenant Asset Management, LLC | 0.12% | Add +4.8% | 33,233 | $603K |
| Advus Financial Partners, LLC | 0.15% | No change | 33,192 | $602K |
| Berkshire Asset Management LLC | 0.03% | Add +0.1% | 33,002 | $598K |
| Horan Securities, Inc. | 0.21% | Add +0.6% | 32,900 | $596K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +0.5% | 32,923 | $596K |
| Security National Bank of Sioux City Iowa | 0.42% | No change | 32,825 | $595K |
| Bogart Wealth, LLC | 0.03% | Add +1.9% | 32,788 | $594K |
| Bessemer Group Inc. | 0.00% | Reduce -12.7% | 32,779 | $594K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -4.0% | 32,655 | $592K |
| LongView Wealth Management | 0.18% | Reduce -0.8% | 32,540 | $590K |
| Nwam LLC | 0.03% | Add +20.4% | 32,548 | $587K |
| Arax Advisory Partners | 0.03% | Reduce -2.5% | 32,368 | $587K |
| Lake Street Private Wealth, LLC | 0.08% | Add +0.1% | 32,307 | $586K |
| Welch Group, LLC | 0.02% | Add +0.7% | 32,085 | $582K |
| Romano Brothers and Company | 0.07% | No change | 32,002 | $580K |
| Asio Capital, LLC | 0.10% | Reduce -12.3% | 32,000 | $580K |
| Full Sail Capital, LLC | 0.03% | Add +3.0% | 31,789 | $576K |
| Invenio Wealth Partners LLC | 0.23% | No change | 31,716 | $575K |
| Avantax Planning Partners, Inc. | 0.02% | Add +4.3% | 31,682 | $574K |
| Laidlaw Wealth Management LLC | 1.65% | Add +0.1% | 31,670 | $574K |
| Conning Inc. | 0.02% | No change | 31,667 | $574K |
| Southeast Asset Advisors, LLC | 0.07% | Add +15.4% | 31,642 | $574K |
| Novem Group | 0.07% | Add +0.8% | 31,559 | $572K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -4.5% | 31,545 | $572K |
| State of Wyoming | 0.07% | Reduce -20.4% | 31,441 | $570K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 31,231 | $566K |
| Camelot Portfolios, LLC | 0.34% | Add +4.9% | 31,209 | $566K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -6.1% | 31,188 | $565K |
| Doliver Advisors, LP | 0.15% | Reduce -3.7% | 31,057 | $563K |
| Secure Asset Management, LLC | 0.10% | Add +3.7% | 31,022 | $562K |
| Magnus Financial Group LLC | 0.05% | Add +65.4% | 30,801 | $558K |
| King Wealth Management Group | 0.08% | Add +1.4% | 30,767 | $558K |
| Traub Capital Management LLC | 0.51% | — | 30,700 | $557K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -0.1% | 30,665 | $556K |
| Tradition Wealth Management, LLC | 0.04% | Add +2.2% | 30,524 | $553K |
| Bleakley Financial Group, LLC | 0.01% | Add +28.8% | 30,239 | $548K |
| Wealthspire Advisors, LLC | 0.00% | Add +24.3% | 30,213 | $548K |
| Hancock Whitney Corp. | 0.01% | New | 30,200 | $548K |
| Good Life Advisors, LLC | 0.03% | Reduce -1.4% | 30,044 | $545K |
| Aspen Grove Capital, LLC | 0.09% | No change | 30,001 | $544K |
| Corient IA LP | 0.32% | New | 30,000 | $544K |
| BigSur Wealth Management LLC | 0.14% | No change | 30,000 | $544K |
| JBF Capital, Inc. | 0.09% | No change | 30,000 | $544K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -8.3% | 29,989 | $544K |
| Aire Advisors, LLC | 0.11% | Add +6.7% | 29,934 | $543K |
| Whipplewood Advisors, LLC | 0.30% | Add +742175.0% | 29,691 | $538K |
| Signaturefd, LLC | 0.01% | Add +43.6% | 29,632 | $537K |
| Tiller Private Wealth, Inc. | 0.20% | New | 29,611 | $537K |
| Coastal Bridge Advisors, LLC | 0.04% | New | 29,573 | $536K |
| Waterloo Capital, L.P. | 0.04% | Add +6.8% | 29,527 | $535K |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.7% | 29,322 | $532K |
| Spring Capital Management, LLC | 0.28% | No change | 29,000 | $526K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -3.9% | 28,979 | $525K |
| Fulton Bank, N.A. | 0.02% | Reduce -9.9% | 28,972 | $525K |
| TCFG Wealth Management, LLC | 0.24% | Add +34.9% | 28,833 | $523K |
| Leavell Investment Management, Inc. | 0.02% | Add +0.0% | 28,745 | $521K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -8.0% | 28,544 | $518K |
| Walled Lake Planning & Wealth Management, LLC | 0.17% | Add +28.6% | 28,025 | $508K |
| Schulhoff & Co. Inc. | 0.22% | Add +11.4% | 27,840 | $505K |
| Brighton Jones LLC | 0.01% | Reduce -14.7% | 27,794 | $504K |
| Marco Investment Management LLC | 0.04% | Add +1.5% | 27,659 | $501K |
| Seven Springs Wealth Group, LLC | 0.13% | No change | 27,563 | $500K |
| Provident Investment Management, Inc. | 0.04% | No change | 27,391 | $497K |
| Harbor Investment Advisory, LLC | 0.04% | Add +137.8% | 27,345 | $496K |
| Pure Financial Advisors, LLC | 0.01% | Add +11.6% | 27,310 | $495K |
| Park Avenue Securities LLC | 0.00% | Add +57.1% | 27,222 | $494K |
| Checchi Capital Advisers, LLC | 0.03% | Add +7.5% | 27,154 | $492K |
| Conservest Capital Advisors, Inc. | 0.05% | Add +1.1% | 27,141 | $492K |
| United Capital Financial Advisors, LLC | 0.00% | Add +46.5% | 27,032 | $490K |
| Saxon Interests, Inc. | 0.23% | No change | 26,181 | $487K |
| Focus Financial Network, Inc. | 0.02% | Reduce -26.1% | 26,827 | $486K |
| Ancora Advisors LLC | 0.01% | Add +13.4% | 26,695 | $484K |
| Severin Investments, LLC | 0.45% | New | 26,658 | $483K |
| Retirement Investment Advisors, Inc. | 0.04% | Add +43.8% | 26,603 | $482K |
| SP Asset Management LLC | 0.04% | New | 26,561 | $482K |
| Agf Management Ltd. | 0.00% | Reduce -1.5% | 26,485 | $480K |
| Wagner Wealth Management, LLC | 0.11% | New | 26,477 | $480K |
| Hartford Financial Management Inc. | 0.13% | No change | 26,382 | $478K |
| Savant Capital, LLC | 0.00% | Add +29.5% | 26,360 | $478K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -20.2% | 26,339 | $478K |
| MV Capital Management, Inc. | 0.05% | Add +1.8% | 26,301 | $477K |
| American Institute for Advanced Investment Management, LLP | 0.34% | Reduce -3.0% | 26,251 | $476K |
| Second Line Capital, LLC | 0.11% | Add +3.9% | 26,237 | $476K |
| Aviance Capital Partners, LLC | 0.06% | No change | 26,177 | $475K |
| Baird Financial Group, Inc. | 0.00% | Reduce -18.4% | 26,174 | $475K |
| Two Sigma Securities, LLC | 0.06% | Reduce -38.3% | 26,169 | $474K |
| Moloney Securities Asset Management, LLC | 0.06% | Reduce -12.8% | 26,106 | $473K |
| Pursue Wealth Partners LLC | 0.27% | No change | 26,029 | $472K |
| Northstar Advisory Group, LLC | 0.23% | New | 25,952 | $471K |
| ARK & TLK Investments, LLC | 0.15% | No change | 25,847 | $469K |
| Partners Group Holding AG | 0.02% | Add +10.9% | 25,810 | $468K |
| Carnegie Investment Counsel | 0.01% | New | 25,720 | $466K |
| Whittier Trust Co. | 0.01% | No change | 25,617 | $464K |
| GatePass Capital, LLC | 0.31% | Add +24.4% | 25,500 | $462K |
| Calydon Capital | 0.05% | Add +93.9% | 25,342 | $459K |
| Flynn Zito Capital Management, LLC | 0.19% | Add +1.2% | 25,312 | $459K |
| Principal Securities, Inc. | 0.01% | Reduce -11.9% | 24,835 | $450K |
| Pallas Capital Advisors LLC | 0.02% | Add +33.9% | 24,727 | $448K |
| M.E. Allison & Co., Inc. | 0.36% | Add +22.3% | 24,692 | $448K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 24,646 | $447K |
| GM Advisory Group, LLC | 0.02% | Reduce -0.1% | 24,439 | $443K |
| Foguth Wealth Management, LLC. | 0.09% | Add +0.4% | 24,422 | $443K |
| Strategy Asset Managers LLC | 0.08% | Add +1.5% | 24,419 | $443K |
| Summit Financial Wealth Advisors, LLC | 0.08% | Add +12.9% | 24,209 | $439K |
| Michels Family Financial, LLC | 0.37% | Reduce -6.8% | 24,206 | $439K |
| Clark Asset Management, LLC | 0.06% | New | 24,079 | $437K |
| Financial Partners Group, Inc | 0.06% | Reduce -5.2% | 24,059 | $436K |
| Chicago Capital, LLC | 0.01% | Add +2.6% | 24,056 | $436K |
| Evoke Wealth, LLC | 0.01% | Reduce -6.3% | 24,017 | $435K |
| Canton Hathaway, LLC | 0.09% | No change | 24,000 | $435K |
| OneDigital Investment Advisors LLC | 0.00% | Add +27.7% | 23,846 | $432K |
| C2C Wealth Management, LLC | 0.39% | No change | 23,797 | $431K |
| Certuity, LLC | 0.04% | Reduce -47.2% | 23,740 | $430K |
| Am Investment Strategies LLC | 0.10% | Add +5825.8% | 23,703 | $429K |
| United Advisor Group, LLC | 0.07% | No change | 23,419 | $425K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 23,411 | $424K |
| Searle & Co. | 0.12% | Reduce -11.4% | 23,344 | $423K |
| Brave Asset Management Inc. | 0.11% | Reduce -14.7% | 23,178 | $420K |
| Helium Advisors LLC | 0.27% | Reduce -0.7% | 23,112 | $419K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -3.2% | 23,000 | $417K |
| 1ST Source Bank | 0.02% | No change | 22,994 | $417K |
| Atlas Private Wealth Advisors | 0.05% | Add +1.7% | 22,928 | $416K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Add +1.0% | 23,534 | $415K |
| Wedmont Private Capital | 0.02% | Add +1.0% | 23,529 | $415K |
| Private Trust Co. NA | 0.04% | Add +31.1% | 22,782 | $413K |
| PDS Planning, Inc | 0.03% | Add +3.0% | 22,727 | $412K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -4.8% | 22,676 | $411K |
| MADDEN SECURITIES Corp | 0.14% | No change | 22,602 | $410K |
| Fiduciary Financial Group, LLC | 0.07% | Add +0.8% | 22,976 | $409K |
| Primoris Wealth Advisors, LLC | 0.28% | No change | 22,500 | $408K |
| Tidal Investments LLC | 0.00% | Reduce -22.1% | 22,411 | $406K |
| Natixis Advisors, LLC | 0.00% | Reduce -12.6% | 22,273 | $404K |
| SLT Holdings LLC | 0.31% | New | 22,250 | $403K |
| Papamarkou Wellner Asset Management inc. | 0.27% | No change | 22,108 | $401K |
| Eastern Bank | 0.01% | Add +2.3% | 21,940 | $398K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.7% | 21,940 | $398K |
| Shepherd Financial Partners LLC | 0.04% | Add +60.3% | 21,921 | $397K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 21,920 | $397K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +86.3% | 21,831 | $396K |
| Sage Capital Management, LLC | 0.19% | Add +2.6% | 21,759 | $394K |
| Affinity Wealth Management LLC | 0.06% | Add +1.5% | 21,744 | $394K |
| Ethos Financial Group, LLC | 0.03% | Add +0.5% | 21,727 | $394K |
| Belfer Management LLC | 6.02% | No change | 21,700 | $393K |
| Midwest Trust Co | 0.01% | — | 21,556 | $391K |
| Legacy Financial Strategies, LLC | 0.08% | Add +5.7% | 21,555 | $391K |
| Naviter Wealth, LLC | 0.05% | Add +36.9% | 21,500 | $390K |
| Breakwater Capital Group | 0.06% | Add +1.6% | 21,434 | $389K |
| Aldebaran Financial Inc. | 0.43% | No change | 21,425 | $388K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +54.9% | 21,327 | $387K |
| Heritage Trust Co | 0.04% | No change | 21,040 | $381K |
| White Pine Capital LLC | 0.12% | No change | 21,030 | $381K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +0.1% | 20,919 | $379K |
| Act Wealth Management, LLC | 0.16% | Reduce -4.3% | 20,795 | $377K |
| E&G Advisors, LLC | 0.10% | Reduce -6.9% | 20,784 | $377K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +103.7% | 20,739 | $376K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.0% | 20,696 | $375K |
| Edgemoor Investment Advisors, Inc. | 0.03% | No change | 20,620 | $374K |
| Yarger Wealth Strategies, LLC | 0.19% | Add +1.8% | 20,555 | $373K |
| Aspen Wealth Management LLC | 0.09% | Add +13.4% | 20,539 | $372K |
| Fortitude Advisory Group L.L.C. | 0.21% | Add +1.1% | 20,502 | $372K |
| Tocqueville Asset Management L.P. | 0.01% | New | 20,476 | $371K |
| JBR Co Financial Management Inc | 0.18% | New | 20,391 | $370K |
| Vestcor Inc | 0.01% | New | 20,300 | $368K |
| Christopher J. Hasenberg, Inc | 0.14% | No change | 20,288 | $368K |
| SkyOak Wealth, LLC | 0.07% | No change | 20,090 | $364K |
| Tepp RIA, LLC | 0.47% | Add +36.6% | 20,054 | $364K |
| Matrix Private Capital Group LLC | 0.21% | No change | 20,043 | $363K |
| LYNX Capital Group Ltd. | 0.17% | New | 20,000 | $363K |
| Cypress Capital Management LLC (WY) | 0.39% | No change | 19,900 | $361K |
| Tranquility Partners, LLC | 0.13% | Add +1.7% | 19,854 | $360K |
| Fisher Asset Management | 0.00% | Reduce -39.7% | 19,805 | $359K |
| FLC Capital Advisors | 0.07% | No change | 19,793 | $359K |
| Tyche Wealth Partners LLC | 0.07% | Add +1.6% | 19,763 | $358K |
| Hobbs Group Advisors, LLC | 0.12% | Add +49.6% | 19,691 | $357K |
| Smithbridge Asset Management Inc. | 0.06% | Add +4.4% | 19,572 | $355K |
| Total Clarity Wealth Management, Inc. | 0.10% | Reduce -0.5% | 19,537 | $354K |
| Centric Wealth Management | 0.08% | New | 20,399 | $352K |
| Savvy Advisors, Inc. | 0.02% | New | 19,353 | $351K |
| Cadent Capital Advisors, LLC | 0.11% | Add +0.9% | 19,203 | $348K |
| Westover Capital Advisors, LLC | 0.07% | No change | 19,200 | $348K |
| Private Client Services, LLC | 0.13% | Reduce -13.9% | 19,096 | $346K |
| Mattern Capital Management, LLC | 0.04% | No change | 19,003 | $345K |
| Navellier & Associates Inc. | 0.04% | Add +1.1% | 19,000 | $344K |
| Arista Wealth Management, LLC | 0.05% | New | 18,996 | $344K |
| Ingalls & Snyder LLC | 0.01% | Reduce -10.0% | 18,993 | $344K |
| Jeppson Wealth Management, LLC | 0.12% | New | 18,930 | $343K |
| Saxony Capital Management, LLC | 0.26% | Add +3.0% | 18,873 | $342K |
| Kennedy Investment Group, Inc. | 0.14% | Reduce -1.4% | 18,770 | $340K |
| Florida Trust Wealth Management Co | 0.01% | No change | 18,725 | $339K |
| Fairvoy Private Wealth, LLC | 0.08% | Add +3.2% | 18,648 | $338K |
| AQR Capital Management | 0.00% | Reduce -11.4% | 18,644 | $338K |
| Salvus Wealth Management, LLC | 0.20% | Add +0.0% | 18,640 | $338K |
| Chancellor Financial Group WB LP | 0.26% | Add +12.1% | 18,597 | $337K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +0.4% | 18,569 | $337K |
| Harmony Asset Management LLC | 0.13% | Reduce -5.7% | 18,514 | $336K |
| Almanack Investment Partners, LLC. | 0.05% | Add +9.0% | 18,440 | $334K |
| Opus Capital Group, LLC | 0.04% | No change | 18,399 | $334K |
| HBK Sorce Advisory LLC | 0.01% | Add +4.4% | 18,390 | $333K |
| Xcel Wealth Management, LLC | 0.10% | Add +30.6% | 18,150 | $329K |
| Vista Investment Partners LLC | 0.09% | No change | 18,147 | $329K |
| Grey Fox Wealth Advisors, LLC | 0.08% | Reduce -2.0% | 18,050 | $327K |
| Rossby Financial, LCC | 0.12% | Reduce -10.0% | 17,972 | $326K |
| Boyd Wealth Management, LLC | 0.14% | Add +48.2% | 17,894 | $324K |
| Verity & Verity, LLC | 0.03% | No change | 17,878 | $324K |
| RiverGlades Family Offices LLC | 0.21% | No change | 17,850 | $324K |
| Empower Advisory Group, LLC | 0.00% | Add +48.5% | 17,843 | $323K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -1.0% | 17,837 | $323K |
| Centaurus Financial, Inc. | 0.02% | Reduce -14.5% | 17,785 | $322K |
| AlphaStar Capital Management, LLC | 0.02% | Add +3.0% | 17,754 | $322K |
| Westbourne Investment Advisors, Inc. | 0.10% | New | 17,700 | $321K |
| Greenline Partners, LLC | 0.04% | Add +62.0% | 17,698 | $321K |
| Rinkey Investments | 0.10% | Add +1.4% | 17,626 | $320K |
| CENTRAL TRUST Co | 0.01% | Reduce -25.4% | 17,587 | $319K |
| Barrett & Company, Inc. | 0.12% | Add +47.5% | 17,543 | $318K |
| Old North State Trust, LLC | 0.22% | No change | 17,547 | $318K |
| RiverTree Advisors, LLC | 0.21% | No change | 17,500 | $317K |
| CapWealth Advisors, LLC | 0.03% | Add +1.8% | 17,425 | $316K |
| Capital Market Strategies LLC | 0.22% | Reduce -18.8% | 17,323 | $314K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +0.6% | 17,220 | $312K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +5.5% | 17,135 | $311K |
| Van Cleef Asset Management,Inc | 0.03% | No change | 17,090 | $310K |
| Highlander Partners, L.P. | 0.12% | No change | 17,080 | $310K |
| Register Financial Advisors LLC | 0.13% | Add +0.0% | 17,040 | $309K |
| Leisure Capital Management | 0.12% | No change | 17,000 | $308K |
| Sunbeam Capital Management, LLC | 0.23% | Reduce -10.3% | 16,935 | $307K |
| Whalerock Point Partners, LLC | 0.07% | No change | 16,900 | $306K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 16,900 | $306K |
| Avior Wealth Management, LLC | 0.01% | Reduce -81.1% | 16,863 | $306K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -48.2% | 16,850 | $305K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 16,831 | $305K |
| Rothschild Investment LLC | 0.02% | Add +5.3% | 16,762 | $304K |
| HM Payson & Co. | 0.00% | Add +23.8% | 16,637 | $302K |
| Curated Wealth Partners LLC | 0.04% | No change | 16,600 | $301K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -4.4% | 16,592 | $301K |
| GDS Wealth Management | 0.02% | No change | 16,560 | $300K |
| Harris Associates (Oakmark Funds) | 0.00% | New | 16,500 | $299K |
| Blue Trust, Inc. | 0.00% | Reduce -12.0% | 16,441 | $298K |
| Thrivent Financial for Lutherans | 0.00% | Add +2.1% | 16,462 | $298K |
| Novare Capital Management LLC | 0.02% | No change | 16,433 | $298K |
| Professional Financial Advisors, LLC | 0.07% | No change | 16,401 | $297K |
| Core Wealth Partners LLC | 0.15% | No change | 16,288 | $295K |
| Lazard Asset Management LLC | 0.00% | Add +29.4% | 16,275 | $295K |
| Krilogy Financial LLC | 0.02% | New | 16,270 | $295K |
| Probity Advisors, Inc. | 0.05% | Add +26.6% | 16,209 | $294K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -20.1% | 16,501 | $294K |
| Sittner & Nelson, LLC | 0.12% | No change | 16,100 | $292K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -16.4% | 16,064 | $291K |
| Consilium Wealth Advisory, LLC | 0.12% | No change | 16,000 | $290K |
| SpringVest Wealth Management LLC | 0.23% | New | 15,917 | $289K |
| Fulcrum Asset Management LLP | 0.08% | — | 15,886 | $288K |
| Koshinski Asset Management, Inc. | 0.02% | Add +2.3% | 15,879 | $288K |
| Disciplined Investors, L.L.C. | 0.22% | Add +0.7% | 15,832 | $287K |
| Taylor & Morgan Wealth Management, LLC | 0.19% | Add +1.8% | 15,796 | $286K |
| Leigh Baldwin & Co., LLC | 0.19% | Add +25.8% | 15,666 | $284K |
| Wealth Alliance, LLC | 0.03% | Add +1.9% | 15,664 | $284K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -4.9% | 15,647 | $284K |
| Red Door Wealth Management, LLC | 0.03% | New | 15,605 | $283K |
| ORBA Wealth Advisors, L.L.C. | 0.26% | New | 15,600 | $283K |
| Westwood Wealth Management | 0.09% | Reduce -10.9% | 15,500 | $281K |
| USAdvisors Wealth Management, LLC | 0.10% | Add +14.8% | 15,500 | $281K |
| Mark Sheptoff Financial Planning, LLC | 0.15% | Add +19.3% | 15,460 | $280K |
| Symmetry Partners, LLC | 0.03% | No change | 15,432 | $280K |
| Ellis Investment Partners, LLC | 0.05% | Add +4.6% | 15,418 | $280K |
| Granite Group Advisors, LLC | 0.17% | No change | 15,400 | $279K |
| Signature Wealth Management Partners, LLC | 0.16% | Reduce -32.7% | 15,373 | $279K |
| SYM FINANCIAL Corp | 0.03% | No change | 15,341 | $278K |
| WP Advisors, LLC | 0.08% | Add +1.8% | 15,340 | $278K |
| Seelaus Asset Management LLC | 0.25% | Add +23.1% | 15,330 | $278K |
| First PREMIER Bank | 0.07% | No change | 15,288 | $277K |
| Strategic Advocates LLC | 0.08% | Add +19.0% | 15,268 | $277K |
| O'Brien Greene & Co. Inc | 0.09% | No change | 15,268 | $277K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 15,175 | $275K |
| Tiaa Trust, National Association | 0.00% | Add +1.7% | 15,102 | $274K |
| Winthrop Advisory Group LLC | 0.03% | Add +20.0% | 14,985 | $272K |
| WCG Wealth Advisors LLC | 0.02% | Add +3.4% | 14,976 | $272K |
| Newman Dignan & Sheerar, Inc. | 0.06% | New | 14,965 | $271K |
| Verdence Capital Advisors LLC | 0.02% | Add +7.2% | 14,958 | $271K |
| Integrity Alliance, Llc. | 0.01% | Reduce -37.3% | 14,937 | $271K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.18% | New | 15,500 | $271K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -77.9% | 15,167 | $270K |
| Bison Wealth, LLC | 0.02% | Add +0.2% | 14,895 | $270K |
| Purkiss Capital Advisors LLC | 0.15% | New | 14,894 | $270K |
| Country Club Bank | 0.02% | Reduce -5.1% | 14,816 | $270K |
| Sapient Capital LLC | 0.00% | No change | 14,864 | $269K |
| Cornerstone Select Advisors, LLC | 0.24% | Add +34.4% | 14,814 | $269K |
| Van Den Berg Management I, Inc. | 0.08% | New | 14,797 | $268K |
| Next Level Wealth Planning, LLC | 0.17% | No change | 14,787 | $268K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 14,712 | $267K |
| CFO4Life Group, LLC | 0.04% | Add +0.1% | 14,627 | $265K |
| Weil Company, Inc. | 0.07% | Add +14.0% | 14,594 | $265K |
| Prossimo Advisors, LLC | 0.21% | No change | 14,563 | $264K |
| Main Street Financial Solutions, LLC | 0.02% | Add +11.9% | 14,540 | $264K |
| L.M. Kohn & Company | 0.07% | Reduce -9.0% | 14,508 | $263K |
| Ellenbecker Investment Group | 0.04% | New | 14,486 | $263K |
| Hollow Brook Wealth Management LLC | 0.08% | No change | 14,470 | $262K |
| Modera Wealth Management, LLC | 0.00% | No change | 14,464 | $262K |
| Valtrion Capital Management, LLC | 0.31% | No change | 14,446 | $262K |
| Aerodigm Wealth, LLC | 0.13% | Add +1.8% | 14,428 | $262K |
| Csenge Advisory Group | 0.01% | Add +13.2% | 14,788 | $258K |
| Amplius Wealth Advisors, LLC | 0.02% | Add +2.8% | 14,231 | $258K |
| Herold Advisors, Inc. | 0.05% | Add +0.2% | 14,156 | $257K |
| Perennial Investment Advisors, LLC | 0.02% | Add +0.2% | 14,063 | $255K |
| Ulland Investment Advisors, LLC | 0.21% | No change | 14,000 | $254K |
| Woodward Diversified Capital, LLC | 0.13% | Reduce -32.2% | 13,993 | $254K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +1.1% | 13,919 | $252K |
| RK Capital Management, LLC | 0.31% | Reduce -56.6% | 13,900 | $252K |
| Hemington Wealth Management | 0.04% | No change | 13,952 | $252K |
| American Money Management, LLC | 0.04% | Reduce -2.1% | 13,860 | $251K |
| Wealth Effects LLC | 0.09% | No change | 13,814 | $250K |
| Smithfield Trust Co | 0.01% | No change | 13,731 | $249K |
| Walker Asset Management, LLC | 0.14% | Add +18.1% | 13,723 | $249K |
| Viawealth, LLC | 0.15% | Add +1.8% | 13,702 | $248K |
| PCG Wealth Advisors, LLC | 0.13% | Reduce -5.3% | 13,667 | $248K |
| Family Manage LLC | 0.04% | No change | 13,664 | $248K |
| Fermata Advisors, LLC | 0.07% | Add +18.4% | 13,619 | $247K |
| AlphaCore Capital LLC | 0.01% | Add +34.2% | 13,616 | $247K |
| Modern Wealth Management, LLC | 0.01% | Add +33.8% | 13,579 | $246K |
| Kiker Wealth Management, LLC | 0.14% | No change | 13,575 | $246K |
| West Michigan Advisors, LLC | 0.07% | Add +0.5% | 13,528 | $245K |
| KG Capital Management | 0.07% | Reduce -14.0% | 13,525 | $245K |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0.17% | No change | 13,490 | $245K |
| SOA Wealth Advisors, LLC. | 0.04% | Reduce -6.6% | 218,406 | $244K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -5.5% | 13,480 | $244K |
| Trek Financial, LLC | 0.02% | Add +0.0% | 13,433 | $244K |
| LBMC Investment Advisors, LLC | 0.02% | Add +0.5% | 13,418 | $243K |
| Shufro Rose & Co. LLC | 0.02% | No change | 13,028 | $242K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Add +8.3% | 13,347 | $242K |
| Nalls Sherbakoff Group, LLC | 0.18% | Add +6.4% | 13,299 | $241K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 13,263 | $240K |
| Wolff Financial Management LLC | 0.06% | Add +0.2% | 13,171 | $239K |
| Euro Pacific Asset Management, LLC | 0.04% | No change | 13,210 | $239K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 13,180 | $239K |
| Pettinga Financial Advisors LLC | 0.05% | No change | 13,170 | $239K |
| Guyasuta Investment Advisors Inc. | 0.01% | New | 13,127 | $238K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -3.8% | 13,027 | $236K |
| Sterling Capital Management LLC | 0.00% | No change | 13,003 | $236K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 12,990 | $236K |
| Ruggaard & Associates LLC | 0.09% | No change | 12,987 | $235K |
| Caliber Wealth Management, LLC / KS | 0.02% | Add +21.7% | 12,799 | $232K |
| Potentia Wealth | 0.13% | Reduce -25.5% | 12,798 | $232K |
| Talisman Wealth Advisors LLC | 0.21% | Add +5.9% | 12,794 | $232K |
| Alliancebernstein L.P. | 0.00% | Add +7.9% | 12,785 | $232K |
| Sovereign Financial Group, Inc. | 0.05% | Add +21.0% | 12,779 | $232K |
| Kirtland Hills Capital Management, LLC | 0.11% | No change | 12,742 | $231K |
| Freestone Capital Holdings, LLC | 0.01% | Add +16.4% | 12,674 | $230K |
| Insigneo Advisory Services, LLC | 0.02% | Add +10.9% | 12,672 | $230K |
| Kaizen Financial Strategies | 0.12% | Add +8.8% | 12,631 | $229K |
| BWM Planning, LLC | 0.08% | New | 12,612 | $229K |
| Uniting Wealth Partners, LLC | 0.09% | Add +0.1% | 12,567 | $228K |
| Levin Capital Strategies, L.P. | 0.02% | No change | 12,534 | $227K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 12,514 | $227K |
| Tompkins Financial Corp. | 0.02% | No change | 12,500 | $227K |
| Buska Wealth Management, LLC | 0.06% | New | 12,432 | $225K |
| Larson Financial Group LLC | 0.01% | Add +92.8% | 12,427 | $225K |
| Cullinan Associates Inc. | 0.01% | No change | 12,300 | $223K |
| Smith, Moore & Co. | 0.02% | Add +2.5% | 12,293 | $223K |
| LRI Investments, LLC | 0.02% | No change | 12,290 | $223K |
| Quadrant Private Wealth Management, LLC | 0.05% | Add +0.9% | 12,116 | $220K |
| First Trust Capital Management L.P. | 0.01% | No change | 12,027 | $218K |
| WFA Asset Management Corp | 0.12% | Add +325.8% | 13,435 | $218K |
| Hall Laurie J Trustee | 0.07% | No change | 12,004 | $218K |
| Jim Saulnier & Associates, LLC | 0.15% | Add +1.8% | 11,999 | $218K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -13.5% | 11,906 | $216K |
| Dudley Capital Management, LLC | 0.11% | No change | 11,887 | $216K |
| Alpine Woods Capital Investors, LLC | 0.05% | New | 11,850 | $215K |
| Indiana Trust & Investment Management Co | 0.07% | No change | 11,796 | $214K |
| Anfield Capital Management, LLC | 0.07% | Add +19.0% | 11,752 | $213K |
| Alliance Wealth Advisors, LLC | 0.12% | Reduce -47.2% | 11,751 | $213K |
| Sound Income Strategies, LLC | 0.01% | Reduce -28.1% | 11,609 | $210K |
| Adamsbrown Wealth Consultants LLC | 0.06% | Add +1.6% | 11,605 | $210K |
| Purus Wealth Management, LLC | 0.07% | New | 11,602 | $210K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 11,582 | $210K |
| Partners Wealth Management, LLC | 0.24% | No change | 11,135 | $209K |
| Veery Capital, LLC | 0.07% | No change | 11,500 | $208K |
| Northcape Wealth Management, LLC | 0.06% | No change | 11,500 | $208K |
| EagleClaw Capital Managment, LLC | 0.03% | No change | 11,500 | $208K |
| Dakota Wealth Management | 0.00% | New | 11,475 | $208K |
| Cura Wealth Advisors, LLC | 0.10% | Add +0.4% | 11,412 | $207K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -0.5% | 11,402 | $207K |
| Mather Group, Llc. | 0.00% | Reduce -28.9% | 11,367 | $206K |
| Madrona Financial Services, LLC | 0.05% | Reduce -12.0% | 11,274 | $204K |
| IAG Wealth Partners, LLC | 0.03% | Add +6.8% | 11,259 | $204K |
| Clearstead Advisors, LLC | 0.00% | New | 11,255 | $204K |
| Sentinel Wealth Management, Inc. | 0.19% | — | 11,183 | $203K |
| Caldwell Sutter Capital, Inc. | 0.09% | Reduce -1.1% | 11,146 | $202K |
| Motco | 0.02% | Add +74.1% | 11,184 | $202K |
| SeaBridge Investment Advisors LLC | 0.04% | No change | 11,061 | $201K |
| Founders Financial Alliance, LLC | 0.05% | New | 11,001 | $199K |
| Apollon Financial, LLC | 0.04% | Reduce -2.8% | 11,000 | $199K |
| Ami Investment Management Inc. | 0.05% | No change | 10,997 | $199K |
| L & S Advisors Inc | 0.02% | Add +0.3% | 10,930 | $198K |
| Community Trust & Investment Co. | 0.01% | Add +8.0% | 10,879 | $197K |
| Centennial Wealth Advisory LLC | 0.06% | Reduce -7.6% | 10,874 | $197K |
| Everett Harris & Co. | 0.00% | No change | 10,697 | $194K |
| Creative Financial Designs Inc. | 0.01% | No change | 10,670 | $193K |
| Root Financial Partners, LLC | 0.02% | New | 10,668 | $193K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 10,667 | $193K |
| Centurion Wealth Management LLC | 0.06% | No change | 10,647 | $193K |
| Valley National Advisers Inc. | 0.03% | Add +0.2% | 10,655 | $193K |
| Bridgewealth Advisory Group, LLC | 0.05% | New | 10,634 | $193K |
| IronBridge Private Wealth, LLC | 0.07% | Add +0.3% | 10,612 | $192K |
| Uptick Partners, LLC | 0.06% | New | 10,603 | $192K |
| McCarthy Asset Management, Inc. | 0.13% | Add +0.3% | 10,561 | $191K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -8.6% | 10,560 | $191K |
| Prosperity Financial Group, Inc. | 0.08% | Add +5.0% | 10,550 | $191K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | Add +4.7% | 10,513 | $191K |
| Kingdom Financial Group LLC. | 0.17% | New | 10,502 | $190K |
| World Equity Group, Inc. | 0.05% | New | 10,464 | $190K |
| Advisory Alpha, LLC | 0.01% | Add +2.6% | 10,401 | $189K |
| Zacks Investment Management | 0.00% | New | 10,393 | $188K |
| Lyell Wealth Management, LP | 0.01% | No change | 10,350 | $188K |
| Journey Strategic Wealth LLC | 0.01% | No change | 10,326 | $187K |
| Summit X, LLC | 0.03% | No change | 10,196 | $185K |
| Certified Advisory Corp | 0.02% | Add +0.1% | 10,170 | $184K |
| Key Client Fiduciary Advisors, LLC | 0.08% | Reduce -11.0% | 10,152 | $184K |
| First National Trust Co | 0.01% | New | 10,141 | $184K |
| Proficio Capital Partners LLC | 0.01% | No change | 10,083 | $183K |
| Financial Advocates Investment Management | 0.01% | Reduce -19.2% | 10,074 | $183K |
| J Hagan Capital, Inc. | 0.12% | New | 10,560 | $182K |
| Hexagon Capital Partners LLC | 0.04% | Add +0.5% | 10,034 | $182K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 10,026 | $182K |
| Vanguard Capital Wealth Advisors | 0.18% | No change | 10,010 | $181K |
| Quantum Financial Planning Services, Inc. | 0.09% | New | 10,000 | $181K |
| Abner Herrman & Brock LLC | 0.02% | No change | 10,000 | $181K |
| Virtus Investment Advisers, LLC | 0.06% | Add +20.9% | 9,611 | $174K |
| Operose Advisors LLC | 0.05% | No change | 9,556 | $173K |
| MCF Advisors LLC | 0.01% | Add +7.2% | 9,195 | $167K |
| American National Bank & Trust | 0.02% | Add +1203.8% | 9,192 | $167K |
| Assetmark, Inc. | 0.00% | Reduce -21.0% | 9,179 | $166K |
| Fairman Group, LLC | 0.14% | No change | 9,150 | $166K |
| Webster Bank, N. A. | 0.02% | No change | 9,025 | $164K |
| Orion Capital Management LLC | 0.06% | Add +1.8% | 8,959 | $162K |
| Toth Financial Advisory Corp. | 0.02% | Add +4.9% | 8,785 | $159K |
| Bank of New Hampshire | 0.04% | No change | 8,728 | $158K |
| AllSquare Wealth Management LLC | 0.09% | No change | 8,621 | $156K |
| Riggs Asset Managment Co. Inc. | 0.04% | Add +2.5% | 8,554 | $155K |
| American Capital Advisory, LLC | 0.08% | No change | 8,495 | $154K |
| Financial Gravity Companies, Inc. | 0.03% | — | 8,400 | $152K |
| Future Financial Wealth Managment LLC | 0.10% | Add +1.3% | 8,239 | $149K |
| Kings Path Partners LLC | 0.06% | No change | 8,000 | $145K |
| Concord Wealth Partners | 0.02% | Add +1.8% | 7,819 | $142K |
| Amplify Investments, LLC | 3.84% | New | 7,784 | $141K |
| Nemes Rush Group LLC | 0.02% | Reduce -0.5% | 7,729 | $140K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 7,700 | $140K |
| Adirondack Trust Co. | 0.05% | Add +7.8% | 7,536 | $137K |
| Montag A & Associates Inc. | 0.01% | Reduce -30.0% | 7,352 | $133K |
| University of Texas/Texas Am Investment Management Co. | 0.02% | No change | 7,249 | $131K |
| City Holding Co. | 0.02% | Add +41.0% | 7,000 | $127K |
| SJS Investment Consulting Inc. | 0.02% | No change | 6,983 | $127K |
| Tortoise Investment Management, LLC | 0.01% | Add +15.4% | 6,828 | $124K |
| Rosenberg Matthew Hamilton | 0.03% | Add +114.4% | 6,540 | $119K |
| Atlantic Union Bankshares Corp | 0.00% | New | 6,360 | $115K |
| Hantz Financial Services, Inc. | 0.00% | New | 6,253 | $113K |
| Proffitt & Goodson Inc. | 0.02% | No change | 6,025 | $109K |
| Strategic Investment Solutions, Inc. | 0.03% | Add +7.2% | 5,709 | $104K |
| BankPlus Trust Department | 0.03% | No change | 5,671 | $103K |
| Hilltop National Bank | 0.03% | — | 5,584 | $101K |
| Hara Capital LLC | 0.06% | No change | 5,495 | $100K |
| Atticus Wealth Management, LLC | 0.03% | Add +1.5% | 5,472 | $99K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -0.7% | 5,450 | $99K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.01% | No change | 5,330 | $97K |
| Hollencrest Capital Management | 0.00% | Add +3.4% | 5,273 | $96K |
| Founders Capital Management | 0.06% | Add +25.8% | 5,272 | $96K |
| Heritage Wealth Advisors | 0.00% | Add +6.3% | 5,164 | $94K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | — | 5,022 | $93K |
| UMB Bank, n.a. | 0.00% | Add +2.4% | 5,105 | $93K |
| Zazove Associates LLC | 0.19% | No change | 5,000 | $91K |
| Citizens National Bank Trust Department | 0.02% | Add +25.0% | 5,000 | $91K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -16.7% | 5,000 | $91K |
| Kozak & Associates, Inc. | 0.02% | Add +0.3% | 5,135 | $91K |
| Aventura Private Wealth, LLC | 0.04% | Add +0.6% | 4,888 | $89K |
| Atwood & Palmer Inc. | 0.01% | Add +2062.3% | 4,822 | $87K |
| GHP Investment Advisors, Inc. | 0.00% | Add +52.0% | 4,675 | $85K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +140.5% | 4,521 | $82K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -6.3% | 4,475 | $81K |
| Estabrook Capital Management | 0.01% | No change | 4,451 | $81K |
| Creekmur Asset Management LLC | 0.01% | Add +2.3% | 4,305 | $78K |
| North Capital, Inc. | 0.07% | Reduce -3.1% | 4,232 | $77K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 4,189 | $76K |
| Russell Investments Group, Ltd. | 0.00% | Add +436.5% | 4,179 | $76K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -10.7% | 4,170 | $76K |
| S.A. Mason LLC | 0.04% | Add +5.2% | 4,073 | $74K |
| Lummis Asset Management, LP | 0.05% | No change | 4,070 | $74K |
| McIlrath & Eck, LLC | 0.01% | No change | 4,013 | $73K |
| WFA of San Diego, LLC | 0.05% | — | 4,000 | $73K |
| Mechanics Financial Corp | 0.03% | No change | 4,000 | $73K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -16.6% | 4,000 | $73K |
| Colonial Trust Advisors | 0.01% | No change | 3,840 | $70K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3,839 | $70K |
| First Horizon Advisors, Inc. | 0.00% | Add +5.2% | 3,812 | $69K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +1.8% | 3,774 | $68K |
| SouthState Bank Corp | 0.00% | Reduce -10.4% | 3,727 | $68K |
| GFG Capital, LLC | 0.02% | Reduce -95.2% | 3,640 | $66K |
| St Germain D J Co. Inc. | 0.00% | No change | 3,614 | $66K |
| Kelly Lawrence W & Associates Inc. | 0.02% | No change | 3,600 | $65K |
| Optimum Investment Advisors | 0.03% | No change | 3,500 | $63K |
| Dunhill Financial, LLC | 0.02% | New | 3,454 | $63K |
| Manchester Capital Management LLC | 0.01% | No change | 3,328 | $60K |
| Community Bank, N.A. | 0.01% | Add +88.2% | 3,200 | $58K |
| Garde Capital, Inc. | 0.00% | No change | 3,175 | $58K |
| Scarborough Advisors, LLC | 0.01% | Reduce -87.3% | 3,114 | $56K |
| Quaker Wealth Management, LLC | 0.02% | — | 3,077 | $56K |
| Tsfg, LLC | 0.01% | Add +160.5% | 3,053 | $55K |
| Caldwell Trust Co | 0.01% | No change | 3,022 | $55K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 3,020 | $55K |
| Albion Financial Group | 0.00% | Add +1.8% | 2,953 | $54K |
| Wolff Wiese Magana LLC | 0.03% | Reduce -0.7% | 2,935 | $53K |
| United Community Bank | 0.02% | No change | 2,888 | $52K |
| Oakworth Capital, Inc. | 0.00% | New | 2,867 | $52K |
| South Plains Financial, Inc. | 0.04% | No change | 2,778 | $50K |
| CX Institutional | 0.00% | Add +3.7% | 2,781 | $50K |
| Medallion Wealth Advisors, LLC | 0.02% | New | 2,802 | $50K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.3% | 2,677 | $49K |
| Fortitude Family Office, LLC | 0.02% | No change | 2,661 | $48K |
| Brooklyn Investment Group | 0.01% | Reduce -1.1% | 2,621 | $48K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 2,600 | $47K |
| Key Financial Inc | 0.01% | Add +1.8% | 2,518 | $46K |
| Financial Freedom, LLC | 0.02% | Reduce -18.2% | 2,416 | $44K |
| Cornerstone National Bank & Trust Co | 0.02% | Add +165.6% | 2,406 | $44K |
| Crowley Wealth Management, Inc. | 0.04% | New | 2,400 | $44K |
| Wealth Preservation Advisors, LLC | 0.03% | Reduce -44.6% | 2,360 | $43K |
| Tidemark, LLC | 0.01% | Add +0.6% | 2,347 | $43K |
| SRH Advisors, LLC | 0.01% | No change | 2,325 | $42K |
| HHM Wealth Advisors, LLC | 0.00% | Add +54.4% | 2,270 | $41K |
| Beacon Capital Management, LLC | 0.01% | Add +1.4% | 2,240 | $41K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,211 | $40K |
| High Note Wealth, LLC | 0.01% | No change | 2,200 | $40K |
| N.E.W. Advisory Services LLC | 0.00% | Add +1.2% | 2,156 | $39K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.5% | 2,101 | $38K |
| Stone House Investment Management, LLC | 0.01% | Add +1.1% | 2,044 | $37K |
| Trust Co | 0.00% | No change | 2,000 | $36K |
| NBT Bank, N.A. | 0.00% | No change | 2,000 | $36K |
| Chilton Capital Management LLC | 0.00% | No change | 2,000 | $36K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,997 | $36K |
| Hanson & Doremus Investment Management | 0.00% | No change | 1,952 | $35K |
| Pacific Center for Financial Services | 0.01% | Reduce -25.8% | 1,920 | $35K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.5% | 1,907 | $35K |
| CNB Bank | 0.02% | Add +111.1% | 1,900 | $34K |
| Evermay Wealth Management LLC | 0.00% | No change | 1,844 | $33K |
| Vision Financial Markets LLC | 0.03% | Add +1.5% | 1,829 | $33K |
| Peoples Financial Services Corp. | 0.02% | No change | 1,792 | $32K |
| Ryan Investment Management, Inc. | 0.02% | — | 1,724 | $31K |
| Rise Advisors, LLC | 0.01% | Reduce -39.0% | 1,684 | $31K |
| Main Street Group, LTD | 0.01% | Reduce -37.3% | 1,598 | $29K |
| Sawyer & Company, Inc | 0.01% | No change | 1,500 | $29K |
| Clarity Asset Management, Inc. | 0.02% | Add +1.9% | 1,543 | $28K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 1,500 | $27K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 1,500 | $27K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 1,500 | $27K |
| Delta Asset Management LLC | 0.00% | No change | 1,400 | $25K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 1,385 | $25K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -40.9% | 1,383 | $25K |
| Financial Connections Group, Inc. | 0.01% | Add +1.8% | 1,420 | $25K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 1,332 | $24K |
| Mountain Hill Investment Partners Corp. | 0.02% | Add +2.1% | 1,310 | $24K |
| Boreal Capital Management LLC | 0.02% | — | 1,252 | $23K |
| Asset Dedication, LLC | 0.00% | Reduce -47.9% | 1,250 | $23K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 1,235 | $22K |
| Colonial Trust Co / SC | 0.00% | Reduce -23.9% | 1,192 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,125 | $20K |
| ESL Trust Services, LLC | 0.00% | No change | 1,091 | $20K |
| Islay Capital Management, LLC | 0.01% | No change | 1,024 | $19K |
| TD Capital Management LLC | 0.00% | No change | 1,018 | $18K |
| Bell Investment Advisors, Inc | 0.00% | New | 1,011 | $18K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -62.1% | 1,010 | $18K |
| North Ridge Wealth Advisors, Inc. | 0.01% | New | 1,000 | $18K |
| City State Bank | 0.01% | No change | 1,000 | $18K |
| Global Wealth Strategies & Associates | 0.01% | No change | 1,000 | $18K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,000 | $18K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 1,000 | $18K |
| GAMMA Investing LLC | 0.00% | No change | 1,000 | $18K |
| Country Trust Bank | 0.00% | New | 1,000 | $18K |
| VSM Wealth Advisory, LLC | 0.01% | Add +420.5% | 963 | $17K |
| WealthTrak Capital Management LLC | 0.01% | No change | 960 | $17K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 902 | $16K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +0.3% | 876 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Add +69.8% | 849 | $15K |
| SWAN Capital LLC | 0.01% | Add +212.9% | 851 | $15K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 830 | $15K |
| Clear Investment Research, LLC | 0.02% | Add +1.9% | 822 | $15K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Add +1.2% | 821 | $15K |
| Crewe Advisors LLC | 0.00% | Reduce -87.4% | 773 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 768 | $14K |
| Archer Investment Corp | 0.00% | No change | 680 | $12K |
| NewSquare Capital LLC | 0.00% | New | 680 | $12K |
| Addison Advisors LLC | 0.00% | No change | 640 | $12K |
| Financial Management Professionals, Inc. | 0.00% | No change | 633 | $11K |
| Painted Porch Advisors LLC | 0.00% | Add +1.8% | 621 | $11K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.9% | 606 | $11K |
| Hoese & Co LLP | 0.01% | No change | 600 | $11K |
| Headlands Technologies LLC | 0.00% | New | 586 | $11K |
| New England Capital Financial Advisors LLC | 0.00% | Add +1.8% | 570 | $10K |
| Hoey Investments, Inc. | 0.00% | No change | 516 | $9K |
| Essential Partners LLC | 0.00% | — | 505 | $9K |
| PFS Partners, LLC | 0.00% | Reduce -45.4% | 500 | $9K |
| Centerpoint Advisors, LLC | 0.00% | No change | 434 | $8K |
| Arlington Trust Co LLC | 0.00% | No change | 435 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -84.3% | 418 | $8K |
| Legacy Investment Solutions, LLC | 0.00% | — | 400 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -12.8% | 400 | $7K |
| Evolution Wealth Management Inc. | 0.01% | — | 384 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -97.9% | 384 | $7K |
| Millstone Evans Group, LLC | 0.00% | No change | 300 | $5K |
| Costello Asset Management, INC | 0.00% | Reduce -25.6% | 294 | $5K |
| Burkett Financial Services, LLC | 0.00% | Add +1.7% | 293 | $5K |
| Covestor Ltd | 0.00% | No change | 266 | $5K |
| Penserra Capital Management LLC | 0.00% | No change | 285 | $5K |
| Pineridge Advisors LLC | 0.00% | Add +2.1% | 246 | $4K |
| Chesapeake Asset Management LLC | 0.00% | Reduce -22.6% | 243 | $4K |
| Gen-Wealth Partners Inc | 0.00% | New | 240 | $4K |
| Luminist Capital LLC | 0.00% | New | 220 | $4K |
| Independence Bank of Kentucky | 0.00% | No change | 200 | $4K |
| Raiffeisen Bank International AG | 0.00% | No change | 116 | $2K |
| Truvestments Capital LLC | 0.00% | Add +1.8% | 112 | $2K |
| CKW Financial Group | 0.00% | No change | 100 | $2K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 100 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 95 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 75 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +125.0% | 45 | $1K |
| Putney Financial Group LLC | 0.00% | No change | 30 | $544 |
| ORG Partners LLC | 0.00% | No change | 30 | $538 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 21 | $381 |
| Pflug Koory, LLC | 0.00% | New | 10 | $188 |
| Investment Management Corp. /Va/ | 0.00% | New | 5 | $91 |
"% of holder's portfolio" is ET's weight in each manager's 13F, not the share of Energy Transfer LP the manager owns.