Energy Transfer LPET
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 1,224 institutions reported holding Energy Transfer LP (ET) in their 13F filings, down 10 from Q2 2025. 77 opened new positions and 80 sold out. The largest holders were Alps Advisors Inc. ($1.3B), Morgan Stanley ($1.0B) and Invesco Ltd. ($992.9M). 8 famous investors held it, including Leon Cooperman (7.0% of Omega Advisors (Leon Cooperman)'s portfolio), David Abrams (1.7% of Abrams Capital Management's portfolio) and David Tepper (1.2% of Appaloosa's portfolio).
- Company
- Energy Transfer LP
- CUSIP
- 29273V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $42.5M |
| Exits | 80 | $89.4M |
All 13F filers, Q2 2025 → Q3 2025: 32,899,649 shares bought and 72,723,975 shares sold, net −39,824,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,224 holders
| Alps Advisors Inc. | 7.42% | Add +4.5% | 77,651,021 | $1.3B |
| Morgan Stanley | 0.06% | Reduce -11.9% | 60,943,678 | $1.0B |
| Invesco Ltd. | 0.16% | Add +3.2% | 57,862,666 | $992.9M |
| Goldman Sachs Group Inc. | 0.14% | Reduce -21.7% | 55,568,785 | $953.6M |
| JPMorgan Chase & Co. | 0.05% | Reduce -5.0% | 44,814,643 | $769.0M |
| Tortoise Capital Advisors, L.L.C. | 8.54% | Add +3.5% | 38,572,583 | $661.9M |
| Blackstone Inc. | 2.83% | Reduce -17.4% | 38,540,310 | $661.4M |
| UBS Group AG | 0.11% | Add +1.7% | 34,139,655 | $585.8M |
| FMR LLC | 0.03% | Reduce -22.3% | 29,484,841 | $506.0M |
| Bank of America Corp. | 0.04% | Reduce -7.1% | 28,019,841 | $480.8M |
| Kayne Anderson Capital Advisors LP | 9.12% | Reduce -0.4% | 23,966,952 | $411.3M |
| Energy Income Partners, LLC | 7.73% | Add +1.4% | 23,351,183 | $400.7M |
| First Reserve GP XIII Ltd | 85.55% | No change | 23,340,380 | $400.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.61% | Add +2.5% | 21,898,420 | $375.8M |
| Natixis | 1.64% | Add +0.6% | 17,584,524 | $301.8M |
| Westwood Holdings Group Inc. | 2.10% | Add +1.5% | 16,926,370 | $290.5M |
| Neuberger Berman Group LLC | 0.20% | Add +0.0% | 16,104,221 | $276.3M |
| Chickasaw Capital Management LLC | 11.02% | Reduce -2.7% | 15,715,688 | $269.7M |
| CIBC Private Wealth Group LLC | 0.45% | Add +0.2% | 15,338,615 | $263.2M |
| Omega Advisors (Leon Cooperman) | 7.02% | No change | 13,095,000 | $224.7M |
| Clearbridge Investments, LLC | 0.16% | Add +0.7% | 12,640,994 | $216.9M |
| Wells Fargo & Company | 0.04% | Add +2.4% | 11,820,899 | $202.8M |
| BNP Paribas Financial Markets | 0.15% | Add +12.8% | 11,064,777 | $189.9M |
| Brookfield Corp | 0.20% | Reduce -27.7% | 10,177,232 | $174.6M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 8.00% | Add +14.3% | 8,211,600 | $140.9M |
| LPL Financial LLC | 0.04% | Add +18.3% | 7,460,456 | $128.0M |
| Berkley W R Corp. | 8.21% | Add +14.4% | 7,250,000 | $124.4M |
| Raymond James Financial Inc. | 0.04% | Add +4.9% | 7,028,102 | $120.6M |
| Eagle Global Advisors LLC | 4.25% | Add +6.0% | 6,466,059 | $111.0M |
| Stifel Financial Corp. | 0.10% | Add +3.9% | 6,365,813 | $109.2M |
| Abrams Capital Management | 1.73% | No change | 6,205,777 | $106.5M |
| Citigroup Inc. | 0.07% | Reduce -10.0% | 5,920,659 | $101.6M |
| Stephens Group, LLC | 51.58% | No change | 5,574,335 | $95.7M |
| Garrett Wealth Advisory Group, LLC | 18.32% | Reduce -0.0% | 5,478,473 | $94.0M |
| Miller Howard Investments Inc. | 2.80% | Add +2.6% | 5,351,145 | $91.8M |
| Commerce Bank | 0.48% | Add +0.0% | 4,994,115 | $85.7M |
| Recurrent Investment Advisors LLC | 6.56% | Add +4.0% | 4,986,943 | $85.6M |
| Appaloosa | 1.15% | No change | 4,957,235 | $85.1M |
| Patient Capital Management, LLC | 3.36% | Add +19.9% | 4,888,138 | $83.9M |
| Fractal Investments LLC | 11.89% | Reduce -4.4% | 4,797,715 | $82.3M |
| Royal Bank of Canada | 0.01% | Add +0.1% | 4,726,756 | $81.1M |
| BlackRock, Inc. | 0.00% | Add +26.9% | 3,990,347 | $68.5M |
| Susquehanna International Group, LLP | 0.10% | Add +153.2% | 3,967,818 | $68.1M |
| Rockefeller Capital Management L.P. | 0.13% | Add +9.2% | 3,966,416 | $68.1M |
| Duff & Phelps Investment Management Co. | 0.76% | Reduce -22.6% | 3,903,464 | $67.0M |
| Pinnacle Wealth Planning Services, Inc. | 7.76% | Reduce -0.8% | 3,857,790 | $66.2M |
| Zurich Insurance Group Ltd | 0.45% | No change | 3,703,877 | $63.6M |
| Long Focus Capital Management, LLC | 3.28% | No change | 3,342,400 | $57.4M |
| Chicago Partners Investment Group LLC | 1.49% | Add +1.9% | 3,339,506 | $56.7M |
| HighTower Advisors, LLC | 0.06% | Add +1.5% | 3,108,300 | $53.3M |
| Osaic Holdings, Inc. | 0.07% | Add +4.5% | 3,001,947 | $52.9M |
| Infrastructure Capital Advisors, LLC | 9.31% | Reduce -14.8% | 3,102,317 | $52.2M |
| Maryland State Retirement & Pension System | 1.06% | Add +5.2% | 2,927,436 | $50.2M |
| Employees Retirement System of Texas | 0.47% | Reduce -0.9% | 2,884,857 | $49.5M |
| Americana Partners, LLC | 1.45% | Add +5.0% | 2,809,023 | $48.2M |
| Progeny 3, Inc. | 2.48% | Add +2.1% | 2,800,385 | $48.1M |
| Bank of Montreal | 0.02% | Add +1.1% | 2,751,690 | $47.2M |
| Cohen & Steers, Inc. | 0.08% | Reduce -12.6% | 2,592,928 | $44.5M |
| Allianz Asset Management GmbH | 0.05% | Reduce -9.9% | 2,567,014 | $44.0M |
| HSBC Holdings PLC | 0.03% | No change | 2,563,415 | $43.6M |
| Philosophy Capital Management LLC | 5.04% | Reduce -1.2% | 2,538,231 | $43.6M |
| RR Advisors, LLC | 10.18% | Add +4.9% | 2,504,000 | $43.0M |
| Citadel Advisors | 0.03% | Reduce -47.2% | 2,386,663 | $41.0M |
| Kamunting Street Capital Management, L.P. | 30.38% | Add +17.6% | 2,379,452 | $40.8M |
| Barclays PLC | 0.02% | Reduce -12.2% | 2,377,060 | $40.8M |
| HRT Financial LP | 0.15% | Add +26.6% | 2,371,535 | $40.7M |
| Nuveen, LLC | 0.01% | Add +5.0% | 2,214,726 | $38.0M |
| Catalyst Capital Advisors LLC | 0.75% | No change | 2,156,405 | $37.0M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +0.8% | 2,122,537 | $36.4M |
| Northside Capital Management, LLC | 3.25% | Add +9.9% | 2,074,617 | $35.6M |
| Walnut Private Equity Partners, LLC | 19.80% | Add +0.1% | 2,037,500 | $35.0M |
| Cetera Investment Advisers | 0.04% | Add +19.6% | 2,031,646 | $34.9M |
| Longfellow Investment Management Co. LLC | 7.88% | No change | 1,938,068 | $33.3M |
| Susquehanna Portfolio Strategies, LLC | 0.51% | Reduce -8.9% | 1,868,540 | $32.1M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -7.8% | 1,865,708 | $32.0M |
| Mariner, LLC | 0.04% | Add +1.0% | 1,824,007 | $31.3M |
| Corient Private Wealth LP | 0.05% | Add +9.3% | 1,847,279 | $31.0M |
| Beacon Pointe Advisors, LLC | 0.26% | Add +52.1% | 1,803,506 | $30.9M |
| Sanctuary Advisors, LLC | 0.16% | Add +10.8% | 1,625,830 | $27.9M |
| Exchange Traded Concepts, LLC | 0.26% | Add +5.5% | 1,606,826 | $27.6M |
| Jennison Associates LLC | 0.02% | Add +11.3% | 1,598,741 | $27.4M |
| Creative Planning | 0.02% | Add +43.7% | 1,573,426 | $27.0M |
| U.S. Capital Wealth Advisors, LLC | 0.66% | Add +13.7% | 1,430,621 | $24.5M |
| Delphi Financial Group, Inc. | 14.00% | No change | 1,421,945 | $24.4M |
| Adams Asset Advisors, LLC | 3.19% | Reduce -0.5% | 1,416,494 | $24.3M |
| Stephens Inc. | 0.31% | Add +3.1% | 1,398,242 | $24.0M |
| Alden Global Capital LLC | 13.75% | Add +84.1% | 1,370,511 | $23.5M |
| Callodine Capital Management, LP | 2.08% | Add +32.4% | 1,370,000 | $23.5M |
| Moneta Group Investment Advisors LLC | 0.19% | Reduce -0.1% | 1,362,325 | $23.4M |
| Gabelli Funds LLC | 0.15% | Add +1.3% | 1,296,200 | $22.2M |
| Waverly Advisors, LLC | 0.22% | Reduce -1.9% | 1,288,808 | $22.1M |
| FFG Partners, LLC | 5.77% | Reduce -5.4% | 1,239,939 | $21.3M |
| Texas Yale Capital Corp. | 0.67% | Add +5.0% | 1,236,265 | $21.2M |
| Aptus Capital Advisors, LLC | 0.19% | Add +2.5% | 1,212,427 | $20.8M |
| Kestra Advisory Services, LLC | 0.09% | Add +6.1% | 1,202,583 | $20.6M |
| Jump Financial, LLC | 0.26% | Reduce -36.3% | 1,140,990 | $19.6M |
| Lonestar Capital Management LLC | 13.12% | Reduce -8.3% | 1,100,000 | $18.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +9.7% | 1,124,192 | $18.7M |
| Empowered Funds, LLC | 0.19% | Add +24.5% | 1,088,551 | $18.7M |
| Prospera Financial Services Inc | 0.31% | Add +1.5% | 1,051,976 | $18.1M |
| General American Investors Co. Inc. | 1.10% | No change | 1,020,030 | $17.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.6% | 1,012,353 | $17.4M |
| RBF Capital, LLC | 0.79% | No change | 1,000,000 | $17.2M |
| Bowen Hanes & Co. Inc. | 0.42% | Add +39.3% | 975,000 | $16.7M |
| Toronto Dominion Bank | 0.03% | Reduce -45.8% | 960,000 | $16.5M |
| Susquehanna Fundamental Investments, LLC | 0.64% | Reduce -4.5% | 958,857 | $16.5M |
| Oppenheimer & Co. Inc. | 0.20% | Add +57.9% | 947,832 | $16.3M |
| Wellington Management Group LLP | 0.00% | No change | 924,000 | $15.9M |
| Bollard Group LLC | 0.39% | Add +6.9% | 915,169 | $15.7M |
| Prime Capital Investment Advisors, LLC | 0.19% | Add +2.2% | 902,766 | $15.5M |
| Manning & Napier Advisors LLC | 0.20% | Add +30.4% | 900,000 | $15.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -79.8% | 898,008 | $15.4M |
| Heronetta Management, L.P. | 8.31% | No change | 884,154 | $15.2M |
| McGowan Group Asset Management, Inc. | 1.89% | Add +2.5% | 880,436 | $15.1M |
| Fourpath Capital Management, LLC | 2.13% | Add +0.8% | 874,849 | $15.0M |
| Pathstone Holdings, LLC | 0.06% | Add +3.9% | 871,431 | $15.0M |
| Evergreen Capital Management LLC | 0.35% | Reduce -4.5% | 858,727 | $14.7M |
| Private Capital Advisors, Inc. | 1.62% | Reduce -0.1% | 849,135 | $14.6M |
| Parsons Capital Management Inc. | 0.81% | Add +1.8% | 830,646 | $14.3M |
| Glenmede Investment Management, LP | 0.07% | Add +2.5% | 823,758 | $14.1M |
| Dividend Assets Capital, LLC | 2.47% | Add +0.2% | 822,098 | $14.1M |
| Williams Jones Wealth Management, LLC. | 0.16% | Add +0.9% | 811,031 | $13.9M |
| NewEdge Advisors, LLC | 0.06% | Add +2.3% | 802,583 | $13.8M |
| Cna Financial Corp. | 8.09% | No change | 800,000 | $13.7M |
| Truist Financial Corp. | 0.02% | Add +0.9% | 796,341 | $13.7M |
| Westend Capital Management, LLC | 3.97% | Add +1.9% | 793,440 | $13.6M |
| US Bancorp \de | 0.02% | Add +9.6% | 781,439 | $13.4M |
| MAI Capital Management | 0.08% | Add +0.3% | 774,512 | $13.3M |
| Nexpoint Asset Management, L.P. | 1.17% | Reduce -39.1% | 762,040 | $13.1M |
| Group One Trading LLC | 0.39% | Reduce -54.4% | 756,609 | $13.0M |
| Jones Financial Companies LLLP | 0.01% | Add +4.5% | 741,914 | $13.0M |
| &partners | 0.08% | Add +9.4% | 753,554 | $12.9M |
| Payden & Rygel | 1.09% | Reduce -25.1% | 750,690 | $12.9M |
| Private Advisor Group, LLC | 0.06% | Reduce -0.9% | 740,152 | $12.7M |
| Deutsche Bank AG | 0.00% | Reduce -15.4% | 735,575 | $12.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +5.9% | 735,106 | $12.6M |
| Turtle Creek Wealth Advisors, LLC | 1.08% | Reduce -0.0% | 703,405 | $12.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.99% | Add +88.5% | 703,303 | $12.1M |
| Blackhill Capital Inc. | 0.59% | New | 700,000 | $12.0M |
| Summit Financial, LLC | 0.18% | Add +1.2% | 696,700 | $12.0M |
| Bokf, NA | 0.18% | No change | 686,163 | $11.8M |
| Cresset Asset Management, LLC | 0.05% | Reduce -3.4% | 685,213 | $11.8M |
| SG Americas Securities, LLC | 0.04% | Add +455.9% | 675,873 | $11.6M |
| Tectonic Advisors LLC | 0.63% | Add +9.9% | 671,069 | $11.5M |
| First Trust Advisors LP | 0.01% | Add +5.0% | 658,940 | $11.3M |
| Annandale Capital, LLC | 1.94% | No change | 637,479 | $10.9M |
| Childress Capital Advisors, LLC | 1.85% | Reduce -0.5% | 590,940 | $10.1M |
| Hennessy Advisors Inc. | 0.34% | No change | 580,930 | $10.0M |
| Wexford Capital LP | 2.97% | No change | 575,015 | $9.9M |
| Ensign Peak Advisors, Inc | 0.02% | No change | 555,230 | $9.5M |
| Blair William & Co. | 0.03% | Reduce -3.6% | 551,919 | $9.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -7.2% | 549,709 | $9.4M |
| Empirical Finance, LLC | 0.45% | Add +40.8% | 548,495 | $9.4M |
| Brown Advisory Inc. | 0.01% | Add +2.8% | 527,823 | $9.1M |
| Captrust Financial Advisors | 0.02% | Add +1.0% | 517,061 | $8.9M |
| ELCO Management Co., LLC | 4.55% | Reduce -5.2% | 507,483 | $8.7M |
| Requisite Capital Management, LLC | 1.46% | Reduce -8.3% | 505,233 | $8.7M |
| Advisors Capital Management, LLC | 0.11% | Add +2.7% | 501,650 | $8.6M |
| Fogel Capital Management, Inc. | 3.92% | Add +11.7% | 493,055 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Add +25.1% | 482,685 | $8.3M |
| Oxbow Advisors, LLC | 0.78% | Reduce -1.8% | 482,596 | $8.3M |
| Militia Capital Partners, LP | 3.81% | Reduce -10.0% | 477,000 | $8.2M |
| Pekin Hardy Strauss, Inc. | 0.79% | Reduce -1.8% | 457,462 | $7.9M |
| Avenir Corp. | 0.81% | Add +2.5% | 451,017 | $7.7M |
| American Financial Group Inc. | 3.05% | No change | 450,896 | $7.7M |
| Wolverine Trading, LLC | 0.15% | Add +17.0% | 445,106 | $7.7M |
| NFC Investments, LLC | 2.20% | Reduce 0.0% | 441,939 | $7.6M |
| Advisors Asset Management, Inc. | 0.13% | Add +4.4% | 439,258 | $7.5M |
| SL Advisors, LLC | 14.57% | Add +13.9% | 431,577 | $7.4M |
| Fort Washington Investment Advisors Inc. | 0.04% | Add +3.2% | 430,948 | $7.4M |
| Moors & Cabot, Inc. | 0.32% | Reduce -8.7% | 428,153 | $7.3M |
| Goldentree Asset Management LP | 0.60% | Reduce -24.2% | 415,993 | $7.1M |
| Quantinno Capital Management LP | 0.02% | Add +32.1% | 411,184 | $7.1M |
| D.A. Davidson & Co. | 0.04% | Add +2.5% | 410,003 | $7.0M |
| Ascentis Wealth Management, LLC | 1.67% | Add +0.4% | 406,763 | $7.0M |
| Concorde Financial Corp | 3.87% | Add +4.4% | 406,532 | $7.0M |
| Private Management Group Inc. | 0.21% | No change | 401,653 | $6.9M |
| Granby Capital Management, LLC | 3.64% | No change | 400,000 | $6.9M |
| Mizuho Markets Cayman LP | 0.58% | Add +202.6% | 399,188 | $6.9M |
| Fort Sheridan Advisors LLC | 0.89% | Add +0.2% | 394,770 | $6.8M |
| Spirit of America Management Corp. | 1.34% | Reduce -9.2% | 390,200 | $6.7M |
| Salem Investment Counselors Inc. | 0.19% | Reduce -0.0% | 384,649 | $6.6M |
| Cumberland Partners Ltd | 0.42% | No change | 376,705 | $6.5M |
| Crescent Grove Advisors, LLC | 0.62% | Add +18.5% | 375,474 | $6.4M |
| Gilman Hill Asset Management, LLC | 1.01% | Add +0.6% | 374,470 | $6.4M |
| Northern Trust Corp. | 0.00% | Add +9.6% | 373,046 | $6.4M |
| Advisory Services Network, LLC | 0.09% | Reduce -7.1% | 371,032 | $6.4M |
| Horizon Kinetics Asset Management LLC | 0.08% | Reduce -16.0% | 369,535 | $6.3M |
| Cibc World Market Inc. | 0.01% | Add +1.1% | 364,737 | $6.3M |
| Cutler Capital Management, LLC | 2.47% | Reduce -8.2% | 361,397 | $6.2M |
| Cerity Partners LLC | 0.01% | Add +7.6% | 357,204 | $6.1M |
| Pacer Advisors, Inc. | 0.02% | Reduce -6.8% | 353,865 | $6.1M |
| Sowell Financial Services LLC | 0.23% | Add +5.5% | 349,380 | $6.0M |
| Lido Advisors, LLC | 0.02% | Add +4.2% | 346,481 | $5.9M |
| Capital Investment Advisors, LLC | 0.09% | Add +9.6% | 335,427 | $5.8M |
| Simplex Trading, LLC | 0.12% | Reduce -68.6% | 329,885 | $5.7M |
| Cohen Capital Management, Inc. | 0.88% | No change | 329,304 | $5.7M |
| Hilltop Holdings Inc. | 0.29% | Add +12.9% | 319,747 | $5.5M |
| Keebeck Wealth Management | 0.65% | Add +0.4% | 319,705 | $5.5M |
| Ar Asset Management Inc. | 1.16% | New | 318,420 | $5.5M |
| Focus Partners Wealth | 0.01% | Add +9.3% | 313,690 | $5.4M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +8.5% | 304,377 | $5.2M |
| Independent Advisor Alliance | 0.14% | Reduce -4.8% | 302,846 | $5.2M |
| Bahl & Gaynor LLC | 0.03% | Add +8.7% | 302,036 | $5.2M |
| VestGen Advisors, LLC | 0.17% | Add +6.4% | 301,596 | $5.2M |
| Old North State Wealth Management, LLC | 2.38% | Add +3.1% | 297,005 | $5.1M |
| Nations Financial Group Inc, /Ia/ | 0.32% | Reduce -1.4% | 294,807 | $5.1M |
| M&T Bank Corp | 0.02% | Reduce -37.4% | 291,041 | $5.0M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -4.4% | 287,784 | $4.9M |
| Bridges Investment Management Inc. | 0.06% | Add +7.0% | 282,996 | $4.9M |
| Adell Harriman & Carpenter Inc. | 0.29% | Add +6.6% | 281,381 | $4.8M |
| Knollwood Investment Advisory, LLC | 0.43% | Add +2.0% | 280,569 | $4.8M |
| Seaview Investment Managers LLC | 1.77% | Reduce -34.4% | 279,129 | $4.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.0% | 272,399 | $4.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -33.4% | 266,063 | $4.6M |
| Cambiar Investors LLC | 0.20% | Reduce -2.1% | 261,943 | $4.5M |
| Baldwin Wealth Partners LLC | 0.29% | Reduce -2.0% | 260,603 | $4.5M |
| Lavaca Capital LLC | 0.81% | Add +35.1% | 260,400 | $4.5M |
| ProShare Advisors LLC | 0.01% | Add +7.6% | 260,342 | $4.5M |
| Pin Oak Investment Advisors Inc. | 3.13% | Add +6.1% | 255,682 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.4% | 254,105 | $4.4M |
| Keybank National Association | 0.02% | Add +18.8% | 251,372 | $4.3M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | Add +1.8% | 252,120 | $4.2M |
| International Assets Investment Management, LLC | 0.34% | Reduce -0.6% | 237,123 | $4.2M |
| Fayez Sarofim & Co | 0.01% | No change | 245,013 | $4.2M |
| Castleark Management LLC | 0.11% | No change | 238,240 | $4.1M |
| CoreCap Advisors, LLC | 0.15% | Add +14.8% | 238,178 | $4.1M |
| Brookstone Capital Management | 0.05% | Reduce -4.6% | 237,637 | $4.1M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -1.8% | 233,528 | $4.0M |
| Capital Analysts, LLC | 0.12% | Add +3.0% | 233,528 | $4.0M |
| Northern Right Capital Management, L.P. | 1.23% | Reduce -16.6% | 231,821 | $4.0M |
| Calamos Advisors LLC | 0.02% | No change | 230,990 | $4.0M |
| PFG Investments, LLC | 0.20% | Add +3.6% | 227,575 | $3.9M |
| American Assets Investment Management, LLC | 0.28% | No change | 225,800 | $3.9M |
| Jackson Hole Capital Partners, LLC | 0.66% | Add +7.1% | 223,592 | $3.8M |
| Oak Grove Capital LLC | 0.83% | New | 223,300 | $3.8M |
| Mutual Advisors, LLC | 0.08% | Add +3.4% | 227,135 | $3.8M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +1.1% | 220,836 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.8% | 219,103 | $3.8M |
| Chase Investment Counsel Corp. | 1.11% | Add +277.6% | 219,083 | $3.8M |
| Shepherd Kaplan Krochuk, LLC | 3.06% | Reduce -3.2% | 217,531 | $3.7M |
| Ashford Capital Management Inc. | 0.41% | Reduce -5.9% | 217,103 | $3.7M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -0.9% | 216,775 | $3.7M |
| Confluence Wealth Services, Inc. | 0.18% | Reduce -4.2% | 215,122 | $3.7M |
| Jefferies Financial Group Inc. | 0.03% | No change | 213,801 | $3.7M |
| PSI Advisors, LLC | 0.95% | Reduce -6.0% | 213,243 | $3.7M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -4.0% | 212,350 | $3.6M |
| Sentinel Trust Co. Lba | 0.36% | No change | 207,000 | $3.6M |
| Sunbelt Securities, Inc. | 0.25% | Add +16.4% | 206,959 | $3.6M |
| 1900 Wealth Management LLC | 0.24% | Add +1.9% | 206,170 | $3.5M |
| MML Investors Services, LLC | 0.01% | Reduce -7.3% | 204,651 | $3.5M |
| Global Retirement Partners, LLC | 0.08% | Reduce -4.8% | 202,065 | $3.5M |
| Van Eck Associates Corp. | 0.00% | Reduce -6.7% | 201,470 | $3.5M |
| Enclave Advisors LLC | 0.53% | Reduce -22.3% | 201,431 | $3.5M |
| One Charles Private Wealth Services, LLC | 0.89% | Reduce -0.9% | 197,955 | $3.4M |
| Ieq Capital, LLC | 0.01% | Add +1.5% | 195,971 | $3.4M |
| Cwm, LLC | 0.01% | Add +34.5% | 195,533 | $3.4M |
| Basso Capital Management, L.P. | 2.24% | Add +1.6% | 195,000 | $3.3M |
| Lee Financial Co | 0.42% | Add +359.7% | 193,817 | $3.3M |
| 180 Wealth Advisors, LLC | 0.40% | Add +1.6% | 192,323 | $3.3M |
| Level Four Advisory Services, LLC | 0.11% | Add +0.5% | 191,765 | $3.3M |
| CFM Wealth Partners LLC | 0.47% | No change | 188,858 | $3.2M |
| Valeo Financial Advisors, LLC | 0.07% | Reduce -11.9% | 187,887 | $3.2M |
| Howard Financial Services, LTD. | 0.39% | Reduce -0.4% | 187,552 | $3.2M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -0.0% | 187,361 | $3.2M |
| Benjamin Edwards Inc. | 0.04% | Add +32.1% | 185,504 | $3.2M |
| Icon Wealth Advisors, LLC | 0.22% | Reduce -4.5% | 184,880 | $3.2M |
| Pinnacle Holdings, LLC | 1.24% | Reduce -0.1% | 184,187 | $3.2M |
| Prospect Financial Services LLC | 1.81% | Reduce -1.5% | 183,522 | $3.1M |
| Daymark Wealth Partners, LLC | 0.11% | Reduce -2.0% | 183,456 | $3.1M |
| Stonegate Management LLC | 2.07% | — | 182,000 | $3.1M |
| MIdWestOne Financial Group, Inc. | 0.38% | Add +41.9% | 181,633 | $3.1M |
| HAP Trading, LLC | 0.85% | — | 180,156 | $3.1M |
| ArchPoint Investors | 0.84% | Add +1.0% | 179,239 | $3.1M |
| Fortem Financial Group, LLC | 0.88% | Reduce -1.6% | 178,315 | $3.1M |
| Finer Wealth Management, Inc. | 1.51% | Reduce -4.1% | 176,913 | $3.0M |
| NewEdge Wealth, LLC | 0.04% | Add +27.7% | 179,014 | $3.0M |
| Terril Brothers, Inc. | 0.91% | No change | 174,714 | $3.0M |
| Redwood Wealth Management Group, LLC | 1.27% | Reduce -2.5% | 174,039 | $3.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.58% | Reduce -2.6% | 173,680 | $3.0M |
| Beverly Hills Private Wealth, LLC | 0.53% | No change | 172,696 | $3.0M |
| Visionary Wealth Advisors | 0.14% | Reduce -1.7% | 172,297 | $3.0M |
| Ackerman Capital Advisors, LLC | 0.61% | No change | 169,498 | $2.9M |
| Fairholme Capital Management | 0.23% | No change | 166,600 | $2.9M |
| Rollins Financial Advisors, LLC | 0.43% | Reduce -9.0% | 166,093 | $2.9M |
| Segall Bryant & Hamill, LLC | 0.04% | No change | 165,499 | $2.8M |
| Integrated Wealth Concepts LLC | 0.03% | Add +9.1% | 164,416 | $2.8M |
| Corps Capital Advisors, LLC | 4.26% | Reduce -1.2% | 164,019 | $2.8M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -10.8% | 163,837 | $2.8M |
| Kornitzer Capital Management Inc. | 0.06% | Add +0.0% | 162,625 | $2.8M |
| Cary Street Partners Financial LLC | 0.07% | Add +0.1% | 161,824 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +11.5% | 161,452 | $2.8M |
| Strong Tower Advisory Services | 0.52% | Add +4.6% | 161,280 | $2.8M |
| Harbour Investments, Inc. | 0.06% | Add +5.9% | 160,940 | $2.8M |
| IHT Wealth Management, LLC | 0.07% | Add +0.4% | 160,867 | $2.8M |
| Pingora Partners LLC | 1.79% | Add +37.4% | 157,254 | $2.7M |
| Cary Street Partners Investment Advisory LLC | 1.13% | No change | 157,220 | $2.7M |
| Cullen Capital Management, LLC | 0.03% | Reduce -18.7% | 156,835 | $2.7M |
| Wilmington Savings Fund Society, FSB | 0.06% | Reduce -50.8% | 156,722 | $2.7M |
| Allworth Financial LP | 0.01% | Add +6.1% | 155,006 | $2.7M |
| Texas Bank & Trust Co | 1.01% | No change | 154,998 | $2.7M |
| Clarkston Capital Partners, LLC | 0.06% | Add +30.4% | 150,000 | $2.6M |
| HUB Investment Partners, LLC | 0.09% | Add +33.3% | 149,992 | $2.6M |
| Inspire Investing, LLC | 0.25% | Add +0.8% | 149,668 | $2.6M |
| HB Wealth Management, LLC | 0.02% | Add +2.3% | 147,852 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +1.6% | 147,529 | $2.5M |
| New Republic Capital, LLC | 0.77% | Add +25.9% | 145,973 | $2.5M |
| Baugh & Associates, LLC | 1.24% | Add +40.7% | 159,533 | $2.5M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -2.5% | 144,225 | $2.5M |
| Empire Financial Management Company, LLC | 0.57% | Add +126.7% | 144,037 | $2.5M |
| Integrated Advisors Network LLC | 0.10% | Add +3.1% | 141,784 | $2.4M |
| Tema ETFs LLC | 0.20% | Add +22.0% | 141,614 | $2.4M |
| NEOS Investment Management LLC | 0.02% | Add +22.0% | 141,614 | $2.4M |
| Wedbush Securities Inc. | 0.08% | Add +6.9% | 140,822 | $2.4M |
| Venture Visionary Partners LLC | 0.08% | Reduce -5.3% | 139,016 | $2.4M |
| Outfitters Financial LLC | 1.91% | No change | 137,762 | $2.4M |
| Cannell & Spears LLC | 0.04% | Reduce -0.0% | 137,097 | $2.4M |
| Cobblestone Capital Advisors LLC | 0.11% | No change | 135,393 | $2.3M |
| Sage Investment Counsel LLC | 2.57% | No change | 135,075 | $2.3M |
| Clarus Group, Inc. | 0.80% | Add +0.2% | 134,373 | $2.3M |
| Independent Financial Group, LLC | 0.06% | Add +7.3% | 133,664 | $2.3M |
| Rockwood Wealth Management, LLC | 0.18% | Add +0.4% | 131,573 | $2.3M |
| Sei Investments Co. | 0.00% | Reduce -26.6% | 131,432 | $2.3M |
| Intrua Financial, LLC | 0.26% | Add +13.0% | 129,420 | $2.2M |
| Millennium Capital Advisors, LLC | 1.34% | Add +3.0% | 129,145 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +0.7% | 129,058 | $2.2M |
| Mgo One Seven LLC | 0.05% | Add +8.3% | 128,936 | $2.2M |
| Pathway Financial Advisers, LLC | 0.65% | Add +18.6% | 128,924 | $2.2M |
| Sigma Planning Corp | 0.06% | Add +1.6% | 128,741 | $2.2M |
| Uptown Financial Advisors LLC | 1.94% | Add +0.1% | 128,642 | $2.2M |
| Cornerstone Advisory, LLC | 0.21% | Add +19.9% | 126,603 | $2.2M |
| Arkadios Wealth Advisors | 0.05% | Add +0.2% | 124,883 | $2.1M |
| Fifth Third Bancorp | 0.01% | Reduce -3.9% | 124,708 | $2.1M |
| Ellsworth Advisors, LLC | 0.45% | Add +15.6% | 124,760 | $2.1M |
| Kercheville Advisors, LLC | 0.63% | Reduce -1.4% | 121,438 | $2.1M |
| Summit Securities Group LLC | 0.68% | Reduce -8.1% | 120,500 | $2.1M |
| Foundations Investment Advisors, LLC | 0.03% | Add +26.5% | 118,579 | $2.0M |
| Franklin Resources Inc. | 0.00% | Reduce -26.6% | 118,418 | $2.0M |
| Wellington Shields Capital Management, LLC | 0.30% | Reduce -0.2% | 116,843 | $2.0M |
| Quantum Private Wealth, LLC | 0.59% | Add +0.1% | 116,695 | $2.0M |
| Silverlake Wealth Management LLC | 0.49% | Add +1.8% | 115,257 | $2.0M |
| Intellectus Partners, LLC | 0.37% | Reduce -4.6% | 112,702 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Add +1.5% | 112,515 | $1.9M |
| Jacobi Capital Management LLC | 0.12% | Add +0.3% | 112,411 | $1.9M |
| Huntleigh Advisors, Inc. | 0.33% | Add +0.0% | 111,880 | $1.9M |
| Wesbanco Bank Inc. | 0.05% | Add +0.4% | 110,639 | $1.9M |
| Mountain Lake Investment Management LLC | 1.40% | Reduce -5.0% | 109,774 | $1.9M |
| GFS Advisors, LLC | 0.24% | Add +56.0% | 109,230 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +6.6% | 108,404 | $1.9M |
| Steel Grove Capital Advisors, LLC | 0.22% | No change | 102,167 | $1.9M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -3.6% | 107,880 | $1.9M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -7.6% | 107,794 | $1.8M |
| Fidelis Capital Partners, LLC | 0.14% | Add +150.3% | 105,003 | $1.8M |
| Chapin Davis, Inc. | 0.43% | Add +5.2% | 103,153 | $1.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -14.9% | 103,000 | $1.8M |
| Kirr Marbach & Co. LLC | 0.32% | Reduce -3.1% | 102,573 | $1.8M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -63.6% | 101,966 | $1.7M |
| Forum Financial Management, LP | 0.02% | Reduce -14.8% | 101,960 | $1.7M |
| Legacy Advisors, LLC | 0.22% | — | 101,747 | $1.7M |
| CVA Family Office, LLC | 0.22% | Add +1.4% | 101,353 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +7.7% | 101,006 | $1.7M |
| SCS Capital Management LLC | 0.02% | Reduce -3.0% | 100,979 | $1.7M |
| Ariston Services Group | 1.04% | No change | 100,683 | $1.7M |
| Taconic Capital Advisors LP | 0.51% | No change | 100,000 | $1.7M |
| Intellus Advisors LLC | 0.23% | Add +2.7% | 99,802 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +2.5% | 99,771 | $1.7M |
| Sanders Morris Harris LLC | 0.23% | Add +60.4% | 99,398 | $1.7M |
| LexAurum Advisors, LLC | 0.24% | No change | 98,594 | $1.7M |
| True North Advisors, LLC | 0.27% | Reduce -0.0% | 97,987 | $1.7M |
| World Investment Advisors | 0.03% | Add +0.8% | 97,718 | $1.7M |
| Trust Co. of Toledo NA | 0.17% | No change | 97,439 | $1.7M |
| Haverford Trust Co | 0.01% | Reduce -2.9% | 96,702 | $1.7M |
| Quadrant Capital Group LLC | 0.05% | No change | 94,962 | $1.6M |
| Chelsea Counsel Co. | 0.72% | Reduce -0.1% | 94,000 | $1.6M |
| StoneX Group Inc. | 0.07% | Reduce -1.5% | 93,616 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.11% | Add +92158.0% | 92,258 | $1.6M |
| Bramshill Investments, LLC | 0.11% | Reduce -2.3% | 91,918 | $1.6M |
| Exencial Wealth Advisors, LLC | 0.05% | Add +0.0% | 91,702 | $1.6M |
| Alpha Wealth Funds, LLC | 1.26% | No change | 89,500 | $1.5M |
| Rossmore Private Capital | 0.17% | New | 90,000 | $1.5M |
| Inspire Advisors, LLC | 0.15% | Add +12.9% | 89,890 | $1.5M |
| Cascade Investment Group, Inc. | 1.01% | Reduce -0.6% | 89,100 | $1.5M |
| Diversify Advisory Services, LLC | 0.05% | Add +1.3% | 89,290 | $1.5M |
| Autumn Glory Partners, LLC | 0.62% | Add +0.1% | 87,306 | $1.5M |
| Manske Wealth Management | 0.46% | Add +0.7% | 87,223 | $1.5M |
| Stablepoint Partners, LLC | 0.24% | Add +7.2% | 86,721 | $1.5M |
| CWA Asset Management Group, LLC | 0.05% | Add +17.7% | 85,608 | $1.5M |
| Keystone Financial Group | 0.11% | Add +0.0% | 85,601 | $1.5M |
| FourThought Financial Partners, LLC | 0.13% | Reduce -0.7% | 84,986 | $1.5M |
| Curi Capital, LLC | 0.03% | No change | 84,937 | $1.5M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 84,874 | $1.5M |
| Summit Financial Strategies, Inc. | 0.12% | Reduce -0.5% | 84,733 | $1.5M |
| Aull & Monroe Investment Management Corp | 0.74% | Reduce -0.2% | 83,872 | $1.4M |
| Plan Group Financial, LLC | 0.38% | Reduce -17.7% | 82,823 | $1.4M |
| Joseph P. Lucia & Associates, LLC | 0.53% | Reduce -5.0% | 81,660 | $1.4M |
| Penbrook Management LLC | 0.98% | Reduce -0.9% | 81,594 | $1.4M |
| IMC-Chicago, LLC | 0.02% | Add +124.7% | 81,409 | $1.4M |
| Burford Brothers, Inc. | 0.60% | Add +4.3% | 81,155 | $1.4M |
| Farther Finance Advisors, LLC | 0.02% | Add +5.7% | 80,938 | $1.4M |
| North Star Investment Management Corp. | 0.09% | Add +3.4% | 80,737 | $1.4M |
| Enhancing Capital LLC | 1.01% | No change | 80,640 | $1.4M |
| Linscomb Wealth, Inc. | 0.06% | No change | 80,626 | $1.4M |
| Kelleher Financial Advisors | 0.35% | Reduce -7.7% | 80,000 | $1.4M |
| Personal Cfo Solutions, LLC | 0.24% | Add +1.3% | 79,891 | $1.4M |
| IFP Advisors, Inc | 0.04% | Reduce -7.4% | 79,830 | $1.4M |
| McAdam, LLC | 0.07% | Add +1.5% | 79,652 | $1.4M |
| First Manhattan Co. Llc. | 0.00% | Reduce -9.3% | 78,956 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +109.0% | 78,949 | $1.4M |
| Black Swift Group, LLC | 0.24% | Reduce -58.0% | 77,950 | $1.3M |
| F/m Investments LLC | 0.05% | No change | 77,933 | $1.3M |
| Inscription Capital, LLC | 0.14% | Add +0.3% | 77,859 | $1.3M |
| Glenview Trust Co | 0.02% | No change | 77,665 | $1.3M |
| Private Wealth Partners, LLC | 0.09% | Add +15.0% | 76,500 | $1.3M |
| Avos Capital Management, LLC | 0.61% | Add +15.6% | 76,112 | $1.3M |
| Founders Financial Securities LLC | 0.09% | Reduce -1.9% | 75,627 | $1.3M |
| Fortress Private Ledger, LLC | 0.47% | Add +1.2% | 75,505 | $1.3M |
| Choreo, LLC | 0.02% | Reduce -1.4% | 75,184 | $1.3M |
| Ulysses Management LLC | 0.30% | No change | 75,000 | $1.3M |
| Albert D Mason Inc. | 0.83% | Reduce -6.3% | 74,434 | $1.3M |
| Campbell Capital Management Inc. | 0.49% | Add +13.8% | 74,000 | $1.3M |
| Sonora Investment Management Group, LLC | 0.09% | Add +2.9% | 73,962 | $1.3M |
| Western Wealth Management, LLC | 0.07% | Add +0.6% | 73,545 | $1.3M |
| Asio Capital, LLC | 0.19% | Add +129.7% | 73,500 | $1.3M |
| Stokes Family Office, LLC | 0.12% | Add +1.7% | 73,478 | $1.3M |
| Fidelity D & D Bancorp Inc. | 0.69% | No change | 73,225 | $1.3M |
| TCW Group Inc. | 0.01% | Reduce -31.3% | 70,993 | $1.2M |
| Bard Financial Services, Inc. | 0.13% | Add +3.7% | 70,750 | $1.2M |
| IFG Advisory, LLC | 0.05% | Reduce -54.9% | 70,195 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -25.5% | 70,182 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Add +1.3% | 70,175 | $1.2M |
| Addis & Hill, Inc | 0.73% | Reduce -2.7% | 70,332 | $1.2M |
| SCP Investment, LP | 0.96% | Add +4.2% | 69,600 | $1.2M |
| HFG Advisors, Inc. | 0.88% | Add +15.6% | 69,452 | $1.2M |
| Caprock Group, LLC | 0.03% | — | 66,826 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -16.4% | 68,871 | $1.2M |
| Paragon Capital Management Ltd | 0.22% | No change | 68,724 | $1.2M |
| Meridian Wealth Advisors, LLC | 0.17% | Reduce -2.1% | 68,428 | $1.2M |
| Griffin Asset Management, Inc. | 0.13% | Reduce -21.8% | 68,243 | $1.2M |
| Morningstar Investment Management LLC | 0.04% | Add +8.4% | 68,223 | $1.2M |
| Fiduciary Group, LLC | 0.10% | Reduce -0.5% | 67,968 | $1.2M |
| Platform Technology Partners | 0.28% | Reduce -0.0% | 67,895 | $1.2M |
| Lanark Financial, Inc. | 0.09% | Add +5.4% | 66,844 | $1.1M |
| Capital Advisors Inc. | 0.02% | Add +0.1% | 66,545 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | Add +2.7% | 65,958 | $1.1M |
| NFSG Corp | 0.17% | Reduce -10.0% | 65,538 | $1.1M |
| Burney Co./ | 0.04% | Reduce -2.1% | 65,110 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.20% | Add +37.3% | 65,057 | $1.1M |
| Hudson Value Partners, LLC | 0.35% | No change | 64,775 | $1.1M |
| Cullen Investment Group, LTD. | 0.15% | Add +3.4% | 66,100 | $1.1M |
| Stockman Wealth Management, Inc. | 0.14% | Add +1.4% | 64,366 | $1.1M |
| Sullivan Wood Capital Management LLC | 1.63% | Add +11.3% | 64,316 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -5.6% | 64,305 | $1.1M |
| Senator Investment Group LP | 0.04% | New | 64,203 | $1.1M |
| Monetary Management Group Inc. | 0.25% | No change | 64,000 | $1.1M |
| Spire Wealth Management | 0.04% | Add +1.5% | 63,778 | $1.1M |
| Anchor Investment Management, LLC | 0.09% | No change | 63,030 | $1.1M |
| PFG Advisors | 0.04% | Add +2.1% | 61,431 | $1.1M |
| Naples Global Advisors, LLC | 0.08% | Add +9.4% | 61,350 | $1.1M |
| Ameritas Advisory Services, LLC | 0.07% | Add +60.6% | 61,303 | $1.1M |
| MSH Capital Advisors LLC | 0.28% | Add +6.4% | 60,809 | $1.0M |
| Gibraltar Capital Management, Inc. | 0.19% | No change | 60,486 | $1.0M |
| LMG Wealth Partners, LLC | 0.19% | No change | 60,131 | $1.0M |
| Avalon Capital Management | 0.25% | No change | 60,000 | $1.0M |
| Nilsine Partners, LLC | 0.09% | Add +0.9% | 59,671 | $1.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +90.9% | 59,544 | $1.0M |
| Obermeyer Wealth Partners | 0.05% | Reduce -3.3% | 59,035 | $1.0M |
| Claro Advisors Inc. | 0.15% | Add +0.5% | 59,029 | $1.0M |
| Independent Wealth Network Inc. | 0.33% | Add +2.0% | 58,886 | $1.0M |
| Argyle Capital Partners, LLC | 0.72% | Add +15.5% | 58,774 | $1.0M |
| Olistico Wealth, LLC | 0.52% | No change | 57,686 | $990K |
| Parallel Advisors, LLC | 0.02% | Add +36.5% | 57,320 | $984K |
| Transcend Capital Advisors, LLC | 0.07% | Reduce -22.5% | 56,873 | $976K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +7.3% | 56,776 | $974K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -11.2% | 55,586 | $954K |
| Macquarie Group Ltd. | 0.00% | Reduce -3.4% | 55,552 | $953K |
| RFG Advisory, LLC | 0.02% | Reduce -19.1% | 55,090 | $945K |
| Samalin Investment Counsel, LLC | 0.33% | Add +1.6% | 54,984 | $944K |
| Gateway Wealth Partners, LLC | 0.13% | Add +53.4% | 54,712 | $939K |
| Guggenheim Capital LLC | 0.01% | Add +7.1% | 54,553 | $936K |
| Clear Harbor Asset Management, LLC | 0.06% | Add +25.4% | 53,637 | $920K |
| Regions Financial Corp. | 0.01% | Reduce -21.8% | 53,327 | $915K |
| Huntington National Bank | 0.01% | Add +2.5% | 52,838 | $907K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +1.4% | 52,554 | $902K |
| Wellington Shields & Co., LLC | 0.23% | Reduce -0.6% | 52,056 | $893K |
| Tred Avon Family Wealth, LLC | 0.31% | — | 52,036 | $893K |
| Bridgewater Advisors Inc. | 0.06% | Add +0.0% | 52,824 | $891K |
| Belpointe Asset Management LLC | 0.03% | Reduce -3.8% | 51,779 | $889K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 51,401 | $882K |
| Moneco Advisors, LLC | 0.07% | Add +0.1% | 51,367 | $881K |
| MRP Capital Investments, LLC | 0.76% | Reduce -12.6% | 48,488 | $879K |
| Corsicana & Co. | 0.49% | — | 51,040 | $876K |
| Mitchell McLeod Pugh & Williams Inc. | 0.14% | Reduce -13.1% | 51,425 | $874K |
| Wealth Alliance Advisory Group, LLC | 0.16% | Reduce -17.8% | 50,690 | $870K |
| Larson Financial Group LLC | 0.03% | Add +306.7% | 50,545 | $867K |
| Synovus Financial Corp. | 0.01% | Add +1.0% | 50,356 | $864K |
| Compass Financial Group, INC | 0.13% | Add +0.0% | 50,287 | $863K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -8.5% | 50,057 | $859K |
| Nicholson Meyer Capital Management, Inc. | 0.66% | Reduce -0.1% | 49,852 | $855K |
| Advisor OS, LLC | 0.07% | Add +7.2% | 49,805 | $855K |
| PYA Waltman Capital, LLC | 0.23% | Reduce -5.5% | 49,140 | $843K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -11.8% | 49,072 | $842K |
| BLB&B Advisors, LLC | 0.04% | No change | 49,051 | $842K |
| Delos Wealth Advisors, LLC | 0.57% | No change | 48,914 | $839K |
| Watts Gwilliam & Co., LLC | 0.14% | No change | 48,732 | $836K |
| Avion Wealth | 0.18% | Reduce -3.9% | 48,326 | $829K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -13.4% | 48,195 | $827K |
| Meriwether Wealth & Planning, LLC | 0.48% | Add +4.3% | 48,066 | $825K |
| Cascade Financial Partners, LLC | 0.09% | Add +3.4% | 48,055 | $825K |
| Arax Advisory Partners | 0.01% | Add +47.9% | 47,863 | $821K |
| one8zero8, LLC | 0.18% | No change | 47,839 | $821K |
| Morton Capital Management LLC | 0.13% | Reduce -4.6% | 47,800 | $820K |
| Quest Investment Management LLC | 0.09% | Reduce -10.1% | 47,712 | $819K |
| Cadence Bank | 0.05% | Add +0.1% | 47,517 | $815K |
| Rwa Wealth Partners, LLC | 0.01% | Add +61.7% | 47,410 | $814K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -0.1% | 47,376 | $813K |
| Kovack Advisors, Inc. | 0.08% | Add +0.3% | 47,159 | $809K |
| Strategic Financial Concepts, LLC | 0.12% | Add +10.2% | 47,130 | $809K |
| Thrive Wealth Management, LLC | 0.12% | No change | 47,034 | $807K |
| KCM Investment Advisors LLC | 0.03% | Reduce -0.6% | 47,000 | $807K |
| Triad Wealth Partners, LLC | 0.10% | New | 46,875 | $804K |
| Ancora Advisors LLC | 0.02% | Add +74.9% | 46,695 | $801K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -0.2% | 46,531 | $798K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +12.1% | 46,470 | $797K |
| Citizens Financial Group Inc. | 0.01% | Add +0.3% | 45,977 | $789K |
| Merit Financial Group, LLC | 0.01% | Add +3.0% | 45,952 | $789K |
| Chiron Capital Management, LLC | 0.67% | Reduce -0.5% | 45,816 | $786K |
| Sunbeam Capital Management, LLC | 0.49% | Add +170.5% | 45,815 | $786K |
| Oak Harvest Investment Services | 0.09% | Add +7.2% | 45,757 | $785K |
| Stonegate Investment Group, LLC | 0.02% | Add +13.0% | 44,560 | $765K |
| Mattern Wealth Management LLC | 0.15% | Add +7.0% | 44,422 | $762K |
| Pointe Capital Management LLC | 0.37% | Reduce -4.2% | 44,218 | $759K |
| Fiduciary Alliance LLC | 0.05% | Reduce -0.6% | 43,753 | $751K |
| Capital Advisory Group Advisory Services, LLC | 0.23% | Add +5.6% | 43,386 | $745K |
| Disciplined Investments, LLC | 0.29% | Add +1.1% | 43,004 | $738K |
| Moody National Bank Trust Division | 0.06% | Reduce -10.6% | 42,886 | $736K |
| Sfmg, LLC | 0.05% | Add +9.3% | 42,512 | $730K |
| Noesis Capital Mangement Corp. | 0.11% | Add +0.1% | 42,414 | $728K |
| Waterfront Wealth Inc. | 0.15% | Add +0.0% | 43,135 | $727K |
| National Philanthropic Trust | 0.01% | No change | 42,324 | $726K |
| MMBG Investment Advisors Co. | 0.06% | No change | 41,905 | $719K |
| Asset Allocation Strategies LLC | 0.14% | Add +1.2% | 41,689 | $715K |
| XML Financial, LLC | 0.06% | Add +5.1% | 41,543 | $713K |
| Gsa Capital Partners LLP | 0.06% | Reduce -44.8% | 41,410 | $711K |
| Bouchey Financial Group, Ltd. | 0.05% | No change | 41,402 | $710K |
| NorthRock Partners, LLC | 0.01% | Add +5.5% | 41,350 | $710K |
| Modus Advisors, LLC | 0.19% | No change | 41,302 | $709K |
| Samjo Management, LLC | 0.27% | Reduce -9.9% | 41,000 | $704K |
| Tritonpoint Wealth, LLC | 0.06% | Add +41.4% | 40,979 | $703K |
| Lake Street Private Wealth, LLC | 0.09% | Add +26.7% | 40,927 | $702K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +18.6% | 40,800 | $699K |
| Perbak Capital Partners LLP | 0.12% | New | 40,760 | $699K |
| GatePass Capital, LLC | 0.41% | Add +58.8% | 40,500 | $695K |
| Evanson Asset Management, LLC | 0.04% | Add +0.3% | 40,448 | $694K |
| Mission Wealth Management, LP | 0.01% | Reduce -21.6% | 40,414 | $694K |
| Parkside Financial Bank & Trust | 0.05% | Reduce -0.6% | 40,379 | $693K |
| WT Wealth Management | 0.20% | Reduce -12.3% | 39,969 | $686K |
| HBW Advisory Services LLC | 0.08% | Add +3.8% | 39,920 | $685K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 39,845 | $685K |
| Hardy Reed LLC | 0.05% | No change | 39,840 | $684K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.6% | 39,585 | $679K |
| Park Avenue Securities LLC | 0.01% | Add +45.3% | 39,540 | $679K |
| Fortis Capital Management LLC | 0.10% | Add +8.1% | 39,450 | $677K |
| Sovran Advisors, LLC | 0.06% | New | 40,274 | $675K |
| Archford Capital Strategies, LLC | 0.08% | Reduce -3.7% | 39,213 | $673K |
| First United Bank & Trust | 0.22% | Add +1.9% | 39,156 | $672K |
| Winebrenner Capital Management LLC | 0.48% | Add +5.3% | 38,898 | $667K |
| TCTC Holdings, LLC | 0.02% | Reduce -20.1% | 38,848 | $667K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -0.5% | 38,653 | $663K |
| WealthTrust Axiom LLC | 0.18% | No change | 38,572 | $662K |
| Schulhoff & Co. Inc. | 0.28% | Add +37.6% | 38,320 | $658K |
| Retireful, LLC | 0.63% | Reduce -8.9% | 38,263 | $657K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.1% | 38,253 | $656K |
| KPP Advisory Services LLC | 0.10% | Add +0.1% | 38,072 | $653K |
| Essex Financial Services, Inc. | 0.04% | Reduce -0.4% | 38,014 | $652K |
| Canvas Wealth Advisors, LLC | 0.12% | New | 38,594 | $648K |
| Marco Investment Management LLC | 0.05% | Add +36.3% | 37,705 | $647K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -2.7% | 37,478 | $643K |
| Hilltop Wealth Advisors, LLC | 0.33% | No change | 37,180 | $638K |
| Blueprint Financial Advisors LLC | 0.14% | New | 37,068 | $636K |
| FineMark National Bank & Trust | 0.02% | No change | 36,894 | $633K |
| Veracity Capital LLC | 0.20% | Add +1.9% | 36,791 | $631K |
| Chung Wu Investment Group, LLC | 0.52% | Reduce -1.1% | 36,649 | $629K |
| Bogart Wealth, LLC | 0.03% | Add +11.3% | 36,503 | $626K |
| Trueblood Wealth Management, LLC | 0.24% | Reduce -25.9% | 36,472 | $626K |
| Mallini Complete Financial Planning LLC | 0.55% | Add +3.2% | 36,324 | $623K |
| Wealthstar Advisors, LLC | 0.24% | Reduce -15.8% | 35,824 | $615K |
| Consolidated Portfolio Review Corp | 0.08% | Reduce -1.1% | 35,519 | $610K |
| Gould Asset Management LLC | 0.11% | Reduce -3.9% | 35,126 | $603K |
| HORAN Wealth, LLC | 0.09% | New | 35,097 | $602K |
| Abner Herrman & Brock LLC | 0.06% | Add +250.0% | 35,000 | $601K |
| Beam Wealth Advisors, Inc. | 0.16% | Reduce -13.4% | 34,954 | $600K |
| Empirical Asset Management, LLC | 0.17% | Add +36.1% | 46,308 | $596K |
| FORA Capital, LLC | 0.11% | New | 34,704 | $596K |
| FAS Wealth Partners, Inc. | 0.04% | Add +2.1% | 34,376 | $590K |
| Magnolia Capital Advisors LLC | 0.15% | Add +2.6% | 34,350 | $589K |
| ARS Wealth Advisors Group, LLC | 0.06% | Add +0.0% | 34,165 | $586K |
| Avantax Planning Partners, Inc. | 0.02% | Add +7.5% | 34,057 | $584K |
| Banco BTG Pactual S.A. | 0.09% | No change | 34,000 | $583K |
| Northstar Advisory Group, LLC | 0.23% | Add +29.1% | 33,514 | $575K |
| Whitener Capital Management, Inc. | 0.14% | Reduce -10.7% | 33,425 | $574K |
| BIP Wealth, LLC | 0.03% | Reduce -3.1% | 33,268 | $571K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.7% | 33,215 | $570K |
| Advus Financial Partners, LLC | 0.14% | No change | 33,192 | $570K |
| Prosperity Consulting Group, LLC | 0.03% | Add +15.5% | 32,979 | $566K |
| Fullcircle Wealth LLC | 0.20% | Add +0.1% | 33,988 | $563K |
| Hilton Capital Management, LLC | 0.05% | Reduce -3.0% | 32,755 | $562K |
| Covenant Asset Management, LLC | 0.11% | Reduce -1.6% | 32,691 | $561K |
| National Bank of Canada | 0.00% | Reduce -29.6% | 32,447 | $556K |
| Cannon Advisors, Inc. | 0.37% | New | 32,900 | $554K |
| Blueprint Investment Partners LLC | 0.08% | New | 32,068 | $550K |
| Romano Brothers and Company | 0.06% | No change | 32,002 | $549K |
| Pallas Capital Advisors LLC | 0.02% | Add +29.1% | 31,916 | $548K |
| Wealthspire Advisors, LLC | 0.00% | Add +5.5% | 31,865 | $547K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.6% | 31,736 | $545K |
| Invenio Wealth Partners LLC | 0.20% | No change | 31,716 | $544K |
| Laidlaw Wealth Management LLC | 1.30% | No change | 31,670 | $543K |
| Conning Inc. | 0.02% | No change | 31,667 | $543K |
| Southeast Asset Advisors, LLC | 0.06% | Add +0.1% | 31,666 | $543K |
| Natixis Advisors, LLC | 0.00% | Add +41.9% | 31,608 | $542K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -4.2% | 31,552 | $541K |
| Magnus Financial Group LLC | 0.04% | Add +2.0% | 31,430 | $539K |
| Aire Advisors, LLC | 0.10% | Add +4.9% | 31,408 | $539K |
| Nwam LLC | 0.03% | Reduce -1.7% | 31,994 | $538K |
| Principal Securities, Inc. | 0.01% | Add +25.9% | 31,260 | $536K |
| Virtue Capital Management, LLC | 0.09% | New | 7,894 | $536K |
| HWG Holdings LP | 0.14% | New | 31,236 | $536K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 31,231 | $536K |
| Camelot Portfolios, LLC | 0.32% | No change | 31,209 | $536K |
| Full Sail Capital, LLC | 0.03% | Reduce -1.9% | 31,168 | $535K |
| Novem Group | 0.06% | Reduce -1.3% | 31,135 | $534K |
| Welch Group, LLC | 0.02% | Reduce -3.3% | 31,037 | $533K |
| Berkshire Asset Management LLC | 0.02% | Reduce -6.2% | 30,965 | $531K |
| Second Line Capital, LLC | 0.11% | Add +18.0% | 30,962 | $531K |
| Doliver Advisors, LP | 0.14% | Reduce -0.4% | 30,946 | $531K |
| Clark Asset Management, LLC | 0.06% | Add +28.0% | 30,825 | $529K |
| Secure Asset Management, LLC | 0.09% | Add +0.2% | 31,077 | $528K |
| Traub Capital Management LLC | 0.52% | No change | 30,700 | $527K |
| Hancock Whitney Corp. | 0.01% | No change | 30,200 | $518K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -1.2% | 30,159 | $518K |
| Argent Trust Co | 0.02% | Reduce -39.5% | 30,106 | $517K |
| King Wealth Management Group | 0.06% | Reduce -2.2% | 30,083 | $516K |
| SP Asset Management LLC | 0.04% | Add +13.1% | 30,042 | $516K |
| Aspen Grove Capital, LLC | 0.09% | No change | 30,001 | $515K |
| DMC Group, LLC | 0.36% | New | 30,000 | $515K |
| BigSur Wealth Management LLC | 0.13% | No change | 30,000 | $515K |
| JBF Capital, Inc. | 0.07% | No change | 30,000 | $515K |
| Whipplewood Advisors, LLC | 0.34% | No change | 29,691 | $509K |
| Almanack Investment Partners, LLC. | 0.08% | Add +60.9% | 29,678 | $509K |
| Tiller Private Wealth, Inc. | 0.18% | Add +0.1% | 29,628 | $508K |
| LongView Wealth Management | 0.14% | Reduce -9.0% | 29,624 | $508K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -1.0% | 30,371 | $506K |
| Tocqueville Asset Management L.P. | 0.01% | Add +44.0% | 29,476 | $506K |
| GPS Wealth Strategies Group, LLC | 0.05% | Reduce -2.0% | 29,387 | $504K |
| TCFG Wealth Management, LLC | 0.20% | Add +1.6% | 29,309 | $503K |
| Signaturefd, LLC | 0.01% | Reduce -1.7% | 29,139 | $500K |
| Spring Capital Management, LLC | 0.24% | No change | 29,000 | $498K |
| Fulton Bank, N.A. | 0.02% | No change | 28,972 | $497K |
| Leavell Investment Management, Inc. | 0.02% | Add +0.1% | 28,775 | $494K |
| Florida Trust Wealth Management Co | 0.01% | Add +53.1% | 28,663 | $492K |
| Waterloo Capital, L.P. | 0.04% | Reduce -3.3% | 28,543 | $490K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -6.5% | 28,277 | $485K |
| Walled Lake Planning & Wealth Management, LLC | 0.16% | Add +0.3% | 28,105 | $482K |
| Brighton Jones LLC | 0.01% | Add +0.5% | 27,937 | $479K |
| Jane Street Group, LLC | 0.00% | Reduce -98.2% | 27,931 | $479K |
| Savant Capital, LLC | 0.00% | Add +5.8% | 27,887 | $479K |
| Pure Financial Advisors, LLC | 0.01% | Add +2.0% | 27,868 | $478K |
| Carnegie Investment Counsel | 0.01% | Add +7.6% | 27,685 | $475K |
| MV Capital Management, Inc. | 0.05% | Add +5.0% | 27,603 | $474K |
| Seven Springs Wealth Group, LLC | 0.12% | No change | 27,563 | $473K |
| Fiduciary Financial Group, LLC | 0.07% | Add +19.7% | 27,499 | $472K |
| Harbor Investment Advisory, LLC | 0.04% | Add +0.2% | 27,408 | $470K |
| Provident Investment Management, Inc. | 0.04% | No change | 27,391 | $470K |
| Greenline Partners, LLC | 0.06% | Add +54.4% | 27,326 | $469K |
| Conservest Capital Advisors, Inc. | 0.04% | Add +0.1% | 27,172 | $466K |
| Symphony Financial Services, Inc. | 0.25% | New | 26,773 | $459K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.9% | 26,568 | $456K |
| OneDigital Investment Advisors LLC | 0.00% | Add +11.1% | 26,486 | $454K |
| Diligent Investors, LLC | 0.12% | Reduce -42.4% | 26,483 | $454K |
| Hartford Financial Management Inc. | 0.12% | No change | 26,382 | $453K |
| Severin Investments, LLC | 0.40% | Reduce -1.4% | 26,281 | $451K |
| Aviance Capital Partners, LLC | 0.05% | Reduce -0.0% | 26,167 | $449K |
| Pursue Wealth Partners LLC | 0.25% | No change | 26,029 | $447K |
| SLT Holdings LLC | 0.30% | Add +16.9% | 26,000 | $446K |
| Partners Group Holding AG | 0.02% | No change | 25,810 | $443K |
| Flynn Zito Capital Management, LLC | 0.16% | Add +1.3% | 25,642 | $440K |
| Prairie Wealth Advisors, Inc. | 0.18% | Reduce -23.0% | 25,600 | $439K |
| Focus Financial Network, Inc. | 0.02% | Reduce -4.9% | 25,512 | $438K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -6.3% | 25,439 | $437K |
| Whittier Trust Co. | 0.00% | Add +0.4% | 25,717 | $432K |
| Am Investment Strategies LLC | 0.09% | Add +5.8% | 25,088 | $431K |
| American Institute for Advanced Investment Management, LLP | 0.28% | Reduce -4.4% | 25,102 | $431K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +7.6% | 24,741 | $425K |
| CapWealth Advisors, LLC | 0.04% | Add +41.9% | 24,720 | $424K |
| M.E. Allison & Co., Inc. | 0.30% | No change | 24,692 | $424K |
| Kingsman Wealth Management, Inc. | 0.24% | Reduce -55.2% | 24,614 | $422K |
| Saxon Interests, Inc. | 0.17% | Reduce -9.0% | 23,830 | $422K |
| Vestcor Inc | 0.01% | Add +21.2% | 24,600 | $422K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -0.4% | 24,546 | $421K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +13.3% | 24,162 | $415K |
| Financial Partners Group, Inc | 0.05% | Add +0.4% | 24,151 | $414K |
| Canton Hathaway, LLC | 0.08% | No change | 24,000 | $412K |
| Meadowbrook Wealth Management, LLC | 0.43% | — | 24,000 | $412K |
| Moloney Securities Asset Management, LLC | 0.05% | Reduce -8.1% | 23,981 | $412K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +9.8% | 23,977 | $411K |
| Summit Financial Wealth Advisors, LLC | 0.06% | No change | 24,209 | $411K |
| C2C Wealth Management, LLC | 0.35% | No change | 23,797 | $408K |
| United Advisor Group, LLC | 0.05% | Add +1.3% | 23,719 | $407K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -12.3% | 23,711 | $407K |
| Tepp RIA, LLC | 0.46% | Add +18.1% | 23,693 | $407K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +7.2% | 23,520 | $404K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +0.0% | 23,413 | $402K |
| Searle & Co. | 0.11% | No change | 23,344 | $401K |
| Empower Advisory Group, LLC | 0.00% | Add +30.4% | 23,273 | $399K |
| Rothschild Investment LLC | 0.02% | Add +38.8% | 23,262 | $399K |
| Wagner Wealth Management, LLC | 0.09% | Reduce -12.5% | 23,179 | $398K |
| Brave Asset Management Inc. | 0.10% | No change | 23,178 | $398K |
| Wedmont Private Capital | 0.01% | Add +1.1% | 23,786 | $397K |
| 1ST Source Bank | 0.02% | No change | 22,994 | $395K |
| MADDEN SECURITIES Corp | 0.12% | Add +1.6% | 22,971 | $394K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -0.4% | 23,445 | $394K |
| Pinnacle Financial Partners Inc | 0.01% | Add +35.6% | 22,831 | $392K |
| Private Trust Co. NA | 0.03% | No change | 22,782 | $391K |
| PDS Planning, Inc | 0.03% | Add +0.0% | 22,733 | $390K |
| Gradient Investments LLC | 0.01% | New | 22,573 | $387K |
| Michels Family Financial, LLC | 0.30% | Reduce -6.9% | 22,543 | $387K |
| Primoris Wealth Advisors, LLC | 0.25% | No change | 22,500 | $386K |
| Eastern Bank | 0.01% | Add +2.3% | 22,440 | $385K |
| Breakwater Capital Group | 0.06% | Add +4.4% | 22,382 | $384K |
| State of Wyoming | 0.04% | Reduce -29.1% | 22,287 | $382K |
| Shepherd Financial Partners LLC | 0.04% | Add +1.2% | 22,186 | $381K |
| Papamarkou Wellner Asset Management inc. | 0.23% | Reduce -0.3% | 22,036 | $378K |
| Sage Capital Management, LLC | 0.17% | Add +1.2% | 22,029 | $378K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 21,920 | $376K |
| Fisher Asset Management | 0.00% | Add +10.6% | 21,910 | $376K |
| Certuity, LLC | 0.03% | Reduce -8.0% | 21,834 | $375K |
| HM Payson & Co. | 0.01% | Add +30.8% | 21,768 | $374K |
| Belfer Management LLC | 5.17% | No change | 21,700 | $372K |
| Aldebaran Financial Inc. | 0.37% | Add +0.9% | 21,625 | $371K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +4.4% | 21,603 | $371K |
| Affinity Wealth Management LLC | 0.05% | Reduce -1.2% | 21,478 | $369K |
| Cadent Capital Advisors, LLC | 0.10% | Add +11.7% | 21,446 | $368K |
| Tidal Investments LLC | 0.00% | Reduce -4.6% | 21,387 | $367K |
| Freestone Capital Holdings, LLC | 0.01% | Add +67.3% | 21,207 | $364K |
| Tyche Wealth Partners LLC | 0.06% | Add +7.2% | 21,187 | $364K |
| Heritage Trust Co | 0.04% | No change | 21,040 | $361K |
| White Pine Capital LLC | 0.10% | No change | 21,030 | $361K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Add +1.9% | 21,020 | $361K |
| Agf Management Ltd. | 0.00% | Reduce -20.8% | 20,990 | $360K |
| Ethos Financial Group, LLC | 0.03% | Reduce -3.4% | 20,982 | $360K |
| Solstein Capital, LLC | 0.16% | New | 20,912 | $359K |
| Insigneo Advisory Services, LLC | 0.03% | Add +64.9% | 20,895 | $359K |
| Act Wealth Management, LLC | 0.13% | Add +0.4% | 20,877 | $358K |
| Yarger Wealth Strategies, LLC | 0.16% | Add +1.3% | 20,814 | $357K |
| E&G Advisors, LLC | 0.08% | No change | 20,784 | $357K |
| Smithbridge Asset Management Inc. | 0.05% | Add +5.8% | 20,708 | $355K |
| Aspen Wealth Management LLC | 0.08% | Add +0.6% | 20,663 | $355K |
| Mattson Financial Services, LLC | 0.08% | New | 20,637 | $354K |
| Chancellor Financial Group WB LP | 0.25% | Add +10.8% | 20,597 | $353K |
| Teamwork Financial Advisors, LLC | 0.04% | Reduce -9.5% | 20,516 | $352K |
| Fortitude Advisory Group L.L.C. | 0.19% | Add +0.0% | 20,511 | $352K |
| JBR Co Financial Management Inc | 0.15% | No change | 20,391 | $350K |
| Legacy Financial Strategies, LLC | 0.06% | Reduce -5.4% | 20,391 | $350K |
| Evoke Wealth, LLC | 0.01% | Reduce -15.3% | 20,353 | $349K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Reduce -3.0% | 20,281 | $349K |
| FLC Capital Advisors | 0.07% | Add +2.5% | 20,293 | $348K |
| Tranquility Partners, LLC | 0.12% | Add +1.8% | 20,209 | $347K |
| Midwest Trust Co | 0.00% | Reduce -6.7% | 20,121 | $345K |
| Atlantic Union Bankshares Corp | 0.01% | Add +215.8% | 20,086 | $345K |
| Matrix Private Capital Group LLC | 0.18% | No change | 20,043 | $344K |
| LYNX Capital Group Ltd. | 0.16% | No change | 20,000 | $343K |
| Commonwealth Retirement Investments LLC | 0.12% | New | 20,000 | $343K |
| AlphaStar Capital Management, LLC | 0.03% | Add +12.5% | 19,969 | $343K |
| GM Advisory Group, LLC | 0.01% | Reduce -18.3% | 19,962 | $343K |
| Navellier & Associates Inc. | 0.03% | Add +5.0% | 19,954 | $342K |
| Weil Company, Inc. | 0.08% | Add +36.5% | 19,917 | $342K |
| Saxony Capital Management, LLC | 0.22% | Add +5.3% | 19,866 | $341K |
| Jeppson Wealth Management, LLC | 0.11% | Add +4.9% | 19,864 | $341K |
| Total Clarity Wealth Management, Inc. | 0.09% | Add +1.1% | 19,749 | $339K |
| Lazard Asset Management LLC | 0.00% | Add +21.0% | 19,694 | $338K |
| Westover Capital Advisors, LLC | 0.06% | No change | 19,200 | $329K |
| Xcel Wealth Management, LLC | 0.09% | Add +5.5% | 19,150 | $329K |
| Kennedy Investment Group, Inc. | 0.13% | Add +1.8% | 19,111 | $328K |
| Savvy Advisors, Inc. | 0.01% | Reduce -1.7% | 19,031 | $327K |
| Mattern Capital Management, LLC | 0.04% | No change | 19,003 | $326K |
| Ingalls & Snyder LLC | 0.01% | No change | 18,993 | $326K |
| Arista Wealth Management, LLC | 0.04% | No change | 18,996 | $326K |
| GDS Wealth Management | 0.02% | Add +13.9% | 18,867 | $324K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -9.3% | 18,818 | $323K |
| Purkiss Capital Advisors LLC | 0.15% | Add +26.3% | 18,813 | $323K |
| Harmony Asset Management LLC | 0.11% | Add +1.2% | 18,739 | $322K |
| HBK Sorce Advisory LLC | 0.01% | Add +3.4% | 19,018 | $321K |
| Salvus Wealth Management, LLC | 0.18% | Add +0.0% | 18,648 | $320K |
| Bedel Financial Consulting, Inc. | 0.04% | Add +0.4% | 18,646 | $320K |
| Kirtland Hills Capital Management, LLC | 0.13% | Add +46.3% | 18,642 | $320K |
| Private Client Services, LLC | 0.11% | Reduce -2.6% | 18,608 | $319K |
| SkyOak Wealth, LLC | 0.06% | Reduce -7.5% | 18,590 | $319K |
| Koshinski Asset Management, Inc. | 0.02% | Add +16.4% | 18,490 | $317K |
| Opus Capital Group, LLC | 0.04% | No change | 18,399 | $316K |
| Stillwater Wealth Management Group | 0.22% | — | 18,300 | $314K |
| USAdvisors Wealth Management, LLC | 0.11% | Add +17.7% | 18,250 | $313K |
| Vista Investment Partners LLC | 0.09% | No change | 18,147 | $311K |
| Uptick Partners, LLC | 0.08% | Add +70.9% | 18,118 | $311K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +15.5% | 18,077 | $310K |
| Fairvoy Private Wealth, LLC | 0.07% | Reduce -3.1% | 18,072 | $310K |
| Krilogy Financial LLC | 0.01% | Add +11.7% | 18,167 | $307K |
| Verity & Verity, LLC | 0.02% | No change | 17,878 | $307K |
| RiverGlades Family Offices LLC | 0.19% | No change | 17,850 | $306K |
| Rossby Financial, LCC | 0.10% | No change | 17,972 | $305K |
| Westbourne Investment Advisors, Inc. | 0.08% | No change | 17,700 | $304K |
| RiverTree Advisors, LLC | 0.19% | No change | 17,500 | $300K |
| AQR Capital Management | 0.00% | Reduce -6.4% | 17,443 | $299K |
| Register Financial Advisors LLC | 0.12% | Add +2.3% | 17,427 | $299K |
| Rinkey Investments | 0.08% | Reduce -1.1% | 17,426 | $299K |
| Probity Advisors, Inc. | 0.05% | Add +7.2% | 17,374 | $298K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 17,309 | $297K |
| Blue Trust, Inc. | 0.00% | Add +4.9% | 17,246 | $296K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -3.8% | 17,167 | $295K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 17,135 | $294K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -0.6% | 17,120 | $294K |
| Highlander Partners, L.P. | 0.10% | No change | 17,080 | $293K |
| CENTRAL TRUST Co | 0.01% | Reduce -3.0% | 17,059 | $293K |
| Leisure Capital Management | 0.10% | No change | 17,000 | $292K |
| Old North State Trust, LLC | 0.18% | Reduce -3.3% | 16,972 | $291K |
| Crumly & Associates Inc. | 0.06% | New | 16,948 | $291K |
| Whalerock Point Partners, LLC | 0.06% | No change | 16,900 | $290K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 16,900 | $290K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 16,850 | $289K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.4% | 16,801 | $288K |
| Hobbs Group Advisors, LLC | 0.09% | Reduce -15.2% | 16,702 | $287K |
| Quadcap Wealth Management, LLC | 0.03% | Add +0.2% | 16,630 | $285K |
| Curated Wealth Partners LLC | 0.03% | No change | 16,600 | $285K |
| Tiaa Trust, National Association | 0.00% | Add +9.3% | 16,513 | $283K |
| Dakota Wealth Management | 0.01% | Add +43.6% | 16,475 | $283K |
| Argent Advisors, Inc. | 0.08% | Reduce -73.6% | 16,468 | $283K |
| Professional Financial Advisors, LLC | 0.06% | No change | 16,401 | $281K |
| Core Wealth Partners LLC | 0.13% | No change | 16,288 | $280K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +16.4% | 16,205 | $278K |
| Sittner & Nelson, LLC | 0.10% | No change | 16,100 | $276K |
| Red Door Wealth Management, LLC | 0.03% | Add +3.2% | 16,099 | $276K |
| Taylor & Morgan Wealth Management, LLC | 0.17% | Add +1.9% | 16,097 | $276K |
| Retirement Investment Advisors, Inc. | 0.02% | Reduce -39.6% | 16,055 | $276K |
| Chicago Capital, LLC | 0.01% | Reduce -33.3% | 16,041 | $275K |
| Fulcrum Asset Management LLP | 0.08% | Add +1.0% | 16,040 | $275K |
| Consilium Wealth Advisory, LLC | 0.11% | No change | 16,000 | $275K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.1% | 15,956 | $274K |
| Disciplined Investors, L.L.C. | 0.19% | Add +0.8% | 15,957 | $274K |
| Integrity Alliance, Llc. | 0.01% | Add +5.9% | 15,816 | $271K |
| Smith, Moore & Co. | 0.02% | Add +28.7% | 15,816 | $271K |
| Granite Group Advisors, LLC | 0.16% | Add +2.7% | 15,811 | $271K |
| American Money Management, LLC | 0.04% | Add +13.2% | 15,691 | $269K |
| WP Advisors, LLC | 0.07% | Add +1.9% | 15,632 | $268K |
| Ellis Investment Partners, LLC | 0.05% | Add +1.3% | 15,613 | $268K |
| ORBA Wealth Advisors, L.L.C. | 0.22% | No change | 15,600 | $268K |
| Seelaus Asset Management LLC | 0.22% | Add +1.6% | 15,580 | $267K |
| Signature Wealth Management Partners, LLC | 0.14% | Add +1.2% | 15,557 | $267K |
| Main Street Financial Solutions, LLC | 0.02% | Add +7.0% | 15,551 | $267K |
| Regent Peak Wealth Advisors LLC | 0.05% | — | 15,540 | $267K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3.4% | 15,689 | $266K |
| Westwood Wealth Management | 0.10% | No change | 15,500 | $266K |
| Mark Sheptoff Financial Planning, LLC | 0.13% | No change | 15,460 | $265K |
| Symmetry Partners, LLC | 0.03% | No change | 15,432 | $265K |
| Wealth Alliance, LLC | 0.03% | Reduce -1.5% | 15,424 | $265K |
| Strategic Advocates LLC | 0.07% | Add +1.0% | 15,424 | $265K |
| Buska Wealth Management, LLC | 0.08% | Add +24.1% | 15,422 | $265K |
| Country Club Bank | 0.02% | Add +3.4% | 15,316 | $263K |
| SYM FINANCIAL Corp | 0.03% | No change | 15,341 | $263K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.17% | No change | 15,500 | $263K |
| GAMCO Investors | 0.00% | Reduce -88.9% | 15,300 | $263K |
| First PREMIER Bank | 0.06% | No change | 15,288 | $262K |
| Newman Dignan & Sheerar, Inc. | 0.06% | Add +1.9% | 15,250 | $262K |
| Leigh Baldwin & Co., LLC | 0.15% | Reduce -3.1% | 15,174 | $260K |
| Balentine LLC | 0.01% | New | 15,156 | $260K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 15,175 | $260K |
| Valtrion Capital Management, LLC | 0.28% | Add +4.7% | 15,125 | $260K |
| Wealth Dimensions Group, Ltd. | 0.05% | New | 15,083 | $259K |
| Fermata Advisors, LLC | 0.07% | Add +10.4% | 15,035 | $258K |
| Calamos Wealth Management LLC | 0.01% | New | 15,005 | $257K |
| Winthrop Advisory Group LLC | 0.02% | No change | 14,985 | $257K |
| Cornerstone Select Advisors, LLC | 0.19% | Add +1.1% | 14,977 | $257K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +11.1% | 14,976 | $257K |
| WCG Wealth Advisors LLC | 0.02% | No change | 14,976 | $257K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 14,965 | $257K |
| Next Level Wealth Planning, LLC | 0.14% | Add +1.2% | 14,960 | $257K |
| Sapient Capital LLC | 0.00% | No change | 14,864 | $256K |
| Amplius Wealth Advisors, LLC | 0.02% | Add +3.9% | 14,779 | $254K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 14,712 | $252K |
| CFO4Life Group, LLC | 0.04% | Add +0.1% | 14,635 | $251K |
| Sound Income Strategies, LLC | 0.01% | Add +29.9% | 15,077 | $251K |
| Van Cleef Asset Management,Inc | 0.03% | Reduce -14.6% | 14,590 | $250K |
| Prossimo Advisors, LLC | 1.84% | No change | 14,563 | $250K |
| Walker Asset Management, LLC | 0.14% | Add +6.0% | 14,551 | $250K |
| AlphaCore Capital LLC | 0.01% | Add +6.9% | 14,550 | $250K |
| Verdence Capital Advisors LLC | 0.01% | Reduce -1.3% | 14,758 | $250K |
| West Michigan Advisors, LLC | 0.06% | Add +7.4% | 14,528 | $249K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -50.9% | 14,514 | $249K |
| Csenge Advisory Group | 0.01% | Reduce -1.9% | 14,500 | $249K |
| Ellenbecker Investment Group | 0.04% | No change | 14,486 | $249K |
| Hollow Brook Wealth Management LLC | 0.06% | No change | 14,470 | $248K |
| TrueWealth Advisors, LLC | 0.07% | Reduce -10.3% | 14,404 | $247K |
| J Hagan Capital, Inc. | 0.15% | Add +36.4% | 14,403 | $247K |
| Oarsman Capital, Inc. | 0.03% | New | 14,358 | $246K |
| Mindset Wealth Management, LLC | 0.07% | New | 14,340 | $246K |
| Pettinga Financial Advisors LLC | 0.05% | Add +8.5% | 14,290 | $245K |
| Modern Wealth Management, LLC | 0.00% | Add +5.2% | 14,280 | $245K |
| Maia Wealth LLC | 0.04% | New | 14,588 | $243K |
| SOA Wealth Advisors, LLC. | 0.04% | No change | 218,406 | $243K |
| Shufro Rose & Co. LLC | 0.02% | No change | 13,028 | $242K |
| Woodward Diversified Capital, LLC | 0.11% | Add +0.6% | 14,072 | $241K |
| KG Capital Management | 0.07% | Add +3.9% | 14,050 | $241K |
| Sovereign Financial Group, Inc. | 0.05% | Add +9.8% | 14,038 | $241K |
| Thompson Davis & Co., Inc. | 0.15% | New | 14,000 | $240K |
| Hemington Wealth Management | 0.03% | No change | 13,952 | $239K |
| Euro Pacific Asset Management, LLC | 0.03% | No change | 13,210 | $239K |
| Cypress Capital Management LLC (WY) | 0.24% | Reduce -30.1% | 13,900 | $239K |
| Bradley Foster & Sargent Inc. | 0.00% | Add +6.9% | 13,885 | $238K |
| MinichMacGregor Wealth Management, LLC | 0.05% | New | 13,824 | $237K |
| Wealth Effects LLC | 0.08% | No change | 13,814 | $237K |
| Root Financial Partners, LLC | 0.01% | Add +29.2% | 13,783 | $237K |
| Viawealth, LLC | 0.13% | No change | 13,702 | $235K |
| Smithfield Trust Co | 0.01% | No change | 13,731 | $235K |
| PCG Wealth Advisors, LLC | 0.07% | Add +0.1% | 13,680 | $235K |
| Family Manage LLC | 0.03% | No change | 13,664 | $234K |
| Modera Wealth Management, LLC | 0.00% | Reduce -5.7% | 13,639 | $234K |
| Vantage Financial Partners, LLC | 0.05% | New | 13,608 | $234K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -15.1% | 14,002 | $233K |
| Uniting Wealth Partners, LLC | 0.06% | Add +8.1% | 13,580 | $233K |
| Kiker Wealth Management, LLC | 0.12% | No change | 13,575 | $233K |
| LBMC Investment Advisors, LLC | 0.01% | Add +0.6% | 13,494 | $232K |
| Founders Financial Alliance, LLC | 0.04% | Add +22.6% | 13,492 | $232K |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0.14% | No change | 13,490 | $231K |
| Trek Financial, LLC | 0.01% | Add +0.0% | 13,439 | $231K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -5.2% | 13,333 | $229K |
| Herold Advisors, Inc. | 0.05% | Reduce -5.9% | 13,320 | $229K |
| O'Dell Group, LLC | 0.05% | New | 13,300 | $228K |
| Nalls Sherbakoff Group, LLC | 0.15% | No change | 13,299 | $228K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 13,263 | $228K |
| Guyasuta Investment Advisors Inc. | 0.01% | Add +0.5% | 13,194 | $226K |
| Wolff Financial Management LLC | 0.05% | Add +0.2% | 13,193 | $226K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Reduce -1.2% | 13,191 | $226K |
| Calydon Capital | 0.04% | Reduce -48.4% | 13,071 | $224K |
| Sterling Capital Management LLC | 0.00% | No change | 13,003 | $223K |
| Ruggaard & Associates LLC | 0.08% | No change | 12,987 | $223K |
| Quadrant Private Wealth Management, LLC | 0.04% | Add +6.9% | 12,950 | $222K |
| Greenwich Wealth Management LLC | 0.01% | New | 12,938 | $222K |
| Compound Planning, Inc. | 0.01% | Reduce -71.0% | 12,904 | $221K |
| BWM Planning, LLC | 0.07% | Add +1.9% | 12,846 | $220K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +2.5% | 12,831 | $220K |
| Aerodigm Wealth, LLC | 0.09% | Reduce -10.3% | 12,949 | $220K |
| Talisman Wealth Advisors LLC | 0.18% | No change | 12,794 | $220K |
| Alliancebernstein L.P. | 0.00% | No change | 12,785 | $219K |
| KERR FINANCIAL PLANNING Corp | 0.31% | — | 12,796 | $218K |
| Community Trust & Investment Co. | 0.01% | Add +16.5% | 12,673 | $217K |
| Helium Advisors LLC | 0.18% | Reduce -45.3% | 12,640 | $217K |
| WFA Asset Management Corp | 0.12% | Add +0.5% | 13,498 | $217K |
| Pennington Partners & Co., LLC | 0.10% | New | 12,600 | $216K |
| Levin Capital Strategies, L.P. | 0.02% | No change | 12,534 | $215K |
| Strata Wealth Advisors, LLC | 0.06% | New | 12,529 | $215K |
| Tompkins Financial Corp. | 0.02% | No change | 12,500 | $215K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +225.0% | 12,476 | $214K |
| Centurion Wealth Management LLC | 0.05% | Add +16.4% | 12,397 | $213K |
| Kaizen Financial Strategies | 0.10% | Reduce -0.2% | 12,609 | $213K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 12,360 | $212K |
| Potentia Wealth | 0.08% | Reduce -3.8% | 12,318 | $211K |
| Cullinan Associates Inc. | 0.01% | No change | 12,300 | $211K |
| LRI Investments, LLC | 0.02% | No change | 12,290 | $211K |
| Jim Saulnier & Associates, LLC | 0.12% | Add +1.9% | 12,228 | $210K |
| Caliber Wealth Management, LLC / KS | 0.02% | Reduce -4.5% | 12,218 | $210K |
| Dudley Capital Management, LLC | 0.09% | Add +2.3% | 12,157 | $209K |
| Rydar Equities, Inc. | 0.17% | New | 12,186 | $207K |
| Simon Quick Advisors, LLC | 0.01% | Add +1.1% | 12,036 | $207K |
| First Trust Capital Management L.P. | 0.01% | No change | 12,027 | $206K |
| Barrett & Company, Inc. | 0.07% | Reduce -31.5% | 12,018 | $206K |
| Investment Research Partners LLC | 0.09% | — | 12,173 | $206K |
| Centaurus Financial, Inc. | 0.01% | Reduce -32.6% | 11,984 | $206K |
| Hall Laurie J Trustee | 0.07% | No change | 12,004 | $206K |
| Marks Wealth, LLC | 0.06% | New | 12,000 | $206K |
| Northcape Wealth Management, LLC | 0.06% | Add +4.3% | 12,000 | $206K |
| Alpine Woods Capital Investors, LLC | 0.05% | No change | 11,850 | $203K |
| Purus Wealth Management, LLC | 0.06% | Add +1.9% | 11,818 | $203K |
| Adamsbrown Wealth Consultants LLC | 0.06% | Add +1.7% | 11,799 | $202K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 11,796 | $202K |
| Anfield Capital Management, LLC | 0.06% | No change | 11,752 | $202K |
| Allium Financial Advisors, LLC | 0.16% | New | 11,606 | $199K |
| Freedom Day Solutions, LLC | 0.05% | New | 11,601 | $199K |
| Veery Capital, LLC | 0.06% | No change | 11,500 | $197K |
| EagleClaw Capital Managment, LLC | 0.03% | No change | 11,500 | $197K |
| Cura Wealth Advisors, LLC | 0.08% | Add +0.4% | 11,459 | $197K |
| Centennial Wealth Advisory LLC | 0.05% | Add +5.3% | 11,447 | $196K |
| First Citizens Bank & Trust Co. | 0.00% | No change | 11,402 | $196K |
| Mather Group, Llc. | 0.00% | No change | 11,367 | $195K |
| Mountain Capital Investment Advisors Inc. | 0.03% | New | 11,447 | $194K |
| Madrona Financial Services, LLC | 0.04% | No change | 11,274 | $193K |
| Bridgewealth Advisory Group, LLC | 0.04% | Add +5.2% | 11,190 | $192K |
| SeaBridge Investment Advisors LLC | 0.03% | No change | 11,061 | $190K |
| Apollon Financial, LLC | 0.03% | No change | 11,000 | $189K |
| Ami Investment Management Inc. | 0.04% | No change | 10,997 | $189K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -15.7% | 10,979 | $188K |
| Prosperity Financial Group, Inc. | 0.07% | Add +3.3% | 10,900 | $187K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -3.4% | 10,880 | $187K |
| Atlas Private Wealth Advisors | 0.05% | Reduce -52.6% | 10,873 | $187K |
| CenterStar Asset Management, LLC | 0.35% | New | 10,786 | $186K |
| L & S Advisors Inc | 0.02% | Reduce -1.1% | 10,814 | $186K |
| Everett Harris & Co. | 0.00% | No change | 10,697 | $184K |
| Lion Street Advisors, LLC | 0.06% | New | 19,278 | $183K |
| Creative Financial Designs Inc. | 0.01% | No change | 10,670 | $183K |
| IronBridge Private Wealth, LLC | 0.06% | Add +0.3% | 10,642 | $183K |
| McCarthy Asset Management, Inc. | 0.12% | Add +0.3% | 10,590 | $182K |
| World Equity Group, Inc. | 0.04% | Add +0.8% | 10,545 | $181K |
| Duncan Williams Asset Management, LLC | 0.05% | New | 10,538 | $181K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Reduce -0.4% | 10,514 | $180K |
| Successful Portfolios LLC | 0.11% | New | 10,504 | $180K |
| Zacks Investment Management | 0.00% | Add +1.1% | 10,503 | $180K |
| Altus Wealth Group LLC | 0.07% | New | 10,410 | $179K |
| Core Wealth Advisors, Inc. | 0.05% | New | 10,409 | $179K |
| Lyell Wealth Management, LP | 0.01% | No change | 10,350 | $178K |
| Journey Strategic Wealth LLC | 0.01% | No change | 10,326 | $177K |
| Arrow Investment Advisors, LLC | 0.19% | New | 10,268 | $176K |
| City Holding Co. | 0.02% | Add +46.6% | 10,262 | $176K |
| Key Client Fiduciary Advisors, LLC | 0.06% | Add +1.0% | 10,252 | $176K |
| Cornell Pochily Investment Advisors, Inc. | 0.05% | Reduce -3.1% | 10,187 | $175K |
| Scissortail Wealth Management, LLC | 0.04% | New | 10,184 | $175K |
| First National Trust Co | 0.01% | No change | 10,141 | $174K |
| EPG Wealth Management LLC | 0.05% | New | 10,140 | $174K |
| Hardin Capital Partners, LLC | 0.09% | New | 10,110 | $173K |
| ARK & TLK Investments, LLC | 0.05% | Reduce -61.0% | 10,083 | $173K |
| Virtus Investment Advisers, LLC | 0.05% | Add +4.9% | 10,079 | $173K |
| Prosperitas Financial LLC | 0.07% | New | 10,078 | $173K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 10,026 | $172K |
| Ulland Investment Advisors, LLC | 0.13% | Reduce -28.6% | 10,000 | $172K |
| Vanguard Capital Wealth Advisors | 0.14% | No change | 10,010 | $172K |
| Caldwell Sutter Capital, Inc. | 0.07% | Reduce -10.2% | 10,006 | $172K |
| Quantum Financial Planning Services, Inc. | 0.07% | No change | 10,000 | $172K |
| Fortitude Family Office, LLC | 0.05% | Add +275.2% | 9,985 | $171K |
| PFC Capital Group, Inc. | 0.07% | New | 10,001 | $171K |
| Motco | 0.02% | Reduce -12.2% | 9,825 | $169K |
| Valley National Advisers Inc. | 0.03% | Reduce -8.1% | 9,796 | $168K |
| MCF Advisors LLC | 0.01% | Add +5.7% | 9,718 | $167K |
| Operose Advisors LLC | 0.04% | No change | 9,556 | $164K |
| Arlington Trust Co LLC | 0.03% | Add +2069.0% | 9,435 | $162K |
| Trifecta Capital Advisors, LLC | 0.02% | Add +21.9% | 9,389 | $161K |
| JFS Wealth Advisors, LLC | 0.01% | Add +940.4% | 9,384 | $161K |
| Amplify Investments, LLC | 4.08% | Add +20.0% | 9,338 | $160K |
| Assetmark, Inc. | 0.00% | Add +1.1% | 9,284 | $159K |
| American National Bank & Trust | 0.02% | No change | 9,192 | $158K |
| Bank of New Hampshire | 0.04% | Add +5.2% | 9,180 | $158K |
| Fairman Group, LLC | 0.13% | No change | 9,150 | $157K |
| Orion Capital Management LLC | 0.05% | Add +1.9% | 9,130 | $157K |
| Toth Financial Advisory Corp. | 0.02% | No change | 8,785 | $151K |
| AllSquare Wealth Management LLC | 0.08% | No change | 8,621 | $148K |
| American Capital Advisory, LLC | 0.07% | No change | 8,495 | $146K |
| CNB Bank | 0.06% | Add +342.1% | 8,400 | $144K |
| Financial Gravity Asset Management, Inc. | 0.03% | — | 8,400 | $144K |
| Future Financial Wealth Managment LLC | 0.09% | Add +1.3% | 8,347 | $143K |
| Kings Path Partners LLC | 0.05% | No change | 8,000 | $137K |
| Concord Wealth Partners | 0.02% | Add +1.9% | 7,968 | $137K |
| Nemes Rush Group LLC | 0.01% | No change | 7,729 | $133K |
| Adirondack Trust Co. | 0.04% | Reduce -0.0% | 7,533 | $129K |
| Montag A & Associates Inc. | 0.01% | No change | 7,352 | $126K |
| University of Texas/Texas Am Investment Management Co. | 0.02% | No change | 7,249 | $124K |
| Strategic Investment Solutions, Inc. | 0.03% | Add +24.1% | 7,085 | $122K |
| SJS Investment Consulting Inc. | 0.02% | No change | 6,983 | $120K |
| Aventura Private Wealth, LLC | 0.04% | Add +37.0% | 6,697 | $115K |
| Hantz Financial Services, Inc. | 0.00% | Add +1.5% | 6,345 | $109K |
| Proffitt & Goodson Inc. | 0.01% | No change | 6,025 | $103K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -14.2% | 5,858 | $101K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +102.4% | 5,672 | $97K |
| BankPlus Trust Department | 0.03% | No change | 5,671 | $97K |
| Hilltop National Bank | 0.02% | No change | 5,584 | $96K |
| Hara Capital LLC | 0.06% | No change | 5,495 | $94K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -17.7% | 5,382 | $92K |
| Hollencrest Capital Management | 0.00% | Add +1.5% | 5,351 | $92K |
| Founders Capital Management | 0.05% | No change | 5,272 | $90K |
| UMB Bank, n.a. | 0.00% | No change | 5,105 | $88K |
| Heritage Wealth Advisors | 0.00% | Reduce -1.2% | 5,100 | $88K |
| Kozak & Associates, Inc. | 0.02% | No change | 5,135 | $87K |
| Zazove Associates LLC | 0.19% | No change | 5,000 | $86K |
| Mechanics Financial Corp | 0.03% | Add +25.0% | 5,000 | $86K |
| Citizens National Bank Trust Department | 0.02% | No change | 5,000 | $86K |
| Johnson Financial Group, Inc. | 0.00% | No change | 5,000 | $86K |
| Atwood & Palmer Inc. | 0.00% | No change | 4,822 | $83K |
| Quent Capital, LLC | 0.01% | New | 4,694 | $81K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 4,675 | $80K |
| Creekmur Asset Management LLC | 0.01% | Add +6.0% | 4,562 | $78K |
| Estabrook Capital Management | 0.01% | No change | 4,451 | $76K |
| North Capital, Inc. | 0.06% | Add +0.0% | 4,233 | $73K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.4% | 4,196 | $72K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 4,170 | $72K |
| First Horizon Corp. | 0.00% | — | 4,117 | $71K |
| Lummis Asset Management, LP | 0.05% | No change | 4,070 | $70K |
| McIlrath & Eck, LLC | 0.01% | No change | 4,013 | $69K |
| WFA of San Diego, LLC | 0.05% | No change | 4,000 | $69K |
| Ameriflex Group, Inc. | 0.03% | New | 4,000 | $69K |
| Wolff Wiese Magana LLC | 0.04% | Add +34.1% | 3,935 | $68K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -13.1% | 3,930 | $67K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -13.4% | 3,875 | $66K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +1.9% | 3,846 | $66K |
| Colonial Trust Advisors | 0.01% | No change | 3,840 | $66K |
| Caitlin John, LLC | 0.05% | New | 3,788 | $65K |
| SouthState Bank Corp | 0.00% | Reduce -0.2% | 3,721 | $64K |
| St Germain D J Co. Inc. | 0.00% | No change | 3,614 | $62K |
| Kelly Lawrence W & Associates Inc. | 0.02% | No change | 3,600 | $62K |
| Optimum Investment Advisors | 0.02% | No change | 3,500 | $60K |
| Dunhill Financial, LLC | 0.02% | No change | 3,454 | $59K |
| American Wealth Advisors, LLC | 0.06% | — | 3,353 | $58K |
| Manchester Capital Management LLC | 0.01% | No change | 3,328 | $57K |
| Community Bank, N.A. | 0.01% | No change | 3,200 | $55K |
| Scarborough Advisors, LLC | 0.01% | Add +0.7% | 3,136 | $54K |
| Quaker Wealth Management, LLC | 0.02% | Add +1.3% | 3,117 | $53K |
| Tsfg, LLC | 0.01% | Add +0.5% | 3,069 | $53K |
| Caldwell Trust Co | 0.00% | No change | 3,022 | $52K |
| Albion Financial Group | 0.00% | Add +1.9% | 3,009 | $52K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 3,020 | $51K |
| Golden State Wealth Management, LLC | 0.01% | Add +38.9% | 2,918 | $50K |
| Clearstead Trust, LLC | 0.01% | New | 2,899 | $50K |
| United Community Bank | 0.02% | No change | 2,888 | $50K |
| Oakworth Capital, Inc. | 0.00% | No change | 2,867 | $49K |
| CX Institutional | 0.00% | No change | 2,781 | $48K |
| South Plains Financial, Inc. | 0.03% | No change | 2,778 | $48K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.3% | 2,712 | $47K |
| N.E.W. Advisory Services LLC | 0.00% | Add +23.5% | 2,663 | $46K |
| Core Alternative Capital | 0.01% | New | 2,657 | $46K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 2,600 | $45K |
| Key Financial Inc | 0.01% | Add +1.9% | 2,566 | $44K |
| Financial Freedom, LLC | 0.02% | No change | 2,416 | $41K |
| Cornerstone National Bank & Trust Co | 0.02% | No change | 2,406 | $41K |
| Crowley Wealth Management, Inc. | 0.03% | No change | 2,400 | $41K |
| Alerus Financial NA | 0.00% | New | 2,400 | $41K |
| Tidemark, LLC | 0.01% | Add +1.5% | 2,382 | $41K |
| Glen Eagle Advisors, LLC | 0.01% | Add +19.2% | 2,381 | $41K |
| Wealth Preservation Advisors, LLC | 0.02% | No change | 2,360 | $40K |
| SRH Advisors, LLC | 0.01% | No change | 2,325 | $40K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 2,270 | $39K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,211 | $38K |
| High Note Wealth, LLC | 0.01% | No change | 2,200 | $38K |
| Stone House Investment Management, LLC | 0.01% | Add +1.2% | 2,069 | $35K |
| Trust Co | 0.00% | No change | 2,000 | $34K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -50.0% | 2,000 | $34K |
| NBT Bank, N.A. | 0.00% | No change | 2,000 | $34K |
| Chilton Capital Management LLC | 0.00% | No change | 2,000 | $34K |
| Financial Life Planners | 0.02% | New | 1,999 | $34K |
| Pacific Center for Financial Services | 0.01% | No change | 1,920 | $33K |
| Vision Financial Markets LLC | 0.03% | Add +1.9% | 1,864 | $32K |
| Evermay Wealth Management LLC | 0.00% | No change | 1,844 | $32K |
| Peoples Financial Services Corp. | 0.01% | No change | 1,792 | $31K |
| Rise Advisors, LLC | 0.01% | Add +1.3% | 1,705 | $29K |
| Walleye Trading LLC | 0.00% | New | 1,624 | $28K |
| Main Street Group, LTD | 0.01% | No change | 1,598 | $27K |
| Sawyer & Company, Inc | 0.01% | No change | 1,500 | $27K |
| Clarity Asset Management, Inc. | 0.02% | Add +1.9% | 1,572 | $27K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 1,500 | $26K |
| Delta Asset Management LLC | 0.00% | No change | 1,400 | $24K |
| Financial Connections Group, Inc. | 0.01% | Add +1.9% | 1,447 | $24K |
| ESL Trust Services, LLC | 0.00% | Add +27.5% | 1,391 | $24K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.3% | 1,387 | $24K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 1,385 | $24K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 1,332 | $23K |
| Mountain Hill Investment Partners Corp. | 0.02% | Add +0.1% | 1,311 | $23K |
| Boreal Capital Management LLC | 0.02% | No change | 1,252 | $21K |
| Asset Dedication, LLC | 0.00% | No change | 1,250 | $21K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 1,235 | $21K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -70.8% | 1,221 | $21K |
| Financial Management Professionals, Inc. | 0.00% | Add +89.4% | 1,199 | $21K |
| Colonial Trust Co / SC | 0.00% | No change | 1,192 | $20K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,125 | $19K |
| Islay Capital Management, LLC | 0.01% | No change | 1,024 | $18K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.3% | 1,023 | $18K |
| TD Capital Management LLC | 0.00% | No change | 1,018 | $17K |
| Turning Point Benefit Group, Inc. | 0.01% | New | 1,019 | $17K |
| North Ridge Wealth Advisors, Inc. | 0.01% | No change | 1,000 | $17K |
| Gables Capital Management Inc. | 0.01% | New | 1,000 | $17K |
| City State Bank | 0.01% | No change | 1,000 | $17K |
| Global Wealth Strategies & Associates | 0.00% | No change | 1,000 | $17K |
| Rialto Wealth Management, LLC | 0.00% | No change | 1,000 | $17K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 1,000 | $17K |
| GAMMA Investing LLC | 0.00% | No change | 1,000 | $17K |
| Country Trust Bank | 0.00% | No change | 1,000 | $17K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +0.3% | 879 | $15K |
| Smartleaf Asset Management LLC | 0.00% | No change | 849 | $15K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Add +1.3% | 832 | $14K |
| Legacy Wealth Managment, LLC | 0.01% | Add +100.0% | 800 | $14K |
| Crewe Advisors LLC | 0.00% | No change | 773 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 768 | $13K |
| Clear Investment Research, LLC | 0.02% | Reduce -9.0% | 748 | $13K |
| Archer Investment Corp | 0.00% | No change | 680 | $12K |
| SWAN Capital LLC | 0.00% | Reduce -20.8% | 674 | $12K |
| Painted Porch Advisors LLC | 0.00% | Add +1.8% | 632 | $11K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.8% | 617 | $11K |
| New England Capital Financial Advisors LLC | 0.00% | Add +1.9% | 581 | $10K |
| Compass Financial Services Inc | 0.00% | New | 577 | $10K |
| Hoey Investments, Inc. | 0.00% | No change | 516 | $9K |
| Essential Partners LLC | 0.00% | No change | 505 | $9K |
| Transce3nd, LLC | 0.08% | Reduce -98.9% | 605 | $9K |
| PFS Partners, LLC | 0.00% | No change | 500 | $9K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 418 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 416 | $7K |
| Centerpoint Advisors, LLC | 0.00% | No change | 434 | $7K |
| Security National Bank | 0.00% | New | 400 | $7K |
| Evolution Wealth Management Inc. | 0.01% | No change | 384 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 384 | $7K |
| Carolina Wealth Advisors, LLC | 0.00% | New | 336 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -60.1% | 331 | $6K |
| Versant Capital Management, Inc | 0.00% | New | 330 | $6K |
| Luminist Capital LLC | 0.00% | Add +45.5% | 320 | $5K |
| Millstone Evans Group, LLC | 0.00% | No change | 300 | $5K |
| Costello Asset Management, INC | 0.00% | No change | 294 | $5K |
| Covestor Ltd | 0.00% | No change | 266 | $5K |
| Bessemer Group Inc. | 0.00% | Reduce -99.2% | 278 | $5K |
| Pineridge Advisors LLC | 0.00% | Add +1.6% | 250 | $4K |
| Chesapeake Asset Management LLC | 0.00% | Add +2.1% | 248 | $4K |
| Gen-Wealth Partners Inc | 0.00% | No change | 240 | $4K |
| Independence Bank of Kentucky | 0.00% | No change | 200 | $3K |
| Financial Consulate, Inc. | 0.00% | New | 180 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | Add +84.2% | 175 | $3K |
| CKW Financial Group | 0.00% | Add +100.0% | 200 | $3K |
| Penserra Capital Management LLC | 0.00% | Reduce -24.2% | 216 | $3K |
| Cloud Capital Management, LLC | 0.00% | New | 121 | $2K |
| Truvestments Capital LLC | 0.00% | Add +1.8% | 114 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 100 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 75 | $1K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 60 | $1K |
| Abound Wealth Management | 0.00% | New | 59 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 45 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 21 | $360 |
| Pflug Koory, LLC | 0.00% | Add +10.0% | 11 | $181 |
"% of holder's portfolio" is ET's weight in each manager's 13F, not the share of Energy Transfer LP the manager owns.