Energy Transfer LPET
13F holders, Q4 2025 (December 31)1,261holders +37
78new positions
89sold out
7famous investors
$16.50avg. 13F price*
At the end of Q4 2025, 1,261 institutions reported holding Energy Transfer LP (ET) in their 13F filings, up 37 from Q3 2025. 78 opened new positions and 89 sold out. The largest holders were Morgan Stanley ($1.4B), Alps Advisors Inc. ($1.4B) and Invesco Ltd. ($906.9M). 7 famous investors held it, including Leon Cooperman (7.3% of Omega Advisors (Leon Cooperman)'s portfolio), David Abrams (1.8% of Abrams Capital Management's portfolio) and David Tepper (0.5% of Appaloosa's portfolio).
- Company
- Energy Transfer LP
- CUSIP
- 29273V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $68.6M |
| Exits | 89 | $134.6M |
All 13F filers, Q3 2025 → Q4 2025: 68,488,514 shares bought and 84,363,275 shares sold, net −15,874,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,261 holders
| Morgan Stanley | 0.09% | Add +41.6% | 86,310,272 | $1.4B |
| Alps Advisors Inc. | 8.05% | Add +8.0% | 83,843,087 | $1.4B |
| Invesco Ltd. | 0.09% | Reduce -5.0% | 54,994,321 | $906.9M |
| Goldman Sachs Group Inc. | 0.12% | Reduce -7.1% | 51,639,443 | $851.5M |
| Tortoise Capital Advisors, L.L.C. | 8.12% | Add +0.3% | 38,675,828 | $637.8M |
| JPMorgan Chase & Co. | 0.04% | Reduce -18.1% | 36,713,535 | $605.4M |
| UBS Group AG | 0.10% | Reduce -7.8% | 31,487,387 | $519.2M |
| Bank of America Corp. | 0.04% | Add +4.6% | 29,299,749 | $483.2M |
| Blackstone Inc. | 1.85% | Reduce -33.1% | 25,775,241 | $425.0M |
| Energy Income Partners, LLC | 7.51% | Add +7.7% | 25,158,105 | $414.9M |
| Kayne Anderson Capital Advisors LP | 8.98% | Reduce -0.1% | 23,954,947 | $395.0M |
| First Reserve GP XIII Ltd | 87.28% | No change | 23,340,380 | $384.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.56% | Add +3.0% | 22,562,363 | $372.1M |
| FMR LLC | 0.02% | Reduce -25.1% | 22,089,457 | $364.3M |
| Natixis | 1.33% | Add +16.5% | 20,484,524 | $337.8M |
| Neuberger Berman Group LLC | 0.20% | Reduce -1.0% | 15,948,816 | $263.0M |
| Chickasaw Capital Management LLC | 10.53% | Reduce -1.4% | 15,496,547 | $255.5M |
| CIBC Private Wealth Group LLC | 0.43% | Add +0.2% | 15,366,720 | $253.4M |
| Omega Advisors (Leon Cooperman) | 7.29% | Add +1.7% | 13,320,100 | $219.6M |
| Clearbridge Investments, LLC | 0.17% | Add +3.0% | 13,014,994 | $214.6M |
| Wells Fargo & Company | 0.04% | Add +7.9% | 12,749,768 | $210.2M |
| BNP Paribas Financial Markets | 0.13% | Add +14.8% | 12,704,798 | $209.5M |
| Berkley W R Corp. | 7.77% | Add +13.8% | 8,250,000 | $136.0M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 7.56% | Reduce -2.7% | 7,991,600 | $131.8M |
| LPL Financial LLC | 0.03% | Add +3.2% | 7,696,319 | $126.9M |
| Raymond James Financial Inc. | 0.04% | Add +6.0% | 7,446,529 | $122.8M |
| Brookfield Corp | 0.14% | Reduce -30.6% | 7,063,419 | $116.5M |
| Eagle Global Advisors LLC | 3.97% | Add +0.7% | 6,511,883 | $107.4M |
| Stifel Financial Corp. | 0.10% | Add +1.1% | 6,437,645 | $106.2M |
| Abrams Capital Management | 1.78% | Reduce -1.5% | 6,115,417 | $100.8M |
| Susquehanna International Group, LLP | 0.14% | Add +51.1% | 5,994,247 | $98.8M |
| Stephens Group, LLC | 49.57% | No change | 5,574,335 | $91.9M |
| Garrett Wealth Advisory Group, LLC | 17.07% | Add +0.0% | 5,478,810 | $90.3M |
| Recurrent Investment Advisors LLC | 6.52% | Add +7.3% | 5,351,355 | $88.2M |
| Patient Capital Management, LLC | 3.36% | Add +7.9% | 5,272,875 | $86.9M |
| Miller Howard Investments Inc. | 2.60% | Reduce -2.3% | 5,229,111 | $86.2M |
| Commerce Bank | 0.45% | Reduce -0.0% | 4,992,394 | $82.3M |
| Citigroup Inc. | 0.05% | Reduce -18.0% | 4,855,095 | $80.1M |
| Fractal Investments LLC | 11.05% | No change | 4,797,715 | $79.1M |
| Royal Bank of Canada | 0.01% | Add +0.4% | 4,744,393 | $78.2M |
| Rockefeller Capital Management L.P. | 0.14% | Add +14.6% | 4,544,553 | $74.9M |
| BlackRock, Inc. | 0.00% | Reduce -0.6% | 3,965,350 | $65.4M |
| Pinnacle Wealth Planning Services, Inc. | 6.60% | Reduce -0.6% | 3,835,590 | $63.2M |
| Duff & Phelps Investment Management Co. | 0.70% | Reduce -3.5% | 3,765,800 | $62.1M |
| Chicago Partners Investment Group LLC | 1.50% | Add +1.3% | 3,383,649 | $60.9M |
| HRT Financial LP | 0.18% | Add +45.8% | 3,458,111 | $57.0M |
| Long Focus Capital Management, LLC | 2.74% | No change | 3,342,400 | $55.1M |
| Americana Partners, LLC | 1.44% | Add +13.4% | 3,186,247 | $52.5M |
| Cohen & Steers, Inc. | 0.09% | Add +17.7% | 3,052,066 | $50.3M |
| Longfellow Investment Management Co. LLC | 11.26% | Add +56.3% | 3,028,233 | $49.9M |
| Infrastructure Capital Advisors, LLC | 8.23% | Reduce -2.4% | 3,027,317 | $49.9M |
| Maryland State Retirement & Pension System | 1.01% | Add +1.8% | 2,979,123 | $49.1M |
| Bank of Montreal | 0.02% | Add +5.1% | 2,891,026 | $47.7M |
| Progeny 3, Inc. | 2.55% | Add +2.7% | 2,875,485 | $47.4M |
| Osaic Holdings, Inc. | 0.07% | Reduce -4.8% | 2,856,825 | $47.1M |
| Employees Retirement System of Texas | 0.45% | Reduce -1.8% | 2,834,057 | $46.7M |
| HighTower Advisors, LLC | 0.05% | Reduce -12.5% | 2,719,258 | $44.8M |
| Philosophy Capital Management LLC | 5.18% | Add +5.7% | 2,683,629 | $44.3M |
| Jump Financial, LLC | 0.58% | Add +126.6% | 2,585,439 | $42.6M |
| HSBC Holdings PLC | 0.02% | No change | 2,563,415 | $42.1M |
| Barclays PLC | 0.02% | Add +3.6% | 2,461,768 | $40.6M |
| Kamunting Street Capital Management, L.P. | 26.05% | Reduce -2.7% | 2,316,210 | $38.2M |
| Appaloosa | 0.53% | Reduce -55.8% | 2,191,250 | $36.1M |
| Cetera Investment Advisers | 0.04% | Add +7.6% | 2,185,998 | $36.0M |
| Allianz Asset Management GmbH | 0.04% | Reduce -16.1% | 2,154,999 | $35.5M |
| Northside Capital Management, LLC | 3.02% | Add +1.5% | 2,106,079 | $34.7M |
| Nuveen, LLC | 0.01% | Reduce -5.2% | 2,100,529 | $34.6M |
| Walnut Private Equity Partners, LLC | 19.64% | Add +0.5% | 2,047,500 | $33.8M |
| Catalyst Capital Advisors LLC | 0.68% | Reduce -6.6% | 2,014,200 | $33.2M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -5.3% | 2,010,418 | $33.2M |
| Zurich Insurance Group Ltd | 0.23% | Reduce -46.3% | 1,990,834 | $32.8M |
| SG Americas Securities, LLC | 0.04% | Add +187.1% | 1,940,500 | $32.0M |
| Corient Private Wealth LP | 0.04% | Add +1.8% | 1,880,623 | $31.0M |
| Exchange Traded Concepts, LLC | 0.26% | Add +15.8% | 1,860,369 | $30.7M |
| Mariner, LLC | 0.04% | Add +0.1% | 1,825,681 | $30.1M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.2% | 1,806,727 | $29.8M |
| Beacon Pointe Advisors, LLC | 0.19% | Reduce -7.7% | 1,665,104 | $27.5M |
| Sanctuary Advisors, LLC | 0.15% | Add +0.3% | 1,630,707 | $26.9M |
| Callodine Capital Management, LP | 2.10% | Add +15.7% | 1,585,000 | $26.1M |
| U.S. Capital Wealth Advisors, LLC | 0.67% | Add +9.1% | 1,560,110 | $25.7M |
| Jane Street Group, LLC | 0.03% | Add +5477.7% | 1,557,918 | $25.7M |
| Jennison Associates LLC | 0.01% | Reduce -5.3% | 1,514,712 | $25.0M |
| Adams Asset Advisors, LLC | 3.14% | Add +0.4% | 1,422,619 | $23.5M |
| Delphi Financial Group, Inc. | 11.91% | No change | 1,421,945 | $23.4M |
| Waverly Advisors, LLC | 0.19% | Add +9.5% | 1,410,878 | $23.3M |
| Stephens Inc. | 0.28% | Reduce -1.2% | 1,381,332 | $22.8M |
| Alden Global Capital LLC | 11.77% | No change | 1,370,511 | $22.6M |
| Group One Trading LLC | 0.67% | Add +80.6% | 1,366,202 | $22.5M |
| Moneta Group Investment Advisors LLC | 0.17% | Reduce -1.4% | 1,343,639 | $22.2M |
| Empowered Funds, LLC | 0.37% | Add +22.4% | 1,332,685 | $22.0M |
| Texas Yale Capital Corp. | 0.66% | Add +6.1% | 1,311,965 | $21.6M |
| Gabelli Funds LLC | 0.15% | Add +1.1% | 1,310,925 | $21.6M |
| Aptus Capital Advisors, LLC | 0.17% | Add +1.9% | 1,235,964 | $20.4M |
| Kestra Advisory Services, LLC | 0.08% | Add +0.0% | 1,202,853 | $19.8M |
| RR Advisors, LLC | 6.08% | Reduce -52.9% | 1,179,867 | $19.5M |
| Blackhill Capital Inc. | 0.98% | Add +65.7% | 1,160,000 | $19.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.9% | 1,091,436 | $17.7M |
| Prospera Financial Services Inc | 0.29% | Add +0.6% | 1,057,943 | $17.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.2% | 1,024,221 | $16.9M |
| General American Investors Co. Inc. | 1.05% | No change | 1,020,030 | $16.8M |
| RBF Capital, LLC | 0.75% | No change | 1,000,000 | $16.5M |
| Bowen Hanes & Co. Inc. | 0.40% | No change | 975,000 | $16.1M |
| Cna Financial Corp. | 7.61% | Add +18.8% | 950,000 | $15.7M |
| &partners | 0.08% | Add +25.2% | 943,201 | $15.6M |
| Pathstone Holdings, LLC | 0.06% | Add +6.7% | 930,054 | $15.3M |
| Manning & Napier Advisors LLC | 0.20% | Add +3.3% | 930,000 | $15.3M |
| Lonestar Capital Management LLC | 8.20% | Reduce -15.6% | 929,000 | $15.3M |
| McGowan Group Asset Management, Inc. | 1.86% | Add +2.1% | 899,349 | $14.8M |
| Creative Planning | 0.01% | Reduce -42.9% | 898,875 | $14.8M |
| Prime Capital Investment Advisors, LLC | 0.18% | Reduce -1.9% | 885,577 | $14.6M |
| Fourpath Capital Management, LLC | 2.00% | Add +1.1% | 884,279 | $14.6M |
| Evergreen Capital Management LLC | 0.32% | Add +2.2% | 877,757 | $14.5M |
| FFG Partners, LLC | 4.09% | Reduce -31.1% | 854,593 | $14.1M |
| NewEdge Advisors, LLC | 0.05% | Add +5.5% | 846,622 | $14.0M |
| Private Capital Advisors, Inc. | 1.41% | Reduce -1.6% | 835,100 | $13.8M |
| Jones Financial Companies LLLP | 0.01% | Add +12.1% | 831,772 | $13.7M |
| Parsons Capital Management Inc. | 0.74% | Reduce -1.8% | 815,646 | $13.5M |
| Bollard Group LLC | 0.35% | Reduce -11.4% | 810,912 | $13.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +9.9% | 807,701 | $13.3M |
| Heronetta Management, L.P. | 7.65% | Reduce -9.3% | 802,129 | $13.2M |
| Westend Capital Management, LLC | 3.69% | Add +0.7% | 799,308 | $13.2M |
| Truist Financial Corp. | 0.02% | Reduce -1.9% | 781,475 | $12.9M |
| MAI Capital Management | 0.07% | Add +0.0% | 774,689 | $12.8M |
| Williams Jones Wealth Management, LLC. | 0.14% | Reduce -5.1% | 769,931 | $12.7M |
| Captrust Financial Advisors | 0.02% | Add +47.5% | 762,872 | $12.6M |
| Nexpoint Asset Management, L.P. | 0.88% | No change | 762,040 | $12.6M |
| Glenmede Trust Co. NA | 0.06% | — | 759,556 | $12.5M |
| Empirical Finance, LLC | 0.59% | Add +37.1% | 752,045 | $12.4M |
| Dividend Assets Capital, LLC | 2.34% | Reduce -9.6% | 743,158 | $12.3M |
| NEOS Investment Management LLC | 0.07% | Add +419.2% | 735,261 | $12.1M |
| Simplex Trading, LLC | 0.34% | Add +122.0% | 732,464 | $12.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.69% | Add +3.9% | 730,689 | $12.0M |
| Tectonic Advisors LLC | 0.63% | Add +8.3% | 726,693 | $12.0M |
| Turtle Creek Wealth Advisors, LLC | 0.93% | Add +2.4% | 719,940 | $11.9M |
| Summit Financial, LLC | 0.17% | Add +2.0% | 710,885 | $11.7M |
| Private Advisor Group, LLC | 0.06% | Reduce -4.0% | 710,181 | $11.7M |
| Bokf, NA | 0.18% | Add +2.3% | 701,794 | $11.6M |
| Deutsche Bank AG | 0.00% | Reduce -5.3% | 696,213 | $11.5M |
| Cresset Asset Management, LLC | 0.05% | Add +1.5% | 695,612 | $11.5M |
| Tema ETFs LLC | 0.82% | Add +354.6% | 643,800 | $10.6M |
| First Trust Advisors LP | 0.01% | Reduce -2.5% | 642,450 | $10.6M |
| Annandale Capital, LLC | 1.71% | Add +0.2% | 638,661 | $10.5M |
| Payden & Rygel | 0.73% | Reduce -14.9% | 638,490 | $10.5M |
| Ameriprise Financial Inc. | 0.00% | Add +27.5% | 615,463 | $10.1M |
| Coronation Fund Managers Ltd. | 0.45% | New | 603,284 | $9.9M |
| Militia Capital Partners, LP | 3.72% | Add +25.8% | 600,000 | $9.9M |
| KCM Capital Inc | 1.99% | — | 600,000 | $9.9M |
| Childress Capital Advisors, LLC | 1.57% | Add +0.1% | 591,340 | $9.8M |
| Nomura Holdings Inc. | 0.03% | New | 587,703 | $9.7M |
| Hennessy Advisors Inc. | 0.34% | No change | 580,930 | $9.6M |
| Wexford Capital LP | 2.44% | No change | 575,015 | $9.5M |
| Ensign Peak Advisors, Inc | 0.02% | No change | 555,230 | $9.2M |
| Blair William & Co. | 0.02% | Reduce -0.8% | 547,665 | $9.0M |
| Brown Advisory Inc. | 0.01% | Reduce -0.3% | 526,056 | $8.7M |
| Oxbow Advisors, LLC | 0.76% | Add +7.3% | 517,821 | $8.5M |
| Advisors Capital Management, LLC | 0.10% | Add +3.1% | 517,285 | $8.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.8% | 523,229 | $8.5M |
| Requisite Capital Management, LLC | 1.60% | Add +1.2% | 511,383 | $8.4M |
| Fogel Capital Management, Inc. | 3.81% | Add +1.6% | 500,996 | $8.3M |
| Focus Partners Wealth | 0.01% | Add +51.9% | 476,492 | $7.9M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -49.8% | 475,693 | $7.8M |
| NFC Investments, LLC | 2.19% | Add +6.6% | 471,236 | $7.8M |
| Advisors Asset Management, Inc. | 0.13% | Add +5.7% | 464,077 | $7.7M |
| Pekin Hardy Strauss, Inc. | 0.70% | Add +0.5% | 459,874 | $7.6M |
| Quantinno Capital Management LP | 0.01% | Add +10.2% | 452,929 | $7.5M |
| Avenir Corp. | 0.81% | Add +0.1% | 451,327 | $7.4M |
| American Financial Group Inc. | 2.76% | No change | 450,896 | $7.4M |
| Concorde Financial Corp | 5.73% | Reduce -1.2% | 401,599 | $7.4M |
| SL Advisors, LLC | 14.96% | Add +2.6% | 442,978 | $7.3M |
| Advisory Services Network, LLC | 0.10% | Add +17.7% | 436,723 | $7.2M |
| Moors & Cabot, Inc. | 0.31% | Add +1.6% | 435,070 | $7.2M |
| Forum Financial Management, LP | 0.09% | Add +322.7% | 430,948 | $7.1M |
| Oak Grove Capital LLC | 1.38% | Add +89.2% | 422,500 | $7.0M |
| D.A. Davidson & Co. | 0.04% | Reduce -1.2% | 405,267 | $6.7M |
| Private Management Group Inc. | 0.19% | No change | 401,653 | $6.6M |
| Ascentis Wealth Management, LLC | 1.67% | Reduce -2.6% | 396,083 | $6.5M |
| Fort Sheridan Advisors LLC | 0.83% | Add +0.2% | 395,499 | $6.5M |
| Northern Trust Corp. | 0.00% | Add +5.7% | 394,173 | $6.5M |
| Capital Investment Advisors, LLC | 0.10% | Add +15.1% | 386,101 | $6.4M |
| Salem Investment Counselors Inc. | 0.18% | Reduce -0.3% | 383,301 | $6.3M |
| Cumberland Partners Ltd | 0.38% | Add +0.9% | 380,005 | $6.3M |
| Cutler Capital Management, LLC | 2.27% | Add +3.3% | 373,291 | $6.2M |
| Gilman Hill Asset Management, LLC | 0.97% | Reduce -0.7% | 371,725 | $6.1M |
| Cibc World Market Inc. | 0.01% | Add +1.3% | 369,336 | $6.1M |
| Lido Advisors, LLC | 0.02% | Add +0.9% | 349,776 | $6.0M |
| Sowell Financial Services LLC | 0.22% | Add +3.9% | 363,039 | $6.0M |
| Horizon Kinetics Asset Management LLC | 0.08% | Reduce -2.7% | 359,648 | $5.9M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +17.9% | 358,929 | $5.9M |
| Pacer Advisors, Inc. | 0.02% | Add +1.0% | 357,542 | $5.9M |
| US Bancorp \de | 0.01% | Reduce -55.2% | 350,126 | $5.8M |
| Virtu Financial LLC | 0.22% | New | 344,370 | $5.7M |
| Goldentree Asset Management LP | 0.30% | Reduce -18.5% | 338,993 | $5.6M |
| Fort Washington Investment Advisors Inc. | 0.03% | Reduce -21.4% | 338,545 | $5.6M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +53.8% | 333,306 | $5.5M |
| Cohen Capital Management, Inc. | 0.83% | Add +1.2% | 333,304 | $5.5M |
| SageGuard Financial Group, LLC | 0.87% | — | 332,732 | $5.5M |
| Hilltop Holdings Inc. | 0.33% | Add +3.6% | 331,379 | $5.5M |
| Westwood Holdings Group Inc. | 0.04% | Reduce -98.1% | 322,164 | $5.3M |
| M&T Bank Corp | 0.02% | Add +10.5% | 321,471 | $5.3M |
| Keebeck Wealth Management | 0.60% | Reduce -0.6% | 317,678 | $5.2M |
| Empire Financial Management Company, LLC | 1.13% | Add +119.9% | 316,698 | $5.2M |
| Ar Asset Management Inc. | 1.07% | Reduce -1.3% | 314,420 | $5.2M |
| Everest Financial Group LLC | 1.15% | — | 310,966 | $5.1M |
| Old North State Wealth Management, LLC | 2.39% | Add +3.7% | 308,024 | $5.1M |
| VestGen Advisors, LLC | 0.21% | Add +1.4% | 305,773 | $5.0M |
| Spirit of America Management Corp. | 1.06% | Reduce -22.3% | 303,200 | $5.0M |
| Bahl & Gaynor LLC | 0.03% | No change | 302,036 | $5.0M |
| Cerity Partners LLC | 0.01% | Reduce -15.5% | 301,759 | $5.0M |
| Independent Advisor Alliance | 0.12% | Reduce -0.4% | 301,601 | $5.0M |
| Nations Financial Group Inc, /Ia/ | 0.26% | Add +1.9% | 300,554 | $5.0M |
| DCF Advisers, LLC | 1.64% | New | 300,500 | $5.0M |
| Bridges Investment Management Inc. | 0.06% | Add +5.7% | 299,182 | $4.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.7% | 299,110 | $4.9M |
| ProShare Advisors LLC | 0.01% | Add +13.3% | 295,084 | $4.9M |
| CoreCap Advisors, LLC | 0.17% | Add +23.1% | 293,240 | $4.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +9.0% | 290,089 | $4.8M |
| Knollwood Investment Advisory, LLC | 0.44% | Add +0.8% | 282,726 | $4.7M |
| Adell Harriman & Carpenter Inc. | 0.28% | Reduce -0.2% | 280,864 | $4.6M |
| Bank of New York Mellon Corp | 0.00% | Add +25.8% | 275,564 | $4.5M |
| ELCO Management Co., LLC | 2.85% | Reduce -46.0% | 274,115 | $4.5M |
| Pin Oak Investment Advisors Inc. | 3.06% | Reduce -6.6% | 238,865 | $4.4M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -8.5% | 263,309 | $4.3M |
| Cambiar Investors LLC | 0.19% | Add +0.2% | 262,523 | $4.3M |
| Lavaca Capital LLC | 0.73% | Add +0.5% | 261,726 | $4.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.5% | 260,273 | $4.3M |
| Baldwin Wealth Partners LLC | 0.27% | Reduce -1.1% | 257,603 | $4.2M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | Add +2.1% | 257,479 | $4.2M |
| International Assets Investment Management, LLC | 0.28% | Add +4.8% | 248,406 | $4.1M |
| Cwm, LLC | 0.01% | Add +24.2% | 242,815 | $4.0M |
| Cannell & Spears LLC | 0.08% | Add +76.6% | 242,097 | $4.0M |
| PFG Investments, LLC | 0.19% | Add +6.2% | 241,634 | $4.0M |
| Castleark Management LLC | 0.12% | No change | 238,240 | $3.9M |
| Capital Analysts, LLC | 0.11% | Add +1.9% | 238,058 | $3.9M |
| Calamos Advisors LLC | 0.02% | No change | 230,990 | $3.8M |
| Brookstone Capital Management | 0.04% | Reduce -3.5% | 229,440 | $3.8M |
| Bluefin Capital Management, LLC | 1.06% | New | 228,036 | $3.8M |
| American Assets Investment Management, LLC | 0.26% | No change | 225,800 | $3.7M |
| Wilson Asset Management (international) PTY Ltd. | 0.94% | New | 221,371 | $3.7M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -0.4% | 220,012 | $3.6M |
| Old West Investment Management, LLC | 0.64% | New | 219,080 | $3.6M |
| Keybank National Association | 0.01% | Reduce -13.0% | 218,676 | $3.6M |
| Chase Investment Counsel Corp. | 1.00% | Reduce -0.5% | 217,934 | $3.6M |
| Confluence Wealth Services, Inc. | 0.15% | Add +0.6% | 216,364 | $3.6M |
| MML Investors Services, LLC | 0.01% | Add +5.5% | 215,969 | $3.6M |
| Mutual Advisors, LLC | 0.08% | Reduce -5.6% | 214,505 | $3.5M |
| Jackson Hole Capital Partners, LLC | 0.60% | Reduce -4.6% | 213,248 | $3.5M |
| PSI Advisors, LLC | 0.88% | Reduce -0.1% | 212,935 | $3.5M |
| Northern Right Capital Management, L.P. | 0.92% | Reduce -8.3% | 212,512 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -2.9% | 226,841 | $3.5M |
| 180 Wealth Advisors, LLC | 0.39% | Add +8.9% | 209,368 | $3.5M |
| Van Eck Associates Corp. | 0.00% | Add +2.8% | 207,109 | $3.4M |
| Sentinel Trust Co. Lba | 0.34% | No change | 207,000 | $3.4M |
| 1900 Wealth Management LLC | 0.22% | Add +0.1% | 206,297 | $3.4M |
| IMC-Chicago, LLC | 0.06% | Add +152.6% | 205,617 | $3.4M |
| Shepherd Kaplan Krochuk, LLC | 2.78% | Reduce -6.0% | 204,491 | $3.4M |
| Sunbelt Securities, Inc. | 0.22% | Reduce -2.5% | 201,676 | $3.3M |
| Crescent Grove Advisors, LLC | 0.31% | Reduce -46.7% | 199,993 | $3.3M |
| HB Wealth Management, LLC | 0.02% | Add +33.6% | 197,516 | $3.3M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -7.9% | 195,499 | $3.2M |
| HUB Investment Partners, LLC | 0.09% | Add +30.3% | 195,384 | $3.2M |
| Basso Capital Management, L.P. | 1.91% | No change | 195,000 | $3.2M |
| One Charles Private Wealth Services, LLC | 0.83% | Reduce -1.5% | 194,994 | $3.2M |
| Ieq Capital, LLC | 0.01% | Reduce -1.1% | 193,854 | $3.2M |
| Global Retirement Partners, LLC | 0.06% | Reduce -4.6% | 192,810 | $3.2M |
| Strong Tower Advisory Services | 0.56% | Add +17.7% | 189,880 | $3.1M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +1.1% | 189,384 | $3.1M |
| Valeo Financial Advisors, LLC | 0.07% | Add +0.6% | 189,045 | $3.1M |
| CFM Wealth Partners LLC | 0.45% | No change | 188,858 | $3.1M |
| Howard Financial Services, LTD. | 0.36% | Add +0.3% | 188,175 | $3.1M |
| Level Four Advisory Services, LLC | 0.10% | Reduce -2.5% | 187,066 | $3.1M |
| Daymark Wealth Partners, LLC | 0.10% | Add +1.6% | 186,474 | $3.1M |
| Pinnacle Holdings, LLC | 1.16% | Add +0.5% | 185,133 | $3.1M |
| Clear Trail Advisors, LLC | 0.71% | — | 184,775 | $3.0M |
| Ashford Capital Management Inc. | 0.34% | Reduce -15.0% | 184,623 | $3.0M |
| Enclave Advisors LLC | 0.43% | Reduce -8.4% | 184,518 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +24.1% | 183,066 | $3.0M |
| Aurora Private Wealth, Inc. | 1.98% | — | 182,938 | $3.0M |
| ArchPoint Investors | 0.71% | Add +1.1% | 181,126 | $3.0M |
| Fayez Sarofim & Co | 0.01% | Reduce -26.5% | 180,024 | $3.0M |
| Benjamin Edwards Inc. | 0.03% | Reduce -3.0% | 179,998 | $3.0M |
| NewEdge Wealth, LLC | 0.03% | No change | 179,014 | $3.0M |
| Terril Brothers, Inc. | 0.75% | Reduce -0.3% | 174,214 | $2.9M |
| Beverly Hills Private Wealth, LLC | 0.49% | No change | 172,696 | $2.8M |
| IHT Wealth Management, LLC | 0.07% | Add +7.1% | 172,243 | $2.8M |
| Icon Wealth Advisors, LLC | 0.19% | Reduce -6.9% | 172,106 | $2.8M |
| Ackerman Capital Advisors, LLC | 0.56% | No change | 169,498 | $2.8M |
| Prospect Financial Services LLC | 1.59% | Reduce -8.3% | 168,219 | $2.8M |
| Visionary Wealth Advisors | 0.13% | Reduce -2.4% | 168,170 | $2.8M |
| Cary Street Partners Financial LLC | 0.07% | Add +3.5% | 167,517 | $2.8M |
| Fortem Financial Group, LLC | 0.73% | Reduce -6.5% | 166,641 | $2.7M |
| Fairholme Capital Management | 0.19% | No change | 166,600 | $2.7M |
| Segall Bryant & Hamill, LLC | 0.04% | No change | 165,499 | $2.7M |
| Redwood Wealth Management Group, LLC | 1.14% | Reduce -4.9% | 165,460 | $2.7M |
| Corps Capital Advisors, LLC | 2.80% | Reduce -0.1% | 163,792 | $2.7M |
| Allworth Financial LP | 0.01% | Add +5.2% | 163,100 | $2.7M |
| Kornitzer Capital Management Inc. | 0.06% | No change | 162,625 | $2.7M |
| North Star Investment Management Corp. | 0.17% | Add +100.1% | 161,523 | $2.7M |
| Royal Palms Capital LLC | 3.15% | — | 161,170 | $2.7M |
| Pingora Partners LLC | 1.62% | Add +2.3% | 160,794 | $2.7M |
| Independent Financial Group, LLC | 0.06% | Add +19.5% | 159,750 | $2.6M |
| Henson-Edgewater Management, LLC | 1.54% | — | 157,780 | $2.6M |
| Cary Street Partners Investment Advisory LLC | 0.70% | No change | 157,220 | $2.6M |
| Wilmington Savings Fund Society, FSB | 0.06% | No change | 156,722 | $2.6M |
| Mizuho Markets Cayman LP | 0.13% | Reduce -60.9% | 156,236 | $2.6M |
| Texas Bank & Trust Co | 0.94% | Add +0.6% | 155,958 | $2.6M |
| Ellsworth Advisors, LLC | 0.51% | Add +17.9% | 147,029 | $2.6M |
| Clarkston Capital Partners, LLC | 0.06% | Add +1.5% | 152,300 | $2.5M |
| MIdWestOne Financial Group, Inc. | 0.28% | Reduce -16.6% | 151,541 | $2.5M |
| Caprock Group, LLC | 0.05% | Add +124.7% | 150,155 | $2.5M |
| Sullivan Wood Capital Management LLC | 3.63% | Add +126.8% | 145,851 | $2.4M |
| Venture Visionary Partners LLC | 0.08% | Add +4.8% | 145,711 | $2.4M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | Reduce -92.2% | 145,180 | $2.4M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -11.8% | 144,474 | $2.4M |
| Wedbush Securities Inc. | 0.07% | Add +2.1% | 143,809 | $2.4M |
| Baugh & Associates, LLC | 1.16% | Reduce -1.1% | 157,863 | $2.4M |
| Kovack Advisors, Inc. | 0.11% | Add +203.3% | 143,017 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -0.9% | 142,944 | $2.4M |
| Millennium Capital Advisors, LLC | 1.37% | Add +9.3% | 141,129 | $2.3M |
| EP Wealth Advisors, LLC | 0.01% | — | 139,885 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +7.4% | 138,567 | $2.3M |
| Integrated Advisors Network LLC | 0.10% | Reduce -2.8% | 137,847 | $2.3M |
| Outfitters Financial LLC | 1.79% | No change | 137,762 | $2.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +69.2% | 136,978 | $2.3M |
| Clarus Group, Inc. | 0.80% | Add +0.5% | 135,066 | $2.2M |
| Sage Investment Counsel LLC | 2.45% | Reduce -0.2% | 134,809 | $2.2M |
| Cullen Capital Management, LLC | 0.02% | Reduce -14.4% | 134,221 | $2.2M |
| Act Capital Management, LLC | 1.77% | — | 133,100 | $2.2M |
| Procyon Advisors, LLC | 0.11% | New | 131,985 | $2.2M |
| Pathway Financial Advisers, LLC | 0.63% | Add +2.2% | 131,707 | $2.2M |
| Rockwood Wealth Management, LLC | 0.16% | Reduce -0.3% | 131,165 | $2.2M |
| Mgo One Seven LLC | 0.04% | Add +1.2% | 130,515 | $2.2M |
| Uptown Financial Advisors LLC | 1.83% | Add +1.2% | 130,151 | $2.1M |
| Harbour Investments, Inc. | 0.04% | Reduce -19.4% | 129,697 | $2.1M |
| Arkadios Wealth Advisors | 0.04% | Add +3.0% | 128,592 | $2.1M |
| Fifth Third Bancorp | 0.01% | Add +2.0% | 127,208 | $2.1M |
| Campbell Capital Management Inc. | 0.70% | Add +70.4% | 126,100 | $2.1M |
| Sigma Planning Corp | 0.06% | Reduce -4.8% | 122,619 | $2.0M |
| Intrua Financial, LLC | 0.22% | Reduce -7.2% | 120,128 | $2.0M |
| SCP Investment, LP | 1.60% | Add +70.7% | 118,800 | $2.0M |
| Intellus Advisors LLC | 0.26% | Add +19.0% | 118,767 | $2.0M |
| XTX Topco Ltd | 0.05% | New | 118,290 | $2.0M |
| Franklin Resources Inc. | 0.00% | Reduce -1.4% | 116,727 | $1.9M |
| Quantum Private Wealth, LLC | 0.56% | Reduce -0.2% | 116,461 | $1.9M |
| World Investment Advisors | 0.03% | Add +17.2% | 114,499 | $1.9M |
| Intellectus Partners, LLC | 0.36% | Add +1.4% | 114,320 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Add +1.5% | 114,248 | $1.9M |
| Huntleigh Advisors, Inc. | 0.32% | Add +1.6% | 113,689 | $1.9M |
| Wellington Shields Capital Management, LLC | 0.27% | Reduce -3.4% | 112,845 | $1.9M |
| Silverlake Wealth Management LLC | 0.42% | Reduce -2.2% | 112,741 | $1.9M |
| Chapin Davis, Inc. | 0.44% | Add +9.2% | 112,667 | $1.9M |
| Everstar Asset Management, LLC | 0.97% | New | 75,464 | $1.8M |
| Clear Harbor Asset Management, LLC | 0.12% | Add +104.4% | 109,627 | $1.8M |
| Jacobi Capital Management LLC | 0.10% | Reduce -2.7% | 109,422 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Add +359.7% | 109,004 | $1.8M |
| GFS Advisors, LLC | 0.21% | Reduce -0.2% | 109,000 | $1.8M |
| Legacy Advisors, LLC | 0.19% | Add +7.0% | 108,912 | $1.8M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 108,649 | $1.8M |
| SCS Capital Management LLC | 0.02% | Add +6.2% | 107,285 | $1.8M |
| Wesbanco Bank Inc. | 0.05% | Reduce -3.4% | 106,917 | $1.8M |
| True North Advisors, LLC | 0.23% | Add +8.8% | 106,640 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.06% | Reduce -2.4% | 105,758 | $1.7M |
| Cornerstone Advisory, LLC | 0.16% | Reduce -18.0% | 103,859 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +2.4% | 103,390 | $1.7M |
| Fidelis Capital Partners, LLC | 0.12% | Reduce -2.6% | 102,317 | $1.7M |
| Steel Grove Capital Advisors, LLC | 0.18% | Add +0.1% | 102,308 | $1.7M |
| Fortitude Family Office, LLC | 0.39% | Add +921.3% | 101,980 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | Add +28.1% | 101,154 | $1.7M |
| Ariston Services Group | 0.97% | No change | 100,683 | $1.7M |
| Mitchell McLeod Pugh & Williams Inc. | 0.24% | Add +79.6% | 92,354 | $1.7M |
| Sei Investments Co. | 0.00% | Reduce -23.7% | 100,307 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -0.5% | 99,316 | $1.6M |
| Mountain Lake Investment Management LLC | 1.24% | Reduce -9.6% | 99,285 | $1.6M |
| Kirr Marbach & Co. LLC | 0.31% | Reduce -3.4% | 99,078 | $1.6M |
| Quadrant Capital Group LLC | 0.05% | Add +3.5% | 98,262 | $1.6M |
| Curi Capital, LLC | 0.03% | Add +15.2% | 97,858 | $1.6M |
| Haverford Trust Co | 0.01% | Add +1.0% | 97,628 | $1.6M |
| FourThought Financial Partners, LLC | 0.14% | Add +14.8% | 97,600 | $1.6M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -18.5% | 96,650 | $1.6M |
| Private Wealth Partners, LLC | 0.11% | Add +26.1% | 96,500 | $1.6M |
| Diversify Advisory Services, LLC | 0.05% | Add +1.3% | 90,472 | $1.6M |
| Exencial Wealth Advisors, LLC | 0.05% | Add +3.7% | 95,066 | $1.6M |
| Gilpin Wealth Management, LLC | 1.24% | — | 94,900 | $1.6M |
| Chelsea Counsel Co. | 0.67% | No change | 94,000 | $1.6M |
| Trust Co. of Toledo NA | 0.15% | Reduce -3.8% | 93,757 | $1.5M |
| McGuire Capital Advisors Inc. | 0.97% | — | 92,905 | $1.5M |
| Manske Wealth Management | 0.45% | Add +6.5% | 92,879 | $1.5M |
| Bramshill Investments, LLC | 0.09% | Add +0.7% | 92,547 | $1.5M |
| HWG Holdings LP | 0.37% | Add +195.5% | 92,302 | $1.5M |
| Cascade Investment Group, Inc. | 1.01% | Add +3.5% | 92,184 | $1.5M |
| Elevation Point Wealth Partners, LLC | 0.07% | Reduce -0.5% | 91,832 | $1.5M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +8.2% | 91,832 | $1.5M |
| MSH Capital Advisors LLC | 0.32% | Add +50.7% | 91,634 | $1.5M |
| Avior Wealth Management, LLC | 0.05% | Add +436.6% | 90,160 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -45.2% | 90,075 | $1.5M |
| Rossmore Private Capital | 0.13% | No change | 90,000 | $1.5M |
| Alpha Wealth Funds, LLC | 1.00% | No change | 89,500 | $1.5M |
| Virtue Capital Management, LLC | 0.23% | Add +1030.6% | 89,253 | $1.5M |
| NFSG Corp | 0.23% | Add +35.0% | 88,447 | $1.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -14.6% | 88,000 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Add +90.3% | 87,437 | $1.4M |
| Autumn Glory Partners, LLC | 0.51% | Add +0.1% | 87,390 | $1.4M |
| Kelleher Financial Advisors | 0.33% | Add +8.3% | 86,649 | $1.4M |
| Western Wealth Management, LLC | 0.07% | Add +17.5% | 86,434 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +22.7% | 86,102 | $1.4M |
| McAdam, LLC | 0.06% | Add +7.6% | 85,740 | $1.4M |
| Stablepoint Partners, LLC | 0.22% | Reduce -1.5% | 85,422 | $1.4M |
| Summit Financial Strategies, Inc. | 0.12% | Add +0.6% | 85,238 | $1.4M |
| Aull & Monroe Investment Management Corp | 0.69% | Reduce -1.1% | 82,952 | $1.4M |
| Inspire Advisors, LLC | 0.12% | Reduce -9.1% | 81,718 | $1.3M |
| Northstar Advisory Group, LLC | 0.47% | Add +141.6% | 80,957 | $1.3M |
| Enhancing Capital LLC | 0.95% | No change | 80,640 | $1.3M |
| Linscomb Wealth, Inc. | 0.06% | No change | 80,626 | $1.3M |
| Directional Asset Management | 1.16% | — | 80,500 | $1.3M |
| Matters Capital LLC | 1.08% | — | 80,271 | $1.3M |
| Personal Cfo Solutions, LLC | 0.21% | Add +0.0% | 79,905 | $1.3M |
| Fiduciary Group, LLC | 0.11% | Add +16.6% | 79,287 | $1.3M |
| Addis & Hill, Inc | 0.78% | Add +11.4% | 78,329 | $1.3M |
| F/m Investments LLC | 0.05% | No change | 77,933 | $1.3M |
| Choreo, LLC | 0.02% | Add +3.2% | 77,602 | $1.3M |
| Burford Brothers, Inc. | 0.52% | Reduce -5.0% | 77,086 | $1.3M |
| Inscription Capital, LLC | 0.13% | Reduce -1.0% | 77,048 | $1.3M |
| Resolute Capital, LLC | 0.53% | — | 76,775 | $1.3M |
| Avos Capital Management, LLC | 0.55% | Add +0.8% | 76,695 | $1.3M |
| Glenview Trust Co | 0.02% | Reduce -1.5% | 76,484 | $1.3M |
| Fortress Private Ledger, LLC | 0.41% | Add +1.2% | 76,445 | $1.3M |
| Capital Advisors Inc. | 0.02% | Add +14.2% | 75,980 | $1.3M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -29.9% | 75,525 | $1.2M |
| Albert D Mason Inc. | 0.82% | Add +1.1% | 75,242 | $1.2M |
| IFP Advisors, Inc | 0.03% | Reduce -6.0% | 75,061 | $1.2M |
| Rollins Financial Advisors, LLC | 0.18% | Reduce -54.8% | 75,056 | $1.2M |
| River Road Asset Management, LLC | 0.01% | New | 74,955 | $1.2M |
| Founders Financial Securities LLC | 0.07% | Reduce -1.3% | 74,681 | $1.2M |
| Penbrook Management LLC | 0.85% | Reduce -8.7% | 74,489 | $1.2M |
| Joseph P. Lucia & Associates, LLC | 0.44% | Reduce -9.4% | 73,997 | $1.2M |
| Tidal Investments LLC | 0.01% | Add +245.8% | 73,961 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | Add +11.4% | 73,512 | $1.2M |
| Asio Capital, LLC | 0.17% | No change | 73,500 | $1.2M |
| Stokes Family Office, LLC | 0.11% | Reduce -0.1% | 73,395 | $1.2M |
| Argyle Capital Partners, LLC | 0.88% | Add +24.8% | 73,368 | $1.2M |
| Fidelity D & D Bancorp Inc. | 0.52% | No change | 73,225 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Add +2.8% | 72,144 | $1.2M |
| TCW Group Inc. | 0.01% | No change | 70,993 | $1.2M |
| Kercheville Advisors, LLC | 0.31% | Reduce -47.0% | 64,417 | $1.2M |
| Keystone Financial Group | 0.09% | Reduce -17.6% | 70,514 | $1.2M |
| HFG Advisors, Inc. | 0.83% | No change | 69,452 | $1.1M |
| Cullen Investment Group, LTD. | 0.15% | Add +2.0% | 67,400 | $1.1M |
| Stockman Wealth Management, Inc. | 0.13% | Add +7.6% | 69,266 | $1.1M |
| Griffin Asset Management, Inc. | 0.12% | Add +1.4% | 69,225 | $1.1M |
| Paragon Capital Management Ltd | 0.23% | No change | 68,724 | $1.1M |
| HighPoint Advisor Group LLC | 0.02% | New | 68,661 | $1.1M |
| Platform Technology Partners | 0.24% | Add +0.9% | 68,529 | $1.1M |
| Meridian Wealth Advisors, LLC | 0.16% | No change | 68,428 | $1.1M |
| Summit Securities Group LLC | 0.20% | Reduce -43.5% | 68,100 | $1.1M |
| Lanark Financial, Inc. | 0.08% | Reduce -0.3% | 66,662 | $1.1M |
| StoneX Group Inc. | 0.05% | Reduce -30.0% | 65,510 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.17% | Add +0.7% | 65,513 | $1.1M |
| Hudson Value Partners, LLC | 0.32% | No change | 64,775 | $1.1M |
| Burney Co./ | 0.03% | Reduce -0.9% | 64,499 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -18.3% | 64,481 | $1.1M |
| Monetary Management Group Inc. | 0.24% | No change | 64,000 | $1.1M |
| Naples Global Advisors, LLC | 0.08% | Add +3.8% | 63,649 | $1.0M |
| Anchor Investment Management, LLC | 0.08% | No change | 63,030 | $1.0M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -8.9% | 62,716 | $1.0M |
| Two Sigma Securities, LLC | 0.14% | New | 62,309 | $1.0M |
| Spire Wealth Management | 0.03% | Reduce -2.4% | 62,239 | $1.0M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +9.5% | 62,184 | $1.0M |
| Delos Wealth Advisors, LLC | 0.68% | Add +26.8% | 62,043 | $1.0M |
| Cascade Financial Partners, LLC | 0.10% | Add +28.5% | 61,755 | $1.0M |
| Nilsine Partners, LLC | 0.09% | Add +2.2% | 60,989 | $1.0M |
| Gibraltar Capital Management, Inc. | 0.17% | No change | 60,486 | $997K |
| LMG Wealth Partners, LLC | 0.18% | No change | 60,131 | $992K |
| Avalon Capital Management | 0.24% | No change | 60,000 | $989K |
| Claro Advisors Inc. | 0.13% | Add +1.3% | 59,814 | $986K |
| Obermeyer Wealth Partners | 0.04% | Reduce -1.4% | 58,217 | $960K |
| Guggenheim Capital LLC | 0.01% | Add +6.7% | 58,207 | $960K |
| Rhodes Investment Advisors Inc. | 0.78% | — | 58,147 | $959K |
| Merrion Investment Management Co, LLC | 0.52% | New | 58,000 | $956K |
| PFG Advisors | 0.05% | Reduce -5.8% | 57,900 | $955K |
| Fund Advisors of America Inc | 0.87% | — | 57,486 | $948K |
| Independent Wealth Network Inc. | 0.29% | Reduce -3.4% | 56,873 | $938K |
| Bridgewater Advisors Inc. | 0.06% | Add +0.0% | 52,828 | $932K |
| Olistico Wealth, LLC | 0.45% | Reduce -2.5% | 56,246 | $927K |
| ZEGA Investments, LLC | 0.18% | New | 56,165 | $926K |
| Gateway Wealth Partners, LLC | 0.10% | Add +2.1% | 55,838 | $921K |
| Heritage Wealth Management, Inc. | 0.26% | New | 55,836 | $921K |
| Nomura Asset Management International Inc. | 0.00% | — | 55,552 | $916K |
| Emissary Wealth LLC | 0.76% | — | 55,148 | $909K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -65.8% | 55,137 | $909K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +4.8% | 55,058 | $908K |
| Abundance Wealth Counselors | 0.15% | New | 54,308 | $896K |
| Diversified Enterprises, LLC | 0.05% | New | 53,923 | $889K |
| Lavelle Capital LP | 0.56% | — | 53,911 | $889K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +13.3% | 53,694 | $885K |
| Simon Quick Advisors, LLC | 0.04% | Add +346.0% | 53,680 | $885K |
| Gsa Capital Partners LLP | 0.08% | Add +27.9% | 52,973 | $874K |
| Belpointe Asset Management LLC | 0.03% | Add +2.1% | 52,885 | $872K |
| RFG Advisory, LLC | 0.02% | Reduce -4.3% | 52,751 | $870K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +5.3% | 52,703 | $869K |
| Parallel Advisors, LLC | 0.02% | Reduce -8.4% | 52,486 | $865K |
| Samalin Investment Counsel, LLC | 0.31% | Reduce -4.9% | 52,293 | $862K |
| Tred Avon Family Wealth, LLC | 0.28% | Reduce -0.7% | 51,686 | $852K |
| Meriwether Wealth & Planning, LLC | 0.48% | Add +6.9% | 51,386 | $847K |
| Huntington National Bank | 0.01% | Reduce -2.8% | 51,337 | $847K |
| Corsicana & Co. | 0.47% | Add +0.4% | 51,240 | $845K |
| Arax Advisory Partners | 0.02% | Add +7.0% | 51,198 | $844K |
| Moneco Advisors, LLC | 0.07% | Reduce -0.7% | 51,034 | $842K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -1.0% | 50,901 | $839K |
| Magnolia Capital Advisors LLC | 0.18% | Add +47.3% | 50,597 | $834K |
| Compass Financial Group, INC | 0.12% | Reduce -0.1% | 50,252 | $829K |
| Fortis Capital Management LLC | 0.11% | Add +26.5% | 49,889 | $823K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -12.7% | 49,675 | $819K |
| Regions Financial Corp. | 0.01% | Reduce -7.4% | 49,389 | $814K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +0.2% | 49,182 | $811K |
| Wealth Alliance Advisory Group, LLC | 0.14% | Reduce -3.1% | 49,096 | $810K |
| BLB&B Advisors, LLC | 0.03% | No change | 49,051 | $809K |
| WCG Wealth Advisors LLC | 0.02% | Add +227.3% | 49,009 | $808K |
| Rwa Wealth Partners, LLC | 0.01% | Add +3.2% | 48,937 | $807K |
| Waterfront Wealth Inc. | 0.15% | Add +2.9% | 44,366 | $803K |
| Maia Wealth LLC | 0.14% | Add +201.0% | 43,911 | $802K |
| Morton Capital Management LLC | 0.12% | Add +1.6% | 48,567 | $801K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +4.0% | 48,342 | $797K |
| Advisor OS, LLC | 0.06% | Reduce -3.3% | 48,152 | $794K |
| HBW Advisory Services LLC | 0.09% | Add +20.2% | 47,981 | $791K |
| Thrive Wealth Management, LLC | 0.11% | No change | 47,034 | $776K |
| KCM Investment Advisors LLC | 0.03% | No change | 47,000 | $775K |
| Cadence Bank | 0.05% | Reduce -1.4% | 46,840 | $772K |
| Mattern Wealth Management LLC | 0.15% | Add +5.3% | 46,772 | $771K |
| Ancora Advisors LLC | 0.02% | No change | 46,695 | $770K |
| XML Financial, LLC | 0.06% | Add +12.3% | 46,637 | $769K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +0.2% | 46,616 | $769K |
| Triad Wealth Partners, LLC | 0.07% | Reduce -0.8% | 46,509 | $767K |
| Sunbeam Capital Management, LLC | 0.45% | Add +0.1% | 45,857 | $756K |
| Oak Harvest Investment Services | 0.08% | Add +0.0% | 45,760 | $755K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -29.0% | 45,674 | $753K |
| Larson Financial Group LLC | 0.03% | Reduce -9.6% | 45,672 | $753K |
| Fiduciary Alliance LLC | 0.05% | Add +4.3% | 45,619 | $752K |
| Nicholson Meyer Capital Management, Inc. | 0.56% | Reduce -9.3% | 45,201 | $745K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -47.3% | 45,081 | $743K |
| Perigon Wealth Management, LLC | 0.01% | Add +12.8% | 44,635 | $736K |
| Schulhoff & Co. Inc. | 0.31% | Add +16.4% | 44,625 | $736K |
| Smithbridge Asset Management Inc. | 0.06% | Add +114.8% | 44,470 | $733K |
| Hardy Reed LLC | 0.05% | Add +10.5% | 44,040 | $726K |
| Capital Advisory Group Advisory Services, LLC | 0.21% | Add +1.1% | 43,886 | $724K |
| one8zero8, LLC | 0.16% | Reduce -8.4% | 43,834 | $723K |
| Wellington Shields & Co., LLC | 0.18% | Reduce -15.8% | 43,803 | $722K |
| Chesley Taft & Associates LLC | 0.03% | Reduce -21.2% | 43,786 | $722K |
| Disciplined Investments, LLC | 0.28% | Add +1.7% | 43,735 | $721K |
| Asset Allocation Strategies LLC | 0.13% | Add +4.9% | 43,731 | $721K |
| Lee Financial Co | 0.10% | Reduce -77.5% | 43,614 | $719K |
| NorthCoast Asset Management LLC | 0.02% | Reduce -57.5% | 43,364 | $715K |
| Moody National Bank Trust Division | 0.07% | Add +0.5% | 43,117 | $711K |
| Plan Group Financial, LLC | 0.18% | Reduce -48.1% | 42,954 | $708K |
| Shrier Wealth Management, LLC | 0.28% | — | 42,780 | $705K |
| Wealthstar Advisors, LLC | 0.38% | Add +19.0% | 42,639 | $703K |
| National Philanthropic Trust | 0.01% | No change | 42,324 | $698K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +3.6% | 42,277 | $697K |
| MMBG Investment Advisors Co. | 0.06% | No change | 41,905 | $691K |
| Carrera Capital Advisors | 0.12% | New | 41,803 | $689K |
| TMB Capital Partners, LLC | 0.24% | — | 41,766 | $689K |
| Diversified Trust Co. | 0.01% | New | 41,757 | $689K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -13.6% | 41,657 | $687K |
| Noesis Capital Mangement Corp. | 0.10% | Reduce -2.2% | 41,492 | $684K |
| Archford Capital Strategies, LLC | 0.08% | Add +5.8% | 41,489 | $684K |
| Bouchey Financial Group, Ltd. | 0.05% | No change | 41,402 | $683K |
| Leo Wealth, LLC | 0.05% | New | 41,142 | $678K |
| Mission Wealth Management, LP | 0.01% | Add +1.8% | 41,125 | $678K |
| Lake Street Private Wealth, LLC | 0.08% | Add +0.2% | 41,024 | $676K |
| Parkside Financial Bank & Trust | 0.05% | Add +1.2% | 40,859 | $674K |
| Evanson Asset Management, LLC | 0.04% | Add +0.0% | 40,461 | $667K |
| Arete Wealth Advisors, LLC | 0.05% | Add +4.0% | 40,180 | $663K |
| Matrix Private Capital Group LLC | 0.33% | Add +99.8% | 40,043 | $660K |
| Samjo Management, LLC | 0.25% | Reduce -2.4% | 40,000 | $660K |
| First United Bank & Trust | 0.21% | Add +2.0% | 39,936 | $659K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -0.1% | 39,801 | $656K |
| WealthTrust Axiom LLC | 0.17% | Add +3.1% | 39,784 | $656K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -33.4% | 39,686 | $654K |
| Pointe Capital Management LLC | 0.32% | Reduce -11.8% | 39,008 | $643K |
| Winebrenner Capital Management LLC | 0.43% | Add +0.0% | 38,903 | $642K |
| TCTC Holdings, LLC | 0.02% | No change | 38,848 | $641K |
| Tritonpoint Wealth, LLC | 0.06% | Reduce -5.5% | 38,729 | $639K |
| Canvas Wealth Advisors, LLC | 0.11% | No change | 38,594 | $636K |
| KPP Advisory Services LLC | 0.09% | Add +0.8% | 38,357 | $633K |
| Marco Investment Management LLC | 0.05% | Add +1.7% | 38,335 | $632K |
| Essex Financial Services, Inc. | 0.04% | Reduce -0.1% | 37,985 | $626K |
| IFG Advisory, LLC | 0.03% | Reduce -45.9% | 37,976 | $626K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -1.1% | 37,825 | $624K |
| Victory Capital Management Inc. | 0.00% | Reduce -95.8% | 37,776 | $623K |
| Veracity Capital LLC | 0.18% | Add +2.0% | 37,513 | $619K |
| Nwam LLC | 0.03% | Add +8.7% | 34,772 | $616K |
| Wealthspire Advisors, LLC | 0.00% | Add +17.2% | 37,334 | $616K |
| Hilltop Wealth Advisors, LLC | 0.31% | No change | 37,180 | $613K |
| FAS Wealth Partners, Inc. | 0.04% | Add +7.8% | 37,044 | $611K |
| Mallini Complete Financial Planning LLC | 0.53% | Add +0.3% | 36,442 | $601K |
| FineMark National Bank & Trust | 0.02% | Reduce -1.7% | 36,282 | $598K |
| Beam Wealth Advisors, Inc. | 0.16% | Add +2.6% | 35,878 | $592K |
| Greenline Partners, LLC | 0.07% | Add +31.1% | 35,810 | $591K |
| Chung Wu Investment Group, LLC | 0.48% | Reduce -3.0% | 35,561 | $586K |
| HORAN Wealth, LLC | 0.09% | Add +1.3% | 35,544 | $586K |
| Avion Wealth | 0.12% | Reduce -26.6% | 35,466 | $584K |
| Gould Asset Management LLC | 0.10% | No change | 35,126 | $579K |
| Abner Herrman & Brock LLC | 0.06% | No change | 35,000 | $577K |
| Blueprint Financial Advisors LLC | 0.09% | Reduce -5.7% | 34,958 | $576K |
| Gaddis Premier Wealth Advisors LLC | 0.44% | — | 34,905 | $576K |
| Empirical Asset Management, LLC | 0.16% | Add +0.0% | 46,314 | $573K |
| Invenio Wealth Partners LLC | 0.21% | Add +9.5% | 34,726 | $573K |
| Alessandra Capital Management, LLC | 0.51% | — | 34,700 | $572K |
| Tradition Wealth Management, LLC | 0.04% | Add +14.7% | 34,579 | $570K |
| ARS Wealth Advisors Group, LLC | 0.05% | Reduce -0.0% | 34,159 | $563K |
| Banco BTG Pactual S.A. | 0.10% | No change | 34,000 | $561K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.3% | 33,970 | $560K |
| Prosperity Consulting Group, LLC | 0.03% | Add +2.9% | 33,949 | $560K |
| Integrity Alliance, Llc. | 0.02% | Add +113.0% | 33,691 | $556K |
| National Bank of Canada | 0.00% | Add +3.6% | 33,627 | $554K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +9.4% | 33,221 | $549K |
| Advus Financial Partners, LLC | 0.13% | No change | 33,192 | $547K |
| Welch Group, LLC | 0.02% | Add +6.8% | 33,158 | $547K |
| Covenant Asset Management, LLC | 0.10% | No change | 32,691 | $539K |
| Jeppson Wealth Management, LLC | 0.17% | Add +64.5% | 32,681 | $539K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -2.5% | 32,367 | $534K |
| Southeast Asset Advisors, LLC | 0.05% | Add +2.1% | 32,333 | $533K |
| Sfmg, LLC | 0.04% | Reduce -24.1% | 32,248 | $532K |
| Savant Capital, LLC | 0.00% | Add +15.5% | 32,221 | $531K |
| Novem Group | 0.06% | Add +3.3% | 32,148 | $530K |
| Romano Brothers and Company | 0.06% | No change | 32,002 | $528K |
| Fisher Asset Management | 0.00% | Add +46.0% | 31,989 | $528K |
| Conning Inc. | 0.02% | No change | 31,667 | $522K |
| Quest Investment Management LLC | 0.06% | Reduce -33.9% | 31,547 | $520K |
| Whitener Capital Management, Inc. | 0.12% | Reduce -6.0% | 31,425 | $518K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 31,231 | $515K |
| Camelot Portfolios, LLC | 0.32% | Reduce -0.1% | 31,171 | $514K |
| Magnus Financial Group LLC | 0.04% | Reduce -0.9% | 31,146 | $514K |
| Berkshire Asset Management LLC | 0.02% | Add +0.4% | 31,091 | $513K |
| Miramontes Capital, LLC | 0.17% | — | 31,039 | $512K |
| Second Line Capital, LLC | 0.10% | Reduce -0.3% | 30,874 | $509K |
| Traub Capital Management LLC | 0.49% | No change | 30,700 | $506K |
| SP Asset Management LLC | 0.04% | Add +2.0% | 30,631 | $505K |
| Doliver Advisors, LP | 0.13% | Reduce -1.6% | 30,436 | $502K |
| SmartHarvest Portfolios, LLC | 0.17% | — | 30,333 | $500K |
| Hancock Whitney Corp. | 0.01% | No change | 30,200 | $498K |
| Natixis Advisors, LLC | 0.00% | Reduce -4.6% | 30,166 | $497K |
| King Wealth Management Group | 0.06% | No change | 30,083 | $496K |
| Signaturefd, LLC | 0.01% | Add +3.0% | 30,022 | $495K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Add +21.3% | 30,004 | $495K |
| Aspen Grove Capital, LLC | 0.09% | No change | 30,001 | $495K |
| DMC Group, LLC | 0.33% | No change | 30,000 | $495K |
| LYNX Capital Group Ltd. | 0.23% | Add +50.0% | 30,000 | $495K |
| BigSur Wealth Management LLC | 0.12% | No change | 30,000 | $495K |
| Black Swift Group, LLC | 0.08% | Reduce -61.5% | 30,000 | $495K |
| JBF Capital, Inc. | 0.07% | No change | 30,000 | $495K |
| Blueprint Investment Partners LLC | 0.05% | Reduce -6.6% | 29,958 | $494K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -6.1% | 29,800 | $491K |
| Florida Trust Wealth Management Co | 0.01% | Add +3.9% | 29,788 | $491K |
| Diligent Investors, LLC | 0.12% | Add +12.3% | 29,732 | $490K |
| Almanack Investment Partners, LLC. | 0.08% | Add +0.1% | 29,708 | $490K |
| Whipplewood Advisors, LLC | 0.31% | No change | 29,691 | $490K |
| LongView Wealth Management | 0.12% | Reduce -4.0% | 28,434 | $488K |
| Tocqueville Asset Management L.P. | 0.01% | Add +0.3% | 29,556 | $487K |
| Tiller Private Wealth, Inc. | 0.17% | Reduce -1.4% | 29,210 | $482K |
| BIP Wealth, LLC | 0.02% | Reduce -12.5% | 29,108 | $480K |
| Modus Advisors, LLC | 0.13% | Reduce -29.6% | 29,078 | $479K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.06% | New | 29,016 | $478K |
| Spring Capital Management, LLC | 0.24% | No change | 29,000 | $478K |
| Waterloo Capital, L.P. | 0.03% | Add +0.9% | 28,806 | $475K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.8% | 28,506 | $470K |
| Finer Wealth Management, Inc. | 0.23% | Reduce -83.9% | 28,445 | $469K |
| Retirement Investment Advisors, Inc. | 0.04% | Add +75.7% | 28,213 | $465K |
| Walled Lake Planning & Wealth Management, LLC | 0.15% | Add +0.3% | 28,189 | $465K |
| MV Capital Management, Inc. | 0.04% | Add +2.0% | 28,145 | $464K |
| Fiduciary Financial Group, LLC | 0.07% | Add +2.2% | 28,106 | $463K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -25.3% | 27,980 | $461K |
| Fulton Bank, N.A. | 0.02% | Reduce -4.3% | 27,719 | $457K |
| Seven Springs Wealth Group, LLC | 0.13% | No change | 27,563 | $455K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -4.3% | 27,550 | $454K |
| Financial Partners Group, Inc | 0.05% | Add +1.8% | 24,593 | $454K |
| Severin Investments, LLC | 0.40% | Add +4.4% | 27,439 | $452K |
| Provident Investment Management, Inc. | 0.04% | No change | 27,391 | $452K |
| Conservest Capital Advisors, Inc. | 0.04% | Add +0.1% | 27,204 | $449K |
| TopTier Wealth Management, LLC | 0.30% | — | 27,091 | $447K |
| Flax Pond Capital, LLC | 0.33% | — | 27,000 | $445K |
| HM Payson & Co. | 0.01% | Add +23.4% | 26,863 | $443K |
| Symphony Financial Services, Inc. | 0.23% | Add +0.2% | 26,834 | $442K |
| Principal Securities, Inc. | 0.01% | Reduce -14.4% | 26,772 | $441K |
| Secure Asset Management, LLC | 0.07% | Reduce -14.2% | 26,654 | $440K |
| Hartford Financial Management Inc. | 0.11% | No change | 26,382 | $435K |
| Optima Capital LLC | 0.19% | New | 26,274 | $433K |
| Aviance Capital Partners, LLC | 0.05% | No change | 26,167 | $431K |
| Flynn Zito Capital Management, LLC | 0.15% | Add +1.4% | 25,987 | $429K |
| Focus Financial Network, Inc. | 0.01% | Add +1.8% | 25,966 | $428K |
| Argent Trust Co | 0.01% | Reduce -14.6% | 25,706 | $424K |
| Verus Capital Partners, LLC | 0.03% | New | 25,677 | $423K |
| Sittner & Nelson, LLC | 0.15% | Add +46.6% | 23,600 | $423K |
| Cookson Peirce & Co. Inc. | 0.02% | New | 25,653 | $423K |
| Ballast Rock Private Wealth LLC | 0.26% | — | 25,581 | $422K |
| Granite Group Advisors, LLC | 0.24% | Add +61.5% | 25,539 | $421K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -4.0% | 25,509 | $421K |
| Checchi Capital Advisers, LLC | 0.03% | No change | 25,439 | $419K |
| Whittier Trust Co. | 0.00% | No change | 25,717 | $418K |
| GAMCO Investors | 0.00% | Add +64.0% | 25,100 | $414K |
| AlphaStar Capital Management, LLC | 0.03% | Add +25.3% | 25,030 | $413K |
| Gruss & Co., LLC | 0.91% | New | 25,000 | $412K |
| Ardsley Advisory Partners LP | 0.05% | New | 25,000 | $412K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +6.0% | 24,922 | $411K |
| CapWealth Advisors, LLC | 0.04% | No change | 24,720 | $408K |
| M.E. Allison & Co., Inc. | 0.28% | No change | 24,692 | $407K |
| Lazard Asset Management LLC | 0.00% | Add +24.5% | 24,516 | $404K |
| Foguth Wealth Management, LLC. | 0.06% | — | 24,323 | $404K |
| Summit Financial Wealth Advisors, LLC | 0.06% | Add +1.0% | 24,448 | $403K |
| Fortitude Advisory Group L.L.C. | 0.17% | Add +18.6% | 24,321 | $401K |
| Am Investment Strategies LLC | 0.08% | Reduce -3.0% | 24,322 | $401K |
| Fulcrum Wealth Advisors, LLC | 0.33% | — | 24,134 | $398K |
| Wedmont Private Capital | 0.01% | Add +1.2% | 24,066 | $398K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.4% | 24,082 | $397K |
| Rothschild Investment LLC | 0.02% | Add +3.5% | 24,069 | $397K |
| Prevail Innovative Wealth Advisors, LLC | 0.07% | Reduce -86.1% | 24,066 | $397K |
| Meadowbrook Wealth Management, LLC | 0.45% | No change | 24,000 | $396K |
| Canton Hathaway, LLC | 0.08% | No change | 24,000 | $396K |
| Trifecta Capital Advisors, LLC | 0.06% | Add +155.1% | 23,950 | $395K |
| 1ST Source Bank | 0.02% | Add +3.9% | 23,894 | $394K |
| GatePass Capital, LLC | 0.21% | Reduce -41.1% | 23,860 | $393K |
| C2C Wealth Management, LLC | 0.33% | No change | 23,797 | $392K |
| NorthRock Partners, LLC | 0.01% | Reduce -42.5% | 23,794 | $392K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -3.8% | 22,561 | $391K |
| GM Advisory Group, LLC | 0.02% | Add +18.9% | 23,728 | $391K |
| TCFG Wealth Management, LLC | 0.15% | Reduce -19.2% | 23,694 | $391K |
| Gradient Investments LLC | 0.01% | Add +4.8% | 23,666 | $390K |
| Chancellor Financial Group WB LP | 0.27% | Add +14.6% | 23,597 | $389K |
| Uniting Wealth Partners, LLC | 0.12% | Add +73.7% | 23,593 | $389K |
| Empower Advisory Group, LLC | 0.00% | Add +0.9% | 23,481 | $387K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -25.5% | 23,513 | $387K |
| Citizens Financial Group Inc. | 0.01% | Reduce -49.1% | 23,416 | $386K |
| Saxon Interests, Inc. | 0.14% | Reduce -1.9% | 23,380 | $386K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +7.5% | 23,216 | $383K |
| Brave Asset Management Inc. | 0.09% | No change | 23,178 | $382K |
| CacheTech Inc. | 0.07% | New | 23,046 | $380K |
| Aldebaran Financial Inc. | 0.35% | Add +6.2% | 22,975 | $380K |
| MADDEN SECURITIES Corp | 0.12% | Add +0.1% | 22,986 | $379K |
| Southern Financial Group, LLC | 0.11% | — | 22,978 | $379K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -13.9% | 22,802 | $376K |
| PDS Planning, Inc | 0.03% | Add +0.0% | 22,740 | $375K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -8.2% | 22,546 | $372K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -79.1% | 22,539 | $372K |
| Capital Square, LLC | 0.19% | New | 22,538 | $372K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +19.7% | 22,522 | $371K |
| Papamarkou Wellner Asset Management inc. | 0.22% | Add +2.0% | 22,486 | $371K |
| Shepherd Financial Partners LLC | 0.03% | Add +1.3% | 22,464 | $370K |
| Eastern Bank | 0.01% | No change | 22,440 | $370K |
| Tyche Wealth Partners LLC | 0.06% | Add +5.8% | 22,421 | $370K |
| Red Door Wealth Management, LLC | 0.04% | Add +39.1% | 22,400 | $369K |
| Artesa Financial Group, LLC | 0.38% | — | 22,253 | $367K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 22,239 | $367K |
| Belfer Management LLC | 6.42% | Add +2.4% | 22,211 | $366K |
| Sage Capital Management, LLC | 0.17% | Add +0.1% | 22,061 | $364K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 21,920 | $361K |
| AssuredPartners Investment Advisors, LLC | 0.05% | New | 21,897 | $361K |
| Freestone Capital Holdings, LLC | 0.01% | Add +2.5% | 21,742 | $359K |
| Cadent Capital Advisors, LLC | 0.09% | Add +1.0% | 21,664 | $357K |
| Carnegie Investment Counsel | 0.01% | Reduce -22.1% | 21,575 | $356K |
| Wescott Financial Advisory Group, LLC | 0.03% | New | 21,519 | $355K |
| Affinity Wealth Management LLC | 0.05% | No change | 21,478 | $354K |
| Yarger Wealth Strategies, LLC | 0.15% | Add +2.0% | 21,222 | $350K |
| Agf Management Ltd. | 0.00% | Add +0.7% | 21,127 | $348K |
| White Pine Capital LLC | 0.10% | No change | 21,030 | $347K |
| Bison Wealth, LLC | 0.04% | New | 18,147 | $345K |
| Heritage Trust Co | 0.04% | Reduce -1.0% | 20,832 | $344K |
| Laidlaw Wealth Management LLC | 1.06% | Reduce -34.2% | 20,830 | $343K |
| E&G Advisors, LLC | 0.08% | No change | 20,784 | $343K |
| Main Street Financial Solutions, LLC | 0.03% | Add +33.0% | 20,685 | $341K |
| Mattson Financial Services, LLC | 0.08% | No change | 20,637 | $340K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Reduce -1.9% | 20,620 | $340K |
| Tranquility Partners, LLC | 0.12% | Add +1.8% | 20,581 | $339K |
| Primoris Wealth Advisors, LLC | 0.20% | Reduce -8.9% | 20,500 | $338K |
| Legacy Financial Strategies, LLC | 0.06% | Add +0.0% | 20,394 | $336K |
| JBR Co Financial Management Inc | 0.14% | No change | 20,391 | $336K |
| FLC Capital Advisors | 0.06% | No change | 20,293 | $335K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Reduce 0.0% | 20,280 | $334K |
| Saxony Capital Management, LLC | 0.20% | Add +2.0% | 20,270 | $334K |
| Koshinski Asset Management, Inc. | 0.02% | Add +9.6% | 20,265 | $334K |
| Krilogy Financial LLC | 0.01% | Add +1.3% | 18,399 | $330K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -37.3% | 20,013 | $330K |
| Ethos Financial Group, LLC | 0.02% | Reduce -4.7% | 19,995 | $330K |
| Weil Company, Inc. | 0.08% | Add +0.1% | 19,941 | $329K |
| Total Clarity Wealth Management, Inc. | 0.08% | Add +0.9% | 19,930 | $329K |
| United Advisor Group, LLC | 0.04% | Reduce -16.3% | 19,863 | $328K |
| Michels Family Financial, LLC | 0.24% | Reduce -11.9% | 19,856 | $327K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -18.2% | 19,767 | $326K |
| Navellier & Associates Inc. | 0.04% | Reduce -1.0% | 19,750 | $326K |
| Searle & Co. | 0.08% | Reduce -15.5% | 19,724 | $325K |
| Parkway Wealth Management Group, LLC | 0.04% | — | 19,723 | $325K |
| Bogart Wealth, LLC | 0.01% | Reduce -46.8% | 19,416 | $320K |
| Whalerock Point Partners, LLC | 0.06% | Add +14.8% | 19,400 | $320K |
| Kennedy Investment Group, Inc. | 0.12% | Add +1.3% | 19,367 | $319K |
| Wagner Wealth Management, LLC | 0.07% | Reduce -16.6% | 19,338 | $319K |
| Westover Capital Advisors, LLC | 0.06% | No change | 19,200 | $317K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -8.0% | 17,507 | $314K |
| Mattern Capital Management, LLC | 0.04% | No change | 19,003 | $313K |
| Purkiss Capital Advisors LLC | 0.15% | Add +0.9% | 18,989 | $313K |
| Midwest Trust Co | 0.00% | Reduce -6.0% | 18,922 | $312K |
| Kirtland Hills Capital Management, LLC | 0.11% | Add +1.2% | 18,874 | $311K |
| GDS Wealth Management | 0.02% | No change | 18,867 | $311K |
| Trueblood Wealth Management, LLC | 0.12% | Reduce -48.3% | 18,846 | $311K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +27.3% | 18,811 | $310K |
| Spinnaker Trust | 0.02% | New | 18,800 | $310K |
| Harmony Asset Management LLC | 0.10% | Reduce -0.1% | 18,725 | $309K |
| Fulcrum Asset Management LLP | 0.09% | Add +16.4% | 18,664 | $309K |
| Private Trust Co. NA | 0.03% | Reduce -18.0% | 18,682 | $308K |
| Salvus Wealth Management, LLC | 0.17% | Add +0.1% | 18,657 | $308K |
| Teamwork Financial Advisors, LLC | 0.03% | Reduce -9.2% | 18,623 | $307K |
| SkyOak Wealth, LLC | 0.06% | No change | 18,590 | $307K |
| TD Waterhouse Canada Inc. | 0.00% | Add +18.5% | 18,589 | $306K |
| Axxcess Wealth Management, LLC | 0.01% | Add +7.7% | 18,482 | $305K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -32.7% | 18,448 | $304K |
| Hilton Head Capital Partners, LLC | 0.18% | — | 18,442 | $304K |
| Arista Wealth Management, LLC | 0.04% | Reduce -2.9% | 18,437 | $304K |
| Opus Capital Group, LLC | 0.03% | No change | 18,399 | $303K |
| Grey Fox Wealth Advisors, LLC | 0.06% | New | 18,308 | $302K |
| Argent Advisors, Inc. | 0.08% | Add +10.9% | 18,263 | $301K |
| Vista Investment Partners LLC | 0.08% | No change | 18,147 | $299K |
| Fermata Advisors, LLC | 0.07% | Add +20.1% | 18,065 | $298K |
| Uptick Partners, LLC | 0.06% | Reduce -0.6% | 18,014 | $297K |
| New Republic Capital, LLC | 0.08% | Reduce -87.7% | 18,005 | $297K |
| Verity & Verity, LLC | 0.02% | No change | 17,878 | $295K |
| Symphony Financial, Ltd. Co. | 0.04% | New | 17,810 | $294K |
| Foster Group, Inc. | 0.01% | New | 17,772 | $293K |
| Quadcap Wealth Management, LLC | 0.03% | Add +6.5% | 17,702 | $292K |
| Westbourne Investment Advisors, Inc. | 0.08% | No change | 17,700 | $292K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +17.6% | 17,617 | $291K |
| Strategic Advocates LLC | 0.07% | Add +14.0% | 17,585 | $291K |
| Unifi Asset Management LP | 0.32% | — | 17,617 | $291K |
| Indivisible Partners | 0.03% | — | 17,514 | $289K |
| Evoke Wealth, LLC | 0.01% | Reduce -13.9% | 17,513 | $289K |
| TT Capital Management LLC | 0.23% | New | 17,500 | $289K |
| RiverTree Advisors, LLC | 0.18% | No change | 17,500 | $289K |
| Curated Wealth Partners LLC | 0.03% | Add +5.1% | 17,450 | $288K |
| Register Financial Advisors LLC | 0.11% | Add +0.0% | 17,429 | $287K |
| AlphaCore Capital LLC | 0.01% | Add +19.2% | 17,341 | $286K |
| Wealth Quarterback LLC | 0.10% | New | 17,307 | $285K |
| M Holdings Securities, Inc. | 0.02% | New | 17,304 | $285K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 17,135 | $283K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 17,120 | $282K |
| Savvy Advisors, Inc. | 0.01% | Reduce -10.1% | 17,105 | $282K |
| Tepp RIA, LLC | 0.28% | Reduce -27.8% | 17,099 | $282K |
| Highlander Partners, L.P. | 0.10% | No change | 17,080 | $282K |
| CENTRAL TRUST Co | 0.01% | No change | 17,059 | $281K |
| Newman Dignan & Sheerar, Inc. | 0.06% | Add +11.8% | 17,050 | $281K |
| Leisure Capital Management | 0.09% | Add +0.1% | 17,008 | $280K |
| WP Advisors, LLC | 0.07% | Add +8.7% | 16,995 | $280K |
| Crumly & Associates Inc. | 0.06% | No change | 16,948 | $279K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 16,900 | $279K |
| Ingalls & Snyder LLC | 0.01% | Reduce -11.2% | 16,873 | $278K |
| Douglass Winthrop Advisors, LLC | 0.00% | No change | 16,850 | $278K |
| Probity Advisors, Inc. | 0.04% | Reduce -3.0% | 16,846 | $278K |
| AQR Capital Management | 0.00% | Reduce -3.4% | 16,843 | $278K |
| Csenge Advisory Group | 0.01% | Add +16.1% | 16,829 | $278K |
| Walker Asset Management, LLC | 0.15% | Add +15.5% | 16,805 | $277K |
| Fairvoy Private Wealth, LLC | 0.06% | Reduce -7.0% | 16,800 | $277K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +3.5% | 16,766 | $276K |
| American Money Management, LLC | 0.04% | Add +6.7% | 16,739 | $276K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -72.7% | 16,736 | $276K |
| Kingsman Wealth Management, Inc. | 0.15% | Reduce -32.6% | 16,596 | $274K |
| Bedel Financial Consulting, Inc. | 0.03% | Reduce -11.0% | 16,593 | $274K |
| Mindset Wealth Management, LLC | 0.07% | Add +15.3% | 16,540 | $273K |
| Act Wealth Management, LLC | 0.09% | Reduce -21.0% | 16,500 | $272K |
| Novare Capital Management LLC | 0.02% | New | 16,433 | $271K |
| Taylor & Morgan Wealth Management, LLC | 0.15% | Add +2.0% | 16,413 | $271K |
| Professional Financial Advisors, LLC | 0.06% | No change | 16,401 | $270K |
| Core Wealth Partners LLC | 0.12% | Add +0.6% | 16,388 | $270K |
| Granville Capital, Inc. | 0.14% | — | 16,353 | $270K |
| Blue Trust, Inc. | 0.00% | Reduce -5.3% | 16,323 | $269K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.19% | No change | 15,500 | $269K |
| Buska Wealth Management, LLC | 0.10% | Add +5.5% | 16,269 | $268K |
| Mark Sheptoff Financial Planning, LLC | 0.13% | Add +5.2% | 16,260 | $268K |
| Leigh Baldwin & Co., LLC | 0.18% | Add +6.7% | 16,184 | $267K |
| Disciplined Investors, L.L.C. | 0.17% | Add +0.8% | 16,088 | $265K |
| Wealth Dimensions Group, Ltd. | 0.05% | Add +6.7% | 16,087 | $265K |
| Ulland Investment Advisors, LLC | 0.21% | Add +60.0% | 16,000 | $264K |
| USAdvisors Wealth Management, LLC | 0.09% | Reduce -12.0% | 16,060 | $264K |
| Consilium Wealth Advisory, LLC | 0.10% | No change | 16,000 | $264K |
| Valtrion Capital Management, LLC | 0.26% | Add +5.2% | 15,909 | $262K |
| Thompson David Blair | 0.15% | — | 15,905 | $262K |
| KG Capital Management | 0.07% | Add +12.8% | 15,850 | $261K |
| Certuity, LLC | 0.02% | Reduce -27.5% | 15,834 | $261K |
| Vantage Financial Partners, LLC | 0.05% | Add +16.1% | 15,797 | $260K |
| Sovereign Financial Group, Inc. | 0.05% | Add +12.3% | 15,765 | $260K |
| ORBA Wealth Advisors, L.L.C. | 0.22% | No change | 15,600 | $257K |
| Seelaus Asset Management LLC | 0.21% | No change | 15,580 | $257K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -13.9% | 15,571 | $257K |
| Regent Peak Wealth Advisors LLC | 0.05% | No change | 15,540 | $256K |
| Purus Wealth Management, LLC | 0.08% | Add +31.2% | 15,500 | $256K |
| Stonebridge Financial Group, LLC / MO | 0.22% | — | 15,500 | $256K |
| Vise Technologies, Inc. | 0.01% | New | 15,487 | $255K |
| Sound Income Strategies, LLC | 0.01% | Reduce -2.6% | 14,687 | $255K |
| Symmetry Partners, LLC | 0.02% | No change | 15,432 | $254K |
| UMB Bank, n.a. | 0.00% | Add +202.2% | 15,428 | $254K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +24.8% | 15,422 | $254K |
| Hobbs Group Advisors, LLC | 0.08% | Reduce -7.9% | 15,386 | $254K |
| Dakota Wealth Management | 0.00% | Reduce -6.7% | 15,371 | $253K |
| First National Bank of Omaha | 0.01% | New | 15,316 | $253K |
| SYM FINANCIAL Corp | 0.03% | No change | 15,341 | $253K |
| First PREMIER Bank | 0.06% | No change | 15,288 | $252K |
| Tactive Advisors, LLC | 0.07% | New | 15,266 | $252K |
| Ellis Investment Partners, LLC | 0.04% | Reduce -2.3% | 15,260 | $252K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 15,175 | $250K |
| West Michigan Advisors, LLC | 0.06% | Add +4.3% | 15,157 | $250K |
| Wealth Alliance, LLC | 0.02% | Reduce -1.8% | 15,143 | $250K |
| Castleview Partners, LLC | 0.12% | New | 15,122 | $249K |
| Evolve Private Wealth, LLC | 0.01% | — | 15,100 | $249K |
| Tiaa Trust, National Association | 0.00% | Reduce -8.8% | 15,068 | $248K |
| Calamos Wealth Management LLC | 0.01% | Add +0.4% | 15,062 | $248K |
| Clearstead Advisors, LLC | 0.00% | New | 15,029 | $248K |
| Stillwater Wealth Management Group | 0.17% | Reduce -18.0% | 15,000 | $247K |
| Rossby Financial, LCC | 0.08% | Reduce -16.5% | 15,000 | $247K |
| Apollon Financial, LLC | 0.04% | Add +36.4% | 15,000 | $247K |
| Financial Plan, Inc. | 0.03% | — | 15,000 | $247K |
| Next Level Wealth Planning, LLC | 0.13% | No change | 14,960 | $247K |
| Sapient Capital LLC | 0.00% | No change | 14,864 | $246K |
| American National Bank & Trust | 0.02% | Add +61.9% | 14,881 | $245K |
| CFO4Life Group, LLC | 0.03% | Add +1.4% | 14,847 | $245K |
| Verdence Capital Advisors LLC | 0.01% | No change | 14,758 | $243K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 14,712 | $243K |
| Cornerstone Select Advisors, LLC | 0.17% | Reduce -2.0% | 14,675 | $242K |
| Van Cleef Asset Management,Inc | 0.02% | No change | 14,590 | $241K |
| Prossimo Advisors, LLC | 1.55% | No change | 14,563 | $240K |
| Cura Wealth Advisors, LLC | 0.09% | Add +26.6% | 14,507 | $239K |
| Euro Pacific Asset Management, LLC | 0.03% | No change | 13,210 | $239K |
| Ellenbecker Investment Group | 0.03% | No change | 14,486 | $239K |
| KERR FINANCIAL PLANNING Corp | 0.32% | Add +1.9% | 13,034 | $238K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -3.4% | 14,453 | $238K |
| Redwood Family Wealth LLC | 0.24% | — | 14,433 | $238K |
| Pettinga Financial Advisors LLC | 0.04% | Add +0.7% | 14,390 | $237K |
| Annex Advisory Services, LLC | 0.00% | New | 14,377 | $237K |
| Modern Wealth Management, LLC | 0.00% | Reduce -0.1% | 14,272 | $235K |
| Legacy Wealth Advisors, LLC | 0.15% | — | 14,185 | $234K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -2.7% | 13,630 | $234K |
| Woodward Diversified Capital, LLC | 0.11% | Add +0.6% | 14,156 | $233K |
| J Hagan Capital, Inc. | 0.13% | Reduce -2.1% | 14,105 | $233K |
| Gryphon Financial Partners LLC | 0.02% | New | 14,066 | $232K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Add +6.1% | 13,999 | $231K |
| Oarsman Capital, Inc. | 0.03% | Reduce -2.6% | 13,978 | $230K |
| Viawealth, LLC | 0.13% | Add +2.0% | 13,970 | $230K |
| Centaurus Financial, Inc. | 0.01% | Add +16.2% | 13,928 | $230K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 13,885 | $229K |
| Wealth Effects LLC | 0.07% | No change | 13,814 | $228K |
| LBMC Investment Advisors, LLC | 0.01% | Add +2.1% | 13,776 | $227K |
| PCG Wealth Advisors, LLC | 0.06% | Add +0.4% | 13,733 | $226K |
| Family Manage LLC | 0.03% | No change | 13,664 | $225K |
| Dudley Capital Management, LLC | 0.10% | Add +12.3% | 13,657 | $225K |
| Modera Wealth Management, LLC | 0.00% | No change | 13,639 | $225K |
| Helium Advisors LLC | 0.23% | Add +7.5% | 13,586 | $224K |
| Asset Advisory Group, Inc. | 0.11% | — | 13,558 | $224K |
| Root Financial Partners, LLC | 0.01% | Reduce -1.8% | 13,541 | $223K |
| Founders Financial Alliance, LLC | 0.04% | Add +0.3% | 13,535 | $223K |
| WT Wealth Management | 0.06% | Reduce -66.2% | 13,520 | $223K |
| Advisor Resource Council | 0.08% | New | 12,278 | $223K |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0.14% | No change | 13,490 | $222K |
| Trek Financial, LLC | 0.01% | Add +0.0% | 13,445 | $222K |
| Advisory Alpha, LLC | 0.01% | New | 13,427 | $221K |
| Perennial Investment Advisors, LLC | 0.02% | Add +0.2% | 13,360 | $220K |
| Herold Advisors, Inc. | 0.05% | No change | 13,320 | $220K |
| Nalls Sherbakoff Group, LLC | 0.16% | No change | 13,299 | $219K |
| Atlas Brown,Inc. | 0.07% | New | 13,291 | $219K |
| Formidable Asset Management, LLC | 0.03% | New | 12,757 | $219K |
| Guyasuta Investment Advisors Inc. | 0.01% | Add +0.5% | 13,264 | $219K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 13,263 | $219K |
| Wolff Financial Management LLC | 0.05% | Add +0.2% | 13,216 | $218K |
| Ruggiero Investments, Inc. | 0.20% | — | 13,200 | $218K |
| Successful Portfolios LLC | 0.11% | Add +22.1% | 12,831 | $218K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -9.1% | 13,194 | $218K |
| Mountain Capital Investment Advisors Inc. | 0.03% | Add +4.9% | 12,007 | $216K |
| BWM Planning, LLC | 0.06% | Add +1.9% | 13,092 | $216K |
| Calydon Capital | 0.04% | No change | 13,071 | $216K |
| American Institute for Advanced Investment Management, LLP | 0.14% | Reduce -48.3% | 12,989 | $214K |
| Ruggaard & Associates LLC | 0.08% | No change | 12,987 | $214K |
| Greenwich Wealth Management LLC | 0.01% | Add +0.3% | 12,974 | $214K |
| Talisman Wealth Advisors LLC | 0.17% | Add +0.9% | 12,913 | $214K |
| Sax Wealth Advisors, LLC | 0.01% | New | 12,914 | $213K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -38.3% | 12,893 | $213K |
| Busey Bank | 0.01% | New | 12,816 | $211K |
| Pennington Partners & Co., LLC | 0.08% | No change | 12,600 | $208K |
| Marks Wealth, LLC | 0.07% | Add +4.7% | 12,560 | $207K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.00% | Reduce -2.2% | 12,544 | $207K |
| Strata Wealth Advisors, LLC | 0.06% | No change | 12,529 | $207K |
| Smith, Moore & Co. | 0.02% | Reduce -20.9% | 12,512 | $206K |
| Tompkins Financial Corp. | 0.02% | No change | 12,500 | $206K |
| Jim Saulnier & Associates, LLC | 0.11% | Add +2.0% | 12,468 | $206K |
| Rydar Equities, Inc. | 0.16% | Add +2.0% | 12,425 | $205K |
| IAG Wealth Partners, LLC | 0.02% | Add +14.1% | 12,416 | $205K |
| Cypress Capital Management LLC (WY) | 0.20% | Reduce -10.8% | 12,400 | $204K |
| Centurion Wealth Management LLC | 0.04% | No change | 12,397 | $204K |
| First Trust Capital Management L.P. | 0.01% | Add +2.6% | 12,346 | $204K |
| Potentia Wealth | 0.07% | No change | 12,318 | $203K |
| Alliancebernstein L.P. | 0.00% | Reduce -3.8% | 12,305 | $203K |
| Cullinan Associates Inc. | 0.01% | No change | 12,300 | $203K |
| LRI Investments, LLC | 0.02% | No change | 12,290 | $203K |
| Quadrant Private Wealth Management, LLC | 0.03% | Reduce -6.4% | 12,116 | $200K |
| Investment Research Partners LLC | 0.09% | Reduce -0.5% | 12,112 | $200K |
| Adamsbrown Wealth Consultants LLC | 0.06% | Add +2.0% | 12,030 | $198K |
| State of Wyoming | 0.02% | Reduce -46.1% | 12,022 | $198K |
| Hall Laurie J Trustee | 0.07% | No change | 12,004 | $198K |
| Northcape Wealth Management, LLC | 0.06% | No change | 12,000 | $198K |
| Duncan Williams Asset Management, LLC | 0.05% | Add +1.9% | 10,738 | $197K |
| Hardin Capital Partners, LLC | 0.09% | Add +17.3% | 11,860 | $196K |
| Amplify Investments, LLC | 4.52% | Add +21.4% | 11,339 | $195K |
| Alpine Woods Capital Investors, LLC | 0.05% | No change | 11,850 | $195K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 11,796 | $195K |
| Allium Financial Advisors, LLC | 0.15% | Add +1.5% | 11,777 | $194K |
| Centennial Wealth Advisory LLC | 0.05% | Add +1.6% | 11,624 | $192K |
| Rowlandmiller & Partners.adv | 0.04% | New | 11,600 | $191K |
| TrueWealth Advisors, LLC | 0.05% | Reduce -19.9% | 11,539 | $190K |
| Community Trust & Investment Co. | 0.01% | Reduce -9.1% | 11,521 | $190K |
| Veery Capital, LLC | 0.06% | No change | 11,500 | $190K |
| EagleClaw Capital Managment, LLC | 0.03% | No change | 11,500 | $190K |
| Bridgewealth Advisory Group, LLC | 0.04% | Add +1.9% | 11,408 | $188K |
| First Citizens Bank & Trust Co. | 0.00% | No change | 11,402 | $188K |
| Caliber Wealth Management, LLC / KS | 0.02% | Reduce -7.1% | 11,346 | $187K |
| First Heartland Consultants, Inc. | 0.01% | Add +2.7% | 11,279 | $186K |
| Atlas Private Wealth Advisors | 0.04% | Add +2.0% | 11,086 | $183K |
| IronBridge Private Wealth, LLC | 0.06% | No change | 10,642 | $183K |
| SeaBridge Investment Advisors LLC | 0.03% | No change | 11,061 | $182K |
| Ami Investment Management Inc. | 0.04% | No change | 10,997 | $181K |
| Zacks Investment Management | 0.00% | Add +4.0% | 10,924 | $180K |
| CNB Bank | 0.07% | Add +29.8% | 10,900 | $180K |
| L & S Advisors Inc | 0.02% | No change | 10,814 | $178K |
| Freedom Day Solutions, LLC | 0.05% | Reduce -6.9% | 10,801 | $178K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -13.4% | 10,800 | $178K |
| Capital Advisors Wealth Management, LLC | 0.02% | New | 10,692 | $176K |
| Valley National Advisers Inc. | 0.02% | Add +9.3% | 10,707 | $176K |
| Creative Financial Designs Inc. | 0.01% | No change | 10,670 | $176K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +1.1% | 10,624 | $175K |
| McCarthy Asset Management, Inc. | 0.09% | Add +0.3% | 10,620 | $175K |
| World Equity Group, Inc. | 0.05% | Add +0.3% | 10,580 | $174K |
| Altus Wealth Group LLC | 0.07% | Add +1.0% | 10,510 | $173K |
| Ashton Thomas Securities, LLC | 0.03% | New | 10,500 | $173K |
| Core Wealth Advisors, Inc. | 0.04% | No change | 10,409 | $172K |
| W1M Asset Management Ltd | 0.00% | New | 10,400 | $171K |
| Caldwell Sutter Capital, Inc. | 0.07% | Add +3.9% | 10,396 | $171K |
| Naviter Wealth, LLC | 0.02% | New | 10,396 | $171K |
| Pursuit Wealth Management LLC | 0.15% | — | 10,392 | $171K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -40.1% | 10,362 | $171K |
| Lyell Wealth Management, LP | 0.01% | No change | 10,350 | $171K |
| EPG Wealth Management LLC | 0.05% | Add +1.8% | 10,320 | $170K |
| City Holding Co. | 0.02% | No change | 10,262 | $169K |
| Prosperity Financial Group, Inc. | 0.06% | Reduce -6.0% | 10,250 | $169K |
| Old North State Trust, LLC | 0.10% | Reduce -39.7% | 10,240 | $169K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -49.1% | 10,214 | $168K |
| Aerodigm Wealth, LLC | 0.06% | Reduce -21.2% | 10,203 | $168K |
| Cornell Pochily Investment Advisors, Inc. | 0.05% | Add +0.1% | 10,198 | $168K |
| Barrett & Company, Inc. | 0.06% | Reduce -15.4% | 10,166 | $168K |
| NTV Asset Management LLC | 0.02% | New | 10,095 | $166K |
| ARK & TLK Investments, LLC | 0.05% | No change | 10,083 | $166K |
| Robertson Stephens Wealth Management, LLC | 0.00% | New | 10,039 | $166K |
| DWR Wealth Management, LLC | 0.15% | — | 10,000 | $165K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 10,026 | $165K |
| Vanguard Capital Wealth Advisors | 0.13% | No change | 10,010 | $165K |
| Quantum Financial Planning Services, Inc. | 0.06% | No change | 10,000 | $165K |
| Virtus Investment Advisers, LLC | 0.04% | Reduce -1.0% | 9,975 | $164K |
| PFC Capital Group, Inc. | 0.07% | No change | 10,001 | $164K |
| Operose Advisors LLC | 0.04% | No change | 9,556 | $158K |
| Orion Capital Management LLC | 0.05% | Add +2.0% | 9,309 | $154K |
| Bank of New Hampshire | 0.03% | No change | 9,180 | $151K |
| Fairman Group, LLC | 0.12% | No change | 9,150 | $151K |
| Arlington Trust Co LLC | 0.01% | Reduce -5.3% | 8,935 | $147K |
| Toth Financial Advisory Corp. | 0.02% | No change | 8,785 | $145K |
| American Capital Advisory, LLC | 0.06% | Add +2.4% | 8,695 | $143K |
| Financial Gravity Asset Management, Inc. | 0.03% | No change | 8,400 | $139K |
| CX Institutional | 0.00% | Add +196.5% | 8,245 | $136K |
| Planning Project LLC | 0.03% | — | 8,245 | $136K |
| Acumen Wealth Advisors, LLC | 0.04% | — | 8,140 | $134K |
| Concord Wealth Partners | 0.02% | Add +2.0% | 8,124 | $134K |
| Kings Path Partners LLC | 0.05% | No change | 8,000 | $132K |
| Nemes Rush Group LLC | 0.01% | No change | 7,729 | $127K |
| Adkins Seale Capital Management LLC | 0.12% | — | 7,467 | $123K |
| Motco | 0.01% | Reduce -25.4% | 7,325 | $121K |
| Ameriflex Group, Inc. | 0.06% | Add +77.0% | 7,078 | $117K |
| Security National Bank | 0.02% | Add +1649.0% | 6,996 | $115K |
| SJS Investment Consulting Inc. | 0.01% | No change | 6,983 | $115K |
| Aventura Private Wealth, LLC | 0.04% | Add +4.0% | 6,964 | $115K |
| Adirondack Trust Co. | 0.04% | Reduce -7.8% | 6,948 | $115K |
| Glen Eagle Advisors, LLC | 0.01% | Add +180.6% | 6,681 | $110K |
| SageView Advisory Group, LLC | 0.00% | New | 6,548 | $108K |
| MCF Advisors LLC | 0.01% | Reduce -33.7% | 6,440 | $106K |
| Proffitt & Goodson Inc. | 0.01% | Add +3.9% | 6,257 | $103K |
| Vision Retirement, LLC | 0.03% | — | 6,159 | $102K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -65.5% | 75,470 | $100K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 5,928 | $98K |
| Solstein Capital, LLC | 0.04% | Reduce -71.7% | 5,927 | $98K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +375.7% | 5,808 | $96K |
| Founders Capital Management | 0.05% | Add +10.1% | 5,805 | $96K |
| Strategic Investment Solutions, Inc. | 0.02% | Reduce -18.8% | 5,756 | $95K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 5,672 | $94K |
| BankPlus Trust Department | 0.02% | No change | 5,671 | $94K |
| Hilltop National Bank | 0.02% | No change | 5,584 | $92K |
| Hara Capital LLC | 0.05% | No change | 5,495 | $91K |
| CVA Family Office, LLC | 0.01% | Reduce -94.6% | 5,435 | $90K |
| Hollencrest Capital Management | 0.00% | Add +1.5% | 5,432 | $90K |
| Russell Investments Group, Ltd. | 0.00% | Add +27.1% | 5,333 | $88K |
| Garton & Associates Financial Advisors LLC | 0.05% | — | 5,270 | $87K |
| Anfield Capital Management, LLC | 0.03% | Reduce -56.1% | 5,162 | $85K |
| Heritage Wealth Advisors | 0.00% | No change | 5,100 | $84K |
| Assetmark, Inc. | 0.00% | Reduce -45.6% | 5,054 | $83K |
| Zazove Associates LLC | 0.15% | No change | 5,000 | $82K |
| Mechanics Financial Corp | 0.03% | No change | 5,000 | $82K |
| Citizens National Bank Trust Department | 0.01% | No change | 5,000 | $82K |
| Atwood & Palmer Inc. | 0.00% | No change | 4,822 | $80K |
| Estabrook Capital Management | 0.01% | No change | 4,451 | $73K |
| Frankly Finances, LLC | 0.07% | — | 4,250 | $70K |
| McIlrath & Eck, LLC | 0.01% | Add +5.2% | 4,223 | $70K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 4,170 | $69K |
| Lummis Asset Management, LP | 0.04% | No change | 4,070 | $67K |
| Godsey & Gibb, Inc. | 0.01% | Add +102.7% | 4,053 | $67K |
| WFA of San Diego, LLC | 0.05% | No change | 4,000 | $66K |
| MidFirst Bank | 0.01% | — | 4,000 | $66K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +1.0% | 3,971 | $65K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +2.0% | 3,922 | $65K |
| Wolff Wiese Magana LLC | 0.04% | No change | 3,935 | $65K |
| First Horizon Corp. | 0.00% | Reduce -6.1% | 3,867 | $64K |
| Colonial Trust Advisors | 0.00% | No change | 3,840 | $63K |
| Quent Capital, LLC | 0.00% | Reduce -19.1% | 3,798 | $63K |
| SouthState Bank Corp | 0.00% | No change | 3,721 | $61K |
| Essential Partners LLC | 0.02% | Add +634.9% | 3,711 | $61K |
| St Germain D J Co. Inc. | 0.00% | No change | 3,614 | $60K |
| Kelly Lawrence W & Associates Inc. | 0.01% | No change | 3,600 | $59K |
| Merited Wealth, LLC | 0.05% | — | 3,550 | $59K |
| Dunhill Financial, LLC | 0.02% | No change | 3,454 | $57K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -36.3% | 3,428 | $57K |
| American Wealth Advisors, LLC | 0.06% | Add +2.0% | 3,419 | $56K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.04% | — | 3,418 | $56K |
| Manchester Capital Management LLC | 0.01% | No change | 3,328 | $55K |
| GPS Wealth Strategies Group, LLC | 0.05% | Reduce -88.9% | 3,275 | $54K |
| Kozak & Associates, Inc. | 0.01% | Reduce -39.1% | 3,125 | $53K |
| Community Bank, N.A. | 0.01% | No change | 3,200 | $53K |
| Scarborough Advisors, LLC | 0.01% | Add +0.8% | 3,160 | $52K |
| Quaker Wealth Management, LLC | 0.02% | Add +1.4% | 3,159 | $52K |
| Smithfield Trust Co | 0.00% | Reduce -76.9% | 3,167 | $52K |
| Tsfg, LLC | 0.01% | Add +1.2% | 3,107 | $51K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -34.2% | 3,075 | $51K |
| Albion Financial Group | 0.00% | Add +2.0% | 3,068 | $51K |
| 1015 Capital Partners, LLC | 0.05% | — | 3,000 | $49K |
| Global Wealth Strategies & Associates | 0.01% | Add +196.4% | 2,964 | $49K |
| United Community Bank | 0.02% | No change | 2,888 | $48K |
| Tucker Asset Management LLC | 0.01% | New | 2,851 | $47K |
| South Plains Financial, Inc. | 0.03% | No change | 2,778 | $46K |
| Quattro Advisors LLC | 0.04% | — | 2,761 | $46K |
| Caitlin John, LLC | 0.03% | Reduce -27.4% | 2,750 | $45K |
| N.E.W. Advisory Services LLC | 0.00% | Add +1.1% | 2,691 | $44K |
| Core Alternative Capital | 0.01% | No change | 2,657 | $44K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -9.7% | 2,636 | $43K |
| Caldwell Trust Co | 0.00% | Reduce -13.1% | 2,627 | $43K |
| Key Financial Inc | 0.01% | Add +1.9% | 2,616 | $43K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 2,600 | $43K |
| Tidemark, LLC | 0.01% | Add +5.2% | 2,506 | $41K |
| Wealth Preservation Advisors, LLC | 0.02% | Add +5.3% | 2,486 | $41K |
| MRP Capital Investments, LLC | 0.03% | Reduce -94.9% | 2,456 | $40K |
| Financial Freedom, LLC | 0.02% | No change | 2,416 | $40K |
| Cornerstone National Bank & Trust Co | 0.02% | No change | 2,406 | $40K |
| Alerus Financial NA | 0.00% | No change | 2,400 | $40K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +69.5% | 2,351 | $39K |
| SRH Advisors, LLC | 0.01% | No change | 2,325 | $38K |
| Navalign, LLC | 0.01% | New | 2,273 | $37K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 2,270 | $37K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,211 | $36K |
| High Note Wealth, LLC | 0.01% | No change | 2,200 | $36K |
| Bullseye Investment Management, LLC | 0.02% | New | 2,189 | $36K |
| Wellington-Altus USA Inc. | 0.03% | — | 2,100 | $35K |
| Trust Co | 0.00% | No change | 2,000 | $33K |
| NBT Bank, N.A. | 0.00% | No change | 2,000 | $33K |
| Chilton Capital Management LLC | 0.00% | No change | 2,000 | $33K |
| Pacific Center for Financial Services | 0.01% | No change | 1,920 | $33K |
| Cape Investment Advisory, Inc. | 0.01% | New | 1,927 | $32K |
| Vision Financial Markets LLC | 0.03% | Add +2.0% | 1,901 | $31K |
| Delta Asset Management LLC | 0.00% | Add +35.7% | 1,900 | $31K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -52.3% | 1,850 | $31K |
| Evermay Wealth Management LLC | 0.00% | No change | 1,844 | $30K |
| AdvisorNet Financial, Inc | 0.00% | Add +61.1% | 1,648 | $27K |
| Clarity Asset Management, Inc. | 0.01% | Add +2.0% | 1,603 | $26K |
| Gables Capital Management Inc. | 0.01% | Add +60.0% | 1,600 | $26K |
| Basepoint Wealth LLC | 0.01% | New | 1,500 | $25K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 1,500 | $25K |
| Sawyer & Company, Inc | 0.01% | No change | 1,500 | $25K |
| Curio Wealth, LLC | 0.01% | New | 1,494 | $24K |
| Financial Connections Group, Inc. | 0.01% | Add +1.9% | 1,475 | $24K |
| ESL Trust Services, LLC | 0.00% | No change | 1,391 | $23K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 1,385 | $23K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 1,332 | $22K |
| Mountain Hill Investment Partners Corp. | 0.02% | Add +0.1% | 1,313 | $22K |
| Stone House Investment Management, LLC | 0.00% | Reduce -39.3% | 1,256 | $21K |
| 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 | $20K |
| Advocate Investing Services LLC | 0.02% | — | 1,218 | $20K |
| Financial Management Professionals, Inc. | 0.00% | Add +0.9% | 1,210 | $20K |
| Peoples Financial Services Corp. | 0.01% | Reduce -33.3% | 1,195 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 1,192 | $20K |
| PMV Capital Advisers, LLC | 0.03% | New | 1,159 | $19K |
| Blueline Advisors LLC | 0.02% | — | 1,158 | $19K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,125 | $19K |
| Prosperity Bancshares Inc | 0.02% | — | 1,104 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -88.7% | 1,060 | $17K |
| Turning Point Benefit Group, Inc. | 0.01% | Add +1.9% | 1,038 | $17K |
| Islay Capital Management, LLC | 0.01% | No change | 1,024 | $17K |
| TD Capital Management LLC | 0.00% | No change | 1,018 | $17K |
| North Ridge Wealth Advisors, Inc. | 0.01% | No change | 1,000 | $16K |
| City State Bank | 0.00% | No change | 1,000 | $16K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 1,000 | $16K |
| GAMMA Investing LLC | 0.00% | No change | 1,000 | $16K |
| Country Trust Bank | 0.00% | No change | 1,000 | $16K |
| Nvest Wealth Strategies, Inc. | 0.01% | — | 900 | $15K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +0.3% | 882 | $15K |
| Smartleaf Asset Management LLC | 0.00% | No change | 849 | $14K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 842 | $14K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Add +1.3% | 843 | $14K |
| SHP Wealth Management | 0.00% | — | 841 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 828 | $14K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -70.1% | 810 | $13K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 800 | $13K |
| Archer Investment Corp | 0.00% | Add +17.6% | 800 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 768 | $13K |
| Crewe Advisors LLC | 0.00% | Reduce -2.6% | 753 | $12K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 666 | $11K |
| SWAN Capital LLC | 0.00% | Reduce -5.3% | 638 | $11K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +2.1% | 630 | $10K |
| Transce3nd, LLC | 0.08% | Reduce -5.0% | 575 | $10K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 600 | $10K |
| New England Capital Financial Advisors LLC | 0.00% | Add +1.9% | 592 | $10K |
| Compass Financial Services Inc | 0.00% | Add +1.9% | 588 | $10K |
| CrossGen Wealth, LLC | 0.01% | — | 500 | $8K |
| Signature Equity Partners, LLC | 0.00% | — | 500 | $8K |
| PFS Partners, LLC | 0.00% | No change | 500 | $8K |
| Centerpoint Advisors, LLC | 0.00% | No change | 434 | $7K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 400 | $7K |
| Evolution Wealth Management Inc. | 0.01% | No change | 384 | $6K |
| Lodestone Wealth Management LLC | 0.00% | New | 382 | $6K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 336 | $6K |
| Versant Capital Management, Inc | 0.00% | Add +1.8% | 336 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -0.3% | 330 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 324 | $5K |
| Bessemer Group Inc. | 0.00% | No change | 278 | $5K |
| Millstone Evans Group, LLC | 0.00% | No change | 300 | $5K |
| Costello Asset Management, INC | 0.00% | No change | 294 | $5K |
| Chesapeake Asset Management LLC | 0.00% | Add +2.0% | 253 | $4K |
| Motiv8 Investments LLC | 0.00% | New | 258 | $4K |
| Covestor Ltd | 0.00% | Reduce -0.4% | 265 | $4K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 204 | $3K |
| MH & Associates Securities Management Corp. | 0.00% | — | 203 | $3K |
| Independence Bank of Kentucky | 0.00% | No change | 200 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -52.1% | 200 | $3K |
| CKW Financial Group | 0.00% | No change | 200 | $3K |
| Penserra Capital Management LLC | 0.00% | Reduce -2.8% | 210 | $3K |
| Financial Consulate, Inc. | 0.00% | No change | 180 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -6.9% | 163 | $3K |
| Sunrise Financial Services, LLC | 0.00% | — | 128 | $2K |
| Kingdom Financial Group LLC. | 0.00% | New | 119 | $2K |
| Truvestments Capital LLC | 0.00% | Add +1.8% | 116 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -72.1% | 116 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 75 | $1K |
| Bangor Savings Bank | 0.00% | New | 70 | $1K |
| Triumph Capital Management | 0.00% | New | 64 | $1K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 60 | $989 |
| Abound Wealth Management | 0.00% | No change | 59 | $973 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 21 | $346 |
| Center for Financial Planning, Inc. | 0.00% | New | 5 | $83 |
| Msrh, LLC | 0.00% | — | 2 | $33 |
"% of holder's portfolio" is ET's weight in each manager's 13F, not the share of Energy Transfer LP the manager owns.