Energy Transfer LPET
13F holders, Q2 2026 (June 30)1,303holders +1
75new positions
73sold out
7famous investors
$19.12avg. 13F price*
At the end of Q2 2026, 1,303 institutions reported holding Energy Transfer LP (ET) in their 13F filings, up 1 from Q1 2026. 75 opened new positions and 73 sold out. The largest holders were Alps Advisors Inc. ($1.7B), Morgan Stanley ($1.6B) and JPMorgan Chase & Co. ($1.5B). 7 famous investors held it, including Leon Cooperman (7.2% of Omega Advisors (Leon Cooperman)'s portfolio), David Tepper (0.4% of Appaloosa's portfolio) and Glenn Greenberg (0.0% of Brave Warrior Advisors's portfolio).
- Company
- Energy Transfer LP
- CUSIP
- 29273V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $40.0M |
| Exits | 73 | $77.7M |
All 13F filers, Q1 2026 → Q2 2026: 50,498,125 shares bought and 26,911,034 shares sold, net +23,587,091 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,303 holders
| Alps Advisors Inc. | 7.79% | Add +1.1% | 86,904,208 | $1.7B |
| Morgan Stanley | 0.09% | Reduce -1.9% | 85,614,431 | $1.6B |
| JPMorgan Chase & Co. | 0.09% | Add +12.3% | 81,080,493 | $1.5B |
| Goldman Sachs Group Inc. | 0.13% | Add +4.0% | 62,819,419 | $1.2B |
| Invesco Ltd. | 0.08% | Reduce -2.1% | 54,927,735 | $1.1B |
| Tortoise Capital Advisors, L.L.C. | 7.39% | Reduce -3.7% | 37,997,055 | $726.5M |
| Blackstone Inc. | 2.26% | Add +15.0% | 35,782,842 | $684.2M |
| UBS Group AG | 0.09% | Reduce -1.4% | 30,548,239 | $584.1M |
| Bank of America Corp. | 0.03% | Reduce -9.1% | 28,139,938 | $538.0M |
| Energy Income Partners, LLC | 7.71% | Add +1.8% | 25,654,536 | $490.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.56% | Add +2.2% | 24,415,955 | $466.8M |
| Kayne Anderson Capital Advisors LP | 9.06% | Reduce -1.7% | 24,166,229 | $462.1M |
| FMR LLC | 0.02% | Reduce -7.5% | 21,972,865 | $420.1M |
| Natixis | 1.94% | Add +0.1% | 21,401,124 | $409.2M |
| Westwood Holdings Group Inc. | 2.44% | Reduce -0.9% | 16,825,892 | $321.7M |
| Neuberger Berman Group LLC | 0.21% | Add +5.4% | 16,691,083 | $319.1M |
| Chickasaw Capital Management LLC | 10.56% | Reduce -0.9% | 15,361,046 | $293.7M |
| CIBC Bancorp USA Inc. | 0.32% | Add +0.2% | 13,526,220 | $258.6M |
| Omega Advisors (Leon Cooperman) | 7.18% | No change | 13,320,100 | $254.7M |
| Clearbridge Investments, LLC | 0.21% | Add +1.5% | 13,308,051 | $254.4M |
| Wells Fargo & Company | 0.04% | Add +3.0% | 12,910,870 | $246.9M |
| BNP Paribas Financial Markets | 0.10% | Reduce -6.2% | 10,348,108 | $197.9M |
| Brookfield Corp | 0.21% | Add +32.3% | 8,528,558 | $163.1M |
| Raymond James Financial Inc. | 0.04% | Add +7.9% | 8,458,495 | $161.7M |
| Berkley W R Corp. | 7.75% | No change | 8,250,000 | $157.7M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 6.78% | Reduce -0.9% | 7,923,600 | $151.5M |
| LPL Financial LLC | 0.03% | Add +5.2% | 7,510,573 | $143.6M |
| Barclays PLC | 0.04% | Reduce -27.6% | 7,152,174 | $136.7M |
| Mizuho Markets Americas LLC | 2.30% | Add +109.5% | 6,703,300 | $128.2M |
| Stifel Financial Corp. | 0.10% | Reduce -1.8% | 6,570,729 | $125.6M |
| Eagle Global Advisors LLC | 4.04% | Reduce -1.3% | 6,377,126 | $121.9M |
| Patient Capital Management, LLC | 3.86% | Reduce -0.1% | 6,080,678 | $116.3M |
| Recurrent Investment Advisors LLC | 7.04% | Add +6.7% | 5,935,394 | $113.5M |
| Citigroup Inc. | 0.05% | Add +6.3% | 5,728,052 | $109.5M |
| Garrett Wealth Advisory Group, LLC | 16.11% | Add +0.0% | 5,479,943 | $104.8M |
| Fractal Investments LLC | 12.07% | Add +13.5% | 5,471,353 | $104.6M |
| Stephens Group, LLC | 50.46% | No change | 5,444,597 | $104.1M |
| Miller Howard Investments Inc. | 2.70% | Add +1.9% | 5,314,984 | $101.6M |
| Commerce Bank | 0.42% | Reduce -0.1% | 5,025,345 | $96.1M |
| Rockefeller Capital Management L.P. | 0.14% | Reduce -4.2% | 4,922,389 | $94.1M |
| Duff & Phelps Investment Management Co. | 0.79% | Add +0.3% | 4,359,713 | $83.4M |
| Cohen & Steers, Inc. | 0.13% | Add +21.1% | 4,298,185 | $82.2M |
| Infrastructure Capital Advisors, LLC | 10.86% | Reduce -1.9% | 4,163,933 | $79.6M |
| HRT Financial LP | 0.14% | Reduce -4.6% | 4,148,030 | $79.3M |
| Royal Bank of Canada | 0.01% | Add +1.1% | 4,028,190 | $77.0M |
| BlackRock, Inc. | 0.00% | Add +0.4% | 4,017,925 | $76.8M |
| Chicago Partners Investment Group LLC | 1.40% | Reduce -0.2% | 3,426,520 | $70.0M |
| Americana Partners, LLC | 1.53% | Add +9.9% | 3,553,524 | $67.9M |
| Long Focus Capital Management, LLC | 2.64% | No change | 3,342,400 | $63.9M |
| Maryland State Retirement & Pension System | 0.98% | Add +5.3% | 2,999,375 | $57.3M |
| Employees Retirement System of Texas | 0.53% | Reduce -11.4% | 2,966,911 | $56.7M |
| Allianz Asset Management GmbH | 0.05% | Add +11.5% | 2,957,838 | $56.6M |
| Osaic Holdings, Inc. | 0.07% | Add +3.7% | 2,951,302 | $56.4M |
| HighTower Advisors, LLC | 0.05% | Reduce -2.3% | 2,753,786 | $52.7M |
| Progeny 3, Inc. | 2.71% | No change | 2,743,907 | $52.5M |
| Susquehanna International Group, LLP | 0.04% | Add +71.1% | 2,432,085 | $46.5M |
| Philosophy Capital Management LLC | 4.45% | Add +6.7% | 2,420,488 | $46.3M |
| MAI Capital Management | 0.16% | Add +183.5% | 2,201,342 | $42.1M |
| Longfellow Investment Management Co. LLC | 8.56% | No change | 2,188,737 | $41.8M |
| Nuveen, LLC | 0.01% | Add +16.8% | 2,186,459 | $41.8M |
| Victory Capital Management Inc. | 0.02% | Add +0.0% | 2,159,697 | $41.3M |
| Pinnacle Wealth Planning Services, Inc. | 3.91% | Reduce -30.2% | 2,146,965 | $41.0M |
| Beacon Pointe Advisors, LLC | 0.18% | Add +7.4% | 2,065,797 | $39.5M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -3.5% | 2,056,699 | $39.3M |
| Walnut Private Equity Partners, LLC | 21.17% | Add +0.1% | 2,048,500 | $39.2M |
| Cetera Investment Advisers | 0.04% | Reduce -5.0% | 2,011,589 | $38.5M |
| Northside Capital Management, LLC | 3.15% | Reduce 0.0% | 2,009,253 | $38.4M |
| Zurich Insurance Group Ltd | 0.26% | No change | 1,990,834 | $38.1M |
| SCS Capital Management LLC | 0.35% | Add +1859.8% | 1,942,908 | $37.1M |
| Catalyst Capital Advisors LLC | 0.62% | No change | 1,939,020 | $37.1M |
| Callodine Capital Management, LP | 2.36% | No change | 1,875,000 | $35.9M |
| Sanctuary Advisors, LLC | 0.17% | Reduce -0.7% | 1,874,897 | $35.8M |
| Corient Private Wealth LP | 0.05% | Add +5.1% | 1,821,330 | $34.8M |
| Exchange Traded Concepts, LLC | 0.17% | Reduce -5.0% | 1,808,467 | $34.6M |
| Jennison Associates LLC | 0.02% | Add +13.8% | 1,802,685 | $34.5M |
| Mariner, LLC | 0.04% | Reduce -8.9% | 1,798,437 | $34.4M |
| Arax Advisory Partners | 0.22% | Add +3298.0% | 1,743,645 | $33.3M |
| Empowered Funds, LLC | 0.17% | Reduce -15.8% | 1,669,064 | $31.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -5.0% | 1,664,471 | $31.8M |
| Tidal Investments LLC | 0.07% | Add +56.7% | 1,611,509 | $30.8M |
| Indivisible Partners | 1.74% | Add +6172.1% | 1,610,667 | $30.8M |
| Blackhill Capital Inc. | 1.27% | Add +33.3% | 1,600,000 | $30.6M |
| NEOS Investment Management LLC | 0.11% | Add +47.9% | 1,584,634 | $30.3M |
| Appaloosa | 0.40% | No change | 1,576,125 | $30.1M |
| Private Capital Advisors, Inc. | 2.53% | Add +1.7% | 1,510,980 | $28.9M |
| Stephens Inc. | 0.32% | Add +7.2% | 1,479,489 | $28.3M |
| Adams Asset Advisors, LLC | 3.26% | Add +2.2% | 1,473,560 | $28.2M |
| Delphi Financial Group, Inc. | 13.57% | No change | 1,421,945 | $27.2M |
| Aptus Capital Advisors, LLC | 0.20% | Add +1.5% | 1,418,032 | $27.1M |
| Kamunting Street Capital Management, L.P. | 15.10% | Reduce -13.1% | 1,404,742 | $26.9M |
| Waverly Advisors, LLC | 0.15% | Reduce -19.4% | 1,390,296 | $26.6M |
| Alden Global Capital LLC | 9.62% | No change | 1,370,511 | $26.2M |
| Tema ETFs LLC | 0.84% | Add +47.5% | 1,366,371 | $26.1M |
| Moneta Group Investment Advisors LLC | 0.19% | Add +0.2% | 1,352,643 | $25.9M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -2.9% | 1,349,804 | $25.8M |
| Texas Yale Capital Corp. | 0.55% | Add +0.5% | 1,318,903 | $25.2M |
| SG Americas Securities, LLC | 0.01% | Reduce -37.4% | 1,297,219 | $24.8M |
| Gabelli Funds LLC | 0.16% | Reduce -0.4% | 1,280,525 | $24.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.6% | 1,244,157 | $23.8M |
| RR Advisors, LLC | 6.83% | No change | 1,235,260 | $23.6M |
| First Trust Advisors LP | 0.01% | Add +51.3% | 1,233,500 | $23.6M |
| Manning & Napier Advisors LLC | 0.27% | No change | 1,100,000 | $21.0M |
| Prospera Financial Services Inc | 0.30% | Reduce -0.2% | 1,062,395 | $20.3M |
| Empirical Finance, LLC | 0.82% | Reduce -26.1% | 1,037,614 | $19.8M |
| General American Investors Co. Inc. | 1.18% | No change | 1,020,030 | $19.5M |
| Jones Financial Companies LLLP | 0.01% | Add +7.8% | 1,009,594 | $19.4M |
| Payden & Rygel | 1.49% | No change | 1,012,090 | $19.4M |
| Captrust Financial Advisors | 0.03% | Add +26.7% | 1,011,197 | $19.3M |
| Cna Financial Corp. | 8.00% | Add +5.3% | 1,000,000 | $19.1M |
| RBF Capital, LLC | 0.80% | No change | 1,000,000 | $19.1M |
| Bollard Group LLC | 0.58% | Add +4.0% | 995,183 | $19.0M |
| Bowen Hanes & Co. Inc. | 0.46% | No change | 975,000 | $18.8M |
| Creative Planning | 0.01% | Reduce -17.3% | 971,804 | $18.6M |
| Coronation Fund Managers Ltd. | 0.71% | Add +30.9% | 971,251 | $18.6M |
| Pathstone Holdings, LLC | 0.05% | Reduce -29.4% | 948,805 | $18.1M |
| McGowan Group Asset Management, Inc. | 2.18% | Add +1.9% | 936,961 | $17.9M |
| NewEdge Advisors, LLC | 0.05% | Add +7.9% | 928,614 | $17.8M |
| Truist Financial Corp. | 0.02% | Add +1.9% | 921,770 | $17.6M |
| &partners | 0.07% | Reduce -6.0% | 912,864 | $17.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +7.4% | 877,656 | $17.3M |
| Lonestar Capital Management LLC | 11.08% | No change | 900,000 | $17.2M |
| Fourpath Capital Management, LLC | 2.26% | Add +0.9% | 898,880 | $17.2M |
| Oak Grove Capital LLC | 1.26% | Add +115.2% | 894,709 | $17.1M |
| Parsons Capital Management Inc. | 0.77% | Add +5.8% | 889,978 | $17.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.3% | 887,927 | $17.0M |
| FFG Partners, LLC | 4.86% | Reduce -0.6% | 883,770 | $16.9M |
| Prime Capital Investment Advisors, LLC | 0.16% | Reduce -0.9% | 864,161 | $16.5M |
| Evergreen Capital Management LLC | 0.28% | Reduce -2.0% | 845,478 | $16.2M |
| Group One Trading LLC | 0.46% | Reduce -11.5% | 840,158 | $16.1M |
| KCM Capital Inc | 2.63% | No change | 840,000 | $16.1M |
| Merewether Investment Management, LP | 0.30% | Add +61.9% | 835,800 | $16.0M |
| Cresset Asset Management, LLC | 0.06% | Add +4.1% | 819,840 | $15.7M |
| Westend Capital Management, LLC | 3.53% | Reduce -0.4% | 806,861 | $15.4M |
| Heronetta Management, L.P. | 14.03% | No change | 799,229 | $15.3M |
| Tectonic Advisors LLC | 0.73% | Add +4.8% | 793,525 | $15.2M |
| Texas Capital Bank Wealth Management Services Inc | 0.80% | No change | 785,422 | $15.0M |
| Private Advisor Group, LLC | 0.07% | Add +6.0% | 778,256 | $14.9M |
| Nexpoint Asset Management, L.P. | 0.99% | Add +12.6% | 773,690 | $14.8M |
| Williams Jones Wealth Management, LLC. | 0.16% | Reduce -2.3% | 748,661 | $14.3M |
| Turtle Creek Wealth Advisors, LLC | 0.75% | Add +1.8% | 744,449 | $14.2M |
| Northern Trust Corp. | 0.00% | Reduce -19.3% | 734,066 | $14.0M |
| Bokf, NA | 0.19% | Add +0.1% | 717,524 | $13.7M |
| Summit Financial, LLC | 0.15% | Add +0.8% | 716,515 | $13.7M |
| Quantinno Capital Management LP | 0.02% | Add +41.0% | 699,609 | $13.4M |
| Deutsche Bank AG | 0.00% | No change | 696,213 | $13.3M |
| Glenmede Trust Co. NA | 0.06% | Reduce -8.0% | 686,712 | $13.1M |
| Dividend Assets Capital, LLC | 2.31% | Reduce -8.7% | 624,024 | $11.9M |
| NFC Investments, LLC | 2.99% | Add +28.7% | 614,758 | $11.8M |
| Childress Capital Advisors, LLC | 1.89% | Add +0.7% | 602,340 | $11.5M |
| Militia Capital Management LLC | 2.07% | No change | 600,000 | $11.5M |
| Nomura Holdings Inc. | 0.05% | Add +1.1% | 597,874 | $11.4M |
| Oxbow Advisors, LLC | 0.94% | Add +1.8% | 596,629 | $11.4M |
| Ameriprise Financial Inc. | 0.00% | Add +5.4% | 595,263 | $11.4M |
| Focus Partners Wealth | 0.01% | Add +34.7% | 587,813 | $11.2M |
| Wexford Capital LP | 1.53% | Add +1.4% | 582,962 | $11.1M |
| Ensign Peak Advisors, Inc | 0.02% | No change | 555,230 | $10.6M |
| Treasurer of the State of North Carolina | 0.03% | New | 545,081 | $10.4M |
| Advisors Capital Management, LLC | 0.11% | Add +2.4% | 544,955 | $10.4M |
| Summit Securities Group LLC | 2.00% | Add +232.9% | 539,600 | $10.3M |
| Hennessy Advisors Inc. | 0.33% | Reduce -5.7% | 537,596 | $10.3M |
| Larson Financial Group LLC | 0.27% | Add +1119.4% | 535,246 | $10.2M |
| Lido Advisors, LLC | 0.04% | Add +30.2% | 521,197 | $10.0M |
| Fogel Capital Management, Inc. | 3.93% | Add +0.3% | 511,784 | $9.8M |
| Brown Advisory Inc. | 0.02% | Reduce -4.1% | 509,681 | $9.7M |
| ELCO Management Co., LLC | 4.16% | Add +1.3% | 503,905 | $9.6M |
| Requisite Capital Management, LLC | 1.58% | Reduce -4.7% | 500,433 | $9.6M |
| Blair William & Co. | 0.02% | Reduce -10.9% | 487,218 | $9.3M |
| Advisory Services Network, LLC | 0.10% | Reduce -2.5% | 477,302 | $9.1M |
| SL Advisors, LLC | 15.85% | Add +11.5% | 473,898 | $9.1M |
| Advisors Asset Management, Inc. | 0.14% | Reduce -2.2% | 473,303 | $9.0M |
| D.A. Davidson & Co. | 0.05% | Add +16.5% | 462,475 | $8.8M |
| American Financial Group Inc. | 3.04% | No change | 450,896 | $8.6M |
| Avenir Corp. | 1.05% | Reduce -0.2% | 450,367 | $8.6M |
| Pekin Hardy Strauss, Inc. | 0.75% | Reduce -2.4% | 442,282 | $8.5M |
| Moors & Cabot, Inc. | 0.33% | Add +2.1% | 438,705 | $8.4M |
| Fort Sheridan Advisors LLC | 0.85% | Add +0.0% | 412,747 | $7.9M |
| Xcelsior Advisor Partners LLC | 1.04% | Add +783.1% | 412,459 | $7.9M |
| Concorde Financial Corp | 6.32% | Add +0.7% | 410,387 | $7.8M |
| Gilman Hill Asset Management, LLC | 1.09% | Add +3.1% | 409,501 | $7.8M |
| IMC-Chicago, LLC | 0.07% | Add +104.1% | 408,157 | $7.8M |
| Horizon Kinetics Asset Management LLC | 0.09% | Add +1.4% | 404,287 | $7.7M |
| Private Management Group Inc. | 0.20% | Reduce -0.0% | 401,269 | $7.7M |
| Ascentis Wealth Management, LLC | 1.29% | Add +0.5% | 400,166 | $7.7M |
| Forum Financial Management, LP | 0.10% | Reduce -2.4% | 392,423 | $7.5M |
| Salem Investment Counselors Inc. | 0.18% | Add +0.0% | 383,381 | $7.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -17.7% | 382,060 | $7.3M |
| Cumberland Partners Ltd | 0.47% | No change | 380,005 | $7.3M |
| Sowell Financial Services LLC | 0.24% | Add +1.0% | 378,389 | $7.2M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -11.5% | 378,328 | $7.2M |
| Cerity Partners LLC | 0.01% | Add +9.2% | 376,278 | $7.2M |
| Capital Investment Advisors, LLC | 0.09% | Reduce -1.6% | 375,209 | $7.2M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +4.2% | 360,079 | $6.9M |
| Cibc World Market Inc. | 0.01% | Add +0.4% | 356,235 | $6.8M |
| Annandale Capital, LLC | 0.99% | Reduce -0.9% | 348,462 | $6.7M |
| Cutler Capital Management, LLC | 2.09% | Reduce -8.3% | 345,960 | $6.6M |
| HUB Investment Partners, LLC | 0.12% | Add +3.7% | 344,628 | $6.6M |
| Bridges Investment Management Inc. | 0.08% | Add +1.2% | 343,257 | $6.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.6% | 341,205 | $6.5M |
| CoreCap Advisors, LLC | 0.19% | Add +1.9% | 338,209 | $6.5M |
| Cohen Capital Management, Inc. | 0.87% | No change | 335,304 | $6.4M |
| Bluefin Capital Management, LLC | 1.84% | Add +188.3% | 328,947 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +5.8% | 326,294 | $6.2M |
| VestGen Advisors, LLC | 0.18% | Reduce -3.5% | 324,712 | $6.2M |
| Ar Asset Management Inc. | 1.14% | Reduce -0.1% | 321,520 | $6.1M |
| Hilltop Holdings Inc. | 0.50% | Reduce -0.1% | 320,022 | $6.1M |
| Simon Quick Advisors, LLC | 0.25% | Add +495.0% | 319,416 | $6.1M |
| Van Eck Associates Corp. | 0.00% | Reduce -21.1% | 317,813 | $6.1M |
| Ashford Capital Management Inc. | 0.65% | Add +61.5% | 315,163 | $6.0M |
| Keebeck Wealth Management | 0.59% | Reduce -0.4% | 314,060 | $6.0M |
| SageGuard Financial Group, LLC | 0.84% | Reduce -3.1% | 314,021 | $6.0M |
| Bahl & Gaynor LLC | 0.03% | Add +2.4% | 312,036 | $6.0M |
| Old North State Wealth Management, LLC | 2.55% | Add +0.3% | 311,656 | $6.0M |
| AlTi Global, Inc. | 0.12% | Add +374.3% | 310,454 | $5.9M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -5.9% | 306,873 | $5.9M |
| Everest Financial Group LLC | 0.79% | Reduce -1.4% | 304,501 | $5.8M |
| M&T Bank Corp | 0.02% | Reduce -5.1% | 301,820 | $5.8M |
| DCF Advisers, LLC | 1.50% | No change | 300,500 | $5.7M |
| Nations Financial Group Inc, /Ia/ | 0.27% | Reduce -0.7% | 295,660 | $5.7M |
| Adell Harriman & Carpenter Inc. | 0.29% | Add +4.8% | 295,196 | $5.6M |
| ProShare Advisors LLC | 0.01% | Add +10.2% | 288,483 | $5.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.0% | 287,345 | $5.5M |
| Fort Washington Investment Advisors Inc. | 0.03% | Add +6.6% | 287,074 | $5.5M |
| Knollwood Investment Advisory, LLC | 0.48% | No change | 282,726 | $5.4M |
| Simplex Trading, LLC | 0.14% | Reduce -29.7% | 277,185 | $5.3M |
| US Bancorp \de | 0.01% | Reduce -18.1% | 265,343 | $5.1M |
| PFG Investments, LLC | 0.20% | Add +10.5% | 263,552 | $5.0M |
| Hartree Partners, LP | 1.07% | Add +73.3% | 260,000 | $5.0M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -3.5% | 258,560 | $4.9M |
| Confluence Wealth Services, Inc. | 0.14% | Add +16.4% | 253,943 | $4.9M |
| Virtu Financial LLC | 0.15% | New | 252,789 | $4.8M |
| North Star Investment Management Corp. | 0.25% | Add +9.0% | 244,602 | $4.7M |
| Baldwin Wealth Partners LLC | 0.30% | Reduce -4.6% | 240,664 | $4.6M |
| Susquehanna Portfolio Strategies, LLC | 0.07% | Add +61.1% | 239,019 | $4.6M |
| Castleark Management LLC | 0.12% | No change | 238,240 | $4.6M |
| International Assets Investment Management, LLC | 0.27% | Add +1.7% | 236,583 | $4.5M |
| Pin Oak Investment Advisors Inc. | 3.20% | Reduce -0.4% | 235,529 | $4.5M |
| Capital Analysts, LLC | 0.10% | Reduce -0.1% | 235,498 | $4.5M |
| Calamos Advisors LLC | 0.02% | Reduce -6.1% | 230,990 | $4.4M |
| Equitable Holdings, Inc. | 0.03% | Reduce -1.0% | 230,857 | $4.4M |
| Spirit of America Management Corp. | 0.83% | Reduce -10.2% | 229,200 | $4.4M |
| Brookstone Capital Management | 0.04% | Add +2.9% | 226,798 | $4.3M |
| Keybank National Association | 0.01% | Add +3.2% | 226,315 | $4.3M |
| American Assets Investment Management, LLC | 0.26% | No change | 225,800 | $4.3M |
| IHT Wealth Management, LLC | 0.09% | Add +19.3% | 222,904 | $4.3M |
| Icon Wealth Advisors, LLC | 0.25% | Reduce -0.1% | 219,117 | $4.2M |
| Mutual Advisors, LLC | 0.08% | Add +1.1% | 218,896 | $4.2M |
| PSI Advisors, LLC | 0.97% | Add +2.9% | 218,883 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -0.2% | 215,650 | $4.1M |
| HB Wealth Management, LLC | 0.02% | Add +13.3% | 215,505 | $4.1M |
| Independent Advisor Alliance | 0.10% | Reduce -0.3% | 212,838 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +2.9% | 212,530 | $4.1M |
| Northern Right Capital Management, L.P. | 1.21% | No change | 212,512 | $4.1M |
| 180 Wealth Advisors, LLC | 0.41% | Reduce -0.3% | 211,064 | $4.0M |
| Valeo Financial Advisors, LLC | 0.08% | Add +2.2% | 209,108 | $4.0M |
| Sentinel Trust Co. Lba | 0.35% | No change | 207,000 | $4.0M |
| 1900 Wealth Management LLC | 0.22% | Add +0.2% | 206,730 | $4.0M |
| Shepherd Kaplan Krochuk, LLC | 3.09% | Reduce -5.3% | 203,522 | $3.9M |
| Lionhunter Capital Management, LLC | 1.75% | — | 202,512 | $3.9M |
| Howard Financial Services, LTD. | 0.38% | Add +2.2% | 201,504 | $3.9M |
| Cambiar Investors LLC | 0.17% | Reduce -23.6% | 201,323 | $3.8M |
| JBF Capital, Inc. | 0.50% | Add +100.0% | 200,000 | $3.8M |
| Kingsview Wealth Management, LLC | 0.05% | Add +4.9% | 199,171 | $3.8M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +0.8% | 195,743 | $3.7M |
| Lavaca Capital LLC | 0.38% | No change | 192,800 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +78.8% | 189,939 | $3.6M |
| CFM Wealth Partners LLC | 0.46% | No change | 188,858 | $3.6M |
| Almanack Investment Partners, LLC. | 0.46% | Add +532.6% | 188,109 | $3.6M |
| Clear Trail Advisors, LLC | 0.55% | Add +1.5% | 186,994 | $3.6M |
| One Charles Private Wealth Services, LLC | 0.82% | Reduce -0.3% | 186,850 | $3.6M |
| NewEdge Wealth, LLC | 0.04% | Add +8.1% | 186,223 | $3.6M |
| Goldentree Asset Management LP | 0.21% | Reduce -28.9% | 184,793 | $3.5M |
| Pinnacle Holdings, LLC | 1.16% | Reduce -0.7% | 183,752 | $3.5M |
| Fayez Sarofim & Co | 0.01% | No change | 183,024 | $3.5M |
| Haverford Trust Co | 0.03% | Reduce -0.1% | 180,839 | $3.5M |
| Corps Capital Advisors, LLC | 2.76% | No change | 179,022 | $3.4M |
| Enclave Advisors LLC | 0.44% | Reduce -3.0% | 176,063 | $3.4M |
| Independent Financial Group, LLC | 0.06% | Add +10.1% | 175,693 | $3.4M |
| Terril Brothers, Inc. | 0.86% | Add +0.5% | 175,014 | $3.3M |
| Franklin Resources Inc. | 0.00% | Reduce -0.6% | 174,343 | $3.3M |
| Ieq Capital, LLC | 0.02% | Reduce -6.4% | 174,187 | $3.3M |
| Beverly Hills Private Wealth, LLC | 0.65% | Reduce -0.0% | 173,373 | $3.3M |
| Harbour Investments, Inc. | 0.04% | Reduce -0.4% | 172,280 | $3.3M |
| Moneco Advisors, LLC | 0.20% | Reduce -4.4% | 171,865 | $3.3M |
| Visionary Wealth Advisors | 0.13% | Add +2.6% | 171,704 | $3.3M |
| Ellsworth Advisors, LLC | 0.54% | Add +2.5% | 164,340 | $3.3M |
| Ackerman Capital Advisors, LLC | 0.65% | No change | 169,498 | $3.2M |
| Texas Bank & Trust Co | 1.05% | Add +7.5% | 167,715 | $3.2M |
| Level Four Advisory Services, LLC | 0.09% | Add +1.6% | 167,591 | $3.2M |
| Daymark Wealth Partners, LLC | 0.08% | Reduce -16.7% | 166,770 | $3.2M |
| Segall Bryant & Hamill, LLC | 0.04% | No change | 165,499 | $3.2M |
| Aurora Private Wealth, Inc. | 2.00% | Reduce -9.8% | 164,913 | $3.2M |
| Kornitzer Capital Management Inc. | 0.07% | Add +1.2% | 164,600 | $3.1M |
| Prospect Financial Services LLC | 1.59% | Reduce -0.8% | 163,930 | $3.1M |
| Empire Financial Management Company, LLC | 1.24% | Reduce -54.8% | 163,206 | $3.1M |
| Cullen Capital Management, LLC | 0.03% | Reduce -22.3% | 163,181 | $3.1M |
| Cannell & Spears LLC | 0.06% | Reduce -15.3% | 163,051 | $3.1M |
| Pingora Partners LLC | 1.81% | No change | 162,094 | $3.1M |
| Global Retirement Partners, LLC | 0.05% | — | 161,577 | $3.1M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -12.6% | 158,066 | $3.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.0% | 157,895 | $3.0M |
| Cary Street Partners Investment Advisory LLC | 0.61% | No change | 157,220 | $3.0M |
| Royal Palms Capital LLC | 2.64% | Reduce -0.4% | 156,820 | $3.0M |
| Wilmington Savings Fund Society, FSB | 0.07% | Reduce -2.9% | 154,403 | $3.0M |
| Encore Global Management, LP | 2.89% | Reduce -18.5% | 154,000 | $2.9M |
| Pathway Financial Advisers, LLC | 0.73% | Add +3.8% | 151,332 | $2.9M |
| Cary Street Partners Financial LLC | 0.06% | Add +0.4% | 150,082 | $2.9M |
| CVA Family Office, LLC | 0.26% | Add +0.7% | 148,261 | $2.8M |
| Fortitude Family Office, LLC | 0.55% | Add +28.2% | 147,995 | $2.8M |
| Wedbush Securities Inc. | 0.07% | Add +2.7% | 147,534 | $2.8M |
| Sigma Planning Corp | 0.07% | Add +20.4% | 147,164 | $2.8M |
| Henson-Edgewater Management, LLC | 1.45% | Reduce -15.9% | 132,625 | $2.8M |
| Fortem Financial Group, LLC | 0.56% | Reduce -7.1% | 144,704 | $2.8M |
| Venture Visionary Partners LLC | 0.08% | Reduce -1.6% | 142,838 | $2.7M |
| Millennium Capital Advisors, LLC | 1.48% | Add +0.1% | 142,382 | $2.7M |
| Baugh & Associates, LLC | 1.19% | Reduce -8.9% | 140,329 | $2.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +71.8% | 139,116 | $2.7M |
| Kovack Advisors, Inc. | 0.13% | Reduce -53.4% | 138,911 | $2.7M |
| Outfitters Financial LLC | 1.85% | No change | 137,762 | $2.6M |
| Quent Capital, LLC | 0.16% | Add +3581.1% | 137,122 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.7% | 137,093 | $2.6M |
| Crescent Grove Advisors, LLC | 0.22% | Reduce -36.7% | 136,877 | $2.6M |
| Fifth Third Bancorp | 0.00% | Reduce -7.2% | 136,122 | $2.6M |
| Clarus Group, Inc. | 0.87% | Add +0.1% | 134,899 | $2.6M |
| Sage Investment Counsel LLC | 2.58% | Add +0.0% | 134,810 | $2.6M |
| Axxcess Wealth Management, LLC | 0.04% | New | 134,661 | $2.6M |
| Arkadios Wealth Advisors | 0.04% | Reduce -13.2% | 133,394 | $2.6M |
| Act Capital Management, LLC | 1.66% | No change | 133,100 | $2.5M |
| Savant Capital, LLC | 0.01% | Add +224.8% | 126,254 | $2.5M |
| Rockwood Wealth Management, LLC | 0.16% | Add +1.0% | 132,450 | $2.5M |
| Caprock Group, LLC | 0.05% | Reduce -4.2% | 130,780 | $2.5M |
| Uptown Financial Advisors LLC | 1.80% | Add +0.0% | 128,774 | $2.5M |
| Mgo One Seven LLC | 0.04% | Add +1.6% | 128,247 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -8.5% | 127,608 | $2.4M |
| Bank of Montreal | 0.00% | Reduce -43.9% | 126,775 | $2.4M |
| River Road Asset Management, LLC | 0.03% | Add +19.9% | 126,622 | $2.4M |
| Ardsley Advisory Partners LP | 0.26% | Add +66.7% | 125,000 | $2.4M |
| Allworth Financial LP | 0.01% | Reduce -14.8% | 125,029 | $2.4M |
| Broderick Brian C | 0.37% | No change | 125,000 | $2.4M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.8% | 124,944 | $2.4M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -9.6% | 124,660 | $2.4M |
| AE Wealth Management LLC | 0.01% | Add +12.1% | 124,448 | $2.4M |
| Curi Capital, LLC | 0.04% | Reduce -6.0% | 124,271 | $2.4M |
| Sei Investments Co. | 0.00% | Add +40.7% | 123,419 | $2.4M |
| DV Trading LLC | 0.19% | New | 122,800 | $2.3M |
| Huntington National Bank | 0.02% | Add +12.9% | 122,667 | $2.3M |
| Integrated Advisors Network LLC | 0.11% | Reduce -0.0% | 122,033 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +4.4% | 120,507 | $2.3M |
| Intellus Advisors LLC | 0.28% | Add +0.2% | 119,184 | $2.3M |
| Fidelis Capital Partners, LLC | 0.13% | Reduce -46.0% | 117,605 | $2.2M |
| Ingalls & Snyder LLC | 0.06% | Add +592.7% | 116,873 | $2.2M |
| Capital Asset Advisory Services LLC | 0.08% | New | 115,800 | $2.2M |
| Intellectus Partners, LLC | 0.38% | Add +0.9% | 115,430 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +38.6% | 114,168 | $2.2M |
| Wesbanco Bank Inc. | 0.05% | Add +5.8% | 113,109 | $2.2M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -3.9% | 111,137 | $2.1M |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -2.2% | 110,394 | $2.1M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -2.3% | 110,286 | $2.1M |
| Cornerstone Advisory, LLC | 0.17% | Add +2.4% | 109,070 | $2.1M |
| Jacobi Capital Management LLC | 0.10% | Add +0.3% | 108,561 | $2.1M |
| Resolute Capital, LLC | 0.71% | Add +22.6% | 107,336 | $2.1M |
| True North Advisors, LLC | 0.19% | New | 106,116 | $2.0M |
| Elemental Capital Partners LLC | 0.42% | Add +116.5% | 104,853 | $2.0M |
| NFSG Corp | 0.25% | Add +8.7% | 104,211 | $2.0M |
| Quantum Private Wealth, LLC | 0.51% | Reduce -10.3% | 104,048 | $2.0M |
| Diversify Advisory Services, LLC | 0.03% | Add +91.2% | 99,789 | $2.0M |
| Diversify Wealth Management, LLC | 0.03% | Add +17.6% | 99,789 | $2.0M |
| Chapin Davis, Inc. | 0.35% | Add +2.8% | 103,905 | $2.0M |
| Huntleigh Advisors, Inc. | 0.28% | Reduce -7.4% | 103,708 | $2.0M |
| Silverlake Wealth Management LLC | 0.38% | Reduce -6.2% | 103,334 | $2.0M |
| Summit Trail Advisors, LLC | 0.02% | Add +1.1% | 103,014 | $2.0M |
| Steel Grove Capital Advisors, LLC | 0.18% | Add +0.1% | 102,436 | $2.0M |
| Merit Financial Group, LLC | 0.01% | Add +28.6% | 102,065 | $2.0M |
| McGuire Capital Advisors Inc. | 1.06% | Reduce -3.3% | 101,963 | $1.9M |
| Legacy Advisors, LLC | 0.18% | No change | 101,747 | $1.9M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -1.1% | 101,653 | $1.9M |
| Intrua Financial, LLC | 0.18% | Reduce -4.5% | 101,462 | $1.9M |
| Ariston Services Group | 1.06% | Add +0.0% | 100,683 | $1.9M |
| Kercheville Advisors, LLC | 0.58% | Add +28.8% | 100,459 | $1.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.29% | Add +0.3% | 100,300 | $1.9M |
| FourThought Financial Partners, LLC | 0.15% | Add +2.1% | 100,168 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +34.6% | 98,868 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Add +4.8% | 98,401 | $1.9M |
| Atlantic Union Bankshares Corp | 0.03% | Add +859.7% | 98,024 | $1.9M |
| IFG Advisory, LLC | 0.07% | Add +110.4% | 97,724 | $1.9M |
| Bramshill Investments, LLC | 0.14% | Add +31.8% | 97,266 | $1.9M |
| Rollins Financial Advisors, LLC | 0.24% | Add +17.5% | 97,213 | $1.9M |
| First Manhattan Co. Llc. | 0.00% | Reduce -8.3% | 96,791 | $1.9M |
| Private Wealth Partners, LLC | 0.13% | No change | 96,500 | $1.8M |
| Mountain Lake Investment Management LLC | 1.15% | Reduce -3.1% | 96,190 | $1.8M |
| SCP Investment, LP | 1.68% | Add +7.7% | 95,400 | $1.8M |
| Kirr Marbach & Co. LLC | 0.31% | Reduce -1.4% | 95,392 | $1.8M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -1.2% | 94,510 | $1.8M |
| Mitchell McLeod Pugh & Williams Inc. | 0.22% | Add +2.3% | 94,401 | $1.8M |
| Chelsea Counsel Co. | 0.76% | No change | 94,000 | $1.8M |
| HWG Holdings LP | 0.40% | Add +1.4% | 93,642 | $1.8M |
| Manske Wealth Management | 0.44% | Add +0.6% | 92,638 | $1.8M |
| Trust Co. of Toledo NA | 0.15% | No change | 92,447 | $1.8M |
| Carrera Capital Advisors | 0.26% | Add +1.7% | 92,172 | $1.8M |
| MSH Capital Advisors LLC | 0.31% | Add +22.6% | 92,016 | $1.8M |
| World Investment Advisors | 0.03% | Reduce -19.2% | 90,684 | $1.7M |
| Meixler Investment Management, Ltd. | 0.96% | Add +4.1% | 90,475 | $1.7M |
| National Philanthropic Trust | 0.03% | Add +89.6% | 90,293 | $1.7M |
| Regions Financial Corp. | 0.01% | Add +33.7% | 90,282 | $1.7M |
| Rossmore Private Capital | 0.14% | No change | 90,000 | $1.7M |
| Alpha Wealth Funds, LLC | 1.06% | No change | 89,500 | $1.7M |
| Personal Cfo Solutions, LLC | 0.25% | Add +11.3% | 88,931 | $1.7M |
| McAdam, LLC | 0.07% | Add +3.6% | 88,891 | $1.7M |
| Stablepoint Partners, LLC | 0.23% | Add +3.4% | 88,296 | $1.7M |
| Cascade Investment Group, Inc. | 0.94% | Reduce -2.9% | 88,054 | $1.7M |
| Wellington Shields Capital Management, LLC | 0.21% | Reduce -5.6% | 87,425 | $1.7M |
| Western Wealth Management, LLC | 0.05% | Add +1.1% | 87,271 | $1.7M |
| Chase Investment Counsel Corp. | 0.35% | No change | 86,872 | $1.7M |
| Virtue Capital Management, LLC | 0.22% | Reduce -3.4% | 86,232 | $1.7M |
| Gilpin Wealth Management, LLC | 1.14% | Add +0.2% | 86,007 | $1.6M |
| Summit Financial Strategies, Inc. | 0.11% | No change | 85,242 | $1.6M |
| Capital Advisors Inc. | 0.02% | Reduce -12.1% | 84,082 | $1.6M |
| Fortress Private Ledger, LLC | 0.44% | Add +8.6% | 83,981 | $1.6M |
| Clear Harbor Asset Management, LLC | 0.10% | Reduce -0.5% | 83,707 | $1.6M |
| Spire Wealth Management | 0.05% | Add +6.2% | 83,583 | $1.6M |
| Evanson Financial, LLC | 0.08% | — | 83,013 | $1.6M |
| Aull & Monroe Investment Management Corp | 0.67% | No change | 82,952 | $1.6M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.5% | 81,771 | $1.6M |
| Directional Asset Management | 1.49% | Add +1.5% | 81,700 | $1.6M |
| Linscomb Wealth, Inc. | 0.07% | Reduce -47.8% | 80,734 | $1.5M |
| Enhancing Capital LLC | 1.06% | No change | 80,640 | $1.5M |
| Burford Brothers, Inc. | 0.57% | Reduce -0.3% | 80,581 | $1.5M |
| Northstar Advisory Group, LLC | 0.48% | Add +0.1% | 80,417 | $1.5M |
| Matters Capital LLC | 1.07% | No change | 80,271 | $1.5M |
| Sullivan Wood Capital Management LLC | 2.07% | Reduce -37.2% | 78,976 | $1.5M |
| GFG Capital, LLC | 0.41% | No change | 78,668 | $1.5M |
| Apella Capital, LLC | 0.02% | Add +1.4% | 75,918 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +6.1% | 78,368 | $1.5M |
| Glenview Trust Co | 0.02% | No change | 78,315 | $1.5M |
| F/m Investments LLC | 0.08% | No change | 77,933 | $1.5M |
| Choreo, LLC | 0.02% | Add +18.8% | 77,464 | $1.5M |
| Inscription Capital, LLC | 0.13% | Add +0.1% | 77,230 | $1.5M |
| Albert D Mason Inc. | 0.84% | Add +0.7% | 77,078 | $1.5M |
| Fiduciary Group, LLC | 0.12% | Reduce -3.0% | 76,869 | $1.5M |
| Canal Capital Management, LLC | 0.18% | Add +0.3% | 76,391 | $1.5M |
| Argyle Capital Partners, LLC | 0.92% | Add +9.1% | 76,390 | $1.5M |
| IFP Advisors, Inc | 0.03% | Reduce -3.9% | 75,780 | $1.4M |
| Addis & Hill, Inc | 0.80% | No change | 75,658 | $1.4M |
| Founders Financial Securities LLC | 0.07% | Add +0.0% | 74,966 | $1.4M |
| Meridian Wealth Management, LLC | 0.04% | Add +4.0% | 74,768 | $1.4M |
| Ameritas Advisory Services, LLC | 0.03% | Add +360.5% | 74,490 | $1.4M |
| Penbrook Management LLC | 0.91% | No change | 74,489 | $1.4M |
| Stokes Family Office, LLC | 0.16% | No change | 73,790 | $1.4M |
| Fidelity D & D Bancorp Inc. | 0.48% | No change | 73,225 | $1.4M |
| Cascade Financial Partners, LLC | 0.12% | Add +0.8% | 72,645 | $1.4M |
| Naples Global Advisors, LLC | 0.09% | Add +1.3% | 72,049 | $1.4M |
| Griffin Asset Management, Inc. | 0.14% | Add +1.3% | 71,058 | $1.4M |
| Arete Wealth Advisors, LLC | 0.09% | Reduce -6.1% | 70,409 | $1.3M |
| Acadian Asset Management LLC | 0.00% | Add +1227.0% | 70,422 | $1.3M |
| Lanark Financial, Inc. | 0.09% | Add +0.1% | 70,091 | $1.3M |
| Platform Technology Partners | 0.22% | Add +0.8% | 69,676 | $1.3M |
| Cullen Investment Group, LTD. | 0.16% | Add +2.2% | 69,400 | $1.3M |
| Mission Wealth Management, LP | 0.02% | Add +68.7% | 69,208 | $1.3M |
| Nicolet Bankshares Inc. | 0.04% | Reduce -19.8% | 69,027 | $1.3M |
| Meridian Wealth Advisors, LLC | 0.15% | Add +0.8% | 68,879 | $1.3M |
| Paragon Capital Management Ltd | 0.25% | No change | 68,724 | $1.3M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 68,509 | $1.3M |
| Avior Wealth Management, LLC | 0.03% | Reduce -25.1% | 67,911 | $1.3M |
| Axiom Investment Management LLC | 0.86% | Reduce -25.8% | 67,412 | $1.3M |
| Hudson Value Partners, LLC | 0.32% | Reduce -1.5% | 67,275 | $1.3M |
| Rhodes Investment Advisors Inc. | 0.94% | Add +7.6% | 66,847 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +2.5% | 66,563 | $1.3M |
| LaSalle St. Investment Advisors, LLC | 0.15% | Add +0.0% | 65,762 | $1.3M |
| Stockman Wealth Management, Inc. | 0.13% | Add +1.8% | 65,291 | $1.2M |
| Mattern Wealth Management LLC | 0.20% | Add +32.3% | 64,522 | $1.2M |
| Highland Capital Management, LLC | 0.06% | New | 64,470 | $1.2M |
| Monetary Management Group Inc. | 0.25% | No change | 64,000 | $1.2M |
| HBW Advisory Services LLC | 0.11% | Add +3.6% | 63,868 | $1.2M |
| Midwest Trust Co | 0.01% | Add +77.1% | 63,698 | $1.2M |
| Fortis Capital Management LLC | 0.14% | Add +11.9% | 63,234 | $1.2M |
| Anchor Investment Management, LLC | 0.09% | No change | 63,030 | $1.2M |
| Gibraltar Capital Management, Inc. | 0.19% | No change | 62,986 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +39.7% | 62,900 | $1.2M |
| Autumn Glory Partners, LLC | 0.34% | Reduce -32.4% | 62,541 | $1.2M |
| Greenline Partners, LLC | 0.12% | Add +2.6% | 62,294 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Add +7.5% | 62,269 | $1.2M |
| Bleakley Financial Group, LLC | 0.01% | Add +9.1% | 61,455 | $1.2M |
| Obermeyer Wealth Partners | 0.05% | Add +5.5% | 61,445 | $1.2M |
| Gateway Wealth Partners, LLC | 0.07% | Reduce -48.9% | 61,213 | $1.2M |
| Independent Wealth Network Inc. | 0.30% | Add +3.6% | 60,946 | $1.2M |
| OceanIQ Capital, LLC | 0.71% | — | 55,825 | $1.2M |
| LMG Wealth Partners, LLC | 0.18% | No change | 60,131 | $1.1M |
| Avalon Capital Management | 0.27% | No change | 60,000 | $1.1M |
| Joseph P. Lucia & Associates, LLC | 0.34% | Reduce -10.1% | 59,939 | $1.1M |
| Claro Advisors Inc. | 0.12% | No change | 59,814 | $1.1M |
| Insigneo Advisory Services, LLC | 0.04% | Add +16.1% | 59,378 | $1.1M |
| Langley Wealth Management, LLC | 1.10% | — | 59,093 | $1.1M |
| Xcel Wealth Management, LLC | 0.27% | Reduce -0.5% | 58,685 | $1.1M |
| Financial Management Professionals, Inc. | 0.11% | Reduce -35.9% | 58,350 | $1.1M |
| Rahlfs Capital, LLC | 0.82% | No change | 58,225 | $1.1M |
| RFG Advisory, LLC | 0.02% | Add +3.8% | 58,003 | $1.1M |
| Merrion Investment Management Co, LLC | 0.52% | No change | 58,000 | $1.1M |
| Nomura Asset Management International Inc. | 0.00% | Reduce -11.4% | 57,932 | $1.1M |
| Nilsine Partners, LLC | 0.08% | Reduce -4.8% | 57,271 | $1.1M |
| WCG Wealth Advisors LLC | 0.03% | Add +12.5% | 57,238 | $1.1M |
| Hourglass Capital, LLC | 0.21% | No change | 57,141 | $1.1M |
| Burney Co./ | 0.03% | Reduce -3.2% | 56,447 | $1.1M |
| Olistico Wealth, LLC | 0.46% | No change | 56,246 | $1.1M |
| Bridgewater Advisors Inc. | 0.06% | Add +0.0% | 52,833 | $1.1M |
| Heritage Wealth Management, Inc. | 0.26% | Reduce -1.0% | 55,314 | $1.1M |
| Lavelle Capital LP | 0.54% | Add +1.5% | 55,239 | $1.1M |
| Emissary Wealth LLC | 0.80% | Reduce -3.2% | 54,835 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.04% | Add +1.2% | 54,757 | $1.0M |
| Perigon Wealth Management, LLC | 0.02% | Add +4.3% | 54,676 | $1.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +10.3% | 54,593 | $1.0M |
| ZEGA Investments, LLC | 0.17% | Reduce -3.1% | 54,433 | $1.0M |
| Diversified Enterprises, LLC | 0.05% | No change | 53,923 | $1.0M |
| Samalin Investment Counsel, LLC | 0.33% | Add +1.4% | 53,841 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -49.0% | 53,755 | $1.0M |
| Wealthspire Advisors, LLC | 0.01% | Add +103.0% | 53,380 | $1.0M |
| Talon Private Wealth, LLC | 0.12% | Add +1.7% | 53,343 | $1.0M |
| Capital Square, LLC | 0.44% | Add +23.9% | 51,369 | $1.0M |
| Belpointe Asset Management LLC | 0.03% | Reduce -0.8% | 52,782 | $1.0M |
| HFG Advisors, Inc. | 0.62% | No change | 52,334 | $1.0M |
| Fund Advisors of America Inc | 0.90% | Add +1.3% | 52,111 | $996K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -0.9% | 52,041 | $995K |
| Assetmark, Inc. | 0.00% | Add +296.0% | 51,893 | $992K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -1.9% | 51,886 | $992K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -2.2% | 51,741 | $989K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.1% | 51,659 | $988K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +2.4% | 51,356 | $982K |
| Corsicana & Co. | 0.47% | Add +0.8% | 51,240 | $980K |
| Tred Avon Family Wealth, LLC | 0.30% | No change | 51,231 | $980K |
| Meriwether Wealth & Planning, LLC | 0.48% | Add +1.2% | 51,011 | $975K |
| Triad Wealth Partners, LLC | 0.06% | Add +5.8% | 47,967 | $973K |
| Compass Financial Group, INC | 0.11% | Add +0.0% | 50,442 | $964K |
| Transcend Capital Advisors, LLC | 0.07% | Add +0.3% | 50,338 | $962K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.6% | 50,299 | $962K |
| Wealth Alliance Advisory Group, LLC | 0.14% | Reduce -1.3% | 50,258 | $961K |
| Kavar Capital Partners Group, LLC | 0.12% | No change | 50,111 | $958K |
| Morton Capital Management LLC | 0.13% | Add +1.4% | 49,938 | $955K |
| StoneX Group Inc. | 0.04% | Reduce -12.5% | 49,785 | $952K |
| Freestone Capital Holdings, LLC | 0.02% | Add +118.3% | 49,708 | $950K |
| Vise Technologies, Inc. | 0.01% | Add +211.9% | 48,300 | $924K |
| BLB&B Advisors, LLC | 0.03% | Reduce -10.1% | 47,926 | $916K |
| Stuart Investment Advisors, Inc. | 0.37% | Reduce -13.1% | 47,698 | $912K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 47,528 | $909K |
| Advisor OS, LLC | 0.06% | Reduce -7.1% | 46,950 | $898K |
| National Bank of Canada | 0.00% | Reduce -2.1% | 46,542 | $889K |
| Sunbeam Capital Management, LLC | 0.40% | Add +0.1% | 45,988 | $879K |
| KCM Investment Advisors LLC | 0.03% | No change | 45,700 | $874K |
| Waterfront Wealth Inc. | 0.13% | Reduce -4.5% | 42,385 | $871K |
| Oak Harvest Investment Services | 0.08% | Reduce -3.6% | 45,503 | $870K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +5.9% | 45,339 | $867K |
| Asset Allocation Strategies LLC | 0.13% | Add +1.7% | 45,234 | $865K |
| Maia Wealth LLC | 0.13% | Add +0.8% | 45,209 | $864K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Add +48.9% | 45,068 | $862K |
| Schulhoff & Co. Inc. | 0.34% | No change | 44,625 | $853K |
| Principal Securities, Inc. | 0.01% | Add +51.4% | 44,483 | $851K |
| Fiduciary Alliance LLC | 0.06% | Add +1.1% | 44,389 | $849K |
| Hardy Reed LLC | 0.05% | No change | 44,040 | $842K |
| one8zero8, LLC | 0.17% | No change | 43,834 | $838K |
| Kelleher Financial Advisors | 0.12% | Reduce -49.6% | 43,696 | $835K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -3.4% | 43,442 | $831K |
| Moody National Bank Trust Division | 0.07% | Reduce -0.1% | 43,365 | $829K |
| Wellington Shields & Co., LLC | 0.18% | Add +0.7% | 43,103 | $824K |
| Ballast, Inc. | 0.16% | New | 43,000 | $822K |
| TMB Capital Partners, LLC | 0.25% | Add +0.9% | 42,553 | $814K |
| TCTC Holdings, LLC | 0.02% | Add +9.0% | 42,348 | $810K |
| PDS Planning, Inc | 0.05% | Add +79.0% | 42,266 | $808K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 42,277 | $806K |
| BIP Wealth, LLC | 0.02% | Add +54.8% | 42,069 | $804K |
| MMBG Investment Advisors Co. | 0.06% | No change | 41,905 | $801K |
| Nwam LLC | 0.04% | Add +15.0% | 41,856 | $800K |
| Parkside Financial Bank & Trust | 0.05% | Add +1.0% | 41,638 | $796K |
| Marco Investment Management LLC | 0.05% | Add +6.8% | 41,571 | $795K |
| Noesis Capital Mangement Corp. | 0.10% | Add +0.1% | 41,561 | $795K |
| Bouchey Financial Group, Ltd. | 0.05% | No change | 41,402 | $792K |
| First United Bank & Trust | 0.23% | Add +1.7% | 41,310 | $790K |
| Stonebridge Financial Group, LLC | 0.11% | — | 41,124 | $786K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -5.8% | 40,792 | $780K |
| Centaurus Financial, Inc. | 0.03% | Add +173.7% | 40,727 | $779K |
| XML Financial, LLC | 0.06% | Reduce -3.1% | 40,336 | $771K |
| Lee Financial Co | 0.10% | Add +1.2% | 40,304 | $771K |
| FAS Wealth Partners, Inc. | 0.04% | Add +7.0% | 40,126 | $767K |
| Samjo Management, LLC | 0.26% | No change | 40,000 | $765K |
| WealthTrust Axiom LLC | 0.17% | No change | 39,784 | $761K |
| Diversified Trust Co. | 0.01% | Reduce -4.8% | 39,757 | $760K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -4.2% | 39,638 | $758K |
| Transcendent Capital Group LLC | 0.29% | Add +14.5% | 39,402 | $753K |
| Miramontes Capital, LLC | 0.23% | Reduce -1.9% | 39,202 | $750K |
| Hurley Capital, LLC | 0.39% | Add +1.7% | 39,060 | $747K |
| NorthCoast Asset Management LLC | 0.02% | Add +0.3% | 39,055 | $747K |
| Pointe Capital Management LLC | 0.33% | No change | 39,008 | $746K |
| Chiron Capital Management, LLC | 0.67% | Reduce -2.1% | 38,795 | $742K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -6.9% | 38,708 | $740K |
| Canvas Wealth Advisors, LLC | 0.10% | Add +0.0% | 38,672 | $739K |
| Whalerock Point Partners, LLC | 0.13% | Add +95.9% | 38,000 | $727K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +0.1% | 37,865 | $724K |
| Magnolia Capital Advisors LLC | 0.12% | Add +1.0% | 37,202 | $711K |
| Hilltop Wealth Advisors, LLC | 0.36% | No change | 37,180 | $711K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -19.7% | 37,156 | $710K |
| Mallini Complete Financial Planning LLC | 0.56% | Add +0.3% | 36,655 | $701K |
| Ancora Advisors LLC | 0.01% | Reduce -3.5% | 36,417 | $696K |
| Essex Financial Services, Inc. | 0.03% | Reduce -0.6% | 36,396 | $696K |
| Gsa Capital Partners LLP | 0.04% | Add +34.0% | 36,308 | $694K |
| Winebrenner Capital Management LLC | 0.42% | Reduce -6.8% | 36,289 | $694K |
| Strategic Financial Concepts, LLC | 0.21% | Add +6.9% | 36,119 | $691K |
| Nicholson Meyer Capital Management, Inc. | 0.46% | Reduce -7.0% | 35,984 | $688K |
| KPP Advisory Services LLC | 0.09% | Reduce -4.8% | 35,841 | $685K |
| HORAN Wealth, LLC | 0.09% | Add +0.7% | 35,806 | $685K |
| Jeppson Wealth Management, LLC | 0.20% | Add +6.3% | 35,513 | $679K |
| Gaddis Premier Wealth Advisors LLC | 0.41% | Add +0.8% | 35,457 | $678K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +10.6% | 35,166 | $672K |
| Integrity Alliance, Llc. | 0.02% | Add +1.1% | 35,154 | $672K |
| Gould Asset Management LLC | 0.11% | Add +0.1% | 35,149 | $672K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +37.5% | 35,143 | $672K |
| Abner Herrman & Brock LLC | 0.06% | No change | 35,000 | $669K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -30.1% | 35,016 | $667K |
| Archford Capital Strategies, LLC | 0.07% | Reduce -1.4% | 34,713 | $664K |
| Alessandra Capital Management, LLC | 0.47% | No change | 34,700 | $663K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +70.2% | 34,556 | $661K |
| ARS Wealth Advisors Group, LLC | 0.05% | Add +0.5% | 34,540 | $660K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -10.0% | 34,506 | $660K |
| Wealthstar Advisors, LLC | 0.33% | Reduce -6.5% | 34,446 | $659K |
| Welch Group, LLC | 0.02% | Add +1.3% | 34,263 | $655K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -12.2% | 34,161 | $653K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -4.3% | 34,153 | $653K |
| Empirical Asset Management, LLC | 0.15% | Add +0.0% | 34,041 | $651K |
| Advus Financial Partners, LLC | 0.15% | Add +1.9% | 33,818 | $647K |
| Bank of Nova Scotia | 0.00% | Add +3.4% | 33,740 | $645K |
| Sfmg, LLC | 0.04% | Reduce -0.8% | 33,596 | $642K |
| Ethos Financial Group, LLC | 0.04% | Add +42.5% | 31,784 | $642K |
| Beam Wealth Advisors, Inc. | 0.14% | Add +0.3% | 33,542 | $641K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -9.1% | 33,518 | $641K |
| Romano Brothers and Company | 0.06% | No change | 33,502 | $641K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -15.3% | 33,356 | $638K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.1% | 33,336 | $637K |
| Chung Wu Investment Group, LLC | 0.42% | Reduce -2.9% | 33,081 | $633K |
| Carret Asset Management, LLC | 0.05% | New | 32,625 | $624K |
| Trifecta Capital Advisors, LLC | 0.08% | No change | 32,300 | $618K |
| Invenio Wealth Partners LLC | 0.22% | Add +1.6% | 32,216 | $616K |
| Lake Street Private Wealth, LLC | 0.07% | Add +0.3% | 32,032 | $612K |
| Plan Group Financial, LLC | 0.13% | Reduce -17.3% | 32,012 | $612K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -63.6% | 32,000 | $612K |
| Lazard Asset Management LLC | 0.00% | Add +15.2% | 31,984 | $612K |
| Southeast Asset Advisors, LLC | 0.06% | Add +0.1% | 31,735 | $607K |
| SP Asset Management LLC | 0.05% | Add +1.7% | 31,686 | $606K |
| Conning Inc. | 0.02% | No change | 31,667 | $605K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.3% | 31,566 | $604K |
| Novem Group | 0.06% | Reduce -3.3% | 31,302 | $598K |
| Collaborative Capital Advisors LLC | 0.38% | — | 31,255 | $598K |
| Brighton Jones LLC | 0.01% | Add +5.0% | 31,245 | $597K |
| Camelot Portfolios, LLC | 0.42% | No change | 31,171 | $596K |
| SmartHarvest Portfolios, LLC | 0.19% | No change | 31,168 | $596K |
| HM Payson & Co. | 0.01% | Add +0.5% | 31,143 | $595K |
| Blueprint Financial Advisors LLC | 0.07% | Reduce -13.4% | 30,709 | $587K |
| Blueprint Investment Partners LLC | 0.05% | Add +0.2% | 30,709 | $587K |
| Traub Capital Management LLC | 0.52% | No change | 30,700 | $587K |
| Hancock Whitney Corp. | 0.01% | Add +1.0% | 30,515 | $583K |
| Asio Capital, LLC | 0.07% | Reduce -58.5% | 30,500 | $583K |
| Signaturefd, LLC | 0.01% | Add +0.5% | 30,335 | $580K |
| Second Line Capital, LLC | 0.11% | Add +0.1% | 30,266 | $579K |
| Focus Financial Network, Inc. | 0.02% | Add +42.2% | 30,048 | $575K |
| Aspen Grove Capital, LLC | 0.08% | No change | 30,001 | $574K |
| LYNX Capital Group Ltd. | 0.23% | No change | 30,000 | $574K |
| Black Swift Group, LLC | 0.08% | No change | 30,000 | $574K |
| King Wealth Management Group | 0.06% | Add +1.7% | 29,736 | $569K |
| Fisher Asset Management | 0.00% | Add +47.6% | 29,736 | $569K |
| Diligent Investors, LLC | 0.13% | Reduce -0.3% | 29,361 | $561K |
| Fortitude Advisory Group L.L.C. | 0.21% | Add +8.4% | 29,269 | $560K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +54.4% | 29,253 | $559K |
| First Financial Bankshares Inc | 0.01% | Reduce -25.3% | 29,233 | $559K |
| Doliver Advisors, LP | 0.13% | Reduce -2.4% | 29,217 | $559K |
| Disciplined Investments, LLC | 0.18% | Add +1.3% | 29,216 | $559K |
| MV Capital Management, Inc. | 0.05% | Add +1.7% | 29,114 | $557K |
| Leavell Investment Management, Inc. | 0.02% | Add +0.0% | 29,063 | $556K |
| Retirement Investment Advisors, Inc. | 0.04% | Add +0.9% | 28,467 | $555K |
| Optima Capital LLC | 0.22% | Add +8.7% | 29,048 | $555K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.07% | No change | 29,016 | $555K |
| DMC Group, LLC | 0.38% | Reduce -3.3% | 29,000 | $554K |
| Spring Capital Management, LLC | 0.27% | No change | 29,000 | $554K |
| Whipplewood Advisors, LLC | 0.37% | No change | 28,923 | $553K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -28.7% | 28,882 | $552K |
| Avion Wealth | 0.10% | Reduce -7.4% | 28,446 | $543K |
| Walled Lake Planning & Wealth Management, LLC | 0.14% | Add +0.3% | 28,340 | $542K |
| Summit Financial Wealth Advisors, LLC | 0.07% | Reduce -0.5% | 28,087 | $537K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -17.2% | 27,971 | $535K |
| Covenant Asset Management, LLC | 0.09% | Reduce -0.5% | 27,888 | $533K |
| Whalen Wealth Management Inc. | 0.24% | New | 27,714 | $530K |
| Seven Springs Wealth Group, LLC | 0.12% | No change | 27,563 | $527K |
| LongView Wealth Management | 0.14% | Reduce -2.4% | 27,528 | $526K |
| Whitener Capital Management, Inc. | 0.11% | Reduce -12.7% | 27,425 | $524K |
| Provident Investment Management, Inc. | 0.05% | No change | 27,391 | $524K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.3% | 27,368 | $523K |
| TopTier Wealth Management, LLC | 0.32% | Add +0.7% | 27,292 | $522K |
| Sweeney & Michel, LLC | 0.14% | New | 25,870 | $521K |
| Fiduciary Financial Group, LLC | 0.06% | Reduce -1.8% | 27,194 | $520K |
| Shrier Wealth Management, LLC | 0.18% | Reduce -4.3% | 27,139 | $519K |
| TCFG Investment Advisors, LLC | 0.18% | Add +5.9% | 27,077 | $518K |
| Flax Pond Capital, LLC | 0.36% | No change | 27,000 | $516K |
| Whittier Trust Co. | 0.01% | No change | 26,760 | $515K |
| Symphony Financial Services, Inc. | 0.23% | Add +0.2% | 26,941 | $515K |
| Magnus Financial Group LLC | 0.04% | Reduce -23.3% | 26,930 | $515K |
| TT Capital Management LLC | 0.40% | No change | 26,900 | $514K |
| Fulton Bank, N.A. | 0.02% | No change | 26,719 | $511K |
| Flynn Zito Capital Management, LLC | 0.14% | Add +1.1% | 26,604 | $509K |
| FLC Capital Advisors | 0.08% | Add +0.4% | 26,525 | $507K |
| Tritonpoint Wealth, LLC | 0.05% | No change | 26,229 | $501K |
| TritonPoint Partners, LLC | 0.04% | New | 26,229 | $501K |
| Verus Capital Partners, LLC | 0.03% | Add +2.0% | 26,186 | $501K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -18.2% | 26,169 | $500K |
| Aviance Capital Partners, LLC | 0.05% | No change | 26,167 | $500K |
| Fermata Advisors, LLC | 0.10% | Reduce -5.8% | 26,101 | $499K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +11.8% | 26,071 | $498K |
| Saxony Capital Management, LLC | 0.23% | Add +23.2% | 26,068 | $498K |
| Argent Trust Co | 0.01% | Add +2.1% | 26,035 | $498K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +21.2% | 26,007 | $497K |
| Foguth Wealth Management, LLC. | 0.06% | Add +0.4% | 24,423 | $495K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -2.9% | 25,893 | $495K |
| Tyche Wealth Partners LLC | 0.07% | Add +8.8% | 25,717 | $492K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -0.4% | 25,654 | $491K |
| Cookson Peirce & Co. Inc. | 0.02% | No change | 25,653 | $490K |
| Ballast Rock Private Wealth LLC | 0.23% | Add +0.0% | 25,583 | $489K |
| Compound Planning, Inc. | 0.01% | Add +26.0% | 25,565 | $489K |
| M.E. Allison & Co., Inc. | 0.28% | Add +3.4% | 25,535 | $488K |
| Checchi Capital Advisers, LLC | 0.03% | No change | 25,439 | $486K |
| Empower Advisory Group, LLC | 0.00% | Add +7.9% | 25,300 | $484K |
| Waterloo Capital, L.P. | 0.03% | Reduce -12.7% | 25,298 | $484K |
| Aldebaran Financial Inc. | 0.39% | No change | 25,245 | $483K |
| Financial Partners Group, Inc | 0.05% | Add +1.6% | 25,224 | $482K |
| Ulland Investment Advisors, LLC | 0.35% | Add +28.2% | 25,000 | $478K |
| Smithbridge Asset Management Inc. | 0.06% | Add +26.5% | 24,896 | $476K |
| Fulcrum Wealth Advisors, LLC | 0.36% | Reduce -0.9% | 24,824 | $475K |
| Hartford Financial Management Inc. | 0.11% | Reduce -6.0% | 24,805 | $474K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 24,740 | $473K |
| CapWealth Advisors, LLC | 0.04% | No change | 24,720 | $473K |
| Chancellor Financial Group WB LP | 0.29% | Add +6.0% | 24,697 | $472K |
| Rothschild Investment LLC | 0.02% | No change | 24,469 | $468K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +14.8% | 24,402 | $467K |
| First National Trust Co | 0.02% | New | 24,371 | $466K |
| Johnson Financial Group, LLC | 0.03% | New | 24,344 | $465K |
| Am Investment Strategies LLC | 0.09% | Add +0.0% | 24,340 | $465K |
| LRI Investments, LLC | 0.04% | Add +97.6% | 24,290 | $464K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +40.9% | 24,135 | $461K |
| SeedSafe Financial LLC | 0.33% | New | 24,124 | $461K |
| Thrive Wealth Management, LLC | 0.06% | Reduce -48.8% | 24,095 | $461K |
| Gruss & Co., LLC | 1.20% | No change | 24,000 | $459K |
| Canton Hathaway, LLC | 0.09% | No change | 24,000 | $459K |
| Main Street Financial Solutions, LLC | 0.03% | Add +11.7% | 23,952 | $458K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +0.5% | 22,798 | $458K |
| Uniting Wealth Partners, LLC | 0.09% | Add +0.1% | 23,903 | $457K |
| 1ST Source Bank | 0.02% | No change | 23,894 | $457K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +26.5% | 23,886 | $457K |
| Tiller Private Wealth, Inc. | 0.14% | Add +0.0% | 23,791 | $455K |
| Chesley Taft & Associates LLC | 0.02% | No change | 23,786 | $455K |
| Freedom Day Solutions, LLC | 0.10% | New | 23,773 | $455K |
| Saxon Interests, Inc. | 0.12% | Add +0.6% | 23,651 | $452K |
| Sittner & Nelson, LLC | 0.14% | No change | 23,600 | $451K |
| Citizens Financial Group Inc. | 0.01% | Reduce -1.8% | 23,540 | $450K |
| Meadowbrook Wealth Management, LLC | 0.49% | New | 23,500 | $448K |
| Artesa Financial Group, LLC | 0.38% | Reduce -3.5% | 23,374 | $447K |
| Conservest Capital Advisors, Inc. | 0.04% | Reduce -14.6% | 23,263 | $445K |
| NorthRock Partners, LLC | 0.01% | Reduce -4.2% | 23,211 | $444K |
| Donaldson Capital Management, LLC | 0.01% | New | 23,127 | $442K |
| MADDEN SECURITIES Corp | 0.12% | Add +0.1% | 23,013 | $440K |
| Campbell Capital Management Inc. | 0.16% | Reduce -81.3% | 23,000 | $440K |
| Simplicity Wealth,LLC | 0.01% | New | 22,882 | $438K |
| Certuity, LLC | 0.02% | Add +21.3% | 22,825 | $436K |
| State of Wyoming | 0.04% | Add +2.5% | 22,822 | $436K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -35.4% | 22,804 | $436K |
| Greatmark Investment Partners, Inc. | 0.05% | Add +28.2% | 22,712 | $434K |
| Ruggiero Investments, Inc. | 0.37% | Add +72.0% | 22,700 | $434K |
| World Equity Group, Inc. | 0.10% | Add +0.3% | 22,696 | $434K |
| Laidlaw Wealth Management LLC | 1.23% | Reduce -15.8% | 22,580 | $432K |
| Yarger Wealth Strategies, LLC | 0.15% | Add +1.6% | 21,952 | $432K |
| WP Advisors, LLC | 0.10% | Add +17.0% | 22,543 | $431K |
| Kirtland Hills Capital Management, LLC | 0.12% | Add +13.2% | 22,522 | $431K |
| Act Wealth Management, LLC | 0.13% | No change | 22,500 | $430K |
| Regatta Research & Money Management | 0.41% | — | 22,494 | $430K |
| Papamarkou Wellner Asset Management inc. | 0.27% | No change | 22,486 | $430K |
| Red Door Wealth Management, LLC | 0.04% | Add +0.1% | 22,423 | $429K |
| Carnegie Investment Counsel | 0.01% | Reduce -0.2% | 22,340 | $427K |
| Geneos Wealth Management Inc. | 0.01% | Add +1.8% | 22,321 | $427K |
| CENTRAL TRUST Co | 0.01% | Add +10.1% | 22,204 | $425K |
| Brave Asset Management Inc. | 0.09% | Reduce -4.3% | 22,178 | $424K |
| Belfer Management LLC | 7.02% | Reduce -19.4% | 22,155 | $424K |
| Sage Capital Management, LLC | 0.16% | No change | 22,091 | $422K |
| Michels Family Financial, LLC | 0.27% | Add +1.2% | 21,935 | $419K |
| Harrell Investment Partners, LLC | 0.09% | Add +55.8% | 21,928 | $419K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 21,920 | $419K |
| Gradient Investments LLC | 0.01% | Reduce -9.7% | 21,866 | $418K |
| Mattson Financial Services, LLC | 0.09% | No change | 20,637 | $417K |
| Spinnaker Trust | 0.02% | Add +16.0% | 21,800 | $417K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -2.3% | 21,546 | $412K |
| Wescott Financial Advisory Group, LLC | 0.03% | No change | 21,519 | $411K |
| Cadent Capital Advisors, LLC | 0.09% | Reduce -1.1% | 21,515 | $411K |
| C2C Wealth Management, LLC | 0.32% | Reduce -9.7% | 21,493 | $411K |
| Berkshire Asset Management LLC | 0.02% | No change | 21,471 | $411K |
| Affinity Wealth Management LLC | 0.05% | Reduce -0.3% | 21,417 | $409K |
| Granite Group Advisors, LLC | 0.24% | Reduce -12.9% | 21,388 | $409K |
| Tranquility Partners, LLC | 0.14% | Add +1.6% | 21,246 | $406K |
| White Pine Capital LLC | 0.10% | No change | 21,230 | $406K |
| Naviter Wealth, LLC | 0.04% | Add +23.1% | 21,099 | $403K |
| Mindset Wealth Management, LLC | 0.08% | Add +27.2% | 21,040 | $402K |
| RiverGlades Family Offices LLC | 0.18% | No change | 21,000 | $402K |
| Heritage Trust Co | 0.03% | No change | 20,832 | $398K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Add +0.8% | 20,788 | $397K |
| E&G Advisors, LLC | 0.08% | Reduce -0.3% | 20,712 | $396K |
| Compass Financial Management LLC | 0.05% | — | 19,488 | $395K |
| Parkway Wealth Management Group, LLC | 0.05% | Add +9.0% | 20,651 | $395K |
| Tepp RIA, LLC | 0.27% | No change | 20,535 | $393K |
| Searle & Co. | 0.09% | Add +3.9% | 20,499 | $392K |
| Eastern Bank | 0.01% | No change | 20,440 | $391K |
| JBR Co Financial Management Inc | 0.14% | No change | 20,391 | $390K |
| Legacy Financial Strategies, LLC | 0.06% | No change | 20,391 | $390K |
| FSB Premier Wealth Management, Inc. | 0.11% | Reduce -5.7% | 20,381 | $390K |
| Southern Financial Group, LLC | 0.10% | Reduce -2.1% | 20,243 | $387K |
| Agf Management Ltd. | 0.00% | Add +0.0% | 20,176 | $386K |
| Kennedy Investment Group, Inc. | 0.13% | Add +1.7% | 20,043 | $383K |
| Weil Company, Inc. | 0.07% | Add +0.1% | 19,983 | $382K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 19,935 | $381K |
| Shepherd Financial Partners LLC | 0.03% | Add +0.1% | 19,910 | $381K |
| United Advisor Group, LLC | 0.04% | No change | 19,863 | $380K |
| Navellier & Associates Inc. | 0.03% | No change | 19,750 | $378K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -15.0% | 19,623 | $375K |
| Natixis Advisors, LLC | 0.00% | Reduce -12.5% | 19,642 | $375K |
| GatePass Capital, LLC | 0.15% | Reduce -18.3% | 19,500 | $373K |
| GDS Wealth Management | 0.02% | Add +2.8% | 19,394 | $371K |
| Purkiss Capital Advisors LLC | 0.14% | Add +0.8% | 19,304 | $369K |
| OneDigital Investment Advisors LLC | 0.00% | Add +6.3% | 19,277 | $369K |
| Westover Capital Advisors, LLC | 0.06% | No change | 19,200 | $367K |
| Family Manage LLC | 0.04% | No change | 19,162 | $366K |
| Modera Wealth Management, LLC | 0.00% | Add +9.0% | 19,120 | $366K |
| Mattern Capital Management, LLC | 0.04% | No change | 19,003 | $363K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 18,920 | $362K |
| Trueblood Wealth Management, LLC | 0.13% | No change | 18,846 | $360K |
| Savvy Advisors, Inc. | 0.01% | Add +13.4% | 18,835 | $360K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | Reduce -10.9% | 18,789 | $359K |
| Bank of New Hampshire | 0.07% | Add +14.8% | 18,783 | $359K |
| Register Financial Advisors LLC | 0.11% | Add +0.1% | 18,735 | $358K |
| Finer Wealth Management, Inc. | 0.16% | Reduce -25.1% | 18,697 | $357K |
| Salvus Wealth Management, LLC | 0.20% | Add +0.0% | 18,673 | $357K |
| Fulcrum Asset Management LLP | 0.04% | No change | 18,664 | $356K |
| Cypress Capital Group | 0.03% | Reduce -0.1% | 18,604 | $356K |
| Composition Wealth, LLC | 0.00% | New | 18,558 | $355K |
| Purus Wealth Management, LLC | 0.10% | Add +15.6% | 18,500 | $354K |
| First Commonwealth Financial Corp | 0.05% | Reduce -1.2% | 18,494 | $354K |
| Harmony Asset Management LLC | 0.09% | Reduce -0.9% | 18,459 | $353K |
| Arista Wealth Management, LLC | 0.04% | No change | 18,437 | $353K |
| Grey Fox Wealth Advisors, LLC | 0.06% | Reduce -0.0% | 18,422 | $352K |
| Opus Capital Group, LLC | 0.03% | No change | 18,399 | $352K |
| Bison Wealth, LLC | 0.03% | Add +7.0% | 18,251 | $351K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +901.6% | 18,330 | $350K |
| Gotham Asset Management | 0.00% | No change | 18,249 | $349K |
| American Money Management, LLC | 0.05% | No change | 18,089 | $346K |
| New Republic Capital, LLC | 0.08% | Add +0.2% | 18,074 | $346K |
| New England Asset Management Inc. | 0.04% | No change | 18,055 | $345K |
| Uptick Partners, LLC | 0.05% | Add +0.1% | 18,035 | $345K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -18.4% | 17,844 | $341K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -9.6% | 16,769 | $341K |
| Advisory Alpha, LLC | 0.01% | Add +0.9% | 17,797 | $340K |
| Trek Financial, LLC | 0.02% | Add +21.1% | 17,789 | $340K |
| Sig Brokerage, LP | 0.05% | New | 17,715 | $339K |
| Csenge Advisory Group | 0.01% | Add +1.3% | 17,630 | $337K |
| Newman Dignan & Sheerar, Inc. | 0.06% | Add +1.5% | 17,584 | $336K |
| Legacy Financial Group, Inc. | 0.08% | New | 17,550 | $336K |
| Kintra Wealth, LLC | 0.02% | Add +4.2% | 16,125 | $335K |
| Archer Investment Corp | 0.06% | Add +2087.8% | 17,502 | $335K |
| RiverTree Advisors, LLC | 0.20% | No change | 17,500 | $335K |
| Symmetry Partners, LLC | 0.02% | Add +13.4% | 17,500 | $335K |
| Vista Investment Partners LLC | 0.08% | Reduce -3.6% | 17,492 | $334K |
| Soltis Investment Advisors LLC | 0.02% | New | 17,492 | $334K |
| Curated Wealth Partners LLC | 0.04% | No change | 17,450 | $334K |
| Wealth Dimensions Group, Ltd. | 0.06% | Add +0.5% | 17,360 | $332K |
| Cornerstone Select Advisors, LLC | 0.14% | Add +1.7% | 17,338 | $332K |
| Wealth Quarterback LLC | 0.10% | No change | 17,307 | $331K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.18% | No change | 15,500 | $330K |
| Krilogy Financial LLC | 0.01% | Add +0.0% | 17,251 | $330K |
| AssuredPartners Investment Advisors, LLC | 0.03% | Reduce -16.2% | 17,246 | $330K |
| Kingsman Wealth Management, Inc. | 0.15% | Reduce -9.8% | 17,222 | $329K |
| Highlander Partners, L.P. | 0.11% | No change | 17,080 | $327K |
| Valtrion Capital Management, LLC | 0.24% | Add +8.5% | 17,079 | $327K |
| Leisure Capital Management | 0.10% | No change | 17,008 | $325K |
| Taylor & Morgan Wealth Management, LLC | 0.16% | Add +1.7% | 16,977 | $325K |
| Crumly & Associates Inc. | 0.06% | No change | 16,948 | $324K |
| Fairvoy Private Wealth, LLC | 0.07% | No change | 16,935 | $324K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 16,850 | $322K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +0.4% | 16,739 | $320K |
| Chilton Capital Management LLC | 0.01% | Add +734.8% | 16,696 | $319K |
| Readystate Asset Management LP | 0.02% | New | 16,601 | $317K |
| Hobbs Group Advisors, LLC | 0.08% | No change | 16,546 | $316K |
| Teamwork Financial Advisors, LLC | 0.03% | Reduce -3.1% | 16,460 | $315K |
| West Michigan Advisors, LLC | 0.06% | Reduce -1.8% | 16,433 | $314K |
| Novare Capital Management LLC | 0.02% | No change | 16,433 | $314K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 16,416 | $314K |
| Professional Financial Advisors, LLC | 0.05% | No change | 16,401 | $314K |
| Granville Capital, Inc. | 0.14% | No change | 16,353 | $313K |
| Disciplined Investors, L.L.C. | 0.16% | Reduce -2.4% | 16,320 | $312K |
| Sovereign Financial Group, Inc. | 0.05% | Add +6.6% | 16,130 | $308K |
| Quadcap Wealth Management, LLC | 0.03% | Add +1.5% | 16,072 | $307K |
| Leigh Baldwin & Co., LLC | 0.16% | Reduce -2.4% | 16,009 | $306K |
| Consilium Wealth Advisory, LLC | 0.09% | No change | 16,000 | $306K |
| Apollon Financial, LLC | 0.04% | No change | 16,000 | $306K |
| Probity Advisors, Inc. | 0.04% | Reduce -1.1% | 15,978 | $305K |
| QRG Capital Management, Inc. | 0.00% | Add +0.3% | 15,929 | $305K |
| Blue Trust, Inc. | 0.00% | Reduce -1.3% | 15,924 | $304K |
| CNB Bank | 0.12% | No change | 15,900 | $304K |
| Sapient Capital LLC | 0.00% | Add +2.6% | 15,864 | $303K |
| Helium Advisors LLC | 0.25% | Reduce -1.3% | 15,818 | $302K |
| ARK & TLK Investments, LLC | 0.07% | Add +2.6% | 15,805 | $302K |
| Mark Sheptoff Financial Planning, LLC | 0.16% | Reduce -3.1% | 15,760 | $301K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -6.8% | 15,752 | $301K |
| Verity & Verity, LLC | 0.02% | Reduce -11.9% | 15,748 | $301K |
| Westbourne Investment Advisors, Inc. | 0.08% | No change | 15,700 | $300K |
| BTG Pactual Asset Management US LLC | 0.02% | Add +11.3% | 15,524 | $300K |
| Root Financial Partners, LLC | 0.01% | No change | 15,641 | $299K |
| Seelaus Asset Management LLC | 0.21% | No change | 15,580 | $298K |
| Westwood Wealth Management | 0.09% | Add +0.3% | 15,546 | $297K |
| Regent Peak Wealth Advisors LLC | 0.06% | No change | 15,540 | $297K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -10.8% | 15,519 | $297K |
| J Hagan Capital, Inc. | 0.14% | Add +1.8% | 15,450 | $295K |
| Legacy Wealth Advisors, LLC | 0.13% | Add +8.7% | 15,417 | $295K |
| LBMC Investment Advisors, LLC | 0.02% | Add +11.3% | 15,406 | $295K |
| Private Trust Co. NA | 0.02% | No change | 15,325 | $293K |
| First PREMIER Bank | 0.05% | No change | 15,288 | $293K |
| Bessemer Group Inc. | 0.00% | Add +2.7% | 15,335 | $293K |
| Inspire Advisors, LLC | 0.02% | Reduce -78.6% | 15,295 | $292K |
| First National Bank of Omaha | 0.01% | No change | 15,316 | $292K |
| Secure Asset Management, LLC | 0.04% | Reduce -22.5% | 15,209 | $291K |
| SkyOak Wealth, LLC | 0.05% | Reduce -2.5% | 15,206 | $291K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +17.7% | 15,171 | $290K |
| Herold Advisors, Inc. | 0.06% | Add +14.3% | 15,220 | $290K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 15,175 | $290K |
| GAMCO Investors | 0.00% | Reduce -39.8% | 15,100 | $289K |
| Calamos Wealth Management LLC | 0.01% | No change | 15,062 | $288K |
| Primoris Wealth Advisors, LLC | 0.13% | No change | 15,000 | $287K |
| Rossby Financial, LCC | 0.05% | No change | 15,000 | $287K |
| Brave Warrior Advisors | 0.01% | No change | 15,000 | $287K |
| Ellenbecker Investment Group | 0.03% | Add +1.6% | 14,969 | $286K |
| Cura Wealth Advisors, LLC | 0.12% | Add +0.3% | 14,594 | $279K |
| Euro Pacific Asset Management, LLC | 0.03% | Reduce -3.5% | 13,865 | $279K |
| Wedmont Private Capital | 0.01% | Reduce -41.8% | 14,142 | $278K |
| Baird Financial Group, Inc. | 0.00% | Add +45.0% | 14,500 | $277K |
| Annex Advisory Services, LLC | 0.00% | Add +0.3% | 14,490 | $277K |
| Sound Income Strategies, LLC | 0.01% | Reduce -1.4% | 14,485 | $277K |
| AQR Capital Management | 0.00% | Reduce -9.0% | 14,449 | $276K |
| Core Wealth Partners LLC | 0.12% | Reduce -12.2% | 14,388 | $275K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Add +1.1% | 14,352 | $274K |
| Rydar Equities, Inc. | 0.15% | Add +19.3% | 13,488 | $274K |
| Verdence Capital Advisors LLC | 0.01% | Add +0.2% | 14,287 | $273K |
| PCG Wealth Advisors, LLC | 0.06% | Reduce -28.9% | 14,263 | $273K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -50.9% | 14,232 | $272K |
| Welch & Forbes LLC | 0.00% | New | 14,226 | $272K |
| Castleview Partners, LLC | 0.12% | Add +0.3% | 14,181 | $271K |
| Procyon Advisors, LLC | 0.01% | Reduce -90.2% | 14,176 | $271K |
| Attessa Capital LLC | 0.12% | New | 14,100 | $270K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -11.4% | 14,081 | $269K |
| KG Capital Management | 0.16% | Reduce -2.1% | 14,050 | $269K |
| Avos Capital Management, LLC | 0.11% | Reduce -82.3% | 14,033 | $268K |
| Modus Advisors, LLC | 0.07% | Add +28.9% | 13,987 | $267K |
| Vestor Capital, LLC | 0.02% | New | 2,940 | $266K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 13,885 | $265K |
| Tactive Advisors, LLC | 0.07% | Reduce -18.9% | 13,834 | $265K |
| Wealth Effects LLC | 0.07% | No change | 13,814 | $264K |
| American National Bank & Trust | 0.02% | No change | 13,776 | $263K |
| Kiker Wealth Management, LLC | 0.10% | Add +3.8% | 13,775 | $263K |
| O'Brien Greene & Co. Inc | 0.07% | New | 13,771 | $263K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +3.5% | 13,720 | $262K |
| Walker Asset Management, LLC | 0.13% | Add +1.7% | 13,659 | $261K |
| Founders Financial Alliance, LLC | 0.03% | Add +0.3% | 13,613 | $260K |
| Successful Portfolios LLC | 0.12% | Add +2.0% | 13,166 | $259K |
| Nalls Sherbakoff Group, LLC | 0.18% | No change | 13,562 | $259K |
| Asset Advisory Group, Inc. | 0.11% | No change | 13,558 | $259K |
| Viawealth, LLC | 0.13% | Add +0.1% | 13,539 | $259K |
| BWM Planning, LLC | 0.06% | Add +1.6% | 13,531 | $259K |
| Woodward Diversified Capital, LLC | 0.11% | Add +0.0% | 13,514 | $258K |
| Susquehanna Fundamental Investments, LLC | 0.00% | New | 13,470 | $258K |
| Cypress Capital Management LLC (WY) | 0.22% | Add +3.9% | 13,439 | $257K |
| Davis R M Inc. | 0.00% | Reduce -15.7% | 13,428 | $257K |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0.15% | Reduce -0.5% | 13,420 | $257K |
| AlphaCore Capital LLC | 0.00% | Add +15.7% | 13,410 | $256K |
| Guyasuta Investment Advisors Inc. | 0.01% | Add +0.5% | 13,390 | $256K |
| Advisor Resource Council | 0.09% | Add +9.1% | 13,295 | $256K |
| Amplify Investments, LLC | 3.53% | Add +17.6% | 13,340 | $255K |
| Aerodigm Wealth, LLC | 0.09% | Add +1.7% | 13,297 | $254K |
| Atlas Brown,Inc. | 0.07% | No change | 13,291 | $254K |
| Formidable Asset Management, LLC | 0.04% | Add +5.0% | 13,157 | $254K |
| Hilton Head Capital Partners, LLC | 0.13% | Add +7.5% | 13,261 | $254K |
| Wolff Financial Management LLC | 0.05% | Add +0.1% | 13,258 | $253K |
| PW Nova Financial Services LLC | 0.05% | Reduce -18.0% | 13,214 | $253K |
| Park Avenue Securities LLC | 0.00% | Add +17.3% | 13,189 | $252K |
| Retirement Planning Group, LLC | 0.01% | New | 13,076 | $250K |
| Creative Financial Designs Inc. | 0.01% | Add +1.9% | 13,047 | $249K |
| WT Wealth Management | 0.07% | Add +1.7% | 13,036 | $249K |
| Greenwich Wealth Management LLC | 0.01% | Add +0.2% | 13,038 | $249K |
| Pettinga Financial Advisors LLC | 0.04% | Reduce -1.0% | 13,005 | $249K |
| Ruggaard & Associates LLC | 0.09% | No change | 12,987 | $248K |
| Talisman Wealth Advisors LLC | 0.18% | Add +5.8% | 12,913 | $247K |
| RMR Wealth Builders | 0.02% | Add +4.1% | 12,904 | $247K |
| Jim Saulnier & Associates, LLC | 0.10% | Add +1.7% | 12,896 | $247K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +1.7% | 12,772 | $244K |
| Stonebridge Financial Group, LLC / MO | 0.16% | Add +0.2% | 12,721 | $243K |
| Calydon Capital | 0.04% | No change | 12,671 | $242K |
| Phillips Wealth Planners LLC | 0.18% | Reduce -0.6% | 12,212 | $242K |
| Pennington Partners & Co., LLC | 0.08% | No change | 12,600 | $241K |
| Gryphon Financial Partners LLC | 0.02% | Reduce -10.6% | 12,577 | $240K |
| UMB Bank, n.a. | 0.00% | Reduce -3.8% | 12,555 | $240K |
| Tompkins Financial Corp. | 0.02% | No change | 12,500 | $239K |
| Argent Advisors, Inc. | 0.06% | Reduce -58.2% | 12,468 | $238K |
| Smith, Moore & Co. | 0.02% | Add +0.2% | 12,455 | $238K |
| Planning Project LLC | 0.05% | — | 11,059 | $238K |
| Next Level Wealth Planning, LLC | 0.10% | Reduce -13.9% | 12,423 | $238K |
| Northcape Wealth Management, LLC | 0.06% | No change | 12,400 | $237K |
| Ashton Thomas Securities, LLC | 0.04% | No change | 12,400 | $237K |
| Centurion Wealth Management LLC | 0.06% | No change | 12,397 | $237K |
| King Luther Capital Management Corp. | 0.00% | New | 12,347 | $236K |
| First Trust Capital Management L.P. | 0.01% | No change | 12,346 | $236K |
| Cullinan Associates Inc. | 0.02% | No change | 12,300 | $235K |
| Woodmont Investment Counsel LLC | 0.01% | New | 12,104 | $231K |
| Allium Financial Advisors, LLC | 0.15% | Add +1.3% | 12,084 | $231K |
| Lewis Asset Management, LLC | 0.08% | Add +9.3% | 12,021 | $230K |
| Ellis Investment Partners, LLC | 0.03% | Add +1.2% | 12,020 | $230K |
| Hall Laurie J Trustee | 0.07% | No change | 12,004 | $230K |
| Alpine Woods Capital Investors, LLC | 0.05% | Reduce -16.7% | 12,000 | $229K |
| KERR FINANCIAL PLANNING Corp | 0.26% | Add +1.6% | 11,989 | $229K |
| Allied Private Wealth LLC | 0.15% | — | 11,508 | $229K |
| Hardin Capital Partners, LLC | 0.11% | No change | 11,860 | $227K |
| SYM FINANCIAL Corp | 0.02% | No change | 11,873 | $227K |
| WealthCare Investment Partners, LLC | 0.05% | New | 11,821 | $226K |
| Bridgewealth Advisory Group, LLC | 0.04% | Add +1.7% | 11,803 | $226K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 11,796 | $226K |
| Valley National Advisers Inc. | 0.02% | Add +7.4% | 11,527 | $220K |
| Community Trust & Investment Co. | 0.01% | No change | 11,520 | $220K |
| Veery Capital, LLC | 0.06% | No change | 11,500 | $220K |
| EagleClaw Capital Managment, LLC | 0.03% | No change | 11,500 | $220K |
| Clearstead Advisors, LLC | 0.00% | Reduce -23.9% | 11,481 | $220K |
| Atlas Private Wealth Advisors | 0.05% | Add +1.6% | 11,466 | $219K |
| Perennial Investment Advisors, LLC | 0.01% | Reduce -8.6% | 11,452 | $219K |
| Burnham & Co LLC | 0.18% | — | 11,441 | $219K |
| Atria Investments, Inc | 0.00% | New | 11,439 | $219K |
| W.H. Cornerstone Investments Inc. | 0.12% | New | 11,392 | $218K |
| COFG Advisors, LLC | 0.04% | New | 11,380 | $218K |
| Sentinel Wealth Management, Inc. | 0.15% | No change | 11,183 | $214K |
| Barrett & Company, Inc. | 0.06% | Add +14.9% | 11,171 | $214K |
| Stokes Capital Advisors, LLC | 0.05% | No change | 11,170 | $214K |
| Caldwell Sutter Capital, Inc. | 0.08% | Add +2.8% | 11,100 | $212K |
| Relyea Zuckerberg Hanson LLC | 0.02% | No change | 11,000 | $210K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -8.3% | 11,000 | $210K |
| Ami Investment Management Inc. | 0.04% | No change | 10,997 | $210K |
| Regal Investment Advisors LLC | 0.01% | Reduce -10.5% | 10,977 | $210K |
| Resolute Wealth Strategies, LLC | 0.08% | New | 10,915 | $209K |
| First Interstate Bank | 0.01% | Reduce -5.3% | 10,887 | $208K |
| Arrow Investment Advisors, LLC | 0.20% | Add +4.9% | 10,866 | $208K |
| L & S Advisors Inc | 0.02% | No change | 10,814 | $207K |
| Philadelphia Trust Co. | 0.01% | New | 10,750 | $206K |
| IronBridge Private Wealth, LLC | 0.07% | Add +0.3% | 10,729 | $205K |
| Forbes Financial Planning, Inc. | 0.11% | New | 10,700 | $205K |
| McCarthy Asset Management, Inc. | 0.10% | — | 10,673 | $204K |
| Proficio Capital Partners LLC | 0.01% | New | 10,613 | $203K |
| Worth Asset Management, LLC | 0.06% | Add +0.3% | 10,554 | $202K |
| Prosperity Financial Group, Inc. | 0.06% | No change | 10,550 | $202K |
| Russell Investments Group, Ltd. | 0.00% | Add +32.4% | 10,535 | $201K |
| Reliant Investment Partners, LLC | 0.14% | New | 10,533 | $201K |
| Ryan Investment Management, Inc. | 0.09% | New | 10,468 | $200K |
| Index Fund Advisors, Inc. | 0.01% | New | 10,462 | $200K |
| Core Wealth Advisors, Inc. | 0.04% | No change | 10,409 | $199K |
| Holderness Investments Co. | 0.03% | No change | 10,406 | $199K |
| Buska Wealth Management, LLC | 0.07% | Reduce -12.0% | 10,404 | $199K |
| WBH Advisory Inc. | 0.01% | New | 10,397 | $199K |
| Lyell Wealth Management, LP | 0.01% | No change | 10,350 | $198K |
| Virtus Investment Advisers, LLC | 0.05% | Add +4.6% | 10,336 | $198K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -96.2% | 9,918 | $196K |
| Investment Research Partners LLC | 0.07% | Reduce -24.5% | 10,259 | $196K |
| Old North State Trust, LLC | 0.10% | No change | 10,240 | $196K |
| TRUE Private Wealth Advisors | 0.02% | Add +0.8% | 10,141 | $194K |
| First Bancorp, Inc | 0.08% | New | 10,138 | $194K |
| Zacks Investment Management | 0.00% | Reduce -3.6% | 10,136 | $194K |
| Squire Investment Management Company, LLC | 0.05% | New | 10,111 | $193K |
| Partners Wealth Management, LLC | 0.19% | Add +0.2% | 10,101 | $193K |
| First Heartland Consultants, Inc. | 0.01% | Reduce -10.9% | 10,071 | $193K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 10,026 | $192K |
| Altus Wealth Group LLC | 0.07% | Reduce -2.9% | 10,010 | $191K |
| Clear Point Advisors Inc. | 0.17% | No change | 10,000 | $191K |
| Thompson Davis & Co., Inc. | 0.11% | Reduce -1.0% | 10,000 | $191K |
| Quantum Financial Planning Services, Inc. | 0.06% | No change | 10,000 | $191K |
| Stevens Capital Partners | 0.04% | New | 10,000 | $191K |
| City Holding Co. | 0.02% | No change | 10,000 | $191K |
| DWR Wealth Management, LLC | 0.14% | No change | 10,000 | $191K |
| Orion Capital Management LLC | 0.06% | Add +1.7% | 9,629 | $184K |
| Operose Advisors LLC | 0.04% | No change | 9,556 | $183K |
| Markowski Investments | 0.04% | — | 9,295 | $178K |
| Fairman Group, LLC | 0.14% | No change | 9,150 | $175K |
| Mather Group, Llc. | 0.00% | Add +1.8% | 8,961 | $171K |
| Silver Oak Securities, Incorporated | 0.01% | New | 8,825 | $169K |
| Parvin Asset Management, LLC | 0.13% | Reduce -13.3% | 8,775 | $168K |
| American Capital Advisory, LLC | 0.06% | Add +0.1% | 8,702 | $166K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -3.5% | 8,475 | $162K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -23.3% | 8,404 | $161K |
| Financial Gravity Companies, Inc. | 0.03% | — | 8,400 | $161K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -41.7% | 8,113 | $155K |
| Nemes Rush Group LLC | 0.01% | No change | 8,088 | $155K |
| Kings Path Partners LLC | 0.04% | No change | 8,000 | $153K |
| Frankly Finances, LLC | 0.12% | No change | 7,850 | $150K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +87.8% | 7,829 | $150K |
| Adkins Seale Capital Management LLC | 0.13% | No change | 7,467 | $143K |
| Key Financial Inc | 0.02% | Add +176.2% | 7,352 | $141K |
| Motco | 0.01% | No change | 7,325 | $140K |
| Security National Bank | 0.02% | No change | 6,996 | $134K |
| SJS Investment Consulting Inc. | 0.01% | No change | 6,983 | $134K |
| Adirondack Trust Co. | 0.04% | No change | 6,948 | $133K |
| Aventura Private Wealth, LLC | 0.04% | Add +0.5% | 6,852 | $131K |
| MCF Advisors LLC | 0.00% | Add +0.3% | 6,699 | $128K |
| CX Institutional | 0.00% | Reduce -12.9% | 6,712 | $128K |
| Oakworth Capital, Inc. | 0.01% | New | 6,633 | $126K |
| Tounjian Advisory Partners, LLC | 0.05% | New | 6,378 | $122K |
| Concord Wealth Partners | 0.01% | New | 6,316 | $121K |
| Proffitt & Goodson Inc. | 0.02% | No change | 6,257 | $120K |
| Vision Retirement, LLC | 0.03% | Add +0.2% | 6,182 | $118K |
| S.A. Mason LLC | 0.04% | New | 6,181 | $118K |
| Institute for Wealth Management, LLC. | 0.01% | New | 6,124 | $117K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +15.6% | 87,219 | $116K |
| Keating Financial Advisory Services, Inc. | 0.02% | Add +0.9% | 6,035 | $115K |
| Fiduciary Financial Advisors | 0.01% | New | 6,035 | $115K |
| Solstein Capital, LLC | 0.04% | No change | 5,927 | $113K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 5,922 | $113K |
| Founders Capital Management | 0.05% | No change | 5,805 | $111K |
| BankPlus Trust Department | 0.03% | No change | 5,671 | $108K |
| Hilltop National Bank | 0.02% | No change | 5,584 | $107K |
| Hara Capital LLC | 0.06% | No change | 5,495 | $105K |
| Citizens National Bank Trust Department | 0.02% | No change | 5,480 | $105K |
| Arlington Trust Co LLC | 0.01% | No change | 5,435 | $104K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 5,344 | $102K |
| Blue Owl Capital Holdings LP | 0.02% | No change | 5,326 | $102K |
| Heritage Wealth Advisors | 0.00% | No change | 5,100 | $98K |
| Elequin Capital, LP | 0.02% | Add +89.6% | 5,069 | $97K |
| Strategic Advocates LLC | 0.37% | No change | 5,000 | $96K |
| Zazove Associates LLC | 0.26% | No change | 5,000 | $96K |
| Catherine Avery Investment Management LLC | 0.04% | New | 5,000 | $96K |
| Mechanics Financial Corp | 0.03% | No change | 5,000 | $96K |
| Ameriflex Group, Inc. | 0.04% | Add +59.4% | 4,960 | $95K |
| Atwood & Palmer Inc. | 0.00% | No change | 4,822 | $92K |
| HHM Wealth Advisors, LLC | 0.01% | Add +0.3% | 4,748 | $91K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +1.7% | 4,626 | $88K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -21.3% | 4,493 | $86K |
| Estabrook Capital Management | 0.01% | No change | 4,451 | $85K |
| Wolff Wiese Magana LLC | 0.04% | Add +11.2% | 4,318 | $83K |
| Hollencrest Capital Management | 0.01% | Reduce -22.6% | 4,263 | $82K |
| Godsey & Gibb, Inc. | 0.01% | No change | 4,053 | $77K |
| MidFirst Bank | 0.01% | No change | 4,000 | $76K |
| Planning Strategies Inc. | 0.05% | — | 3,880 | $74K |
| Colonial Trust Advisors | 0.01% | No change | 3,840 | $73K |
| Essential Partners LLC | 0.03% | No change | 3,711 | $71K |
| St Germain D J Co. Inc. | 0.00% | No change | 3,614 | $69K |
| Gill Capital Partners, LLC | 0.02% | Reduce -0.2% | 3,600 | $69K |
| Kelly Lawrence W & Associates Inc. | 0.01% | No change | 3,600 | $69K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +8.8% | 3,591 | $69K |
| First Horizon Corp. | 0.00% | Reduce -8.7% | 3,530 | $67K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +1.0% | 3,499 | $67K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.05% | No change | 3,418 | $65K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 3,388 | $65K |
| Manchester Capital Management LLC | 0.01% | No change | 3,328 | $64K |
| Continuum Advisory, LLC | 0.01% | New | 3,291 | $63K |
| Golden State Wealth Management, LLC | 0.01% | Add +23.3% | 3,270 | $63K |
| Quaker Wealth Management, LLC | 0.02% | Add +1.2% | 3,235 | $62K |
| Community Bank, N.A. | 0.01% | No change | 3,200 | $61K |
| Tsfg, LLC | 0.01% | Add +1.1% | 3,174 | $61K |
| Smithfield Trust Co | 0.00% | No change | 3,167 | $61K |
| Albion Financial Group | 0.00% | Add +1.7% | 3,174 | $61K |
| Kozak & Associates, Inc. | 0.01% | Add +0.6% | 3,160 | $60K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -8.2% | 3,147 | $60K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -1.0% | 3,075 | $59K |
| 10Elms LLP | 0.03% | Add +682.6% | 3,060 | $59K |
| 1015 Capital Partners, LLC | 0.05% | No change | 3,000 | $57K |
| Southern Michigan Bank & Trust | 0.02% | No change | 3,000 | $57K |
| Grove Bank & Trust | 0.01% | New | 3,000 | $57K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 2,960 | $57K |
| Evermay Wealth Management LLC | 0.01% | Add +59.3% | 2,938 | $56K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +59.5% | 2,863 | $55K |
| South Plains Financial, Inc. | 0.03% | No change | 2,778 | $53K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.9% | 2,741 | $52K |
| Core Alternative Capital | 0.02% | No change | 2,657 | $51K |
| Caitlin John, LLC | 0.03% | Reduce -4.5% | 2,625 | $50K |
| SouthState Bank Corp | 0.00% | Reduce -29.8% | 2,612 | $50K |
| Prosperity Bancshares Inc | 0.03% | Add +135.9% | 2,604 | $50K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 2,600 | $50K |
| United Community Bank | 0.01% | No change | 2,538 | $49K |
| MRP Capital Investments, LLC | 0.03% | No change | 2,456 | $47K |
| Tidemark, LLC | 0.01% | Reduce -0.2% | 2,401 | $46K |
| Cornerstone National Bank & Trust Co | 0.02% | No change | 2,406 | $46K |
| SRH Advisors, LLC | 0.01% | No change | 2,325 | $44K |
| Tiaa Trust, National Association | 0.00% | No change | 2,242 | $43K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,211 | $42K |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.01% | New | 2,190 | $42K |
| Bullseye Investment Management, LLC | 0.02% | No change | 2,189 | $42K |
| Wellington-Altus USA Inc. | 0.03% | No change | 2,100 | $41K |
| Financial Life Planners | 0.03% | Add +1.7% | 2,109 | $40K |
| Lodestone Wealth Management LLC | 0.01% | Add +1.6% | 2,106 | $40K |
| Delta Asset Management LLC | 0.00% | No change | 2,030 | $39K |
| Hickory Point Bank & Trust | 0.02% | No change | 2,000 | $38K |
| Trust Co | 0.00% | No change | 2,000 | $38K |
| NBT Bank, N.A. | 0.00% | No change | 2,000 | $38K |
| JFS Wealth Advisors, LLC | 0.00% | Add +18.1% | 1,982 | $38K |
| Vision Financial Markets LLC | 0.03% | Add +1.6% | 1,966 | $37K |
| Cape Investment Advisory, Inc. | 0.01% | New | 1,945 | $37K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -16.5% | 1,934 | $37K |
| Pacific Center for Financial Services | 0.01% | Reduce -25.8% | 1,920 | $37K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.4% | 1,849 | $35K |
| Peoples Financial Services Corp. | 0.01% | Add +49.8% | 1,790 | $34K |
| Basepoint Wealth LLC | 0.02% | Add +9.4% | 1,753 | $34K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -36.3% | 1,677 | $32K |
| Gables Capital Management Inc. | 0.01% | No change | 1,600 | $31K |
| Dunhill Financial, LLC | 0.01% | Reduce -55.5% | 1,536 | $29K |
| Stone House Investment Management, LLC | 0.00% | Add +0.5% | 1,523 | $29K |
| Sawyer & Company, Inc | 0.01% | No change | 1,500 | $29K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 1,500 | $29K |
| Asset Dedication, LLC | 0.00% | Add +13.6% | 1,420 | $27K |
| ESL Trust Services, LLC | 0.00% | No change | 1,391 | $27K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 1,385 | $26K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 1,332 | $25K |
| Mountain Hill Investment Partners Corp. | 0.01% | Add +0.1% | 1,316 | $25K |
| GW&K Investment Management, LLC | 0.00% | Add +99.8% | 1,333 | $25K |
| Osbon Capital Management LLC | 0.02% | New | 1,291 | $25K |
| Comprehensive Financial Planning, Inc. | 0.01% | Add +1.7% | 1,271 | $24K |
| Anchor Bay Capital, Inc. | 0.01% | — | 1,160 | $24K |
| Boreal Capital Management LLC | 0.02% | No change | 1,252 | $24K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 1,235 | $24K |
| Advocate Investing Services LLC | 0.02% | No change | 1,218 | $23K |
| Evolution Wealth Management Inc. | 0.01% | Add +213.5% | 1,204 | $23K |
| High Note Wealth, LLC | 0.00% | No change | 1,200 | $23K |
| Colonial Trust Co / SC | 0.00% | No change | 1,192 | $23K |
| Blueline Advisors LLC | 0.02% | No change | 1,163 | $22K |
| Princeton Global Asset Management LLC | 0.00% | No change | 1,100 | $21K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -48.8% | 1,067 | $20K |
| Islay Capital Management, LLC | 0.01% | No change | 1,024 | $20K |
| TD Capital Management LLC | 0.00% | Reduce -16.4% | 1,018 | $19K |
| City State Bank | 0.00% | No change | 1,000 | $19K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 1,000 | $19K |
| Quantum Portfolio Management LLC | 0.01% | New | 990 | $19K |
| Lummis Asset Management, LP | 0.01% | No change | 970 | $19K |
| WestEnd Advisors, LLC | 0.00% | New | 958 | $18K |
| SHP Wealth Management | 0.00% | Add +20.7% | 946 | $18K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +0.3% | 906 | $17K |
| Nvest Wealth Strategies, Inc. | 0.01% | No change | 900 | $17K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Add +1.2% | 863 | $17K |
| Smartleaf Asset Management LLC | 0.00% | No change | 849 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 828 | $16K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 810 | $16K |
| GAMMA Investing LLC | 0.00% | Reduce -7.9% | 769 | $15K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 768 | $15K |
| Crewe Advisors LLC | 0.00% | Add +0.1% | 755 | $14K |
| New England Capital Financial Advisors LLC | 0.00% | Add +1.4% | 713 | $14K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.4% | 704 | $13K |
| Atlatl Advisers LLC | 0.00% | New | 700 | $13K |
| Beacon Investment Advisory Services, Inc. | 0.00% | Add +66.9% | 646 | $12K |
| Independence Bank of Kentucky | 0.00% | Add +200.0% | 600 | $11K |
| Main Street Group, LTD | 0.00% | Reduce -56.4% | 547 | $10K |
| Vima LLC | 0.01% | — | 512 | $10K |
| CrossGen Wealth, LLC | 0.01% | No change | 500 | $10K |
| Signature Equity Partners, LLC | 0.00% | No change | 500 | $10K |
| PFS Partners, LLC | 0.00% | No change | 500 | $10K |
| Napier Financial, LLC | 0.00% | New | 500 | $10K |
| Transce3nd, LLC | 0.08% | Reduce -4.7% | 486 | $10K |
| GFS Advisors, LLC | 0.00% | Add +49.0% | 170,700 | $9K |
| Centerpoint Advisors, LLC | 0.00% | No change | 409 | $8K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 400 | $8K |
| Versant Capital Management, Inc | 0.00% | Add +6.0% | 371 | $7K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 336 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -41.2% | 330 | $6K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 324 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +1.9% | 317 | $6K |
| Millstone Evans Group, LLC | 0.00% | No change | 300 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 294 | $6K |
| Chesapeake Asset Management LLC | 0.00% | Add +1.6% | 261 | $5K |
| Caldwell Trust Co | 0.00% | New | 250 | $5K |
| Investment Counsel Co. of Nevada | 0.01% | New | 241 | $5K |
| EFG International AG | 0.00% | Reduce -0.4% | 236 | $5K |
| Delos Wealth Advisors, LLC | 0.00% | Reduce -99.5% | 224 | $4K |
| RMG Wealth Management LLC | 0.00% | New | 202 | $4K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +1.9% | 211 | $4K |
| Covestor Ltd | 0.00% | Reduce -22.1% | 205 | $4K |
| CKW Financial Group | 0.00% | No change | 200 | $4K |
| Penserra Capital Management LLC | 0.00% | Reduce -1.4% | 210 | $4K |
| Investors Portfolio Services LLC | 0.00% | Add +1.5% | 203 | $4K |
| MH & Associates Securities Management Corp. | 0.00% | No change | 203 | $4K |
| Philadelphia Investment Partners, LLC | 0.00% | No change | 200 | $4K |
| LifeSteps Financial, Inc. | 0.00% | New | 200 | $4K |
| Financial Consulate, Inc. | 0.00% | No change | 180 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 163 | $3K |
| Kingdom Financial Group LLC. | 0.00% | Add +1.6% | 123 | $2K |
| Truvestments Capital LLC | 0.00% | Add +1.7% | 120 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 116 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +20.0% | 120 | $2K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 100 | $2K |
| JPL Wealth Management, LLC | 0.00% | No change | 100 | $2K |
| West Paces Advisors Inc. | 0.00% | New | 89 | $2K |
| Nvwm, LLC | 0.00% | Add +1.3% | 81 | $2K |
| JNBA Financial Advisors | 0.00% | New | 77 | $1K |
| Pacifica Partners Inc. | 0.00% | No change | 75 | $1K |
| Bangor Savings Bank | 0.00% | No change | 70 | $1K |
| Burk Holdings LLC | 0.00% | New | 68 | $1K |
| Triumph Capital Management | 0.00% | No change | 64 | $1K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 60 | $1K |
| Abound Wealth Management | 0.00% | No change | 59 | $1K |
| PlanVest Financial, Inc | 0.00% | No change | 31 | $593 |
| SWAN Capital LLC | 0.00% | Reduce -95.5% | 30 | $574 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 21 | $402 |
| Advantage Trust Co | 0.00% | New | 20 | $382 |
| Hughes Financial Services, LLC | 0.00% | Add +5.6% | 19 | $356 |
"% of holder's portfolio" is ET's weight in each manager's 13F, not the share of Energy Transfer LP the manager owns.