CUSIP 686330101
ORIX CORP
247 institutions · $655.4M total · 23,596,840 shares · ORXCF
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | FMR LLC | 5,394,614 | $157.6M | 22.86% | 2025-12-31 |
| 2 | MORGAN STANLEY | 3,210,069 | $93.8M | 13.60% | 2025-12-31 |
| 3 | BANK OF AMERICA CORP /DE/ | 2,249,623 | $65.7M | 9.53% | 2025-12-31 |
| 4 | TODD ASSET MANAGEMENT LLC | 1,535,766 | $44.9M | 6.50% | 2025-12-31 |
| 5 | BlackRock, Inc. | 903,730 | $26.4M | 3.82% | 2025-12-31 |
| 6 | Quantinno Capital Management LP | 794,676 | $23.2M | 3.36% | 2025-12-31 |
| 7 | AMERICAN CENTURY COMPANIES INC | 762,050 | $22.3M | 3.22% | 2025-12-31 |
| 8 | NORTHERN TRUST CORP | 644,689 | $18.8M | 2.73% | 2025-12-31 |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 63,379 | $11.7M | 0.26% | 2025-12-31 |
| 10 | EAGLE GLOBAL ADVISORS LLC | 334,998 | $9.8M | 1.41% | 2025-12-31 |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 284,170 | $8.3M | 1.20% | 2025-12-31 |
| 12 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 228,635 | $6.7M | 0.96% | 2025-12-31 |
| 13 | Henry James International Management Inc. | 200,785 | $5.9M | 0.85% | 2025-12-31 |
| 14 | Gilman Hill Asset Management, LLC | 199,349 | $5.8M | 0.84% | 2025-12-31 |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 205,388 | $5.4M | 0.87% | 2025-09-30 |
| 16 | Vanguard Personalized Indexing Management, LLC | 181,361 | $5.3M | 0.76% | 2025-12-31 |
| 17 | Boston Common Asset Management, LLC | 176,395 | $5.2M | 0.74% | 2025-12-31 |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | 153,268 | $4.5M | 0.64% | 2025-12-31 |
| 19 | SEI INVESTMENTS CO | 142,198 | $4.2M | 0.60% | 2025-12-31 |
| 20 | Calamos Wealth Management LLC | 140,402 | $4.1M | 0.59% | 2025-12-31 |
| 21 | AQR CAPITAL MANAGEMENT LLC | 126,506 | $3.7M | 0.53% | 2025-12-31 |
| 22 | QRG CAPITAL MANAGEMENT, INC. | 124,709 | $3.6M | 0.52% | 2025-12-31 |
| 23 | JPMORGAN CHASE & CO | 122,961 | $3.6M | 0.52% | 2025-12-31 |
| 24 | Bank of New York Mellon Corp | 122,277 | $3.6M | 0.51% | 2025-12-31 |
| 25 | Crossmark Global Holdings, Inc. | 120,484 | $3.5M | 0.51% | 2025-12-31 |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 113,716 | $3.3M | 0.48% | 2025-12-31 |
| 27 | Pathstone Holdings, LLC | 107,363 | $3.1M | 0.45% | 2025-12-31 |
| 28 | Callan Family Office, LLC | 102,703 | $3.0M | 0.43% | 2025-12-31 |
| 29 | WELLS FARGO & COMPANY/MN | 96,393 | $2.8M | 0.40% | 2025-12-31 |
| 30 | NAPLES GLOBAL ADVISORS, LLC | 93,262 | $2.7M | 0.39% | 2025-12-31 |
| 31 | RITHOLTZ WEALTH MANAGEMENT | 78,687 | $2.3M | 0.33% | 2025-12-31 |
| 32 | GOLDMAN SACHS GROUP INC | 73,725 | $2.2M | 0.31% | 2025-12-31 |
| 33 | QUADRANT CAPITAL GROUP LLC | 73,134 | $2.1M | 0.30% | 2025-12-31 |
| 34 | Vise Technologies, Inc. | 66,989 | $2.0M | 0.28% | 2025-12-31 |
| 35 | PARADIGM ASSET MANAGEMENT CO LLC | 66,400 | $1.9M | 0.28% | 2025-12-31 |
| 36 | AlphaCore Capital LLC | 66,186 | $1.9M | 0.28% | 2025-12-31 |
| 37 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 65,395 | $1.9M | 0.27% | 2025-12-31 |
| 38 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 65,200 | $1.9M | 0.27% | 2025-12-31 |
| 39 | Mariner, LLC | 62,996 | $1.8M | 0.26% | 2025-12-31 |
| 40 | &PARTNERS | 61,980 | $1.8M | 0.26% | 2025-12-31 |
| 41 | Curi Capital, LLC | 61,559 | $1.8M | 0.26% | 2025-12-31 |
| 42 | Capitolis Liquid Global Markets LLC | 64,900 | $1.7M | 0.27% | 2025-09-30 |
| 43 | HighTower Advisors, LLC | 57,060 | $1.7M | 0.24% | 2025-12-31 |
| 44 | Laird Norton Wetherby Trust Company, LLC | 56,920 | $1.7M | 0.24% | 2025-12-31 |
| 45 | DGS Capital Management, LLC | 55,225 | $1.6M | 0.23% | 2025-12-31 |
| 46 | FIRST TRUST ADVISORS LP | 54,955 | $1.6M | 0.23% | 2025-12-31 |
| 47 | Orion Porfolio Solutions, LLC | 54,225 | $1.6M | 0.22% | 2025-12-31 |
| 48 | Ativo Capital Management LLC | 51,158 | $1.5M | 0.21% | 2025-12-31 |
| 49 | Advisors Asset Management, Inc. | 50,472 | $1.5M | 0.21% | 2025-12-31 |
| 50 | US BANCORP \DE\ | 47,712 | $1.4M | 0.20% | 2025-12-31 |
| 51 | IEQ CAPITAL, LLC | 46,343 | $1.4M | 0.19% | 2025-12-31 |
| 52 | Cerity Partners LLC | 44,289 | $1.3M | 0.18% | 2025-12-31 |
| 53 | Campbell & CO Investment Adviser LLC | 42,163 | $1.2M | 0.17% | 2025-12-31 |
| 54 | BTC Capital Management, Inc. | 41,761 | $1.2M | 0.17% | 2025-12-31 |
| 55 | TWO SIGMA INVESTMENTS, LP | 40,478 | $1.2M | 0.17% | 2025-12-31 |
| 56 | GREENLEAF TRUST | 37,375 | $1.1M | 0.15% | 2025-12-31 |
| 57 | Royal Bank of Canada | 36,811 | $1.1M | 0.15% | 2025-12-31 |
| 58 | FIFTH THIRD BANCORP | 35,794 | $1.0M | 0.15% | 2025-12-31 |
| 59 | RHUMBLINE ADVISERS | 35,279 | $1.0M | 0.14% | 2025-12-31 |
| 60 | AMERIPRISE FINANCIAL INC | 35,032 | $1.0M | 0.14% | 2025-12-31 |
| 61 | Connor, Clark & Lunn Investment Management Ltd. | 34,107 | $996.6K | 0.14% | 2025-12-31 |
| 62 | DIMENSIONAL FUND ADVISORS LP | 32,556 | $951.3K | 0.13% | 2025-12-31 |
| 63 | LPL Financial LLC | 32,456 | $948.4K | 0.13% | 2025-12-31 |
| 64 | Laird Norton Wetherby Wealth Management, LLC | 35,962 | $939.3K | 0.15% | 2025-09-30 |
| 65 | STATE STREET CORP | 32,135 | $939.0K | 0.13% | 2025-12-31 |
| 66 | Creative Planning | 31,512 | $920.8K | 0.13% | 2025-12-31 |
| 67 | MARSHALL WACE, LLP | 34,487 | $900.8K | 0.14% | 2025-09-30 |
| 68 | CTC Alternative Strategies, Ltd. | 34,100 | $894.9K | 0.14% | 2025-12-31 |
| 69 | SYON CAPITAL LLC | 29,795 | $870.6K | 0.12% | 2025-12-31 |
| 70 | MILLENNIUM MANAGEMENT LLC | 33,229 | $867.9K | 0.14% | 2025-09-30 |
| 71 | Focus Partners Wealth | 29,166 | $852.2K | 0.12% | 2025-12-31 |
| 72 | TRED AVON FAMILY WEALTH, LLC | 28,910 | $844.8K | 0.12% | 2025-12-31 |
| 73 | Allspring Global Investments Holdings, LLC | 28,034 | $826.7K | 0.11% | 2025-12-31 |
| 74 | Caprock Group, LLC | 27,977 | $817.5K | 0.11% | 2025-12-31 |
| 75 | Dynasty Wealth Management, LLC | 26,751 | $781.7K | 0.11% | 2025-12-31 |
| 76 | Kathmere Capital Management, LLC | 26,319 | $769.0K | 0.11% | 2025-12-31 |
| 77 | Strategic Global Advisors, LLC | 26,193 | $765.4K | 0.11% | 2025-12-31 |
| 78 | Sequoia Financial Advisors, LLC | 25,330 | $740.1K | 0.10% | 2025-12-31 |
| 79 | ELEVATION POINT WEALTH PARTNERS, LLC | 32,473 | $731.3K | 0.13% | 2025-12-31 |
| 80 | PNC Financial Services Group, Inc. | 24,867 | $726.6K | 0.10% | 2025-12-31 |
| 81 | CHOREO, LLC | 24,652 | $725.3K | 0.10% | 2025-12-31 |
| 82 | Systematic Alpha Investments, LLC | 24,810 | $724.9K | 0.10% | 2025-12-31 |
| 83 | Plan A Wealth LLC | 24,318 | $710.6K | 0.10% | 2025-12-31 |
| 84 | Corient Private Wealth LLC | 23,972 | $700.5K | 0.10% | 2025-12-31 |
| 85 | D. E. Shaw & Co., Inc. | 26,563 | $693.8K | 0.11% | 2025-09-30 |
| 86 | Investment Research Partners LLC | 23,608 | $689.8K | 0.10% | 2025-12-31 |
| 87 | Aaron Wealth Advisors LLC | 23,536 | $687.7K | 0.09% | 2025-12-31 |
| 88 | MML INVESTORS SERVICES, LLC | 21,101 | $616.6K | 0.08% | 2025-12-31 |
| 89 | Savvy Advisors, Inc. | 20,783 | $607.3K | 0.08% | 2025-12-31 |
| 90 | Global Retirement Partners, LLC | 20,485 | $598.6K | 0.08% | 2025-12-31 |
| 91 | Versant Capital Management, Inc | 17,387 | $508.0K | 0.07% | 2025-12-31 |
| 92 | Compound Planning, Inc. | 17,318 | $506.0K | 0.07% | 2025-12-31 |
| 93 | NEUBERGER BERMAN GROUP LLC | 17,176 | $501.9K | 0.07% | 2025-12-31 |
| 94 | Trexquant Investment LP | 16,886 | $493.4K | 0.07% | 2025-12-31 |
| 95 | SIGNATUREFD, LLC | 16,745 | $489.3K | 0.07% | 2025-12-31 |
| 96 | EVERGREEN CAPITAL MANAGEMENT LLC | 16,494 | $482.0K | 0.06% | 2025-12-31 |
| 97 | RNC CAPITAL MANAGEMENT LLC | 16,135 | $471.5K | 0.06% | 2025-12-31 |
| 98 | UBS Group AG | 15,718 | $459.3K | 0.06% | 2025-12-31 |
| 99 | FRANKLIN RESOURCES INC | 15,480 | $452.3K | 0.06% | 2025-12-31 |
| 100 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 15,397 | $449.9K | 0.06% | 2025-12-31 |
| 101 | Savant Capital, LLC | 15,256 | $445.8K | 0.06% | 2025-12-31 |
| 102 | Venturi Wealth Management, LLC | 15,093 | $441.0K | 0.06% | 2025-12-31 |
| 103 | Naviter Wealth, LLC | 14,877 | $434.7K | 0.06% | 2025-12-31 |
| 104 | Ethic Inc. | 14,731 | $430.4K | 0.06% | 2025-12-31 |
| 105 | Cetera Investment Advisers | 14,684 | $429.1K | 0.06% | 2025-12-31 |
| 106 | Hardy Reed LLC | 14,381 | $420.2K | 0.06% | 2025-12-31 |
| 107 | ASSETMARK, INC | 14,017 | $409.6K | 0.05% | 2025-12-31 |
| 108 | Vident Advisory, LLC | 13,954 | $407.7K | 0.05% | 2025-12-31 |
| 109 | Lido Advisors, LLC | 15,342 | $400.8K | 0.06% | 2025-12-31 |
| 110 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,383 | $391.1K | 0.05% | 2025-12-31 |
| 111 | HB Wealth Management, LLC | 13,163 | $384.6K | 0.05% | 2025-12-31 |
| 112 | PDS Planning, Inc | 12,876 | $376.2K | 0.05% | 2025-12-31 |
| 113 | Verition Fund Management LLC | 12,734 | $372.1K | 0.05% | 2025-12-31 |
| 114 | YOUSIF CAPITAL MANAGEMENT, LLC | 12,225 | $370.8K | 0.05% | 2025-12-31 |
| 115 | Checchi Capital Advisers, LLC | 12,598 | $368.1K | 0.05% | 2025-12-31 |
| 116 | CITADEL ADVISORS LLC | 12,179 | $355.9K | 0.05% | 2025-12-31 |
| 117 | Sivia Capital Partners, LLC | 12,033 | $351.6K | 0.05% | 2025-12-31 |
| 118 | First Affirmative Financial Network | 15,396 | $346.7K | 0.06% | 2025-09-30 |
| 119 | Brooklyn Investment Group | 11,374 | $336.4K | 0.04% | 2025-12-31 |
| 120 | CAPTRUST FINANCIAL ADVISORS | 11,491 | $335.8K | 0.04% | 2025-12-31 |
| 121 | Optas, LLC | 11,154 | $325.9K | 0.04% | 2025-12-31 |
| 122 | Net Worth Advisory Group | 11,136 | $325.4K | 0.04% | 2025-12-31 |
| 123 | XTX Topco Ltd | 12,243 | $319.8K | 0.05% | 2025-09-30 |
| 124 | TWO SIGMA ADVISERS, LP | 10,700 | $312.7K | 0.04% | 2025-12-31 |
| 125 | Pinnacle Wealth Planning Services, Inc. | 10,254 | $299.6K | 0.04% | 2025-12-31 |
| 126 | RAYMOND JAMES FINANCIAL INC | 10,171 | $297.2K | 0.04% | 2025-12-31 |
| 127 | GLENMEDE TRUST CO NA | 9,835 | $287.4K | 0.04% | 2025-12-31 |
| 128 | Smartleaf Asset Management LLC | 9,222 | $271.3K | 0.03% | 2025-12-31 |
| 129 | Parallel Advisors, LLC | 9,232 | $269.8K | 0.03% | 2025-12-31 |
| 130 | Abel Hall, LLC | 9,106 | $266.1K | 0.03% | 2025-12-31 |
| 131 | PALLADIEM, LLC | 8,957 | $263.5K | 0.03% | 2025-12-31 |
| 132 | Glenmede Investment Management, LP | 9,839 | $257.0K | 0.04% | 2025-09-30 |
| 133 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,604 | $251.4K | 0.03% | 2025-12-31 |
| 134 | PharVision Advisers, LLC | 9,559 | $249.7K | 0.04% | 2025-09-30 |
| 135 | TRUIST FINANCIAL CORP | 8,346 | $243.9K | 0.03% | 2025-12-31 |
| 136 | Ascent Group, LLC | 8,326 | $243.3K | 0.03% | 2025-12-31 |
| 137 | OpenArc Corporate Advisory, LLC | 7,973 | $233.0K | 0.03% | 2025-12-31 |
| 138 | Knights of Columbus Asset Advisors LLC | 7,964 | $232.7K | 0.03% | 2025-12-31 |
| 139 | Abacus Wealth Partners, LLC | 7,957 | $232.5K | 0.03% | 2025-12-31 |
| 140 | SAGE RHINO CAPITAL LLC | 7,871 | $230.0K | 0.03% | 2025-12-31 |
| 141 | Brevan Howard Capital Management LP | 8,795 | $229.7K | 0.03% | 2025-09-30 |
| 142 | Dorsey & Whitney Trust CO LLC | 7,788 | $227.6K | 0.03% | 2025-12-31 |
| 143 | Atria Investments, Inc | 7,348 | $214.7K | 0.03% | 2025-12-31 |
| 144 | D'Orazio & Associates, Inc. | 7,301 | $213.3K | 0.03% | 2025-12-31 |
| 145 | Ballentine Partners, LLC | 7,221 | $211.0K | 0.03% | 2025-12-31 |
| 146 | CITIGROUP INC | 7,207 | $210.6K | 0.03% | 2025-12-31 |
| 147 | EWA, LLC | 6,984 | $204.1K | 0.02% | 2025-12-31 |
| 148 | GAMMA Investing LLC | 6,701 | $195.8K | 0.02% | 2025-12-31 |
| 149 | Rockefeller Capital Management L.P. | 5,481 | $160.2K | 0.02% | 2025-12-31 |
| 150 | BNP PARIBAS FINANCIAL MARKETS | 5,283 | $154.4K | 0.02% | 2025-12-31 |
| 151 | BANK OF MONTREAL /CAN/ | 4,092 | $119.6K | 0.01% | 2025-12-31 |
| 152 | HUNTINGTON NATIONAL BANK | 3,619 | $105.7K | 0.01% | 2025-12-31 |
| 153 | Farther Finance Advisors, LLC | 3,212 | $93.9K | 0.01% | 2025-12-31 |
| 154 | OSAIC HOLDINGS, INC. | 3,073 | $89.8K | 0.01% | 2025-12-31 |
| 155 | Cromwell Holdings LLC | 3,050 | $89.1K | 0.01% | 2025-12-31 |
| 156 | EverSource Wealth Advisors, LLC | 2,972 | $86.8K | 0.01% | 2025-12-31 |
| 157 | Arax Advisory Partners | 2,048 | $59.8K | 0.00% | 2025-12-31 |
| 158 | WealthCollab, LLC | 1,823 | $53.3K | 0.00% | 2025-12-31 |
| 159 | Brentview Investment Management LLC | 1,760 | $51.4K | 0.00% | 2025-12-31 |
| 160 | Aquatic Capital Management LLC | 1,603 | $46.8K | 0.00% | 2025-12-31 |
| 161 | Bruce G. Allen Investments, LLC | 1,545 | $45.1K | 0.00% | 2025-12-31 |
| 162 | Addison Advisors LLC | 1,537 | $44.9K | 0.00% | 2025-12-31 |
| 163 | Russell Investments Group, Ltd. | 1,494 | $43.7K | 0.00% | 2025-12-31 |
| 164 | Blue Trust, Inc. | 1,402 | $41.0K | 0.00% | 2025-12-31 |
| 165 | Kestra Advisory Services, LLC | 1,198 | $35.0K | 0.00% | 2025-12-31 |
| 166 | V-Square Quantitative Management LLC | 1,149 | $33.6K | 0.00% | 2025-12-31 |
| 167 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1,076,300 | $31.4K | 4.56% | 2025-12-31 |
| 168 | Allworth Financial LP | 1,033 | $30.2K | 0.00% | 2025-12-31 |
| 169 | ATLAS CAPITAL ADVISORS INC. | 968 | $28.3K | 0.00% | 2025-12-31 |
| 170 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 965 | $28.2K | 0.00% | 2025-12-31 |
| 171 | Harbor Asset Planning, Inc. | 905 | $26.4K | 0.00% | 2025-12-31 |
| 172 | Manchester Capital Management LLC | 790 | $23.1K | 0.00% | 2025-12-31 |
| 173 | Salomon & Ludwin, LLC | 744 | $22.2K | 0.00% | 2025-12-31 |
| 174 | UMB Bank, n.a. | 740 | $21.6K | 0.00% | 2025-12-31 |
| 175 | Larson Financial Group LLC | 725 | $21.2K | 0.00% | 2025-12-31 |
| 176 | JONES FINANCIAL COMPANIES LLLP | 664 | $19.4K | 0.00% | 2025-12-31 |
| 177 | Sound Income Strategies, LLC | 544 | $16.7K | 0.00% | 2025-12-31 |
| 178 | True Wealth Design, LLC | 516 | $15.1K | 0.00% | 2025-12-31 |
| 179 | EVOLUTION WEALTH MANAGEMENT INC. | 500 | $14.6K | 0.00% | 2025-12-31 |
| 180 | IFP Advisors, Inc | 495 | $14.5K | 0.00% | 2025-12-31 |
| 181 | SageView Advisory Group, LLC | 495 | $14.5K | 0.00% | 2025-12-31 |
| 182 | Financial Management Professionals, Inc. | 483 | $14.1K | 0.00% | 2025-12-31 |
| 183 | ALBION FINANCIAL GROUP /UT | 475 | $13.9K | 0.00% | 2025-12-31 |
| 184 | MAI Capital Management | 390 | $11.4K | 0.00% | 2025-12-31 |
| 185 | Root Financial Partners, LLC | 342 | $10.0K | 0.00% | 2025-12-31 |
| 186 | NewEdge Advisors, LLC | 320 | $9.3K | 0.00% | 2025-12-31 |
| 187 | Physician Wealth Advisors, Inc. | 290 | $8.5K | 0.00% | 2025-12-31 |
| 188 | Elyxium Wealth, LLC | 271 | $7.9K | 0.00% | 2025-12-31 |
| 189 | PRIVATE TRUST CO NA | 268 | $7.8K | 0.00% | 2025-12-31 |
| 190 | Steward Partners Investment Advisory, LLC | 260 | $7.6K | 0.00% | 2025-12-31 |
| 191 | BROWN BROTHERS HARRIMAN & CO | 245 | $7.2K | 0.00% | 2025-12-31 |
| 192 | Parkside Financial Bank & Trust | 245 | $7.2K | 0.00% | 2025-12-31 |
| 193 | Cornerstone Financial Management LLC | 237 | $6.9K | 0.00% | 2025-12-31 |
| 194 | Bell Investment Advisors, Inc | 235 | $6.9K | 0.00% | 2025-12-31 |
| 195 | Bangor Savings Bank | 233 | $6.8K | 0.00% | 2025-12-31 |
| 196 | Pinnacle Bancorp, Inc. | 175 | $5.1K | 0.00% | 2025-12-31 |
| 197 | CVA Family Office, LLC | 168 | $4.9K | 0.00% | 2025-12-31 |
| 198 | NATIXIS ADVISORS, LLC | 163,944 | $4.8K | 0.69% | 2025-12-31 |
| 199 | Signature Equity Partners, LLC | 161 | $4.7K | 0.00% | 2025-12-31 |
| 200 | Manning & Napier Advisors LLC | 159 | $4.7K | 0.00% | 2025-12-31 |
| 201 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 160 | $4.7K | 0.00% | 2025-12-31 |
| 202 | HARBOUR INVESTMENTS, INC. | 140 | $4.1K | 0.00% | 2025-12-31 |
| 203 | CREATIVE FINANCIAL DESIGNS INC /ADV | 135 | $3.9K | 0.00% | 2025-12-31 |
| 204 | North Star Investment Management Corp. | 125 | $3.7K | 0.00% | 2025-12-31 |
| 205 | HIGHLINE WEALTH PARTNERS LLC | 116 | $3.4K | 0.00% | 2025-12-31 |
| 206 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 115 | $3.4K | 0.00% | 2025-12-31 |
| 207 | JNBA Financial Advisors | 109 | $3.2K | 0.00% | 2025-12-31 |
| 208 | Principia Wealth Advisory, LLC | 106 | $3.1K | 0.00% | 2025-12-31 |
| 209 | IMA Advisory Services, Inc. | 93 | $2.7K | 0.00% | 2025-12-31 |
| 210 | TD PRIVATE CLIENT WEALTH LLC | 87 | $2.5K | 0.00% | 2025-12-31 |
| 211 | BROWN, LISLE/CUMMINGS, INC. | 81 | $2.4K | 0.00% | 2025-12-31 |
| 212 | Beaird Harris Wealth Management, LLC | 79 | $2.3K | 0.00% | 2025-12-31 |
| 213 | NBC SECURITIES, INC. | 76 | $2.2K | 0.00% | 2025-12-31 |
| 214 | Transamerica Financial Advisors, LLC | 75 | $2.2K | 0.00% | 2025-12-31 |
| 215 | CWM, LLC | 71,493 | $2.1K | 0.30% | 2025-12-31 |
| 216 | Independence Bank of Kentucky | 70 | $2.0K | 0.00% | 2025-12-31 |
| 217 | Geneos Wealth Management Inc. | 70 | $2.0K | 0.00% | 2025-12-31 |
| 218 | Nemes Rush Group LLC | 67 | $2.0K | 0.00% | 2025-12-31 |
| 219 | Lester Murray Antman dba SimplyRich | 63,321 | $1.9K | 0.26% | 2025-12-31 |
| 220 | SJS Investment Consulting Inc. | 42 | $1.2K | 0.00% | 2025-12-31 |
| 221 | First Command Advisory Services, Inc. | 40 | $1.2K | 0.00% | 2025-12-31 |
| 222 | Elevated Capital Advisors, LLC | 35 | $1.0K | 0.00% | 2025-12-31 |
| 223 | Golden State Wealth Management, LLC | 35 | $1.0K | 0.00% | 2025-12-31 |
| 224 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 35 | $1.0K | 0.00% | 2025-12-31 |
| 225 | Cornerstone Planning Group LLC | 30 | $910 | 0.00% | 2025-12-31 |
| 226 | ST GERMAIN D J CO INC | 30 | $877 | 0.00% | 2025-12-31 |
| 227 | Cullen/Frost Bankers, Inc. | 25 | $731 | 0.00% | 2025-12-31 |
| 228 | MV CAPITAL MANAGEMENT, INC. | 21 | $614 | 0.00% | 2025-12-31 |
| 229 | Abound Wealth Management | 20 | $585 | 0.00% | 2025-12-31 |
| 230 | American Capital Advisory, LLC | 20 | $585 | 0.00% | 2025-12-31 |
| 231 | Summit Global Investments | 20,036 | $585 | 0.08% | 2025-12-31 |
| 232 | Bogart Wealth, LLC | 20 | $584 | 0.00% | 2025-12-31 |
| 233 | SG Trading Solutions, LLC | 19,731 | $577 | 0.08% | 2025-12-31 |
| 234 | Godfrey Financial Associates, Inc. | 19 | $555 | 0.00% | 2025-12-31 |
| 235 | PARK AVENUE SECURITIES LLC | 18,398 | $538 | 0.07% | 2025-12-31 |
| 236 | CIBC Private Wealth Group LLC | 14 | $409 | 0.00% | 2025-12-31 |
| 237 | ROTHSCHILD INVESTMENT LLC | 9 | $252 | 0.00% | 2025-12-31 |
| 238 | Kilter Group LLC | 8 | $234 | 0.00% | 2025-12-31 |
| 239 | HANTZ FINANCIAL SERVICES, INC. | 7,265 | $212 | 0.03% | 2025-12-31 |
| 240 | TOTH FINANCIAL ADVISORY CORP | 5 | $147 | 0.00% | 2025-12-31 |
| 241 | CENTRAL TRUST Co | 5 | $146 | 0.00% | 2025-12-31 |
| 242 | Murphy & Mullick Capital Management Corp | 4 | $117 | 0.00% | 2025-12-31 |
| 243 | ACADIAN ASSET MANAGEMENT LLC | 685 | $20 | 0.00% | 2025-12-31 |
| 244 | BESSEMER GROUP INC | 648 | $19 | 0.00% | 2025-12-31 |
| 245 | Capital Analysts, LLC | 530 | $15 | 0.00% | 2025-12-31 |
| 246 | GW&K Investment Management, LLC | 265 | $8 | 0.00% | 2025-12-31 |
| 247 | CX Institutional | 95 | $3 | 0.00% | 2025-12-31 |