13F QoQ Ownership Changes
ADI Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 275 new · 724 added · 964 reduced · 135 exited
New Positions(275)
Added To(724)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 50,893,276 | +503,970 | $13.80B | +$1.42B | 1.0% |
| BlackRock, Inc. | 43,255,569 | +365,746 | $11.73B | +$1.19B | 0.8% |
| Cantillon Capital Management LLC | 6,568,226 | +4,415,708 | $1.50B | +$969.6M | 205.1% |
| BANK OF AMERICA CORP /DE/ | 9,715,095 | +2,745,666 | $2.63B | +$922.3M | 39.4% |
| JPMORGAN CHASE & CO | 22,468,677 | +300,909 | $6.09B | +$646.9M | 1.4% |
| NORGES BANK | 8,169,308 | +1,274,994 | $2.22B | +$628.7M | 18.5% |
| STATE STREET CORP | 23,487,584 | +88,538 | $6.37B | +$620.7M | 0.4% |
| MORGAN STANLEY | 10,450,624 | +194,535 | $2.83B | +$314.3M | 1.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 11,941,135 | +28,806 | $3.23B | +$312.0M | 0.2% |
| CITADEL ADVISORS LLC | 2,376,434 | +1,007,047 | $644.5M | +$308.0M | 73.5% |
| BNP PARIBAS FINANCIAL MARKETS | 3,014,997 | +596,529 | $965.8M | +$229.8M | 24.7% |
| CREDIT AGRICOLE S A | 1,232,499 | +775,021 | $334.3M | +$221.9M | 169.4% |
| Bank of New York Mellon Corp | 3,446,236 | +493,116 | $934.6M | +$209.0M | 16.7% |
| 1832 Asset Management L.P. | 785,884 | +680,823 | $213.1M | +$187.3M | 648.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,453,326 | +419,881 | $665.3M | +$165.7M | 20.6% |
| Tidal Investments LLC | 572,563 | +499,803 | $155.3M | +$137.4M | 686.9% |
| BANK OF NOVA SCOTIA | 747,175 | +477,163 | $202.6M | +$136.3M | 176.7% |
| LANSDOWNE PARTNERS (UK) LLP | 634,754 | +483,353 | $172.1M | +$134.9M | 319.3% |
| Swedbank AB | 3,763,347 | +146,152 | $1.02B | +$131.9M | 4.0% |
| RAYMOND JAMES FINANCIAL INC | 4,844,037 | +14,106 | $1.32B | +$128.8M | 0.3% |
| D. E. Shaw & Co., Inc. | 609,682 | +436,887 | $165.3M | +$122.9M | 252.8% |
| Focus Partners Wealth | 521,021 | +421,042 | $141.3M | +$116.9M | 421.1% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 655,399 | +399,014 | $177.7M | +$114.8M | 155.6% |
| Artisan Partners Limited Partnership | 646,135 | +399,027 | $175.2M | +$114.5M | 161.5% |
| FLOSSBACH VON STORCH SE | 807,894 | +290,695 | $219.1M | +$92.0M | 56.2% |
| ProShare Advisors LLC | 964,713 | +252,237 | $261.6M | +$86.6M | 35.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,932,370 | +20,571 | $795.3M | +$79.8M | 0.7% |
| PEAK6 LLC | 334,800 | +273,085 | $90.8M | +$75.6M | 442.5% |
| NORDEA INVESTMENT MANAGEMENT AB | 350,692 | +249,702 | $95.8M | +$70.9M | 247.3% |
| Nuveen, LLC | 1,856,025 | +93,792 | $503.4M | +$70.4M | 5.3% |
| MAPLELANE CAPITAL, LLC | 334,003 | +235,003 | $90.1M | +$65.8M | 237.4% |
| DIMENSIONAL FUND ADVISORS LP | 2,367,965 | +14,928 | $642.3M | +$64.1M | 0.6% |
| CITIGROUP INC | 1,520,960 | +101,143 | $412.5M | +$63.6M | 7.1% |
| Robeco Institutional Asset Management B.V. | 1,302,406 | +98,180 | $353.2M | +$57.3M | 8.2% |
| MIZUHO MARKETS AMERICAS LLC | 315,000 | +198,000 | $85.4M | +$56.7M | 169.2% |
| Rafferty Asset Management, LLC | 1,486,232 | +60,568 | $403.1M | +$52.8M | 4.2% |
| Balyasny Asset Management L.P. | 224,671 | +172,171 | $60.9M | +$48.0M | 327.9% |
| Allianz Asset Management GmbH | 337,253 | +152,976 | $91.5M | +$46.2M | 83.0% |
| MILLENNIUM MANAGEMENT LLC | 613,452 | +109,797 | $166.4M | +$42.6M | 21.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,093,703 | +46,592 | $299.4M | +$42.1M | 4.4% |
| FIRST TRUST ADVISORS LP | 1,001,529 | +65,016 | $271.6M | +$41.5M | 6.9% |
| JANE STREET GROUP, LLC | 1,455,593 | +4,350 | $394.8M | +$38.2M | 0.3% |
| Mirae Asset Global Investments Co., Ltd. | 521,561 | +98,605 | $141.4M | +$37.5M | 23.3% |
| Rockefeller Capital Management L.P. | 424,592 | +104,945 | $114.9M | +$36.3M | 32.8% |
| National Pension Service | 1,354,027 | +6,492 | $367.2M | +$36.1M | 0.5% |
| PANAGORA ASSET MANAGEMENT INC | 139,482 | +132,405 | $37.8M | +$36.1M | 1870.9% |
| Annex Advisory Services, LLC | 132,001 | +130,304 | $35.8M | +$35.4M | 7678.5% |
| Russell Investments Group, Ltd. | 504,510 | +88,306 | $137.5M | +$35.3M | 21.2% |
| ALLIANCEBERNSTEIN L.P. | 1,277,804 | +1,330 | $346.5M | +$32.9M | 0.1% |
| TORONTO DOMINION BANK | 365,258 | +95,151 | $99.1M | +$32.7M | 35.2% |
| MACKENZIE FINANCIAL CORP | 380,061 | +73,748 | $104.2M | +$29.0M | 24.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 600,366 | +47,100 | $163.2M | +$27.2M | 8.5% |
| ZACKS INVESTMENT MANAGEMENT | 97,202 | +95,878 | $26.4M | +$26.0M | 7241.5% |
| IFM Investors Pty Ltd | 100,667 | +1,477 | $27.3K | -$24.5M | 1.5% |
| AVIVA PLC | 676,441 | +23,542 | $183.5M | +$23.0M | 3.6% |
| NOMURA HOLDINGS INC | 265,289 | +65,287 | $71.9M | +$22.8M | 32.6% |
| ING GROEP NV | 222,559 | +69,202 | $60.4M | +$22.7M | 45.1% |
| PICTON MAHONEY ASSET MANAGEMENT | 80,409 | +2,516 | $21.8M | +$21.8M | 3.2% |
| NEOS Investment Management LLC | 267,784 | +57,299 | $72.6M | +$20.9M | 27.2% |
| Covea Finance | 111,900 | +71,100 | $30.3M | +$20.3M | 174.3% |
| Candriam S.C.A. | 310,902 | +50,178 | $84.3M | +$20.3M | 19.2% |
| CIBC Asset Management Inc | 228,977 | +52,310 | $62.1M | +$18.7M | 29.6% |
| Quantinno Capital Management LP | 240,191 | +51,006 | $65.1M | +$18.7M | 27.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 275,311 | +2,046 | $82.4M | +$18.5M | 0.7% |
| ZEVIN ASSET MANAGEMENT LLC | 66,583 | +1,909 | $18.1M | +$18.0M | 3.0% |
| Bank Julius Baer & Co. Ltd, Zurich | 620,413 | +5,178 | $168.7M | +$17.5M | 0.8% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 578,506 | +10,458 | $156.9M | +$17.3M | 1.8% |
| PRINCIPAL FINANCIAL GROUP INC | 549,174 | +12,089 | $148.9M | +$17.0M | 2.3% |
| DANSKE BANK A/S | 309,317 | +34,271 | $83.9M | +$16.3M | 12.5% |
| Gotham Asset Management, LLC | 117,936 | +53,955 | $32.0M | +$16.3M | 84.3% |
| Skandinaviska Enskilda Banken AB (publ) | 265,892 | +37,375 | $72.1M | +$16.0M | 16.4% |
| SNYDER CAPITAL MANAGEMENT L P | 364,987 | +26,563 | $99.0M | +$15.8M | 7.8% |
| LPL Financial LLC | 540,782 | +6,260 | $146.7M | +$15.3M | 1.2% |
| Engineers Gate Manager LP | 57,624 | +53,984 | $15.6M | +$14.7M | 1483.1% |
| &PARTNERS | 212,621 | +36,800 | $57.7M | +$14.5M | 20.9% |
| FIL Ltd | 310,312 | +25,065 | $84.2M | +$14.1M | 8.8% |
| ARGENT CAPITAL MANAGEMENT LLC | 52,661 | +51,347 | $14.3M | +$14.0M | 3907.7% |
| HUNTINGTON NATIONAL BANK | 505,759 | +3,751 | $137.2M | +$13.8M | 0.7% |
| DRW Securities, LLC | 54,879 | +49,546 | $14.9M | +$13.6M | 929.0% |
| Epoch Investment Partners, Inc. | 405,530 | +11,728 | $110.0M | +$13.2M | 3.0% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 197,421 | +3,939 | $60.0M | +$12.9M | 2.0% |
| M&T Bank Corp | 429,167 | +7,723 | $116.4M | +$12.8M | 1.8% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 381,414 | +10,900 | $103.4M | +$12.4M | 2.9% |
| FEDERATED HERMES, INC. | 52,455 | +43,963 | $14.2M | +$12.1M | 517.7% |
| VICTORY CAPITAL MANAGEMENT INC | 454,228 | +1,544 | $123.2M | +$12.0M | 0.3% |
| HighTower Advisors, LLC | 300,889 | +15,310 | $81.6M | +$11.4M | 5.4% |
| Erste Asset Management GmbH | 51,118 | +40,015 | $14.1M | +$11.4M | 360.4% |
| OFI INVEST ASSET MANAGEMENT | 48,954 | +48,402 | $11.4M | +$11.3M | 8768.5% |
| NOMURA ASSET MANAGEMENT CO LTD | 346,126 | +8,240 | $93.9M | +$10.9M | 2.4% |
| Dakota Wealth Management | 44,296 | +35,309 | $12.0M | +$9.8M | 392.9% |
| Corient Private Wealth LLC | 526,110 | +97,535 | $114.8M | +$9.5M | 22.8% |
| BRADLEY FOSTER & SARGENT INC/CT | 344,053 | +2,855 | $93.3M | +$9.5M | 0.8% |
| Pacer Advisors, Inc. | 188,651 | +17,875 | $51.2M | +$9.2M | 10.5% |
| Cannell & Spears LLC | 347,313 | +1,122 | $94.2M | +$9.1M | 0.3% |
| Banco Santander, S.A. | 125,524 | +23,262 | $34.0M | +$8.9M | 22.7% |
| JONES FINANCIAL COMPANIES LLLP | 187,389 | +17,817 | $50.8M | +$8.9M | 10.5% |
| ASSETMARK, INC | 151,506 | +19,526 | $41.1M | +$8.7M | 14.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 88,837 | +28,202 | $23.5M | +$8.6M | 46.5% |
| BROWN BROTHERS HARRIMAN & CO | 264,320 | +7,336 | $71.7M | +$8.5M | 2.9% |
| Cerity Partners LLC | 305,787 | +2,718 | $82.9M | +$8.5M | 0.9% |
| NewEdge Advisors, LLC | 237,728 | +9,752 | $64.5M | +$8.5M | 4.3% |
| Calamos Advisors LLC | 158,057 | +17,067 | $42.9M | +$8.2M | 12.1% |
| Cresset Asset Management, LLC | 171,517 | +14,974 | $46.5M | +$8.1M | 9.6% |
| Horizon Investments, LLC | 44,980 | +24,850 | $12.2M | +$7.3M | 123.4% |
| Parallax Volatility Advisers, L.P. | 134,400 | +14,900 | $36.4M | +$7.1M | 12.5% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 233,417 | +4,482 | $63.3M | +$7.1M | 1.9% |
| Empowered Funds, LLC | 86,441 | +19,478 | $23.4M | +$7.0M | 29.1% |
| NZS Capital, LLC | 68,879 | +19,965 | $18.7M | +$6.7M | 40.8% |
| NISA INVESTMENT ADVISORS, LLC | 183,914 | +7,777 | $49.9M | +$6.6M | 4.4% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 157,317 | +9,618 | $42.7M | +$6.4M | 6.5% |
| OSAIC HOLDINGS, INC. | 160,781 | +9,835 | $43.6M | +$6.4M | 6.5% |
| Creative Planning | 151,139 | +10,089 | $41.0M | +$6.3M | 7.2% |
| Smith Group Asset Management, LLC | 157,926 | +9,222 | $42.8M | +$6.3M | 6.2% |
| Vinva Investment Management Ltd | 58,068 | +17,993 | $16.0M | +$6.1M | 44.9% |
| Tower Research Capital LLC (TRC) | 35,830 | +21,261 | $9.7M | +$6.1M | 145.9% |
| ExodusPoint Capital Management, LP | 61,327 | +18,007 | $16.6M | +$6.0M | 41.6% |
| Dana Investment Advisors, Inc. | 108,505 | +12,770 | $29.4M | +$5.9M | 13.3% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 203,412 | +2,799 | $55.2M | +$5.9M | 1.4% |
| BROADWATER CAPITAL MANAGEMENT LLC | 2,777,356 | +2,684,866 | $23.3M | +$5.7M | 2902.9% |
| ALLSTATE CORP | 36,762 | +18,820 | $10.0M | +$5.6M | 104.9% |
| Cetera Investment Advisers | 144,295 | +7,571 | $39.1M | +$5.5M | 5.5% |
| Unisphere Establishment | 56,500 | +14,500 | $15.3M | +$5.0M | 34.5% |
| Federation des caisses Desjardins du Quebec | 84,751 | +11,280 | $23.0M | +$4.9M | 15.3% |
| NorthCrest Asset Manangement, LLC | 111,657 | +239 | $31.0M | +$4.9M | 0.2% |
| Steward Partners Investment Advisory, LLC | 125,795 | +6,419 | $34.1M | +$4.8M | 5.4% |
| Giverny Capital Inc. | 176,747 | +279 | $47.9M | +$4.6M | 0.1% |
| Lansforsakringar Fondforvaltning AB (publ) | 157,541 | +1,749 | $42.7M | +$4.4M | 1.1% |
| Miracle Mile Advisors, LLC | 19,878 | +15,821 | $5.4M | +$4.4M | 390.0% |
| D.A. DAVIDSON & CO. | 24,748 | +15,276 | $6.7M | +$4.4M | 161.3% |
| XPONANCE, INC. | 83,992 | +9,004 | $22.8M | +$4.4M | 12.0% |
| Vestmark Advisory Solutions, Inc. | 26,806 | +14,537 | $7.3M | +$4.3M | 118.5% |
| Czech National Bank | 129,722 | +3,685 | $35.2M | +$4.2M | 2.9% |
| B. Metzler seel. Sohn & Co. AG | 135,139 | +3,115 | $36.6M | +$4.2M | 2.4% |
| Glenview Trust co | 153,081 | +1,224 | $41.5M | +$4.2M | 0.8% |
| Verition Fund Management LLC | 95,618 | +7,103 | $25.9M | +$4.2M | 8.0% |
| Albar Capital Partners LLP | 29,997 | +13,741 | $8.1M | +$4.1M | 84.5% |
| MML INVESTORS SERVICES, LLC | 92,804 | +7,016 | $25.2M | +$4.1M | 8.2% |
| Sienna Gestion | 43,362 | +8,657 | $11.9M | +$4.1M | 24.9% |
| Munich Reinsurance Co Stock Corp in Munich | 38,003 | +12,013 | $10.4M | +$4.1M | 46.2% |
| Phraction Management LLC | 76,131 | +7,793 | $20.6M | +$3.9M | 11.4% |
| EXCHANGE TRADED CONCEPTS, LLC | 60,567 | +9,161 | $16.4M | +$3.8M | 17.8% |
| Vident Advisory, LLC | 115,567 | +3,312 | $31.3M | +$3.8M | 3.0% |
| GF FUND MANAGEMENT CO. LTD. | 103,285 | +4,451 | $28.0M | +$3.7M | 4.5% |
| AXXCESS WEALTH MANAGEMENT, LLC | 14,493 | +13,533 | $3.9M | +$3.7M | 1409.7% |
| Polar Capital Holdings Plc | 102,231 | +4,284 | $27.7M | +$3.7M | 4.4% |
| CULLEN INVESTMENT GROUP, LTD. | 35,161 | +6,233 | $10.6M | +$3.6M | 21.5% |
| Jump Financial, LLC | 20,245 | +12,001 | $5.5M | +$3.5M | 145.6% |
| Destination Wealth Management | 127,249 | +1,550 | $33.7M | +$3.4M | 1.2% |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 128,006 | +531 | $34.7M | +$3.4M | 0.4% |
| Curi Capital, LLC | 128,339 | +391 | $34.8M | +$3.4M | 0.3% |
| Global X Japan Co., Ltd. | 23,847 | +11,221 | $6.5M | +$3.4M | 88.9% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 115,940 | +1,049 | $31.4M | +$3.2M | 0.9% |
| Aptus Capital Advisors, LLC | 101,541 | +2,497 | $27.5M | +$3.2M | 2.5% |
| DUDLEY & SHANLEY, INC. | 125,021 | +25 | $33.9M | +$3.2M | 0.0% |
| ABN AMRO INVESTMENT SOLUTIONS | 19,232 | +9,809 | $5.2M | +$3.2M | 104.1% |
| MUFG Securities EMEA plc | 20,168 | +10,669 | $5.5M | +$3.1M | 112.3% |
| QRG CAPITAL MANAGEMENT, INC. | 76,317 | +4,662 | $20.7M | +$3.1M | 6.5% |
| Narwhal Capital Management | 65,774 | +5,519 | $17.8M | +$3.0M | 9.2% |
| Vanguard Personalized Indexing Management, LLC | 70,205 | +4,991 | $19.0M | +$3.0M | 7.7% |
| Capital Research Global Investors | 116,831 | +5 | $31.7M | +$3.0M | 0.0% |
| Waverly Advisors, LLC | 52,664 | +6,623 | $14.3M | +$3.0M | 14.4% |
| Envestnet Portfolio Solutions, Inc. | 80,427 | +3,446 | $21.8M | +$2.9M | 4.5% |
| Concurrent Investment Advisors, LLC | 33,589 | +8,141 | $9.1M | +$2.9M | 32.0% |
| MGO ONE SEVEN LLC | 45,547 | +6,846 | $12.4M | +$2.8M | 17.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 79,888 | +3,218 | $21.7M | +$2.8M | 4.2% |
| Walleye Capital LLC | 54,385 | +5,571 | $14.7M | +$2.8M | 11.4% |
| Vest Financial, LLC | 24,844 | +8,532 | $6.7M | +$2.7M | 52.3% |
| KINGSWOOD WEALTH ADVISORS, LLC | 12,028 | +9,768 | $3.3M | +$2.7M | 432.2% |
| PROFUND ADVISORS LLC | 72,065 | +3,437 | $19.5M | +$2.7M | 5.0% |
| Kesler, Norman & Wride, LLC | 37,271 | +2,142 | $10.1M | +$2.6M | 6.1% |
| SIG BROKERAGE, LP | 24,200 | +8,209 | $6.6M | +$2.6M | 51.3% |
| ODDO BHF ASSET MANAGEMENT SAS | 31,234 | +7,160 | $8.5M | +$2.6M | 29.7% |
| JGP Wealth Management, LLC | 79,688 | +745 | $21.6M | +$2.5M | 0.9% |
| Crossmark Global Holdings, Inc. | 81,803 | +1,604 | $22.2M | +$2.5M | 2.0% |
| DEPRINCE RACE & ZOLLO INC | 84,681 | +1,184 | $23.0M | +$2.5M | 1.4% |
| Hennion & Walsh Asset Management, Inc. | 57,927 | +3,683 | $15.7M | +$2.4M | 6.8% |
| Farther Finance Advisors, LLC | 16,332 | +7,635 | $4.4M | +$2.3M | 87.8% |
| PDT Partners, LLC | 22,000 | +7,000 | $6.0M | +$2.3M | 46.7% |
| TRUST CO OF VERMONT | 69,315 | +2,013 | $18.8M | +$2.3M | 3.0% |
| ProVise Management Group, LLC | 72,433 | +1,601 | $19.6M | +$2.2M | 2.3% |
| Callan Family Office, LLC | 17,401 | +7,189 | $4.7M | +$2.2M | 70.4% |
| Katamaran Capital LLP | 16,901 | +7,201 | $4.6M | +$2.2M | 74.2% |
| SIRIOS CAPITAL MANAGEMENT L P | 45,775 | +4,180 | $12.4M | +$2.2M | 10.0% |
| Wealthfront Advisers LLC | 50,947 | +3,604 | $13.8M | +$2.2M | 7.6% |
| TWO SIGMA INVESTMENTS, LP | 27,377 | +6,000 | $7.4M | +$2.2M | 28.1% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11,013 | +7,696 | $3.0M | +$2.2M | 232.0% |
| CONGRESS ASSET MANAGEMENT CO | 83,909 | +61 | $22.8M | +$2.2M | 0.1% |
| Norinchukin Bank, The | 44,911 | +4,074 | $12.2M | +$2.1M | 10.0% |
| Pathstone Holdings, LLC | 63,963 | +2,072 | $17.3M | +$2.1M | 3.3% |
| Cornerstone Advisors, LLC | 32,400 | +5,300 | $8.8M | +$2.1M | 19.6% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 78,779 | +283 | $21.4M | +$2.1M | 0.4% |
| GDS Wealth Management | 45,411 | +3,621 | $12.3M | +$2.0M | 8.7% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 31,300 | +5,000 | $8.5M | +$2.0M | 19.0% |
| CASTLEARK MANAGEMENT LLC | 61,172 | +1,696 | $16.6M | +$2.0M | 2.9% |
| SP Asset Management LLC | 74,012 | +248 | $20.1M | +$1.9M | 0.3% |
| Merit Financial Group, LLC | 21,179 | +5,720 | $5.7M | +$1.9M | 37.0% |
| Woodline Partners LP | 35,440 | +4,217 | $9.6M | +$1.9M | 13.5% |
| Richard C. Young & CO., LTD. | 34,575 | +4,068 | $9.4M | +$1.9M | 13.3% |
| Cyndeo Wealth Partners, LLC | 38,606 | +3,630 | $10.5M | +$1.9M | 10.4% |
| SHELTON CAPITAL MANAGEMENT | 59,522 | +1,013 | $16.1M | +$1.8M | 1.7% |
| Kovack Advisors, Inc. | 7,825 | +6,257 | $2.1M | +$1.7M | 399.0% |
| Silverberg Bernstein Capital Management LLC | 34,942 | +3,400 | $9.5M | +$1.7M | 10.8% |
| GHP Investment Advisors, Inc. | 50,454 | +1,426 | $13.7M | +$1.6M | 2.9% |
| FIRST CITIZENS BANK & TRUST CO | 51,506 | +896 | $14.0M | +$1.5M | 1.8% |
| National Wealth Management Group, LLC | 8,282 | +5,374 | $2.2M | +$1.5M | 184.8% |
| Prestige Wealth Management Group LLC | 8,236 | +6,837 | $1.9M | +$1.5M | 488.7% |
| CAPTRUST FINANCIAL ADVISORS | 38,437 | +2,164 | $10.4M | +$1.5M | 6.0% |
| World Investment Advisors | 55,303 | +733 | $14.9M | +$1.5M | 1.3% |
| ASR Vermogensbeheer N.V. | 43,203 | +1,522 | $11.7M | +$1.5M | 3.6% |
| ARS Investment Partners, LLC | 25,705 | +3,268 | $7.0M | +$1.5M | 14.6% |
| Trexquant Investment LP | 47,826 | +785 | $13.0M | +$1.4M | 1.7% |
| Ethic Inc. | 35,305 | +1,995 | $9.6M | +$1.4M | 6.0% |
| Kingsview Wealth Management, LLC | 49,532 | +504 | $13.4M | +$1.4M | 1.0% |
| CREDIT INDUSTRIEL ET COMMERCIAL | 15,467 | +3,988 | $4.2M | +$1.4M | 34.7% |
| NewEdge Wealth, LLC | 10,679 | +4,197 | $2.9M | +$1.4M | 64.7% |
| Freemont Management S.A. | 7,200 | +4,800 | $2.0M | +$1.4M | 200.0% |
| Sequoia Financial Advisors, LLC | 19,829 | +3,461 | $5.4M | +$1.4M | 21.1% |
| HARRELL INVESTMENT PARTNERS, LLC | 33,262 | +2,011 | $9.0M | +$1.3M | 6.4% |
| Global Retirement Partners, LLC | 10,830 | +4,295 | $2.9M | +$1.3M | 65.7% |
| BLAIR WILLIAM & CO/IL | 45,133 | +712 | $12.2M | +$1.3M | 1.6% |
| Portland Global Advisors LLC | 7,259 | +4,638 | $2.0M | +$1.3M | 176.9% |
| Kestra Advisory Services, LLC | 28,145 | +2,318 | $7.6M | +$1.3M | 9.0% |
| Prospera Financial Services Inc | 45,890 | +290 | $12.4M | +$1.2M | 0.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 31,397 | +1,598 | $8.5M | +$1.2M | 5.4% |
| FORTEM FINANCIAL GROUP, LLC | 9,687 | +3,840 | $2.6M | +$1.2M | 65.7% |
| Groupe la Francaise | 37,107 | +967 | $10.1M | +$1.2M | 2.7% |
| Goelzer Investment Management, Inc. | 42,074 | +219 | $11.4M | +$1.1M | 0.5% |
| Vise Technologies, Inc. | 10,797 | +3,402 | $2.9M | +$1.1M | 46.0% |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | 10,152 | +3,384 | $2.8M | +$1.1M | 50.0% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 39,802 | +232 | $10.8M | +$1.1M | 0.6% |
| NICOLET ADVISORY SERVICES, LLC | 7,088 | +2,759 | $2.1M | +$1.1M | 63.7% |
| BNP PARIBAS | 6,425 | +3,672 | $1.7M | +$1.1M | 133.4% |
| Dai-ichi Life Insurance Company, Ltd | 21,152 | +2,076 | $5.7M | +$1.0M | 10.9% |
| Edgestream Partners, L.P. | 5,048 | +3,609 | $1.4M | +$1.0M | 250.8% |
| ABN AMRO Bank N.V. | 15,744 | +2,345 | $4.3M | +$1.0M | 17.5% |
| Ameritas Investment Partners, Inc. | 28,173 | +1,175 | $7.6M | +$1.0M | 4.3% |
| COMMERCE BANK | 26,955 | +1,290 | $7.3M | +$1.0M | 5.0% |
| Canada Post Corp Registered Pension Plan | 17,231 | +2,182 | $4.7M | +$989.2K | 14.5% |
| BKM Wealth Management, LLC | 14,541 | +2,422 | $3.9M | +$965.9K | 20.0% |
| Meiji Yasuda Asset Management Co Ltd. | 35,253 | +270 | $9.6M | +$965.3K | 0.8% |
| LOM Asset Management Ltd | 23,022 | +785 | $6.2M | +$950.6K | 3.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 36,084 | +105 | $9.8M | +$946.1K | 0.3% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 4,611 | +3,361 | $1.3M | +$943.3K | 268.9% |
| AlphaCore Capital LLC | 9,059 | +2,896 | $2.5M | +$942.5K | 47.0% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 19,783 | +1,163 | $5.4M | +$933.2K | 6.2% |
| Advisors Capital Management, LLC | 8,066 | +2,940 | $2.2M | +$928.0K | 57.4% |
| Generali Asset Management SPA SGR | 21,241 | +1,430 | $5.8M | +$893.0K | 7.2% |
| Vontobel Holding Ltd. | 17,288 | +1,839 | $4.7M | +$892.7K | 11.9% |
| Stonehage Fleming Financial Services Holdings Ltd | 6,799 | +2,842 | $1.8M | +$871.7K | 71.8% |
| China Universal Asset Management Co., Ltd. | 30,207 | +370 | $8.2M | +$861.2K | 1.2% |
| Huntleigh Advisors, Inc. | 20,927 | +1,311 | $5.7M | +$855.9K | 6.7% |
| Elefante Mark B | 24,866 | +834 | $6.7M | +$839.0K | 3.5% |
| CHOREO, LLC | 24,706 | +473 | $6.8M | +$835.7K | 1.9% |
| Ransom Advisory, Ltd | 5,194 | +3,991 | $1.1M | +$832.4K | 331.8% |
| Ascent Group, LLC | 11,203 | +2,192 | $3.0M | +$824.3K | 24.3% |
| Siemens Fonds Invest GmbH | 21,099 | +848 | $5.8M | +$822.8K | 4.2% |
| TOWER BRIDGE ADVISORS | 21,659 | +1,040 | $5.9M | +$807.8K | 5.0% |
| PKO Investment Management Joint-Stock Co | 12,000 | +2,000 | $3.3M | +$797.4K | 20.0% |
| Independent Advisor Alliance | 27,517 | +385 | $7.5M | +$796.3K | 1.4% |
| Farringdon Capital, Ltd. | 3,884 | +2,789 | $1.1M | +$784.3K | 254.7% |
| CITIZENS & NORTHERN CORP | 9,288 | +2,172 | $2.5M | +$770.5K | 30.5% |
| TRUST CO OF TOLEDO NA /OH/ | 19,702 | +1,081 | $5.3M | +$768.0K | 5.8% |
| Wealth Advisors of Tampa Bay, LLC | 29,363 | +40 | $8.0M | +$758.6K | 0.1% |
| Argent Trust Co | 22,752 | +667 | $6.2M | +$744.0K | 3.0% |
| Hilton Capital Management, LLC | 23,579 | +535 | $6.4M | +$732.7K | 2.3% |
| GTS SECURITIES LLC | 17,246 | +1,150 | $4.7M | +$722.3K | 7.1% |
| KEYBANK NATIONAL ASSOCIATION/OH | 23,797 | +456 | $6.5M | +$718.9K | 1.9% |
| Somerset Trust Co | 27,199 | +87 | $7.4M | +$715.0K | 0.3% |
| Caprock Group, LLC | 18,633 | +1,369 | $5.1M | +$714.6K | 7.9% |
| Notis-McConarty Edward | 27,088 | +75 | $7.3M | +$709.2K | 0.3% |
| Lido Advisors, LLC | 164,277 | +895 | $40.8M | +$701.7K | 0.5% |
| Baader Bank Aktiengesellschaft | 3,698 | +2,371 | $999.3K | +$694.5K | 178.7% |
| Resonant Capital Advisors, LLC | 21,059 | +640 | $5.7M | +$694.3K | 3.1% |
| Chicago Capital, LLC | 5,984 | +2,204 | $1.6M | +$694.1K | 58.3% |
| Bleakley Financial Group, LLC | 15,067 | +1,224 | $4.1M | +$685.2K | 8.8% |
| NWAM LLC | 3,939 | +2,627 | $1.0M | +$683.4K | 200.2% |
| Stonebridge Financial Group, LLC | 23,090 | +347 | $6.3M | +$674.1K | 1.5% |
| Savant Capital, LLC | 12,862 | +1,362 | $3.5M | +$662.7K | 11.8% |
| HB Wealth Management, LLC | 16,005 | +1,032 | $4.3M | +$661.6K | 6.9% |
| WOODSTOCK CORP | 24,614 | +124 | $6.7M | +$658.1K | 0.5% |
| Dempze Nancy E | 23,445 | +163 | $6.4M | +$637.9K | 0.7% |
| LBP AM SA | 16,011 | +932 | $4.3M | +$637.3K | 6.2% |
| CHILTON INVESTMENT CO INC. | 22,100 | +271 | $6.0M | +$630.1K | 1.2% |
| Everhart Financial Group, Inc. | 5,816 | +1,945 | $1.6M | +$626.2K | 50.2% |
| Patriot Financial Group Insurance Agency, LLC | 9,816 | +1,516 | $2.7M | +$622.8K | 18.3% |
| Scissortail Wealth Management, LLC | 19,937 | +428 | $5.4M | +$613.5K | 2.2% |
| Arkadios Wealth Advisors | 12,011 | +1,246 | $3.3M | +$612.6K | 11.6% |
| Sphera Management Technology Funds Ltd | 9,200 | +1,500 | $2.5M | +$603.1K | 19.5% |
| UMB Bank, n.a. | 12,655 | +1,139 | $3.4M | +$602.6K | 9.9% |
| RBF Capital, LLC | 4,000 | +2,000 | $1.1M | +$593.4K | 100.0% |
| Jefferies Financial Group Inc. | 3,995 | +1,996 | $1.1M | +$592.3K | 99.8% |
| Leelyn Smith, LLC | 22,895 | +11 | $6.2M | +$586.4K | 0.0% |
| Texas Capital Bank Wealth Management Services Inc | 4,539 | +1,886 | $1.2M | +$579.1K | 71.1% |
| IFG Advisory, LLC | 16,343 | +641 | $4.4M | +$574.1K | 4.1% |
| Wealthspire Advisors, LLC | 6,888 | +1,604 | $1.9M | +$570.0K | 30.4% |
| Valeo Financial Advisors, LLC | 7,196 | +1,543 | $2.0M | +$562.7K | 27.3% |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 4,180 | +1,800 | $1.1M | +$548.9K | 75.6% |
| Lebenthal Global Advisors, LLC | 8,108 | +1,380 | $2.2M | +$545.9K | 20.5% |
| GAMMA Investing LLC | 13,187 | +852 | $3.6M | +$545.6K | 6.9% |
| HOWARD BAILEY SECURITIES, LLC | 3,465 | +2,465 | $786.7K | +$541.0K | 246.5% |
| Ledyard National Bank | 3,539 | +1,807 | $959.8K | +$534.2K | 104.3% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 3,560 | +1,790 | $965.5K | +$530.6K | 101.1% |
| Salvus Wealth Management, LLC | 19,548 | +125 | $5.3M | +$529.2K | 0.6% |
| Union Bancaire Privee, UBP SA | 13,859 | +678 | $3.7M | +$525.3K | 5.1% |
| PINKERTON WEALTH, LLC | 16,419 | +424 | $4.5M | +$523.0K | 2.6% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 16,977 | +338 | $4.6M | +$516.0K | 2.0% |
| Norway Savings Bank | 13,686 | +675 | $3.7M | +$514.8K | 5.2% |
| Choate Investment Advisors | 13,876 | +608 | $3.8M | +$503.2K | 4.6% |
| Banque de Luxembourg S.A. | 17,604 | +173 | $4.8M | +$491.4K | 1.0% |
| SAGESPRING WEALTH PARTNERS, LLC | 13,993 | +543 | $3.8M | +$490.3K | 4.0% |
| Aprio Wealth Management, LLC | 3,122 | +1,640 | $846.8K | +$482.6K | 110.7% |
| Silvant Capital Management LLC | 16,131 | +230 | $4.4M | +$467.9K | 1.4% |
| StoneX Group Inc. | 13,724 | +468 | $3.7M | +$466.8K | 3.5% |
| Spire Wealth Management | 7,372 | +1,133 | $2.0M | +$466.3K | 18.1% |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 6,603 | +1,182 | $1.8M | +$458.7K | 21.8% |
| QUADRANT CAPITAL GROUP LLC | 12,810 | +522 | $3.5M | +$454.9K | 4.2% |
| United Bank | 7,486 | +1,055 | $2.0M | +$450.1K | 16.4% |
| Petros Family Wealth, LLC | 4,834 | +1,329 | $1.3M | +$449.7K | 37.9% |
| CHEMUNG CANAL TRUST CO | 14,111 | +355 | $3.8M | +$447.0K | 2.6% |
| UNIVEST FINANCIAL Corp | 8,405 | +899 | $2.3M | +$435.4K | 12.0% |
| Howard Capital Management Inc. | 13,939 | +308 | $3.8M | +$431.1K | 2.3% |
| Smartleaf Asset Management LLC | 9,356 | +548 | $2.6M | +$415.0K | 6.2% |
| HUTNER CAPITAL MANAGEMENT INC | 11,741 | +463 | $3.2M | +$413.2K | 4.1% |
| Krane Funds Advisors LLC | 7,289 | +810 | $2.0M | +$411.6K | 12.5% |
| HBK Sorce Advisory LLC | 4,794 | +68 | $1.5M | +$410.7K | 1.4% |
| E Fund Management (Hong Kong) Co., Ltd. | 1,605 | +1,184 | $508.6K | +$405.1K | 281.2% |
| Impact Capital Partners LLC | 13,408 | +255 | $3.6M | +$404.6K | 1.9% |
| Charter Oak Capital Management, LLC | 15,452 | +5 | $4.2M | +$395.3K | 0.0% |
| Beacon Pointe Advisors, LLC | 9,443 | +606 | $2.6M | +$389.9K | 6.8% |
| RITHOLTZ WEALTH MANAGEMENT | 7,438 | +812 | $2.0M | +$389.0K | 12.3% |
| FIDUCIARY FAMILY OFFICE, LLC | 4,974 | +1,066 | $1.3M | +$388.6K | 27.3% |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 11,959 | +336 | $3.2M | +$387.5K | 2.9% |
| Revisor Wealth Management LLC | 2,408 | +1,085 | $701.5K | +$386.8K | 82.0% |
| Linden Thomas Advisory Services, LLC | 11,847 | +335 | $3.2M | +$384.4K | 2.9% |
| Snowden Capital Advisors LLC | 7,733 | +757 | $2.1M | +$383.5K | 10.8% |
| Aaron Wealth Advisors LLC | 7,386 | +743 | $2.0M | +$370.9K | 11.2% |
| Compound Planning, Inc. | 4,928 | +997 | $1.3M | +$370.6K | 25.4% |
| NBC SECURITIES, INC. | 2,992 | +1,164 | $811.4K | +$362.3K | 63.7% |
| Fifth Third Wealth Advisors LLC | 12,222 | +203 | $3.3M | +$361.5K | 1.7% |
| SUMMIT SECURITIES GROUP LLC | 1,477 | +1,309 | $400.6K | +$359.3K | 779.2% |
| Brown Miller Wealth Management, LLC | 13,461 | +40 | $3.7M | +$353.1K | 0.3% |
| ARGUS INVESTORS' COUNSEL, INC. | 12,744 | +81 | $3.5M | +$344.9K | 0.6% |
| JENNISON ASSOCIATES LLC | 4,166 | +966 | $1.1M | +$343.6K | 30.2% |
| SCOTIA CAPITAL INC. | 2,970 | +1,087 | $805.5K | +$342.8K | 57.7% |
| SIGNATUREFD, LLC | 11,197 | +217 | $3.0M | +$338.8K | 2.0% |
| BAR HARBOR WEALTH MANAGEMENT | 10,999 | +233 | $3.0M | +$337.7K | 2.2% |
| Johnson & White Wealth Management, LLC | 3,274 | +1,022 | $887.9K | +$334.6K | 45.4% |
| Qtron Investments LLC | 7,056 | +623 | $1.9M | +$333.0K | 9.7% |
| Savvy Advisors, Inc. | 2,510 | +1,088 | $680.8K | +$331.4K | 76.5% |
| Texas Bank & Trust Co | 10,654 | +233 | $2.9M | +$328.9K | 2.2% |
| Bowman & Co S.C. | 10,286 | +260 | $2.8M | +$326.9K | 2.6% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 9,049 | +388 | $2.5M | +$326.0K | 4.5% |
| Perigon Wealth Management, LLC | 4,797 | +815 | $1.3M | +$322.5K | 20.5% |
| Great Lakes Retirement, Inc. | 12,000 | +65 | $3.3M | +$322.0K | 0.5% |
| Accurate Wealth Management, LLC | 2,406 | +690 | $724.0K | +$320.1K | 40.2% |
| Wedmont Private Capital | 4,399 | +232 | $1.3M | +$314.4K | 5.6% |
| DF DENT & CO INC | 9,224 | +315 | $2.5M | +$312.6K | 3.5% |
| VAN ECK ASSOCIATES CORP | 6,458,773 | +572,479 | $1.8M | +$305.4K | 9.7% |
| CreativeOne Wealth, LLC | 2,184 | +1,006 | $592.3K | +$302.7K | 85.4% |
| ANGELES WEALTH MANAGEMENT, LLC | 4,326 | +779 | $1.2M | +$301.7K | 22.0% |
| LOWE BROCKENBROUGH & CO INC | 2,352 | +981 | $637.9K | +$301.0K | 71.5% |
| NORDEN GROUP LLC | 3,627 | +821 | $983.7K | +$294.0K | 29.3% |
| PRINCIPAL SECURITIES, INC. | 9,381 | +208 | $2.5M | +$290.5K | 2.3% |
| Iowa State Bank | 9,846 | +147 | $2.7M | +$287.2K | 1.5% |
| Carnegie Investment Counsel | 1,923 | +950 | $521.6K | +$282.5K | 97.6% |
| Abel Hall, LLC | 2,234 | +912 | $605.9K | +$281.0K | 69.0% |
| ICICI Prudential Asset Management Co Ltd | 7,858 | +303 | $2.1M | +$274.8K | 4.0% |
| New Republic Capital, LLC | 2,023 | +904 | $548.6K | +$273.7K | 80.8% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 9,207 | +146 | $2.5M | +$270.5K | 1.6% |
| DAVIDSON TRUST CO | 2,275 | +864 | $617.0K | +$270.3K | 61.2% |
| Legacy Wealth Asset Management, LLC | 8,384 | +207 | $2.3M | +$264.7K | 2.5% |
| AlphaQuest LLC | 1,932 | +869 | $524.0K | +$262.8K | 81.7% |
| TOWER TRUST & INVESTMENT Co | 5,134 | +536 | $1.4M | +$262.6K | 11.7% |
| Advisor OS, LLC | 2,605 | +782 | $706.6K | +$258.6K | 42.9% |
| Atlas Legacy Advisors, LLC | 3,958 | +607 | $1.1M | +$258.2K | 18.1% |
| RWA WEALTH PARTNERS, LLC | 6,739 | +340 | $1.8M | +$255.4K | 5.3% |
| HF Advisory Group, LLC | 6,853 | +328 | $1.9M | +$255.3K | 5.0% |
| Winthrop Advisory Group LLC | 1,996 | +860 | $533.0K | +$253.9K | 75.7% |
| Advyzon Investment Management, LLC | 2,201 | +802 | $597.0K | +$253.3K | 57.3% |
| Krilogy Financial LLC | 1,813 | +501 | $551.2K | +$241.5K | 38.2% |
| FIRST HORIZON CORP | 3,380 | +622 | $916.7K | +$239.0K | 22.6% |
| Kera Capital Partners, Inc. | 2,127 | +406 | $661.2K | +$238.4K | 23.6% |
| CWS Financial Advisors, LLC | 2,948 | +662 | $799.6K | +$237.9K | 28.9% |
| AIMZ Investment Advisors, LLC | 9,280 | +1 | $2.5M | +$236.9K | 0.0% |
| SYON CAPITAL LLC | 5,412 | +393 | $1.5M | +$234.6K | 7.8% |
| CARY STREET PARTNERS FINANCIAL LLC | 8,127 | +104 | $2.2M | +$232.8K | 1.3% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 6,080 | +302 | $1.6M | +$229.2K | 5.2% |
| Frank, Rimerman Advisors LLC | 6,854 | +220 | $1.9M | +$228.8K | 3.3% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,126 | +548 | $847.7K | +$227.3K | 21.3% |
| GeoWealth Management, LLC | 6,492 | +241 | $1.8M | +$224.8K | 3.9% |
| Pinnacle Wealth Management Advisory Group, LLC | 2,266 | +673 | $614.5K | +$223.1K | 42.2% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,369 | +38 | $2.3M | +$222.7K | 0.5% |
| Valmark Advisers, Inc. | 7,492 | +104 | $2.0M | +$216.6K | 1.4% |
| Fisher Asset Management, LLC | 3,207 | +545 | $869.8K | +$215.5K | 20.5% |
| DT Investment Partners, LLC | 6,373 | +207 | $1.7M | +$213.4K | 3.4% |
| Portfolio Design Labs, LLC | 7,113 | +127 | $1.9M | +$212.6K | 1.8% |
| Perpetual Ltd | 3,009 | +550 | $816.0K | +$211.9K | 22.4% |
| Soltis Investment Advisors LLC | 6,630 | +161 | $1.8M | +$208.8K | 2.5% |
| Diversified Trust Co | 5,502 | +244 | $1.5M | +$200.3K | 4.6% |
| Caldwell Trust Co | 6,326 | +131 | $1.7M | +$193.5K | 2.1% |
| Paragon Private Wealth Management, LLC | 3,979 | +367 | $1.1M | +$191.6K | 10.2% |
| OmniStar Financial Group, Inc. | 4,089 | +346 | $1.1M | +$189.4K | 9.2% |
| WealthShield Partners, LLC | 7,230 | +17 | $2.0M | +$188.6K | 0.2% |
| Avestar Capital, LLC | 4,951 | +250 | $1.3M | +$187.7K | 5.3% |
| Koshinski Asset Management, Inc. | 5,321 | +203 | $1.4M | +$185.4K | 4.0% |
| EPG Wealth Management LLC | 5,926 | +140 | $1.6M | +$185.3K | 2.4% |
| SIERRA SUMMIT ADVISORS LLC | 5,488 | +174 | $1.5M | +$182.7K | 3.3% |
| Confluence Wealth Services, Inc. | 5,750 | +146 | $1.6M | +$182.5K | 2.6% |
| CoreCap Advisors, LLC | 5,071 | +214 | $1.4M | +$181.7K | 4.4% |
| Crew Capital Management, Ltd. | 4,628 | +253 | $1.3M | +$180.2K | 5.8% |
| Maia Wealth LLC | 1,720 | +34 | $569.8K | +$178.6K | 2.0% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 5,967 | +95 | $1.6M | +$175.5K | 1.6% |
| Green Alpha Advisors, LLC | 6,660 | +22 | $1.8M | +$175.1K | 0.3% |
| Minot DeBlois Advisors LLC | 4,444 | +245 | $1.2M | +$173.5K | 5.8% |
| WESTPAC BANKING CORP | 4,904 | +197 | $1.3M | +$173.5K | 4.2% |
| Inscription Capital, LLC | 2,432 | +439 | $659.6K | +$170.0K | 22.0% |
| Dorsey & Whitney Trust CO LLC | 5,406 | +122 | $1.5M | +$167.8K | 2.3% |
| Optimize Financial Inc | 5,681 | +80 | $1.5M | +$164.5K | 1.4% |
| Sigma Planning Corp | 2,715 | +385 | $736.3K | +$164.0K | 16.5% |
| Cardinal Capital Management, Inc. | 1,240 | +25 | $461.3K | +$162.8K | 2.0% |
| Nilsine Partners, LLC | 2,748 | +371 | $745.3K | +$161.2K | 15.6% |
| ST GERMAIN D J CO INC | 6,163 | +15 | $1.7M | +$160.8K | 0.2% |
| ATTICUS WEALTH MANAGEMENT, LLC | 3,199 | +321 | $867.6K | +$160.4K | 11.2% |
| Manchester Capital Management LLC | 3,810 | +250 | $1.0M | +$158.6K | 7.0% |
| KLCM Advisors, Inc. | 2,558 | +377 | $693.7K | +$157.9K | 17.3% |
| Fiduciary Group, LLC | 5,545 | +65 | $1.5M | +$157.4K | 1.2% |
| Simplicity Wealth,LLC | 1,705 | +438 | $462.5K | +$151.3K | 34.6% |
| BURLING WEALTH PARTNERS, LLC | 2,109 | +396 | $572.0K | +$151.1K | 23.1% |
| Prosperity Consulting Group, LLC | 1,539 | +436 | $417.4K | +$146.4K | 39.5% |
| Avior Wealth Management, LLC | 4,300 | +147 | $1.2M | +$145.9K | 3.5% |
| INCEPTIONR LLC | 2,859 | +292 | $775.4K | +$144.6K | 11.4% |
| Sterling Investment Counsel, LLC | 4,993 | +67 | $1.4M | +$143.8K | 1.4% |
| Verdence Capital Advisors LLC | 4,581 | +50 | $1.2M | +$141.4K | 1.1% |
| SageView Advisory Group, LLC | 4,597 | +96 | $1.2M | +$141.0K | 2.1% |
| Stokes Family Office, LLC | 1,463 | +410 | $396.8K | +$138.0K | 38.9% |
| CWA Asset Management Group, LLC | 4,244 | +120 | $1.2M | +$137.7K | 2.9% |
| Phillips Wealth Planners LLC | 2,147 | +10 | $654.8K | +$136.5K | 0.5% |
| Bridgewater Advisors Inc. | 1,778 | +55 | $536.7K | +$135.6K | 3.2% |
| 3Chopt Investment Partners, LLC | 2,124 | +315 | $576.0K | +$131.6K | 17.4% |
| Baron Wealth Management LLC | 4,707 | +46 | $1.3M | +$131.3K | 1.0% |
| MCF Advisors LLC | 965 | +425 | $261.7K | +$129.1K | 78.7% |
| FORTRESS PRIVATE LEDGER, LLC | 1,761 | +336 | $477.6K | +$127.3K | 23.6% |
| Sovran Advisors, LLC | 1,819 | +3 | $549.6K | +$126.6K | 0.2% |
| Brookstone Capital Management | 2,905 | +207 | $787.9K | +$124.8K | 7.7% |
| Fortis Capital Management LLC | 2,658 | +224 | $720.9K | +$122.9K | 9.2% |
| FOUNDERS FINANCIAL SECURITIES LLC | 2,968 | +189 | $804.9K | +$122.1K | 6.8% |
| Optas, LLC | 2,248 | +259 | $609.7K | +$121.0K | 13.0% |
| TWIN CITY PRIVATE WEALTH, LLC | 3,632 | +114 | $985.0K | +$120.7K | 3.2% |
| Parkside Financial Bank & Trust | 2,385 | +243 | $646.8K | +$120.5K | 11.3% |
| Kapstone Financial Advisors LLC | 2,917 | +183 | $791.1K | +$119.3K | 6.7% |
| Nordwand Advisors, LLC | 3,330 | +135 | $903.1K | +$118.1K | 4.2% |
| Sunbelt Securities, Inc. | 3,891 | +76 | $1.1M | +$117.8K | 2.0% |
| HOWE & RUSLING INC | 1,318 | +337 | $357.5K | +$116.6K | 34.4% |
| FIDELIS CAPITAL PARTNERS, LLC | 3,510 | +103 | $951.9K | +$114.8K | 3.0% |
| Sage Mountain Advisors LLC | 2,464 | +210 | $668.2K | +$114.4K | 9.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | 1,498 | +307 | $406.6K | +$113.7K | 25.8% |
| Fiduciary Alliance LLC | 4,380 | +8 | $1.2M | +$113.7K | 0.2% |
| Nemes Rush Group LLC | 1,871 | +266 | $507.4K | +$113.1K | 16.6% |
| STEPHENS INC /AR/ | 3,671 | +79 | $995.5K | +$113.0K | 2.2% |
| Arista Wealth Management, LLC | 3,485 | +95 | $945.1K | +$112.2K | 2.8% |
| NAVELLIER & ASSOCIATES INC | 4,022 | +39 | $1.1M | +$112.1K | 1.0% |
| Trust Co of the South | 3,583 | +70 | $971.7K | +$108.6K | 2.0% |
| Ameritas Advisory Services, LLC | 1,152 | +322 | $312.4K | +$108.5K | 38.8% |
| Mezzasalma Advisors, LLC | 2,402 | +165 | $657.5K | +$107.9K | 7.4% |
| TD Waterhouse Canada Inc. | 3,225 | +16 | $874.4K | +$106.6K | 0.5% |
| Larson Financial Group LLC | 2,428 | +179 | $658.4K | +$105.8K | 8.0% |
| Florida Trust Wealth Management Co | 2,321 | +187 | $629.5K | +$105.1K | 8.8% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 723,874 | +38,138 | $168.6M | +$104.9K | 5.6% |
| Net Worth Advisory Group | 3,233 | +91 | $876.9K | +$104.9K | 2.9% |
| Ancora Advisors LLC | 2,950 | +118 | $800.0K | +$104.2K | 4.2% |
| Silicon Valley Capital Partners | 645 | +356 | $174.9K | +$103.9K | 123.2% |
| Robertson Stephens Wealth Management, LLC | 2,649 | +141 | $718.6K | +$102.1K | 5.6% |
| Asset Management Group, Inc. | 3,891 | +11 | $1.1M | +$102.0K | 0.3% |
| Curbstone Financial Management Corp | 2,334 | +170 | $633.0K | +$101.3K | 7.8% |
| TBH Global Asset Management, LLC | 3,087 | +87 | $837.3K | +$100.2K | 2.9% |
| L2 Asset Management, LLC | 2,473 | +149 | $670.7K | +$99.7K | 6.4% |
| Parcion Private Wealth LLC | 1,208 | +265 | $327.6K | +$95.9K | 28.1% |
| 1ST SOURCE BANK | 2,118 | +165 | $574.4K | +$94.5K | 8.4% |
| Abacus Planning Group, Inc. | 1,207 | +259 | $327.3K | +$94.4K | 27.3% |
| Coign Capital Advisors LLC | 2,855 | +87 | $774.3K | +$94.2K | 3.1% |
| Cypress Wealth Services, LLC | 1,144 | +264 | $310.2K | +$93.9K | 30.0% |
| Sovereign Financial Group, Inc. | 2,106 | +163 | $571.1K | +$93.8K | 8.4% |
| Forvis Mazars Wealth Advisors, LLC | 1,754 | +198 | $475.7K | +$93.4K | 12.7% |
| SPIREPOINT PRIVATE CLIENT, LLC | 2,969 | +68 | $805.2K | +$92.4K | 2.3% |
| Compass Ion Advisors, LLC | 3,541 | +6 | $960.3K | +$91.8K | 0.2% |
| SJS Investment Consulting Inc. | 1,325 | +234 | $359.3K | +$91.3K | 21.4% |
| Outlook Wealth Advisors, LLC | 2,999 | +59 | $813.4K | +$91.0K | 2.0% |
| Colonial Trust Co / SC | 2,794 | +78 | $757.7K | +$90.4K | 2.9% |
| Ariadne Wealth Management, LP | 927 | +9 | $307.2K | +$89.1K | 1.0% |
| Commonwealth Retirement Investments LLC | 3,453 | +1 | $936.4K | +$88.1K | 0.0% |
| TFC Financial Management, Inc. | 1,274 | +226 | $345.5K | +$88.0K | 21.6% |
| Sage Private Wealth Group, LLC | 3,026 | +43 | $820.6K | +$87.6K | 1.4% |
| CATALYST FINANCIAL PARTNERS LLC | 2,583 | +82 | $700.5K | +$86.0K | 3.3% |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,756 | +163 | $476.3K | +$84.8K | 10.2% |
| Ausdal Financial Partners, Inc. | 1,616 | +175 | $438.3K | +$84.4K | 12.1% |
| TRANSCEND CAPITAL ADVISORS, LLC | 2,296 | +97 | $622.7K | +$82.4K | 4.4% |
| MassMutual Private Wealth & Trust, FSB | 1,752 | +152 | $475.1K | +$82.0K | 9.5% |
| PDS Planning, Inc | 2,561 | +68 | $694.5K | +$82.0K | 2.7% |
| Boltwood Capital Management | 2,886 | +34 | $782.7K | +$81.9K | 1.2% |
| HOHIMER WEALTH MANAGEMENT, LLC | 2,800 | +40 | $759.3K | +$81.1K | 1.4% |
| JOURNEY STRATEGIC WEALTH LLC | 1,897 | +127 | $514.4K | +$79.6K | 7.2% |
| ICW Investment Advisors LLC | 2,637 | +50 | $715.1K | +$79.4K | 1.9% |
| STRATEGY ASSET MANAGERS LLC | 1,773 | +137 | $480.9K | +$79.0K | 8.4% |
| Clark Asset Management, LLC | 2,916 | +17 | $790.8K | +$78.5K | 0.6% |
| DRIVE WEALTH MANAGEMENT, LLC | 1,228 | +187 | $332.9K | +$77.1K | 18.0% |
| HARBOR INVESTMENT ADVISORY, LLC | 496 | +259 | $134.5K | +$76.3K | 109.3% |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 869 | +19 | $278.5K | +$76.0K | 2.2% |
| Sowell Financial Services LLC | 1,528 | +150 | $414.4K | +$75.9K | 10.9% |
| Washington Trust Bank | 2,596 | +37 | $704.0K | +$75.3K | 1.4% |
| OAK HARBOR WEALTH PARTNERS, LLC | 2,340 | +63 | $634.6K | +$75.1K | 2.8% |
| MidWestOne Financial Group, Inc. | 2,669 | +24 | $723.8K | +$74.0K | 0.9% |
| INVESTMENT PARTNERS, LTD. | 1,593 | +132 | $432.1K | +$73.0K | 9.0% |
| Polymer Capital Management (US) LLC | 2,604 | +26 | $706.2K | +$72.8K | 1.0% |
| Cornerstone Wealth Management, LLC | 2,369 | +48 | $642.5K | +$72.1K | 2.1% |
| SBI Securities Co., Ltd. | 2,102 | +75 | $570.1K | +$72.0K | 3.7% |
| Haverford Trust Co | 1,902 | +94 | $515.8K | +$71.6K | 5.2% |
| CHILTON CAPITAL MANAGEMENT LLC | 2,677 | +11 | $726.0K | +$71.0K | 0.4% |
| True North Advisors, LLC | 2,596 | +16 | $704.1K | +$70.1K | 0.6% |
| Raleigh Capital Management Inc. | 1,950 | +82 | $528.9K | +$69.9K | 4.4% |
| PERSONAL CFO SOLUTIONS, LLC | 2,353 | +41 | $638.0K | +$69.9K | 1.8% |
| Balentine LLC | 1,171 | +161 | $317.6K | +$69.4K | 15.9% |
| LBMC INVESTMENT ADVISORS, LLC | 1,969 | +77 | $534.0K | +$69.1K | 4.1% |
| Quent Capital, LLC | 1,894 | +84 | $513.7K | +$69.0K | 4.6% |
| Diversified Enterprises, LLC | 1,444 | +130 | $391.5K | +$68.6K | 9.9% |
| Avidian Wealth Enterprises, LLC | 1,714 | +99 | $464.8K | +$68.1K | 6.1% |
| Canopy Partners, LLC | 1,638 | +105 | $444.2K | +$67.6K | 6.8% |
| ARTHUR M. COHEN & ASSOCIATES, LLC | 1,202 | +150 | $326.0K | +$67.5K | 14.3% |
| Mutual Advisors, LLC | 1,751 | +70 | $474.9K | +$66.0K | 4.2% |
| Fulton Bank, N.A. | 1,917 | +69 | $519.9K | +$65.8K | 3.7% |
| Financial Engines Advisors L.L.C. | 2,205 | +39 | $598.0K | +$65.8K | 1.8% |
| North Star Investment Management Corp. | 2,311 | +27 | $626.7K | +$65.5K | 1.2% |
| RFG Advisory, LLC | 2,152 | +43 | $583.7K | +$65.5K | 2.0% |
| SILVER OAK SECURITIES, INCORPORATED | 1,611 | +75 | $442.7K | +$65.3K | 4.9% |
| Revolve Wealth Partners, LLC | 2,280 | +28 | $618.3K | +$65.0K | 1.2% |
| Interchange Capital Partners, LLC | 1,157 | +144 | $313.9K | +$64.9K | 14.2% |
| Note Advisors, LLC | 1,089 | +1 | $332.1K | +$64.8K | 0.1% |
| PLIMOTH TRUST CO LLC | 2,419 | +11 | $656.0K | +$64.4K | 0.5% |
| Essex Financial Services, Inc. | 1,625 | +88 | $440.7K | +$63.1K | 5.7% |
| OneAscent Financial Services LLC | 1,153 | +136 | $312.8K | +$63.0K | 13.4% |
| Belpointe Asset Management LLC | 1,478 | +102 | $400.8K | +$62.8K | 7.4% |
| Van Hulzen Asset Management, LLC | 2,212 | +24 | $600.0K | +$62.3K | 1.1% |
| TRUST POINT INC. | 1,818 | +62 | $493.0K | +$61.6K | 3.5% |
| SFMG, LLC | 2,379 | +1 | $645.2K | +$61.1K | 0.0% |
| First Western Trust Bank | 2,120 | +26 | $574.9K | +$60.4K | 1.2% |
| Mayflower Financial Advisors, LLC | 1,578 | +82 | $428.0K | +$60.4K | 5.5% |
| Claro Advisors LLC | 2,242 | +8 | $608.0K | +$59.1K | 0.3% |
| CGC Financial Services, LLC | 385 | +200 | $104.4K | +$59.0K | 108.1% |
| United Advisor Group, LLC | 1,043 | +130 | $282.9K | +$58.6K | 14.2% |
| J.W. COLE ADVISORS, INC. | 2,209 | +188 | $555.0K | +$58.5K | 9.3% |
| Lakewood Asset Management LLC | 2,283 | +1 | $619.1K | +$58.4K | 0.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 515,284 | +183,393 | $139.8K | +$58.3K | 55.3% |
| Principle Wealth Partners LLC | 2,167 | +10 | $587.7K | +$57.7K | 0.5% |
| MOODY LYNN & LIEBERSON, LLC | 2,234 | +1 | $605.9K | +$57.2K | 0.0% |
| Versant Capital Management, Inc | 1,528 | +73 | $414.4K | +$56.9K | 5.0% |
| Cambria Investment Management, L.P. | 1,872 | +36 | $507.7K | +$56.6K | 2.0% |
| Blossom Wealth Management | 1,972 | +25 | $534.8K | +$56.4K | 1.3% |
| Cornerstone Wealth Group, LLC | 1,108 | +110 | $300.5K | +$55.3K | 11.0% |
| CYBER HORNET ETFs LLC | 1,415 | +78 | $383.7K | +$55.2K | 5.8% |
| Riverwater Partners LLC | 1,617 | +56 | $438.5K | +$55.0K | 3.6% |
| Capital Investment Advisors, LLC | 1,261 | +90 | $342.0K | +$54.3K | 7.7% |
| MJP ASSOCIATES INC /ADV | 1,001 | +114 | $271.6K | +$53.5K | 12.8% |
| PFG Investments, LLC | 1,952 | +12 | $529.3K | +$52.7K | 0.6% |
| Grove Bank & Trust | 1,579 | +50 | $428.2K | +$52.5K | 3.3% |
| Investment Partners Asset Management, Inc. | 1,907 | +15 | $517.2K | +$52.3K | 0.8% |
| San Luis Wealth Advisors LLC | 1,995 | +2 | $541.2K | +$51.5K | 0.1% |
| First Command Advisory Services, Inc. | 1,758 | +26 | $476.8K | +$51.2K | 1.5% |
| ALPS ADVISORS INC | 1,871 | +11 | $507.4K | +$50.4K | 0.6% |
| RDA Financial Network | 1,194 | +81 | $323.8K | +$50.3K | 7.3% |
| Fragasso Financial Advisors Inc | 1,372 | +39 | $372.1K | +$49.4K | 2.9% |
| AMARILLO NATIONAL BANK | 1,550 | +39 | $420.4K | +$49.1K | 2.6% |
| U.S. Capital Wealth Advisors, LLC | 1,638 | +29 | $444.2K | +$48.9K | 1.8% |
| Pinnacle Wealth Planning Services, Inc. | 1,731 | +17 | $469.3K | +$48.3K | 1.0% |
| Klingman & Associates, LLC | 1,330 | +56 | $360.7K | +$47.7K | 4.4% |
| Intrua Financial, LLC | 1,767 | +9 | $479.2K | +$47.3K | 0.5% |
| First Bancorp, Inc /ME/ | 1,265 | +60 | $343.1K | +$47.0K | 5.0% |
| Waterloo Capital, L.P. | 1,238 | +62 | $335.7K | +$46.7K | 5.3% |
| Gilliland Jeter Wealth Management LLC | 1,734 | +10 | $470.3K | +$46.7K | 0.6% |
| McAdam, LLC | 1,228 | +62 | $333.0K | +$46.6K | 5.3% |
| Cumberland Partners Ltd | 1,052 | +80 | $285.3K | +$46.5K | 8.2% |
| Western Wealth Management, LLC | 1,706 | +9 | $462.6K | +$45.6K | 0.5% |
| Ritter Daniher Financial Advisory LLC / DE | 1,664 | +6 | $451.2K | +$43.8K | 0.4% |
| Wealth Watch Advisors, INC | 504 | +125 | $136.7K | +$43.6K | 33.0% |
| WEBSTER BANK, N. A. | 549 | +118 | $148.9K | +$43.0K | 27.4% |
| First Bank & Trust | 1,553 | +11 | $421.2K | +$42.3K | 0.7% |
| Main Street Research LLC | 1,248 | +38 | $338.5K | +$41.2K | 3.1% |
| PATTON ALBERTSON MILLER GROUP, LLC | 1,386 | +23 | $375.9K | +$41.0K | 1.7% |
| SouthState Corp | 415 | +119 | $112.6K | +$39.9K | 40.2% |
| GERBER, LLC | 1,524 | +2 | $413.4K | +$39.3K | 0.1% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 1,244 | +30 | $337.4K | +$39.1K | 2.5% |
| Carson Advisory Inc. | 1,448 | +7 | $392.6K | +$38.5K | 0.5% |
| GSB Wealth Management, LLC | 1,458 | +5 | $395.4K | +$38.4K | 0.3% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 874 | +65 | $237.0K | +$38.3K | 8.0% |
| AKO CAPITAL LLP | 1,248,009 | +24,862 | $338.5K | +$37.9K | 2.0% |
| Regent Peak Wealth Advisors LLC | 1,088 | +39 | $295.1K | +$37.3K | 3.7% |
| SYM FINANCIAL Corp | 1,152 | +31 | $312.4K | +$37.0K | 2.8% |
| Sound Income Strategies, LLC | 251 | +89 | $75.3K | +$36.7K | 54.9% |
| M. Kulyk & Associates, LLC | 1,366 | +7 | $370.5K | +$36.6K | 0.5% |
| RICHARDSON FINANCIAL SERVICES INC. | 481 | +98 | $130.4K | +$36.3K | 25.6% |
| Jacobi Capital Management LLC | 1,002 | +43 | $271.8K | +$36.1K | 4.5% |
| Rossby Financial, LCC | 550 | +77 | $149.2K | +$36.0K | 16.3% |
| WOLFF WIESE MAGANA LLC | 1,199 | +22 | $325.2K | +$36.0K | 1.9% |
| Empirical Asset Management, LLC | 1,388 | +2 | $376.4K | +$35.8K | 0.1% |
| STEPH & CO | 192 | +124 | $52.1K | +$35.4K | 182.3% |
| Princeton Global Asset Management LLC | 168 | +123 | $45.6K | +$34.5K | 273.3% |
| BECKER CAPITAL MANAGEMENT INC | 1,203 | +15 | $326.3K | +$34.4K | 1.3% |
| Sunpointe, LLC | 884 | +47 | $239.7K | +$34.1K | 5.6% |
| Bangor Savings Bank | 1,107 | +23 | $300.2K | +$33.9K | 2.1% |
| MARINO, STRAM & ASSOCIATES LLC | 1,222 | +11 | $331.5K | +$33.9K | 0.9% |
| Bellecapital International Ltd. | 907 | +40 | $246.0K | +$33.0K | 4.6% |
| Stiles Financial Services Inc | 1,235 | +2 | $335.0K | +$32.1K | 0.2% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 994 | +26 | $269.6K | +$31.7K | 2.7% |
| NATIXIS ADVISORS, LLC | 1,002,286 | +23,531 | $271.8K | +$31.3K | 2.4% |
| Riverbend Wealth Management, LLC | 1,218 | +1 | $330.3K | +$31.3K | 0.1% |
| Roxbury Financial LLC | 1,187 | +4 | $321.9K | +$31.1K | 0.3% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 919 | +30 | $249.2K | +$30.8K | 3.4% |
| Purkiss Capital Advisors LLC | 1,176 | +3 | $319.0K | +$30.6K | 0.3% |
| Capital Investment Advisory Services, LLC | 1,019 | +16 | $276.4K | +$29.9K | 1.6% |
| Park Place Capital Corp | 912 | +21 | $247.3K | +$28.4K | 2.4% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 1,008 | +11 | $273.4K | +$28.4K | 1.1% |
| EWA, LLC | 994 | +12 | $269.5K | +$28.3K | 1.2% |
| Bell Investment Advisors, Inc | 472 | +66 | $128.0K | +$28.3K | 16.3% |
| Cornerstone Planning Group LLC | 314 | +5 | $99.7K | +$27.8K | 1.6% |
| Beaumont Financial Advisors, LLC | 868 | +23 | $235.3K | +$27.8K | 2.7% |
| BEACON INVESTMENT ADVISORS LLC | 1,004 | +9 | $272.4K | +$27.7K | 0.9% |
| CHILDRESS CAPITAL ADVISORS, LLC | 1,073 | +1 | $291.0K | +$27.6K | 0.1% |
| TITLEIST ASSET MANAGEMENT, LLC | 969 | +10 | $262.7K | +$27.2K | 1.0% |
| Kuhn & Co Investment Counsel | 843 | +20 | $228.6K | +$26.4K | 2.4% |
| Strategic Advisors LLC | 920 | +10 | $249.6K | +$26.0K | 1.1% |
| RFG - Bristol Wealth Advisors, LLC | 1,003 | +1 | $271.9K | +$25.9K | 0.1% |
| Mowery & Schoenfeld Wealth Management, LLC | 473 | +56 | $128.3K | +$25.8K | 13.4% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 838 | +18 | $227.3K | +$25.8K | 2.2% |
| TOTH FINANCIAL ADVISORY CORP | 954 | +3 | $258.8K | +$25.0K | 0.3% |
| 1620 INVESTMENT ADVISORS, INC. | 671 | +32 | $182.1K | +$25.0K | 5.0% |
| Piscataqua Savings Bank | 257 | +75 | $69.7K | +$25.0K | 41.2% |
| HighMark Wealth Management LLC | 873 | +10 | $236.8K | +$24.7K | 1.1% |
| Salomon & Ludwin, LLC | 149 | +76 | $41.3K | +$23.7K | 104.1% |
| Quantum Financial Advisors, LLC | 918 | +1 | $248.8K | +$23.6K | 0.1% |
| Westfuller Advisors, LLC | 903 | +2 | $244.9K | +$23.6K | 0.2% |
| Essex Savings Bank | 875 | +5 | $237.3K | +$23.5K | 0.6% |
| Battery Global Advisors, LLC | 405 | +47 | $109.8K | +$21.9K | 13.1% |
| Wealth Architects, LLC | 822 | +2 | $222.9K | +$21.3K | 0.2% |
| ELEVATION WEALTH PARTNERS, LLC | 445 | +32 | $120.7K | +$19.2K | 7.7% |
| JFS WEALTH ADVISORS, LLC | 390 | +35 | $105.8K | +$18.5K | 9.8% |
| Steigerwald, Gordon & Koch Inc. | 643 | +7 | $174.4K | +$18.1K | 1.1% |
| City State Bank | 642 | +7 | $174.1K | +$18.1K | 1.1% |
| Golden State Wealth Management, LLC | 303 | +41 | $82.4K | +$18.1K | 15.6% |
| PROATHLETE WEALTH MANAGEMENT LLC | 627 | +6 | $170.1K | +$17.5K | 1.0% |
| MTM Investment Management, LLC | 606 | +1 | $164.3K | +$15.5K | 0.2% |
| TOMPKINS FINANCIAL CORP | 73 | +55 | $19.8K | +$15.4K | 305.6% |
| Barnes Dennig Private Wealth Management LLC | 129 | +49 | $35.0K | +$15.3K | 61.3% |
| Clayton Financial Group LLC | 170 | +44 | $46.1K | +$15.1K | 34.9% |
| CBIZ Investment Advisory Services, LLC | 128 | +46 | $34.7K | +$14.6K | 56.1% |
| ACADIAN ASSET MANAGEMENT LLC | 124,285 | +46,042 | $33.7K | +$14.5K | 58.8% |
| Handelsbanken Fonder AB | 281,085 | +29,086 | $76.2K | +$14.3K | 11.5% |
| United Financial Planning Group LLC | 75 | +50 | $20.3K | +$14.2K | 200.0% |
| AMERICAN NATIONAL BANK & TRUST | 446 | +7 | $121.0K | +$13.1K | 1.6% |
| LORD, ABBETT & CO. LLC | 499,416 | +505 | $135.4K | +$12.9K | 0.1% |
| OLD SECOND NATIONAL BANK OF AURORA | 56 | +46 | $15.2K | +$12.7K | 460.0% |
| RMG Wealth Management LLC | 124 | +15 | $38.5K | +$12.5K | 13.8% |
| High Note Wealth, LLC | 339 | +15 | $91.9K | +$12.3K | 4.6% |
| ALBION FINANCIAL GROUP /UT | 123 | +36 | $33.4K | +$12.0K | 41.4% |
| VALLEY WEALTH MANAGERS, INC. | 180 | +25 | $48.8K | +$10.7K | 16.1% |
| ORG Partners LLC | 273 | +13 | $74.0K | +$10.2K | 5.0% |
| Smallwood Wealth Investment Management, LLC | 40 | +36 | $11.1K | +$10.1K | 900.0% |
| Newbridge Financial Services Group, Inc. | 336 | +6 | $91.1K | +$10.1K | 1.8% |
| Heritage Wealth Advisors | 383 | +1 | $103.9K | +$10.0K | 0.3% |
| Fortitude Family Office, LLC | 380 | +1 | $103.1K | +$9.9K | 0.3% |
| Physician Wealth Advisors, Inc. | 290 | +10 | $78.7K | +$9.9K | 3.6% |
| PFS Partners, LLC | 374 | +1 | $101.5K | +$9.9K | 0.3% |
| WPG Advisers, LLC | 363 | +1 | $98.4K | +$9.5K | 0.3% |
| IMG Wealth Management, Inc. | 91 | +29 | $24.7K | +$9.4K | 46.8% |
| Bank of Jackson Hole Trust | 134 | +24 | $36.3K | +$9.3K | 21.8% |
| iA Global Asset Management Inc. | 85,602 | +28,635 | $23.2K | +$9.2K | 50.3% |
| Glen Eagle Advisors, LLC | 86 | +26 | $23.3K | +$8.6K | 43.3% |
| Penserra Capital Management LLC | 141,887 | +19,854 | $38.5K | +$8.5K | 16.3% |
| CX Institutional | 34,368 | +29,274 | $9.3K | +$8.1K | 574.7% |
| Abound Wealth Management | 114 | +16 | $30.9K | +$6.9K | 16.3% |
| Financial Network Wealth Advisors LLC | 62 | +20 | $16.8K | +$6.5K | 47.6% |
| CVA Family Office, LLC | 171 | +7 | $46.4K | +$6.1K | 4.3% |
| Mn Services Vermogensbeheer B.V. | 192,112 | +4,519 | $52.1K | +$6.0K | 2.4% |
| Westside Investment Management, Inc. | 148 | +4 | $40.3K | +$5.4K | 2.8% |
| Caitong International Asset Management Co., Ltd | 20 | +19 | $5.4K | +$5.2K | 1900.0% |
| Turning Point Benefit Group, Inc. | 55 | +14 | $14.9K | +$5.1K | 34.1% |
| Activest Wealth Management | 46 | +15 | $12.5K | +$4.9K | 48.4% |
| Valued Wealth Advisors LLC | 157 | +2 | $42.6K | +$4.6K | 1.3% |
| Dunhill Financial, LLC | 55 | +11 | $15.0K | +$4.3K | 25.0% |
| Janney Montgomery Scott LLC | 112,316 | +5,212 | $30.5K | +$4.1K | 4.9% |
| Legacy Wealth Managment, LLC/ID | 59 | +9 | $16.0K | +$3.7K | 18.0% |
| Truvestments Capital LLC | 63 | +7 | $17.1K | +$3.3K | 12.5% |
| Cambridge Investment Research Advisors, Inc. | 48,105 | +7,575 | $13.0K | +$3.1K | 18.7% |
| Rialto Wealth Management, LLC | 110 | +1 | $29.8K | +$3.0K | 0.9% |
| Rakuten Securities, Inc. | 20 | +10 | $5.4K | +$3.0K | 100.0% |
| Quest 10 Wealth Builders, Inc. | 61 | +5 | $16.6K | +$2.8K | 8.9% |
| Harvest Fund Management Co., Ltd | 37,587 | +6,338 | $10.2K | +$2.5K | 20.3% |
| Avalon Global Asset Management LLC | 50,300 | +5,000 | $13.6K | +$2.5K | 11.0% |
| Thrivent Financial for Lutherans | 97,429 | +6 | $26.4K | +$2.5K | 0.0% |
| HIGHLINE WEALTH PARTNERS LLC | 47 | +5 | $12.7K | +$2.4K | 11.9% |
| Mascoma Wealth Management LLC | 35 | +6 | $9.5K | +$2.4K | 20.7% |
| Aspect Partners, LLC | 51 | +3 | $13.8K | +$2.0K | 6.3% |
| MJT & Associates Financial Advisory Group, Inc. | 12 | +6 | $3.3K | +$1.8K | 100.0% |
| Signature Resources Capital Management, LLC | 30 | +4 | $8.1K | +$1.7K | 15.4% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 19,561 | +4,463 | $5.3K | +$1.6K | 29.6% |
| WINNOW WEALTH LLC | 21 | +4 | $5.7K | +$1.5K | 23.5% |
| American Capital Advisory, LLC | 10 | +5 | $2.7K | +$1.5K | 100.0% |
| Strengthening Families & Communities, LLC | 54 | +1 | $14.6K | +$1.4K | 1.9% |
| WEDBUSH SECURITIES INC | 16,608 | +3,520 | $4.5K | +$1.3K | 26.9% |
| PayPay Securities Corp | 11 | +3 | $3.0K | +$927 | 37.5% |
| Quaker Wealth Management, LLC | 6 | +3 | $1.6K | +$890 | 100.0% |
| NVWM, LLC | 5 | +2 | $1.4K | +$619 | 66.7% |
| BOSTON FAMILY OFFICE LLC | 21,763 | +125 | $5.9K | +$586 | 0.6% |
| PARK AVENUE SECURITIES LLC | 13,053 | +984 | $3.5K | +$575 | 8.2% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 6,577 | +244 | $1.8K | +$227 | 3.9% |
| HANTZ FINANCIAL SERVICES, INC. | 3,744 | +466 | $1.0K | +$210 | 14.2% |
| HORIZON BANCORP INC /IN/ | 1,427 | +377 | $387 | +$129 | 35.9% |
| Smithfield Trust Co | 1,724 | +289 | $469 | +$116 | 20.1% |
| FDx Advisors, Inc. | 1,913 | +165 | $519 | +$110 | 9.4% |
| Main Management ETF Advisors, LLC | 3,915 | +40 | $1.1K | +$110 | 1.0% |
| Summit Global Investments | 1,959 | +227 | $531 | +$105 | 13.1% |
| NATURAL INVESTMENTS, LLC | 1,786 | +167 | $484 | +$87 | 10.3% |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 2,314 | +10 | $628 | +$62 | 0.4% |
| Capital Advisors, Ltd. LLC | 1,237 | +50 | $335 | +$43 | 4.2% |
| GSA CAPITAL PARTNERS LLP | 943 | +22 | $256 | +$30 | 2.4% |
| Covestor Ltd | 275 | +34 | $75 | +$16 | 14.1% |
| GW&K Investment Management, LLC | 265 | +10 | $72 | +$9 | 3.9% |