13F QoQ Ownership Changes
AZN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 251 new · 471 added · 618 reduced · 188 exited
New Positions(251)
Added To(471)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 10,495,599 | +4,788,038 | $965.7M | +$527.3M | 83.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5,547,597 | +4,697,895 | $510.0M | +$444.8M | 552.9% |
| Fisher Asset Management, LLC | 21,601,433 | +438,709 | $1.99B | +$362.2M | 2.1% |
| FMR LLC | 21,848,855 | +162,535 | $2.01B | +$344.8M | 0.7% |
| FRANKLIN RESOURCES INC | 20,157,744 | +445,014 | $1.85B | +$341.2M | 2.3% |
| GOLDMAN SACHS GROUP INC | 14,467,958 | +621,409 | $1.33B | +$267.7M | 4.5% |
| CITIGROUP INC | 6,154,760 | +2,231,890 | $565.8M | +$264.8M | 56.9% |
| MORGAN STANLEY | 13,878,726 | +432,939 | $1.28B | +$244.3M | 3.2% |
| Sanders Capital, LLC | 14,139,408 | +80,726 | $1.30B | +$221.3M | 0.6% |
| Bank Julius Baer & Co. Ltd, Zurich | 1,806,877 | +1,790,874 | $166.3M | +$165.1M | 11190.9% |
| TWO SIGMA INVESTMENTS, LP | 2,183,476 | +1,665,781 | $200.7M | +$161.0M | 321.8% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 2,777,706 | +1,959,826 | $212.3M | +$149.6M | 239.6% |
| AMERICAN CENTURY COMPANIES INC | 3,442,805 | +1,255,755 | $316.5M | +$148.7M | 57.4% |
| Allspring Global Investments Holdings, LLC | 1,628,771 | +1,437,253 | $149.1M | +$133.0M | 750.5% |
| Point72 Asset Management, L.P. | 1,907,541 | +1,297,372 | $175.4M | +$128.5M | 212.6% |
| Connor, Clark & Lunn Investment Management Ltd. | 1,421,698 | +1,379,889 | $130.7M | +$127.5M | 3300.4% |
| NATIONAL BANK OF CANADA /FI/ | 2,236,063 | +1,116,871 | $205.6M | +$119.7M | 99.8% |
| Alyeska Investment Group, L.P. | 1,726,795 | +1,184,630 | $158.7M | +$117.1M | 218.5% |
| FRED ALGER MANAGEMENT, LLC | 1,318,719 | +1,263,721 | $121.2M | +$117.0M | 2297.8% |
| BlackRock, Inc. | 6,113,037 | +308,683 | $562.0M | +$116.7M | 5.3% |
| NORGES BANK | 1,276,181 | +1,155,392 | $117.3M | +$107.9M | 956.5% |
| Voya Investment Management LLC | 2,672,165 | +772,663 | $245.5M | +$99.8M | 40.7% |
| MACKENZIE FINANCIAL CORP | 1,484,312 | +915,711 | $137.0M | +$93.4M | 161.0% |
| Fayez Sarofim & Co | 4,258,640 | +364,203 | $391.5M | +$92.7M | 9.3% |
| Sofinnova Investments, Inc. | 1,632,334 | +808,401 | $150.1M | +$86.8M | 98.1% |
| Invesco Ltd. | 4,406,716 | +210,419 | $405.1M | +$83.2M | 5.0% |
| NORTHERN TRUST CORP | 4,756,686 | +130,245 | $437.3M | +$82.3M | 2.8% |
| ENVESTNET ASSET MANAGEMENT INC | 4,051,646 | +204,979 | $372.5M | +$77.3M | 5.3% |
| Balyasny Asset Management L.P. | 1,496,680 | +676,618 | $137.6M | +$74.7M | 82.5% |
| UBS Group AG | 2,878,796 | +394,521 | $264.6M | +$74.1M | 15.9% |
| RAYMOND JAMES FINANCIAL INC | 4,418,771 | +18,502 | $406.9M | +$69.3M | 0.4% |
| TRUIST FINANCIAL CORP | 1,538,680 | +537,908 | $141.5M | +$64.7M | 53.7% |
| DRW Securities, LLC | 942,983 | +630,370 | $86.7M | +$62.6M | 201.6% |
| 1832 Asset Management L.P. | 579,050 | +551,551 | $53.2M | +$51.1M | 2005.7% |
| ProShare Advisors LLC | 932,624 | +277,765 | $85.7M | +$35.5M | 42.4% |
| SEI INVESTMENTS CO | 966,235 | +248,961 | $88.8M | +$33.8M | 34.7% |
| Foresight Global Investors, Inc. | 290,672 | +47,495 | $51.0M | +$32.4M | 19.5% |
| Walleye Capital LLC | 860,395 | +227,810 | $79.1M | +$30.6M | 36.0% |
| LMR Partners LLP | 1,516,498 | +80,000 | $139.4M | +$29.2M | 5.6% |
| STIFEL FINANCIAL CORP | 1,288,855 | +112,092 | $118.5M | +$28.2M | 9.5% |
| Assenagon Asset Management S.A. | 787,084 | +188,730 | $72.4M | +$26.5M | 31.5% |
| SATURNA CAPITAL CORP | 1,635,207 | +212 | $150.3M | +$24.9M | 0.0% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 279,300 | +265,132 | $25.7M | +$24.6M | 1871.3% |
| LPL Financial LLC | 1,152,872 | +84,348 | $106.0M | +$24.0M | 7.9% |
| DEUTSCHE BANK AG\ | 530,691 | +181,366 | $48.8M | +$22.0M | 51.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 228,725 | +36,852 | $21.0M | +$21.0M | 19.2% |
| LAZARD ASSET MANAGEMENT LLC | 1,337,216 | +2,656 | $122.9M | +$20.5M | 0.2% |
| TD Asset Management Inc | 1,112,841 | +23,229 | $102.3M | +$18.7M | 2.1% |
| Bank of New York Mellon Corp | 1,032,000 | +25,833 | $94.9M | +$17.7M | 2.6% |
| Aberdeen Group plc | 841,574 | +41,357 | $77.4M | +$16.0M | 5.2% |
| SALT Holding Corp. | 186,500 | +169,300 | $17.1M | +$15.8M | 984.3% |
| Gradient Investments LLC | 184,445 | +169,060 | $17.0M | +$15.8M | 1098.9% |
| HighTower Advisors, LLC | 965,247 | +7,012 | $88.7M | +$15.2M | 0.7% |
| Caption Management, LLC | 237,900 | +136,800 | $21.9M | +$14.1M | 135.3% |
| ExodusPoint Capital Management, LP | 148,255 | +133,268 | $13.6M | +$12.5M | 889.2% |
| Mariner, LLC | 690,319 | +17,800 | $63.5M | +$11.9M | 2.6% |
| Quantinno Capital Management LP | 377,113 | +79,631 | $34.7M | +$11.8M | 26.8% |
| Cerity Partners LLC | 573,405 | +33,802 | $52.7M | +$11.3M | 6.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 422,383 | +58,943 | $38.8M | +$10.9M | 16.2% |
| Capital Wealth Planning, LLC | 206,389 | +101,747 | $18.9M | +$10.9M | 97.2% |
| Nuveen, LLC | 542,568 | +18,056 | $49.9M | +$9.6M | 3.4% |
| Vestmark Advisory Solutions, Inc. | 161,954 | +93,186 | $14.9M | +$9.6M | 135.5% |
| Creative Planning | 363,579 | +51,287 | $33.4M | +$9.5M | 16.4% |
| Integral Health Asset Management, LLC | 350,000 | +50,000 | $32.2M | +$9.2M | 16.7% |
| Pathstone Holdings, LLC | 387,132 | +40,001 | $35.6M | +$9.0M | 11.5% |
| Cetera Investment Advisers | 413,131 | +32,136 | $38.0M | +$8.7M | 8.4% |
| Callan Family Office, LLC | 129,133 | +86,453 | $11.9M | +$8.6M | 202.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 331,384 | +43,082 | $30.5M | +$8.3M | 14.9% |
| Mirae Asset Global Investments Co., Ltd. | 323,229 | +42,665 | $29.7M | +$8.2M | 15.2% |
| SCOTIA CAPITAL INC. | 461,554 | +12,517 | $42.4M | +$8.0M | 2.8% |
| NEOS Investment Management LLC | 240,992 | +55,860 | $22.2M | +$8.0M | 30.2% |
| SummitTX Capital, L.P. | 119,940 | +70,319 | $11.0M | +$7.2M | 141.7% |
| MML INVESTORS SERVICES, LLC | 305,636 | +32,338 | $28.1M | +$7.1M | 11.8% |
| ASSETMARK, INC | 335,387 | +25,004 | $30.8M | +$7.0M | 8.1% |
| NOMURA HOLDINGS INC | 109,796 | +65,555 | $10.1M | +$6.7M | 148.2% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 335,558 | +12,056 | $30.8M | +$6.0M | 3.7% |
| US BANCORP \DE\ | 259,103 | +16,922 | $23.8M | +$5.2M | 7.0% |
| QRG CAPITAL MANAGEMENT, INC. | 175,714 | +28,231 | $16.2M | +$4.8M | 19.1% |
| Apollon Wealth Management, LLC | 65,229 | +49,626 | $6.0M | +$4.8M | 318.1% |
| Parallax Volatility Advisers, L.P. | 156,498 | +29,872 | $14.4M | +$4.7M | 23.6% |
| CAMBIAR INVESTORS LLC | 276,150 | +5,326 | $25.4M | +$4.6M | 2.0% |
| CIBC Asset Management Inc | 253,856 | +9,132 | $23.3M | +$4.6M | 3.7% |
| Chesley Taft & Associates LLC | 152,750 | +25,985 | $14.0M | +$4.3M | 20.5% |
| Brooklyn Investment Group | 116,901 | +28,577 | $10.8M | +$4.2M | 32.4% |
| Centiva Capital, LP | 51,196 | +42,866 | $4.7M | +$4.1M | 514.6% |
| Curi Capital, LLC | 108,581 | +28,644 | $10.0M | +$3.8M | 35.8% |
| AQR CAPITAL MANAGEMENT LLC | 111,959 | +27,175 | $10.3M | +$3.8M | 32.0% |
| DAVIDSON INVESTMENT ADVISORS | 240,096 | +1,500 | $22.1M | +$3.8M | 0.6% |
| Focus Partners Wealth | 127,902 | +25,707 | $11.6M | +$3.8M | 25.1% |
| &PARTNERS | 135,124 | +21,865 | $12.4M | +$3.7M | 19.3% |
| Waverly Advisors, LLC | 237,819 | +1,033 | $21.9M | +$3.7M | 0.4% |
| Simplify Asset Management Inc. | 70,980 | +34,036 | $6.5M | +$3.7M | 92.1% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 178,759 | +9,897 | $16.4M | +$3.5M | 5.9% |
| Advisors Asset Management, Inc. | 79,730 | +29,365 | $7.3M | +$3.5M | 58.3% |
| NewEdge Advisors, LLC | 89,812 | +26,659 | $8.3M | +$3.4M | 42.2% |
| BARCLAYS PLC | 1,425,652 | +83,126 | $99.6M | -$3.4M | 6.2% |
| Atria Investments, Inc | 125,545 | +18,625 | $11.5M | +$3.3M | 17.4% |
| GUGGENHEIM CAPITAL LLC | 195,602 | +4,538 | $18.0M | +$3.3M | 2.4% |
| BLAIR WILLIAM & CO/IL | 211,184 | +1,081 | $19.4M | +$3.3M | 0.5% |
| Global Retirement Partners, LLC | 56,118 | +30,770 | $5.2M | +$3.2M | 121.4% |
| LGT Group Foundation | 37,076 | +34,445 | $3.4M | +$3.2M | 1309.2% |
| BAILARD, INC. | 159,013 | +9,601 | $14.6M | +$3.2M | 6.4% |
| RWA WEALTH PARTNERS, LLC | 83,824 | +21,891 | $7.7M | +$3.0M | 35.3% |
| Vise Technologies, Inc. | 56,496 | +26,700 | $5.2M | +$2.9M | 89.6% |
| Rakuten Investment Management, Inc. | 31,507 | +31,107 | $2.9M | +$2.9M | 7776.8% |
| Corient Private Wealth LLC | 331,081 | +118,703 | $19.2M | +$2.9M | 55.9% |
| Vanguard Personalized Indexing Management, LLC | 142,455 | +8,147 | $13.1M | +$2.8M | 6.1% |
| GQG Partners LLC | 102,372 | +14,408 | $9.4M | +$2.7M | 16.4% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 65,042 | +21,723 | $6.0M | +$2.7M | 50.1% |
| Henry James International Management Inc. | 76,987 | +19,024 | $7.1M | +$2.6M | 32.8% |
| FourThought Financial Partners, LLC | 150,996 | +3,986 | $13.9M | +$2.6M | 2.7% |
| Arkadios Wealth Advisors | 42,683 | +24,478 | $3.9M | +$2.5M | 134.4% |
| MOODY LYNN & LIEBERSON, LLC | 47,878 | +22,556 | $4.4M | +$2.5M | 89.1% |
| CREDIT AGRICOLE S A | 44,707 | +22,708 | $4.1M | +$2.4M | 103.2% |
| JONES FINANCIAL COMPANIES LLLP | 59,663 | +18,098 | $5.5M | +$2.4M | 43.5% |
| Ethic Inc. | 96,702 | +12,320 | $8.9M | +$2.4M | 14.6% |
| GF FUND MANAGEMENT CO. LTD. | 134,597 | +4,755 | $12.4M | +$2.4M | 3.7% |
| Boston Common Asset Management, LLC | 83,424 | +14,576 | $7.7M | +$2.4M | 21.2% |
| TD Waterhouse Canada Inc. | 28,401 | +24,477 | $2.6M | +$2.3M | 623.8% |
| Hilton Capital Management, LLC | 145,332 | +403 | $13.4M | +$2.2M | 0.3% |
| China Universal Asset Management Co., Ltd. | 135,636 | +2,056 | $12.5M | +$2.2M | 1.5% |
| Penobscot Investment Management Company, Inc. | 83,539 | +12,255 | $7.7M | +$2.2M | 17.2% |
| NORDEA INVESTMENT MANAGEMENT AB | 29,888 | +20,635 | $2.8M | +$2.1M | 223.0% |
| Sumitomo Mitsui Trust Group, Inc. | 101,828 | +6,113 | $9.4M | +$2.0M | 6.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 129,278 | +311 | $11.8M | +$1.9M | 0.2% |
| Cumberland Partners Ltd | 125,412 | +251 | $11.5M | +$1.9M | 0.2% |
| Bleakley Financial Group, LLC | 87,409 | +7,426 | $8.0M | +$1.9M | 9.3% |
| Turtle Creek Wealth Advisors, LLC | 68,841 | +11,092 | $6.3M | +$1.9M | 19.2% |
| QUADRANT CAPITAL GROUP LLC | 98,929 | +4,648 | $9.1M | +$1.9M | 4.9% |
| Kestra Advisory Services, LLC | 100,607 | +3,911 | $9.2M | +$1.8M | 4.0% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 47,059 | +14,247 | $4.3M | +$1.8M | 43.4% |
| OAK RIDGE INVESTMENTS LLC | 97,663 | +3,765 | $9.0M | +$1.8M | 4.0% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 84,104 | +6,287 | $7.7M | +$1.8M | 8.1% |
| GeoWealth Management, LLC | 35,779 | +14,820 | $3.3M | +$1.7M | 70.7% |
| Private Advisor Group, LLC | 103,693 | +1,203 | $9.5M | +$1.7M | 1.2% |
| Concurrent Investment Advisors, LLC | 50,240 | +11,742 | $4.6M | +$1.7M | 30.5% |
| LOGAN CAPITAL MANAGEMENT INC | 60,131 | +9,547 | $5.5M | +$1.6M | 18.9% |
| FIRST MERCHANTS CORP | 97,418 | +1,527 | $9.0M | +$1.6M | 1.6% |
| CIBC WORLD MARKET INC. | 71,060 | +6,639 | $6.5M | +$1.6M | 10.3% |
| RITHOLTZ WEALTH MANAGEMENT | 88,255 | +2,783 | $8.1M | +$1.6M | 3.3% |
| Atlantic Union Bankshares Corp | 98,138 | +811 | $9.0M | +$1.6M | 0.8% |
| Beacon Pointe Advisors, LLC | 30,059 | +14,285 | $2.8M | +$1.6M | 90.6% |
| TRIGLAV INVESTMENTS, D.O.O. | 100,235 | +36 | $9.2M | +$1.5M | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 86,207 | +2,820 | $7.9M | +$1.5M | 3.4% |
| May Hill Capital, LLC | 23,974 | +14,147 | $2.2M | +$1.5M | 144.0% |
| MMBG INVESTMENT ADVISORS CO. | 28,379 | +12,860 | $2.6M | +$1.4M | 82.9% |
| Compound Planning, Inc. | 42,583 | +9,655 | $3.9M | +$1.4M | 29.3% |
| NWAM LLC | 24,370 | +15,703 | $2.1M | +$1.3M | 181.2% |
| WealthPlan Investment Management, LLC | 86,062 | +49 | $7.9M | +$1.3M | 0.1% |
| Farther Finance Advisors, LLC | 22,666 | +12,438 | $2.1M | +$1.3M | 121.6% |
| Goelzer Investment Management, Inc. | 82,536 | +521 | $7.6M | +$1.3M | 0.6% |
| Oxbow Advisors, LLC | 78,288 | +694 | $7.2M | +$1.2M | 0.9% |
| NewEdge Wealth, LLC | 56,114 | +7,653 | $5.2M | +$1.2M | 15.8% |
| Benson Investment Management Company, Inc. | 76,087 | +790 | $7.0M | +$1.2M | 1.0% |
| NIXON PEABODY TRUST CO | 77,593 | +43 | $7.1M | +$1.2M | 0.1% |
| PROFUND ADVISORS LLC | 54,072 | +4,684 | $5.0M | +$1.2M | 9.5% |
| VestGen Advisors, LLC | 15,704 | +11,849 | $1.4M | +$1.1M | 307.4% |
| Rossmore Private Capital | 66,392 | +1,792 | $6.1M | +$1.1M | 2.8% |
| SouthState Corp | 63,722 | +2,277 | $5.9M | +$1.1M | 3.7% |
| SIGNATUREFD, LLC | 65,776 | +1,840 | $6.0M | +$1.1M | 2.9% |
| MGO ONE SEVEN LLC | 51,051 | +4,627 | $4.7M | +$1.1M | 10.0% |
| Cox Capital Mgt LLC | 58,689 | +858 | $5.5M | +$1.1M | 1.5% |
| PRINCIPAL SECURITIES, INC. | 59,527 | +2,373 | $5.5M | +$1.1M | 4.2% |
| Envestnet Portfolio Solutions, Inc. | 56,328 | +2,819 | $5.2M | +$1.1M | 5.3% |
| CHOREO, LLC | 50,441 | +3,362 | $4.7M | +$1.1M | 7.1% |
| Empowered Funds, LLC | 34,968 | +6,769 | $3.2M | +$1.1M | 24.0% |
| Wilmington Savings Fund Society, FSB | 66,450 | +213 | $6.1M | +$1.0M | 0.3% |
| Ameritas Advisory Services, LLC | 13,151 | +10,722 | $1.2M | +$1.0M | 441.4% |
| PITTENGER & ANDERSON INC | 64,920 | +300 | $6.0M | +$1.0M | 0.5% |
| KEYBANK NATIONAL ASSOCIATION/OH | 54,039 | +2,454 | $5.0M | +$1.0M | 4.8% |
| Lido Advisors, LLC | 131,762 | +1,985 | $11.0M | +$1.0M | 1.5% |
| AZZAD ASSET MANAGEMENT INC /ADV | 64,952 | +238 | $6.0M | +$1.0M | 0.4% |
| AMG National Trust Bank | 46,714 | +3,731 | $4.3M | +$996.8K | 8.7% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 52,254 | +2,842 | $4.8M | +$994.0K | 5.8% |
| Caldwell Trust Co | 11,020 | +10,673 | $1.0M | +$986.4K | 3075.8% |
| Asio Capital, LLC | 59,803 | +933 | $5.5M | +$981.2K | 1.6% |
| Steward Partners Investment Advisory, LLC | 55,073 | +1,839 | $5.1M | +$978.8K | 3.5% |
| Ramirez Asset Management, Inc. | 49,262 | +2,605 | $4.5M | +$949.1K | 5.6% |
| Aaron Wealth Advisors LLC | 27,984 | +6,769 | $2.6M | +$945.0K | 31.9% |
| HB Wealth Management, LLC | 49,922 | +2,364 | $4.6M | +$940.7K | 5.0% |
| Caprock Group, LLC | 43,939 | +5,344 | $4.0M | +$936.6K | 13.8% |
| Voleon Capital Management LP | 15,725 | +8,788 | $1.4M | +$913.4K | 126.7% |
| Stanley-Laman Group, Ltd. | 50,112 | +1,797 | $4.6M | +$900.1K | 3.7% |
| KENNEDY CAPITAL MANAGEMENT LLC | 52,962 | +1,129 | $4.9M | +$892.2K | 2.2% |
| Aviso Financial Inc. | 46,393 | +1,980 | $4.3M | +$857.5K | 4.5% |
| Bryn Mawr Trust Advisors, LLC | 55,402 | +184 | $5.1M | +$856.8K | 0.3% |
| PINNACLE ASSOCIATES LTD | 33,559 | +4,445 | $3.1M | +$851.5K | 15.3% |
| BROWN ADVISORY INC | 20,121 | +6,936 | $1.8M | +$838.2K | 52.6% |
| Marks Group Wealth Management, Inc | 37,787 | +3,337 | $3.5M | +$830.8K | 9.7% |
| Fiduciary Group, LLC | 52,205 | +396 | $4.8M | +$824.4K | 0.8% |
| Smartleaf Asset Management LLC | 28,594 | +3,846 | $2.6M | +$810.7K | 15.5% |
| CenterBook Partners LP | 34,800 | +3,537 | $3.2M | +$800.7K | 11.3% |
| Hilltop National Bank | 12,184 | +7,586 | $1.1M | +$767.3K | 165.0% |
| DAVENPORT & Co LLC | 49,055 | +177 | $4.5M | +$759.7K | 0.4% |
| GC Wealth Management RIA, LLC | 35,401 | +2,876 | $3.3M | +$759.1K | 8.8% |
| Pacer Advisors, Inc. | 42,369 | +1,412 | $3.9M | +$752.8K | 3.4% |
| Sound View Wealth Advisors Group, LLC | 47,106 | +315 | $4.3M | +$740.6K | 0.7% |
| Snowden Capital Advisors LLC | 38,524 | +1,950 | $3.5M | +$735.6K | 5.3% |
| EXENCIAL WEALTH ADVISORS, LLC | 36,813 | +1,638 | $3.4M | +$685.6K | 4.7% |
| Old Port Advisors | 33,190 | +2,338 | $3.1M | +$684.2K | 7.6% |
| Ballentine Partners, LLC | 36,623 | +1,617 | $3.4M | +$681.1K | 4.6% |
| Miracle Mile Advisors, LLC | 43,579 | +167 | $4.0M | +$675.7K | 0.4% |
| Strategic Global Advisors, LLC | 10,106 | +6,796 | $929.0K | +$675.1K | 205.3% |
| MORTON COMMUNITY BANK | 50,977 | +1,697 | $4.7M | +$668.5K | 3.4% |
| Sequoia Financial Advisors, LLC | 39,691 | +564 | $3.6M | +$647.0K | 1.4% |
| World Investment Advisors | 27,098 | +14,127 | $1.6M | +$643.3K | 108.9% |
| AE Wealth Management LLC | 16,195 | +4,995 | $1.5M | +$629.5K | 44.6% |
| Venturi Wealth Management, LLC | 28,398 | +2,483 | $2.6M | +$622.3K | 9.6% |
| Sigma Planning Corp | 10,520 | +5,917 | $967.1K | +$614.0K | 128.5% |
| DENALI ADVISORS LLC | 13,999 | +5,024 | $1.3M | +$598.4K | 56.0% |
| Dakota Wealth Management | 10,449 | +5,595 | $960.6K | +$588.2K | 115.3% |
| COMMERCE BANK | 26,906 | +2,324 | $2.5M | +$587.5K | 9.4% |
| KINGSWOOD WEALTH ADVISORS, LLC | 9,024 | +5,810 | $829.6K | +$583.0K | 180.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30,829 | +1,395 | $2.8M | +$575.9K | 4.7% |
| FOUNDERS FINANCIAL SECURITIES LLC | 32,277 | +1,011 | $3.0M | +$568.5K | 3.2% |
| Evelyn Partners Asset Management Ltd | 22,931 | +800 | $2.1M | +$561.5K | 3.6% |
| Dynamic Advisor Solutions LLC | 18,196 | +3,691 | $1.7M | +$559.9K | 25.4% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 28,709 | +1,588 | $2.6M | +$558.5K | 5.8% |
| NOMURA ASSET MANAGEMENT CO LTD | 23,290 | +2,570 | $2.1M | +$551.4K | 12.4% |
| MONEY CONCEPTS CAPITAL CORP | 32,808 | +669 | $3.0M | +$550.3K | 2.1% |
| New Republic Capital, LLC | 8,811 | +5,288 | $810.0K | +$539.7K | 150.1% |
| Norinchukin Bank, The | 19,501 | +3,013 | $1.8M | +$527.8K | 18.3% |
| Perigon Wealth Management, LLC | 23,059 | +1,980 | $2.1M | +$502.6K | 9.4% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 24,560 | +1,286 | $2.3M | +$472.3K | 5.5% |
| BANK OF STOCKTON | 9,063 | +4,325 | $833.2K | +$469.7K | 91.3% |
| Element Squared LLC | 28,452 | +340 | $2.6M | +$458.8K | 1.2% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 22,080 | +1,483 | $2.0M | +$449.6K | 7.2% |
| CENTRAL TRUST Co | 14,713 | +2,847 | $1.4M | +$442.2K | 24.0% |
| SageView Advisory Group, LLC | 24,496 | +906 | $2.3M | +$442.1K | 3.8% |
| Ameritas Investment Partners, Inc. | 21,103 | +1,511 | $1.9M | +$436.9K | 7.7% |
| Driehaus Capital Management LLC | 9,774 | +3,756 | $898.5K | +$436.8K | 62.4% |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 21,400 | +1,400 | $2.0M | +$432.9K | 7.0% |
| GREENLEAF TRUST | 25,769 | +507 | $2.4M | +$430.8K | 2.0% |
| Frank, Rimerman Advisors LLC | 25,168 | +598 | $2.3M | +$428.7K | 2.4% |
| SYON CAPITAL LLC | 23,862 | +855 | $2.2M | +$428.5K | 3.7% |
| STEPHENS INC /AR/ | 24,156 | +738 | $2.2M | +$424.0K | 3.1% |
| Florida Trust Wealth Management Co | 20,784 | +1,386 | $1.9M | +$422.5K | 7.1% |
| PERSONAL CFO SOLUTIONS, LLC | 20,145 | +1,464 | $1.9M | +$418.7K | 7.8% |
| AdvisorNet Financial, Inc | 23,167 | +642 | $2.1M | +$401.6K | 2.9% |
| Procyon Advisors, LLC | 7,911 | +3,573 | $727.3K | +$394.5K | 82.4% |
| Evelyn Partners Investment Management LLP | 7,473 | +3,275 | $687.0K | +$393.6K | 78.0% |
| BROWN BROTHERS HARRIMAN & CO | 11,960 | +2,752 | $1.1M | +$393.0K | 29.9% |
| Wealthcare Advisory Partners LLC | 23,544 | +418 | $2.2M | +$390.2K | 1.8% |
| Pekin Hardy Strauss, Inc. | 7,284 | +3,634 | $669.6K | +$389.6K | 99.6% |
| COOKSON PEIRCE & CO INC | 15,620 | +1,954 | $1.4M | +$387.5K | 14.3% |
| Aprio Wealth Management, LLC | 8,926 | +3,277 | $820.5K | +$387.2K | 58.0% |
| Stablepoint Partners, LLC | 22,789 | +378 | $2.1M | +$375.6K | 1.7% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 22,352 | +453 | $2.1M | +$374.7K | 2.1% |
| Brucke Financial, Inc. | 14,344 | +2,868 | $1.3M | +$373.0K | 25.0% |
| Pinnacle Wealth Planning Services, Inc. | 21,313 | +555 | $2.0M | +$366.7K | 2.7% |
| Diversify Advisory Services, LLC | 21,850 | +1,088 | $2.1M | +$365.8K | 5.2% |
| Glenview Trust co | 7,923 | +3,130 | $728.4K | +$360.6K | 65.3% |
| GAMMA Investing LLC | 13,282 | +2,047 | $1.2M | +$359.1K | 18.2% |
| Texas Bank & Trust Co | 19,067 | +839 | $1.8M | +$354.4K | 4.6% |
| J.W. COLE ADVISORS, INC. | 21,045 | +703 | $1.9M | +$335.7K | 3.5% |
| HOHIMER WEALTH MANAGEMENT, LLC | 21,147 | +109 | $1.9M | +$330.0K | 0.5% |
| VISTA INVESTMENT MANAGEMENT | 21,215 | +60 | $2.0M | +$327.3K | 0.3% |
| Westover Capital Advisors, LLC | 8,985 | +2,336 | $826.0K | +$315.9K | 35.1% |
| Summit Financial, LLC | 10,477 | +1,898 | $963.1K | +$304.9K | 22.1% |
| INTRUST BANK NA | 16,912 | +600 | $1.6M | +$303.3K | 3.7% |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 7,362 | +2,403 | $676.8K | +$296.3K | 48.5% |
| Portside Wealth Group, LLC | 11,599 | +1,528 | $1.1M | +$293.7K | 15.2% |
| Diversified Enterprises, LLC | 9,019 | +2,015 | $829.1K | +$291.8K | 28.8% |
| Fiera Capital Corp | 8,915 | +1,997 | $819.6K | +$288.8K | 28.9% |
| AlTi Global, Inc. | 6,467 | +2,455 | $594.5K | +$286.7K | 61.2% |
| Sterling Capital Management LLC | 15,090 | +744 | $1.4M | +$286.6K | 5.2% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 17,147 | +331 | $1.6M | +$286.1K | 2.0% |
| U.S. Capital Wealth Advisors, LLC | 16,899 | +368 | $1.6M | +$285.3K | 2.2% |
| Versant Capital Management, Inc | 11,981 | +1,157 | $1.1M | +$271.0K | 10.7% |
| IHT Wealth Management, LLC | 17,527 | +54 | $1.6M | +$270.7K | 0.3% |
| Atlatl Advisers LLC | 7,830 | +1,944 | $719.8K | +$268.2K | 33.0% |
| EVOKE WEALTH, LLC | 6,697 | +2,089 | $615.6K | +$262.1K | 45.3% |
| Stratos Wealth Partners, LTD. | 11,309 | +1,161 | $1.0M | +$261.1K | 11.4% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7,317 | +1,948 | $672.7K | +$260.7K | 36.3% |
| UMB Bank, n.a. | 15,047 | +303 | $1.4M | +$252.1K | 2.0% |
| Allianz SE | 8,893 | +1,484 | $817.5K | +$249.1K | 20.0% |
| Meridian Wealth Management, LLC | 14,787 | +244 | $1.4M | +$243.6K | 1.7% |
| Manchester Capital Management LLC | 2,715 | +2,623 | $249.6K | +$242.5K | 2851.1% |
| BURNEY CO/ | 14,536 | +249 | $1.3M | +$240.2K | 1.7% |
| EXCHANGE TRADED CONCEPTS, LLC | 15,423 | +47 | $1.4M | +$238.2K | 0.3% |
| AlphaCore Capital LLC | 14,252 | +22 | $1.3M | +$218.5K | 0.1% |
| Canandaigua National Trust Co of Florida | 11,093 | +593 | $1.0M | +$214.2K | 5.6% |
| Sivia Capital Partners, LLC | 7,996 | +1,137 | $735.1K | +$208.8K | 16.6% |
| Fiduciary Trust Co | 13,224 | +92 | $1.2M | +$208.2K | 0.7% |
| Channing Global Advisors, LLC | 10,682 | +590 | $982.0K | +$207.7K | 5.8% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 13,291 | +38 | $1.2M | +$205.1K | 0.3% |
| Ancora Advisors LLC | 3,254 | +2,021 | $299.1K | +$204.5K | 163.9% |
| Kathmere Capital Management, LLC | 11,278 | +413 | $1.0M | +$203.2K | 3.8% |
| Wedmont Private Capital | 11,901 | +1,046 | $1.1M | +$200.4K | 9.6% |
| FIFTH THIRD BANCORP | 7,580 | +1,104 | $696.8K | +$200.0K | 17.0% |
| Kingsview Wealth Management, LLC | 12,299 | +154 | $1.1M | +$198.9K | 1.3% |
| PDS Planning, Inc | 11,852 | +181 | $1.1M | +$194.2K | 1.6% |
| OLD NATIONAL BANCORP /IN/ | 12,257 | +79 | $1.1M | +$192.5K | 0.6% |
| Gryphon Financial Partners LLC | 6,612 | +1,140 | $607.9K | +$188.0K | 20.8% |
| Texas Yale Capital Corp. | 9,800 | +470 | $900.9K | +$185.1K | 5.0% |
| Haverford Trust Co | 7,828 | +857 | $719.6K | +$184.8K | 12.3% |
| Golden State Equity Partners | 8,593 | +698 | $790.0K | +$184.3K | 8.8% |
| Grove Bank & Trust | 11,570 | +95 | $1.1M | +$183.3K | 0.8% |
| Lineweaver Wealth Advisors, LLC | 9,297 | +527 | $854.7K | +$181.8K | 6.0% |
| Larson Financial Group LLC | 2,957 | +1,721 | $271.8K | +$176.9K | 139.2% |
| FSM Wealth Advisors, LLC | 8,192 | +666 | $753.1K | +$175.7K | 8.8% |
| Gotham Asset Management, LLC | 4,169 | +1,432 | $383.3K | +$173.3K | 52.3% |
| ICICI Prudential Asset Management Co Ltd | 9,368 | +347 | $861.2K | +$169.1K | 3.8% |
| Advisors Capital Management, LLC | 8,080 | +543 | $742.8K | +$164.6K | 7.2% |
| BANK OF NOVA SCOTIA | 8,390 | +434 | $771.2K | +$160.9K | 5.5% |
| TRUST CO OF TOLEDO NA /OH/ | 7,521 | +600 | $691.4K | +$160.4K | 8.7% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4,174 | +1,305 | $394.4K | +$160.0K | 45.5% |
| Kovack Advisors, Inc. | 3,998 | +1,268 | $367.5K | +$158.1K | 46.4% |
| FIDELIS CAPITAL PARTNERS, LLC | 4,998 | +1,066 | $459.5K | +$157.8K | 27.1% |
| Aries Wealth Management | 9,427 | +179 | $866.6K | +$157.1K | 1.9% |
| Resonant Capital Advisors, LLC | 4,579 | +1,120 | $420.9K | +$155.6K | 32.4% |
| Abel Hall, LLC | 6,418 | +736 | $590.0K | +$154.1K | 12.9% |
| 180 WEALTH ADVISORS, LLC | 7,816 | +442 | $718.5K | +$152.8K | 6.0% |
| Allianz Asset Management GmbH | 3,916 | +1,211 | $360.0K | +$152.5K | 44.8% |
| Spire Wealth Management | 6,556 | +596 | $602.7K | +$145.4K | 10.0% |
| Meadow Creek Wealth Advisors LLC | 4,551 | +1,273 | $418.4K | +$143.6K | 38.8% |
| Foster Victor Wealth Advisors, LLC | 5,894 | +1,045 | $556.4K | +$142.7K | 21.6% |
| GREAT VALLEY ADVISOR GROUP, INC. | 5,734 | +691 | $526.9K | +$140.5K | 13.7% |
| Ellevest, Inc. | 8,895 | +35 | $817.7K | +$138.0K | 0.4% |
| SIMON QUICK ADVISORS, LLC | 4,880 | +794 | $448.6K | +$135.1K | 19.4% |
| Ashton Thomas Private Wealth, LLC | 4,505 | +855 | $414.1K | +$134.1K | 23.4% |
| Berman McAleer LLC | 8,672 | +12 | $797.2K | +$132.8K | 0.1% |
| Diversified Trust Co | 6,386 | +414 | $587.1K | +$128.9K | 6.9% |
| PFG Investments, LLC | 5,828 | +522 | $535.8K | +$128.7K | 9.8% |
| Transamerica Financial Advisors, LLC | 4,982 | +658 | $458.0K | +$126.3K | 15.2% |
| RIVERSEDGE ADVISORS, LLC | 5,446 | +566 | $500.7K | +$126.3K | 11.6% |
| Canal Capital Management, LLC | 7,777 | +323 | $656.0K | +$121.7K | 4.3% |
| 111 Capital | 5,259 | +523 | $483.5K | +$120.1K | 11.0% |
| Triad Wealth Partners, LLC | 4,292 | +686 | $394.6K | +$117.9K | 19.0% |
| Carter Financial Group, INC. | 3,626 | +813 | $333.3K | +$117.5K | 28.9% |
| Prosperity Consulting Group, LLC | 3,920 | +743 | $360.4K | +$116.6K | 23.4% |
| XPONANCE, INC. | 4,758 | +569 | $437.4K | +$116.0K | 13.6% |
| ING GROEP NV | 3,949 | +729 | $363.0K | +$116.0K | 22.6% |
| Interchange Capital Partners, LLC | 3,893 | +678 | $357.8K | +$111.2K | 21.1% |
| Carr Financial Group Corp | 3,762 | +699 | $345.8K | +$110.8K | 22.8% |
| Accurate Wealth Management, LLC | 8,875 | +300 | $840.0K | +$110.1K | 3.5% |
| Traveka Wealth, LLC | 6,898 | +58 | $634.2K | +$109.4K | 0.8% |
| FIRST MANHATTAN CO. LLC. | 7,111 | +11 | $653.7K | +$109.0K | 0.1% |
| Pines Wealth Management, LLC | 5,834 | +196 | $536.3K | +$103.8K | 3.5% |
| Bridgewater Advisors Inc. | 10,970 | +351 | $993.2K | +$103.6K | 3.3% |
| Avantra Family Wealth, Inc. | 6,626 | +34 | $609.1K | +$103.4K | 0.5% |
| GRANDFIELD & DODD, LLC | 6,424 | +47 | $590.6K | +$101.3K | 0.7% |
| Thrive Wealth Management, LLC | 4,493 | +418 | $413.0K | +$100.3K | 10.3% |
| Quantum Portfolio Management LLC | 6,284 | +28 | $577.7K | +$97.7K | 0.4% |
| CORA CAPITAL ADVISORS LLC | 4,370 | +394 | $401.7K | +$96.7K | 9.9% |
| PRIVATE TRUST CO NA | 4,407 | +371 | $405.1K | +$95.5K | 9.2% |
| Aptus Capital Advisors, LLC | 5,198 | +180 | $477.9K | +$92.9K | 3.6% |
| LifeGuide Financial Advisors, LLC | 4,436 | +10 | $406.2K | +$89.9K | 0.2% |
| FRG Family Wealth Advisors LLC | 4,557 | +257 | $418.9K | +$89.0K | 6.0% |
| Alhambra Investment Management LLC | 5,621 | +46 | $516.7K | +$89.0K | 0.8% |
| Norway Savings Bank | 3,712 | +420 | $341.2K | +$88.7K | 12.8% |
| GRIMES & COMPANY, INC. | 5,336 | +98 | $490.5K | +$88.7K | 1.9% |
| DAVIS R M INC | 3,920 | +378 | $360.4K | +$88.6K | 10.7% |
| FIRST HORIZON CORP | 2,437 | +660 | $224.0K | +$87.7K | 37.1% |
| MOODY NATIONAL BANK TRUST DIVISION | 5,425 | +65 | $498.7K | +$87.5K | 1.2% |
| Spinnaker Investment Group, LLC | 5,601 | +21 | $514.9K | +$86.8K | 0.4% |
| DRIVE WEALTH MANAGEMENT, LLC | 4,033 | +322 | $370.8K | +$86.1K | 8.7% |
| Trek Financial, LLC | 3,240 | +466 | $297.9K | +$85.0K | 16.8% |
| AMERICAN NATIONAL BANK & TRUST | 3,304 | +450 | $303.7K | +$84.8K | 15.8% |
| Monument Capital Management | 3,809 | +342 | $350.2K | +$84.2K | 9.9% |
| CERTUITY, LLC | 4,188 | +254 | $385.1K | +$83.2K | 6.5% |
| Colonial River Investments, LLC | 5,301 | +17 | $487.3K | +$81.9K | 0.3% |
| DeDora Capital, Inc. | 4,457 | +155 | $409.7K | +$79.7K | 3.6% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 4,625 | +118 | $425.2K | +$79.4K | 2.6% |
| Foster Group, Inc. | 3,072 | +418 | $282.4K | +$78.8K | 15.7% |
| NOESIS CAPITAL MANGEMENT CORP | 5,034 | +25 | $462.8K | +$78.5K | 0.5% |
| Amundi | 10,490 | +126 | $964.3K | +$78.3K | 1.2% |
| Capital Investment Advisory Services, LLC | 3,722 | +276 | $342.2K | +$77.8K | 8.0% |
| Joel Isaacson & Co., LLC | 4,735 | +40 | $435.3K | +$75.1K | 0.8% |
| StoneX Group Inc. | 3,012 | +368 | $277.7K | +$74.8K | 13.9% |
| EARNED WEALTH ADVISORS, LLC | 2,993 | +375 | $275.2K | +$74.3K | 14.3% |
| First Western Trust Bank | 3,993 | +150 | $367.1K | +$72.2K | 3.9% |
| Optivise Advisory Services LLC | 4,677 | +3 | $429.9K | +$71.3K | 0.1% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 4,235 | +84 | $389.3K | +$70.9K | 2.0% |
| Banque Cantonale Vaudoise | 766 | +14 | $70.0K | +$69.9K | 1.9% |
| Capital Investment Advisors, LLC | 3,022 | +297 | $277.8K | +$68.8K | 10.9% |
| Occidental Asset Management, LLC | 3,316 | +237 | $304.8K | +$68.6K | 7.7% |
| Visionary Wealth Advisors | 4,197 | +60 | $385.8K | +$68.4K | 1.4% |
| Prestige Wealth Management Group LLC | 1,110 | +934 | $81.9K | +$68.4K | 530.7% |
| Inscription Capital, LLC | 4,169 | +44 | $383.3K | +$66.8K | 1.1% |
| Hardy Reed LLC | 3,801 | +103 | $349.4K | +$65.7K | 2.8% |
| HARBOR INVESTMENT ADVISORY, LLC | 3,539 | +153 | $325.3K | +$65.6K | 4.5% |
| Horizon Family Wealth, Inc. | 4,230 | +7 | $388.9K | +$64.9K | 0.2% |
| Axis Wealth Partners, LLC | 4,032 | +30 | $370.7K | +$63.6K | 0.7% |
| Sound Income Strategies, LLC | 1,582 | +557 | $149.3K | +$62.2K | 54.3% |
| Magnus Financial Group LLC | 3,843 | +44 | $353.3K | +$61.8K | 1.1% |
| Veery Capital, LLC | 3,770 | +39 | $346.6K | +$60.3K | 1.0% |
| FAS Wealth Partners, Inc. | 2,933 | +200 | $269.7K | +$60.0K | 7.3% |
| SFMG, LLC | 2,979 | +188 | $273.9K | +$59.8K | 6.7% |
| CHILDRESS CAPITAL ADVISORS, LLC | 3,082 | +163 | $283.3K | +$59.4K | 5.6% |
| Parkside Financial Bank & Trust | 1,601 | +455 | $147.2K | +$59.3K | 39.7% |
| Soltis Investment Advisors LLC | 3,470 | +76 | $319.0K | +$58.6K | 2.2% |
| Hudock, Inc. | 3,682 | +16 | $338.6K | +$57.3K | 0.4% |
| Freestone Capital Holdings, LLC | 2,886 | +172 | $265.4K | +$57.1K | 6.3% |
| LRI Investments, LLC | 3,358 | +78 | $308.7K | +$57.0K | 2.4% |
| Impact Capital Partners LLC | 3,524 | +38 | $324.0K | +$56.5K | 1.1% |
| Kestra Investment Management, LLC | 3,391 | +63 | $311.7K | +$56.4K | 1.9% |
| Veracity Capital LLC | 3,503 | +39 | $322.1K | +$56.3K | 1.1% |
| Klingman & Associates, LLC | 2,792 | +179 | $256.7K | +$56.2K | 6.8% |
| MATHER GROUP, LLC. | 3,046 | +104 | $280.0K | +$54.3K | 3.5% |
| Hoxton Planning & Management, LLC | 3,027 | +97 | $278.3K | +$53.5K | 3.3% |
| Western Wealth Management, LLC | 2,887 | +71 | $265.4K | +$49.3K | 2.5% |
| Strategies Wealth Advisors, LLC | 3,101 | +21 | $285.1K | +$48.8K | 0.7% |
| Westside Investment Management, Inc. | 1,660 | +400 | $152.3K | +$48.7K | 31.7% |
| Steigerwald, Gordon & Koch Inc. | 2,405 | +157 | $221.1K | +$48.6K | 7.0% |
| Enterprise Financial Services Corp | 2,761 | +74 | $253.8K | +$47.7K | 2.8% |
| Salomon & Ludwin, LLC | 1,197 | +431 | $109.0K | +$43.7K | 56.3% |
| WPG Advisers, LLC | 2,177 | +128 | $200.1K | +$42.9K | 6.2% |
| TOMPKINS FINANCIAL CORP | 2,519 | +19 | $231.6K | +$39.8K | 0.8% |
| ACADIAN ASSET MANAGEMENT LLC | 2,178,578 | +49,237 | $200.2K | +$36.9K | 2.3% |
| VAN ECK ASSOCIATES CORP | 613,411 | +302,972 | $56.4K | +$32.6K | 97.6% |
| RICHARDSON FINANCIAL SERVICES INC. | 1,278 | +159 | $117.7K | +$31.8K | 14.2% |
| Addison Advisors LLC | 1,736 | +65 | $159.6K | +$31.4K | 3.9% |
| TFC Financial Management, Inc. | 345 | +335 | $31.7K | +$30.9K | 3350.0% |
| NISA INVESTMENT ADVISORS, LLC | 1,287 | +137 | $118.3K | +$30.1K | 11.9% |
| Crewe Advisors LLC | 1,887 | +13 | $173.5K | +$29.7K | 0.7% |
| Independence Bank of Kentucky | 1,560 | +77 | $143.4K | +$29.6K | 5.2% |
| Luken Investment Analytics, LLC | 1,564 | +64 | $143.8K | +$28.7K | 4.3% |
| North Star Investment Management Corp. | 1,338 | +85 | $123.0K | +$26.9K | 6.8% |
| FINANCIAL CONSULATE, INC | 1,621 | +16 | $149.0K | +$25.9K | 1.0% |
| CoreCap Advisors, LLC | 724 | +190 | $66.5K | +$25.5K | 35.6% |
| Physician Wealth Advisors, Inc. | 1,499 | +13 | $137.8K | +$23.8K | 0.9% |
| ADIRONDACK TRUST CO | 1,102 | +87 | $101.3K | +$23.4K | 8.6% |
| IMA Advisory Services, Inc. | 1,014 | +102 | $93.2K | +$23.2K | 11.2% |
| Cornerstone Planning Group LLC | 993 | +117 | $92.6K | +$20.4K | 13.3% |
| SG Americas Securities, LLC | 253,474 | +207,463 | $23.3K | +$19.8K | 450.9% |
| Bell Investment Advisors, Inc | 357 | +183 | $32.8K | +$19.5K | 105.2% |
| JNBA Financial Advisors | 481 | +140 | $44.2K | +$18.1K | 41.0% |
| Quaker Wealth Management, LLC | 870 | +53 | $80.0K | +$17.3K | 6.5% |
| MJT & Associates Financial Advisory Group, Inc. | 322 | +161 | $29.6K | +$17.3K | 100.0% |
| Frazier Financial Advisors, LLC | 931 | +39 | $85.6K | +$17.2K | 4.4% |
| Nemes Rush Group LLC | 270 | +167 | $24.8K | +$16.9K | 162.1% |
| Bangor Savings Bank | 304 | +154 | $27.9K | +$16.4K | 102.7% |
| Financial Management Professionals, Inc. | 862 | +25 | $79.2K | +$15.0K | 3.0% |
| Stephens Consulting, LLC | 693 | +34 | $63.7K | +$13.1K | 5.2% |
| Evelyn Partners Investment Management Services Ltd | 274 | +84 | $25.2K | +$11.9K | 44.2% |
| FIL Ltd | 733 | +6 | $67.4K | +$11.6K | 0.8% |
| SJS Investment Consulting Inc. | 125 | +117 | $11.5K | +$10.9K | 1462.5% |
| Park Place Capital Corp | 352 | +72 | $32.4K | +$10.9K | 25.7% |
| Retirement Wealth Solutions LLC | 262 | +73 | $24.1K | +$9.6K | 38.6% |
| HIGHLINE WEALTH PARTNERS LLC | 548 | +16 | $50.4K | +$9.6K | 3.0% |
| MCF Advisors LLC | 82 | +77 | $7.5K | +$7.2K | 1540.0% |
| Janney Montgomery Scott LLC | 324,548 | +9,859 | $29.8K | +$5.7K | 3.1% |
| HANTZ FINANCIAL SERVICES, INC. | 122,860 | +39,244 | $11.3K | +$4.9K | 46.9% |
| True Wealth Design, LLC | 274 | +5 | $25.2K | +$4.6K | 1.9% |
| Bank of Jackson Hole Trust | 111 | +31 | $10.2K | +$4.1K | 38.8% |
| Cedar Mountain Advisors, LLC | 45 | +32 | $4.1K | +$3.1K | 246.2% |
| Dogwood Wealth Management LLC | 30 | +26 | $2.8K | +$2.5K | 650.0% |
| Cambridge Investment Research Advisors, Inc. | 127,034 | +4,065 | $11.7K | +$2.2K | 3.3% |
| Asset Management One Co., Ltd. | 117 | +5 | $10.8K | +$2.2K | 4.5% |
| iA Global Asset Management Inc. | 118,585 | +4,396 | $10.9K | +$2.1K | 3.8% |
| Thrivent Financial for Lutherans | 39,329 | +18,964 | $3.6K | +$2.1K | 93.1% |
| PARK AVENUE SECURITIES LLC | 106,786 | +2,910 | $9.8K | +$1.8K | 2.8% |
| Dunhill Financial, LLC | 86 | +3 | $7.9K | +$1.5K | 3.6% |
| Harvest Fund Management Co., Ltd | 43,583 | +7,528 | $4.0K | +$1.2K | 20.9% |
| Daiwa Securities Group Inc. | 54,060 | +4,771 | $5.0K | +$1.2K | 9.7% |
| VALICENTI ADVISORY SERVICES INC | 61,796 | +1,100 | $5.7K | +$1.0K | 1.8% |
| Seascape Capital Management | 48,334 | +584 | $4.4K | +$780 | 1.2% |
| CSM Advisors, LLC | 18,136 | +3,257 | $1.7K | +$529 | 21.9% |
| DILLON & ASSOCIATES INC | 25,963 | +742 | $2.4K | +$447 | 2.9% |
| CWM, LLC | 25,267 | +2,014 | $1.7K | +$438 | 8.7% |
| WEDBUSH SECURITIES INC | 14,099 | +2,907 | $1.3K | +$437 | 26.0% |
| FDx Advisors, Inc. | 9,611 | +2,430 | $884 | +$292 | 33.8% |
| Lester Murray Antman dba SimplyRich | 18,063 | +162 | $1.7K | +$287 | 0.9% |
| Banco de Sabadell, S.A | 6,773 | +1,239 | $619 | +$199 | 22.4% |
| Community Bank & Trust, Waco, Texas | 9,474 | +690 | $871 | +$197 | 7.8% |
| PHILADELPHIA TRUST CO | 4,996 | +1,310 | $459 | +$176 | 35.5% |
| CANADA LIFE ASSURANCE Co | 2,486 | +1,268 | $229 | +$139 | 104.1% |
| LaSalle St. Investment Advisors, LLC | 5,319 | +161 | $488 | +$93 | 3.1% |
| Smithfield Trust Co | 4,225 | +247 | $388 | +$84 | 6.2% |
| Coston, McIsaac & Partners | 31 | +20 | $2 | +$2 | 181.8% |