13F QoQ Ownership Changes
CAH Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 290 new · 435 added · 656 reduced · 115 exited
New Positions(290)
Added To(435)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 31,441,258 | +617,775 | $6.46B | +$1.62B | 2.0% |
| STATE STREET CORP | 12,509,230 | +221,497 | $2.57B | +$642.0M | 1.8% |
| NORGES BANK | 3,845,956 | +1,781,124 | $790.3M | +$562.1M | 86.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 6,529,013 | +43,924 | $1.34B | +$322.8M | 0.7% |
| CITADEL ADVISORS LLC | 2,234,097 | +808,350 | $459.1M | +$235.3M | 56.7% |
| VICTORY CAPITAL MANAGEMENT INC | 2,698,189 | +414,074 | $554.5M | +$202.3M | 18.1% |
| MARSHALL WACE, LLP | 951,259 | +884,648 | $195.5M | +$185.0M | 1328.1% |
| Voya Investment Management LLC | 1,436,619 | +614,896 | $295.2M | +$166.2M | 74.8% |
| TWO SIGMA INVESTMENTS, LP | 805,796 | +652,372 | $165.6M | +$141.5M | 425.2% |
| Pacer Advisors, Inc. | 1,297,110 | +443,952 | $266.6M | +$132.6M | 52.0% |
| Point72 Asset Management, L.P. | 688,014 | +560,405 | $141.4M | +$121.4M | 439.1% |
| FARALLON CAPITAL MANAGEMENT LLC | 829,000 | +576,000 | $158.1M | +$118.4M | 227.7% |
| PRUDENTIAL FINANCIAL INC | 710,092 | +496,299 | $145.9M | +$112.4M | 232.1% |
| NORDEA INVESTMENT MANAGEMENT AB | 645,436 | +494,731 | $133.7M | +$110.2M | 328.3% |
| GOLDMAN SACHS GROUP INC | 2,092,898 | +27,684 | $430.1M | +$105.9M | 1.3% |
| TWO SIGMA ADVISERS, LP | 469,300 | +453,700 | $96.4M | +$94.0M | 2908.3% |
| JANE STREET GROUP, LLC | 612,179 | +382,914 | $125.8M | +$89.8M | 167.0% |
| BANK OF NOVA SCOTIA | 692,600 | +299,126 | $142.3M | +$80.6M | 76.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,557,590 | +5,243 | $320.1M | +$76.4M | 0.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,058,162 | +148,293 | $217.5M | +$74.6M | 16.3% |
| AQR CAPITAL MANAGEMENT LLC | 1,353,771 | +25,333 | $278.2M | +$71.3M | 1.9% |
| Delta Accumulation, LLC | 534,500 | +185,800 | $109.8M | +$71.3M | 53.3% |
| SEI INVESTMENTS CO | 686,372 | +198,676 | $141.1M | +$64.5M | 40.7% |
| ENVESTNET ASSET MANAGEMENT INC | 883,373 | +132,684 | $181.5M | +$63.7M | 17.7% |
| Zurich Insurance Group Ltd/FI | 295,268 | +276,468 | $60.7M | +$57.7M | 1470.6% |
| AustralianSuper Pty Ltd | 765,017 | +84,844 | $157.2M | +$50.5M | 12.5% |
| RENAISSANCE TECHNOLOGIES LLC | 773,825 | +81,525 | $159.0M | +$50.4M | 11.8% |
| Nuveen, LLC | 944,866 | +21,762 | $194.2M | +$49.3M | 2.4% |
| AMUNDI | 736,440 | +55,789 | $151.3M | +$45.7M | 8.2% |
| FRANKLIN RESOURCES INC | 585,059 | +97,970 | $120.2M | +$43.8M | 20.1% |
| AMERICAN CENTURY COMPANIES INC | 225,722 | +201,283 | $46.4M | +$42.6M | 823.6% |
| MUFG Securities EMEA plc | 210,340 | +205,769 | $43.2M | +$42.5M | 4501.6% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 614,351 | +52,731 | $127.3M | +$40.5M | 9.4% |
| PANAGORA ASSET MANAGEMENT INC | 241,850 | +155,310 | $49.7M | +$36.1M | 179.5% |
| NATIONAL BANK OF CANADA /FI/ | 433,798 | +95,875 | $89.1M | +$36.1M | 28.4% |
| RAYMOND JAMES FINANCIAL INC | 577,547 | +44,128 | $118.8M | +$35.1M | 8.3% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 529,850 | +25,327 | $109.0M | +$29.8M | 5.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 123,845 | +13,316 | $25.5M | +$25.4M | 12.0% |
| Artemis Investment Management LLP | 344,230 | +50,458 | $70.7M | +$24.6M | 17.2% |
| Balyasny Asset Management LLC | 118,923 | +115,718 | $24.4M | +$23.9M | 3610.5% |
| TD Asset Management Inc | 374,531 | +22,042 | $77.0M | +$21.6M | 6.3% |
| LPL Financial LLC | 424,722 | +1,042 | $87.3M | +$20.8M | 0.2% |
| Integral Health Asset Management, LLC | 200,000 | +70,000 | $41.1M | +$20.7M | 53.8% |
| ALLIANCEBERNSTEIN L.P. | 311,638 | +32,006 | $64.0M | +$20.2M | 11.4% |
| PEAK6 LLC | 125,400 | +88,600 | $25.8M | +$20.0M | 240.8% |
| Aquatic Capital Management LLC | 113,573 | +86,355 | $23.3M | +$19.1M | 317.3% |
| Jump Financial, LLC | 158,685 | +70,000 | $32.6M | +$18.7M | 78.9% |
| Korea Investment CORP | 215,857 | +42,840 | $44.4M | +$17.2M | 24.8% |
| PRINCIPAL FINANCIAL GROUP INC | 287,533 | +11,104 | $59.1M | +$15.7M | 4.0% |
| ZACKS INVESTMENT MANAGEMENT | 286,298 | +9,937 | $58.8M | +$15.5M | 3.6% |
| Quantinno Capital Management LP | 165,225 | +43,351 | $34.0M | +$14.8M | 35.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 227,036 | +22,835 | $46.7M | +$14.6M | 11.2% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 80,205 | +63,352 | $16.5M | +$13.9M | 375.9% |
| STIFEL FINANCIAL CORP | 186,654 | +28,162 | $38.4M | +$13.5M | 17.8% |
| PICTON MAHONEY ASSET MANAGEMENT | 65,317 | +18,978 | $13.4M | +$13.4M | 41.0% |
| Gotham Asset Management, LLC | 166,212 | +33,203 | $34.2M | +$13.3M | 25.0% |
| Vontobel Holding Ltd. | 66,370 | +60,000 | $13.6M | +$12.6M | 941.9% |
| BANK OF MONTREAL /CAN/ | 195,458 | +19,226 | $40.2M | +$12.5M | 10.9% |
| abrdn plc | 235,069 | +2,335 | $48.3M | +$12.3M | 1.0% |
| MEEDER ASSET MANAGEMENT INC | 77,447 | +53,809 | $15.9M | +$12.2M | 227.6% |
| AVIVA PLC | 226,261 | +6,031 | $46.5M | +$11.9M | 2.7% |
| Trexquant Investment LP | 119,093 | +34,921 | $24.5M | +$11.3M | 41.5% |
| Cetera Investment Advisers | 174,994 | +10,047 | $36.0M | +$10.1M | 6.1% |
| Engineers Gate Manager LP | 90,979 | +33,743 | $18.7M | +$9.7M | 59.0% |
| FineMark National Bank & Trust | 95,933 | +28,937 | $19.7M | +$9.2M | 43.2% |
| ODDO BHF ASSET MANAGEMENT SAS | 77,489 | +33,738 | $15.9M | +$9.1M | 77.1% |
| Jefferies Financial Group Inc. | 78,736 | +23,788 | $16.2M | +$7.6M | 43.3% |
| Skandinaviska Enskilda Banken AB (publ) | 87,185 | +20,806 | $17.9M | +$7.5M | 31.3% |
| MML INVESTORS SERVICES, LLC | 66,889 | +25,354 | $13.7M | +$7.2M | 61.0% |
| HARBOUR INVESTMENTS, INC. | 35,471 | +34,158 | $7.3M | +$7.1M | 2601.5% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 38,795 | +29,892 | $8.0M | +$6.6M | 335.8% |
| Vident Advisory, LLC | 86,097 | +13,919 | $17.7M | +$6.4M | 19.3% |
| CIBC Asset Management Inc | 57,318 | +22,419 | $11.8M | +$6.3M | 64.2% |
| Creative Planning | 86,830 | +10,994 | $17.8M | +$5.9M | 14.5% |
| GROUP ONE TRADING, L.P. | 30,574 | +28,155 | $6.3M | +$5.9M | 1163.9% |
| Campbell & CO Investment Adviser LLC | 33,906 | +27,057 | $7.0M | +$5.9M | 395.1% |
| ASSETMARK, INC | 78,139 | +9,823 | $16.1M | +$5.3M | 14.4% |
| Credit Agricole S A | 81,204 | +8,412 | $16.7M | +$5.3M | 11.6% |
| Mariner, LLC | 68,370 | +12,287 | $14.1M | +$5.3M | 21.9% |
| Brinker Capital Investments, LLC | 74,992 | +7,526 | $15.4M | +$4.8M | 11.2% |
| US BANCORP \DE\ | 52,992 | +12,955 | $10.9M | +$4.6M | 32.4% |
| Vinva Investment Management Ltd | 34,759 | +17,381 | $7.2M | +$4.5M | 100.0% |
| HighTower Advisors, LLC | 72,152 | +5,238 | $14.8M | +$4.3M | 7.8% |
| FIL Ltd | 61,545 | +8,460 | $12.6M | +$4.3M | 15.9% |
| Twin Tree Management, LP | 39,777 | +15,177 | $8.2M | +$4.3M | 61.7% |
| PNC Financial Services Group, Inc. | 80,329 | +2,081 | $16.5M | +$4.2M | 2.6% |
| Mediolanum International Funds Ltd | 76,612 | +1,008 | $15.9M | +$4.2M | 1.3% |
| BURNEY CO/ | 48,338 | +10,305 | $9.9M | +$4.0M | 27.1% |
| XPONANCE, INC. | 81,382 | +16 | $16.7M | +$4.0M | 0.0% |
| CI Private Wealth, LLC | 86,424 | +4,831 | $16.7M | +$3.9M | 5.9% |
| Cerity Partners LLC | 45,599 | +10,617 | $9.4M | +$3.9M | 30.3% |
| Lansforsakringar Fondforvaltning AB (publ) | 76,632 | +943 | $15.7M | +$3.9M | 1.2% |
| La Banque Postale Asset Management SA | 69,388 | +3,163 | $14.3M | +$3.9M | 4.8% |
| Neuberger Berman Group LLC | 66,340 | +2,408 | $13.6M | +$3.6M | 3.8% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 68,801 | +1,375 | $14.1M | +$3.6M | 2.0% |
| Public Sector Pension Investment Board | 40,136 | +10,129 | $8.2M | +$3.5M | 33.8% |
| Mirae Asset Global Investments Co., Ltd. | 45,988 | +8,155 | $9.5M | +$3.5M | 21.6% |
| Wealthfront Advisers LLC | 57,299 | +4,015 | $11.8M | +$3.4M | 7.5% |
| SECTOR GAMMA AS | 61,946 | +2,410 | $12.7M | +$3.4M | 4.0% |
| Czech National Bank | 62,651 | +2,002 | $12.9M | +$3.4M | 3.3% |
| Crossmark Global Holdings, Inc. | 62,051 | +2,095 | $12.8M | +$3.3M | 3.5% |
| CAPITAL FUND MANAGEMENT S.A. | 62,100 | +1,800 | $12.8M | +$3.3M | 3.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 42,090 | +7,784 | $8.6M | +$3.3M | 22.7% |
| Freestone Capital Holdings, LLC | 59,049 | +2,092 | $12.1M | +$3.2M | 3.7% |
| LEUTHOLD GROUP, LLC | 63,407 | +225 | $13.0M | +$3.1M | 0.3% |
| Cambridge Financial Group, Inc. | 54,951 | +260 | $11.3M | +$2.7M | 0.5% |
| Vanguard Personalized Indexing Management, LLC | 46,878 | +2,560 | $9.6M | +$2.7M | 5.8% |
| MACKENZIE FINANCIAL CORP | 38,920 | +4,271 | $8.0M | +$2.6M | 12.3% |
| USS Investment Management Ltd | 41,855 | +3,387 | $8.6M | +$2.6M | 8.8% |
| QRG CAPITAL MANAGEMENT, INC. | 35,649 | +4,763 | $7.3M | +$2.5M | 15.4% |
| U.S. Capital Wealth Advisors, LLC | 37,349 | +4,189 | $7.7M | +$2.5M | 12.6% |
| MONEY CONCEPTS CAPITAL CORP | 49,229 | +467 | $10.1M | +$2.5M | 0.9% |
| DNB Asset Management AS | 45,710 | +637 | $9.4M | +$2.3M | 1.4% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 18,164 | +9,120 | $3.7M | +$2.3M | 100.8% |
| ALLSTATE CORP | 17,731 | +9,203 | $3.6M | +$2.3M | 107.9% |
| Columbus Macro, LLC | 39,061 | +2,532 | $8.0M | +$2.3M | 6.9% |
| CoreCap Advisors, LLC | 31,333 | +4,431 | $6.4M | +$2.2M | 16.5% |
| Global X Japan Co., Ltd. | 13,710 | +9,834 | $2.8M | +$2.2M | 253.7% |
| CAPROCK Group, Inc. | 21,373 | +6,274 | $4.4M | +$2.1M | 41.5% |
| Clark Capital Management Group, Inc. | 30,562 | +3,740 | $6.3M | +$2.1M | 13.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 37,134 | +905 | $7.7M | +$2.1M | 2.5% |
| AXXCESS WEALTH MANAGEMENT, LLC | 19,250 | +7,109 | $4.0M | +$2.1M | 58.5% |
| Impax Asset Management Group plc | 40,681 | +201 | $8.4M | +$2.0M | 0.5% |
| Procyon Advisors, LLC | 17,025 | +7,499 | $3.5M | +$2.0M | 78.7% |
| L2 Asset Management, LLC | 39,466 | +553 | $8.1M | +$2.0M | 1.4% |
| Investment Management Corp of Ontario | 22,002 | +5,010 | $4.5M | +$1.9M | 29.5% |
| NEOS Investment Management LLC | 37,062 | +162 | $7.6M | +$1.8M | 0.4% |
| Occidental Asset Management, LLC | 36,169 | +304 | $7.4M | +$1.8M | 0.8% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 31,865 | +1,096 | $6.5M | +$1.7M | 3.6% |
| M&T Bank Corp | 25,681 | +2,844 | $5.3M | +$1.7M | 12.4% |
| ABN AMRO INVESTMENT SOLUTIONS | 11,232 | +7,259 | $2.3M | +$1.7M | 182.7% |
| Qsemble Capital Management, LP | 12,122 | +6,945 | $2.5M | +$1.7M | 134.2% |
| Envestnet Portfolio Solutions, Inc. | 12,063 | +6,890 | $2.5M | +$1.7M | 133.2% |
| Toroso Investments, LLC | 32,418 | +511 | $6.6M | +$1.7M | 1.6% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,621 | +368 | $6.7M | +$1.6M | 1.1% |
| LGT Fund Management Co Ltd. | 28,330 | +1,230 | $5.9M | +$1.6M | 4.5% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 24,893 | +2,170 | $5.1M | +$1.5M | 9.5% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 31,429 | +47 | $6.5M | +$1.5M | 0.1% |
| NewEdge Advisors, LLC | 22,199 | +2,877 | $4.6M | +$1.5M | 14.9% |
| Vestmark Advisory Solutions, Inc. | 8,077 | +6,718 | $1.7M | +$1.4M | 494.3% |
| CAPTRUST FINANCIAL ADVISORS | 27,806 | +406 | $5.7M | +$1.4M | 1.5% |
| Lido Advisors, LLC | 57,519 | +1,670 | $10.2M | +$1.4M | 3.0% |
| RITHOLTZ WEALTH MANAGEMENT | 28,090 | +30 | $5.8M | +$1.4M | 0.1% |
| Kestra Advisory Services, LLC | 20,241 | +2,458 | $4.2M | +$1.4M | 13.8% |
| Tower Research Capital LLC (TRC) | 8,578 | +5,994 | $1.8M | +$1.4M | 232.0% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 25,781 | +388 | $5.3M | +$1.3M | 1.5% |
| Allspring Global Investments Holdings, LLC | 24,649 | +405 | $5.1M | +$1.2M | 1.7% |
| Sequoia Financial Advisors, LLC | 13,193 | +3,793 | $2.7M | +$1.2M | 40.4% |
| AlphaQuest LLC | 9,576 | +4,859 | $2.0M | +$1.2M | 103.0% |
| GeoWealth Management, LLC | 10,356 | +4,488 | $2.1M | +$1.2M | 76.5% |
| KEYBANK NATIONAL ASSOCIATION/OH | 18,595 | +1,840 | $3.8M | +$1.2M | 11.0% |
| Farther Finance Advisors, LLC | 14,487 | +2,973 | $3.0M | +$1.2M | 25.8% |
| Miller Investment Management, LP | 23,553 | +100 | $4.8M | +$1.2M | 0.4% |
| Aaron Wealth Advisors LLC | 10,258 | +4,074 | $2.1M | +$1.1M | 65.9% |
| FORTEM FINANCIAL GROUP, LLC | 16,009 | +2,119 | $3.3M | +$1.1M | 15.3% |
| Ranch Capital Advisors Inc. | 20,563 | +687 | $4.2M | +$1.1M | 3.5% |
| Vise Technologies, Inc. | 8,782 | +4,193 | $1.8M | +$1.1M | 91.4% |
| Buckingham Strategic Partners | 6,300 | +4,080 | $1.3M | +$1.1M | 183.8% |
| Advanced Portfolio Management, LLC | 5,173 | +5,157 | $1.1M | +$1.1M | 32231.3% |
| Illinois Municipal Retirement Fund | 20,659 | +229 | $4.2M | +$1.0M | 1.1% |
| Private Advisor Group, LLC | 17,996 | +1,045 | $3.7M | +$1.0M | 6.2% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 26,875 | +812 | $5.1M | +$1.0M | 3.1% |
| FLORIDA FINANCIAL ADVISORS, LLC | 12,560 | +2,571 | $2.6M | +$1.0M | 25.7% |
| 44 WEALTH MANAGEMENT LLC | 14,258 | +1,981 | $2.9M | +$1.0M | 16.1% |
| Cornerstone Select Advisors, LLC | 16,168 | +1,368 | $3.3M | +$999.5K | 9.2% |
| Strengthening Families & Communities, LLC | 12,059 | +2,519 | $2.5M | +$980.6K | 26.4% |
| Great Diamond Partners, LLC | 18,091 | +489 | $3.7M | +$954.9K | 2.8% |
| Equitable Holdings, Inc. | 7,285 | +3,668 | $1.5M | +$929.3K | 101.4% |
| OPPENHEIMER & CO INC | 13,364 | +1,784 | $2.7M | +$928.7K | 15.4% |
| Consolidated Planning Corp | 15,570 | +998 | $3.2M | +$912.5K | 6.8% |
| Sigma Planning Corp | 9,461 | +2,810 | $1.9M | +$900.2K | 42.2% |
| Norinchukin Bank, The | 14,959 | +952 | $3.1M | +$875.5K | 6.8% |
| Concurrent Investment Advisors, LLC | 10,320 | +1,975 | $2.1M | +$811.1K | 23.7% |
| Burns Matteson Capital Management, LLC | 5,403 | +3,492 | $1.1M | +$810.4K | 182.7% |
| JONES FINANCIAL COMPANIES LLLP | 12,280 | +1,087 | $2.5M | +$802.6K | 9.7% |
| Forza Wealth Management, LLC | 16,295 | +65 | $3.3M | +$801.2K | 0.4% |
| KCM INVESTMENT ADVISORS LLC | 16,400 | +21 | $3.4M | +$799.3K | 0.1% |
| TD PRIVATE CLIENT WEALTH LLC | 12,195 | +1,312 | $2.5M | +$797.9K | 12.1% |
| Insight Wealth Strategies, LLC | 16,312 | +16 | $3.4M | +$794.4K | 0.1% |
| FIFTH THIRD BANCORP | 14,265 | +565 | $2.9M | +$781.1K | 4.1% |
| Merit Financial Group, LLC | 11,522 | +1,400 | $2.4M | +$779.1K | 13.8% |
| Arkadios Wealth Advisors | 14,880 | +336 | $3.1M | +$774.9K | 2.3% |
| Brevan Howard Capital Management LP | 14,840 | +140 | $3.0M | +$742.3K | 0.9% |
| CI INVESTMENTS INC. | 3,482 | +30 | $715.6K | +$715.0K | 0.9% |
| Global Retirement Partners, LLC | 6,169 | +2,609 | $1.3M | +$708.8K | 73.3% |
| DAVENPORT & Co LLC | 11,199 | +1,048 | $2.3M | +$708.1K | 10.3% |
| Ethic Inc. | 12,398 | +637 | $2.5M | +$701.7K | 5.4% |
| 111 Capital | 4,508 | +3,057 | $926.4K | +$698.6K | 210.7% |
| Callan Family Office, LLC | 6,062 | +2,543 | $1.2M | +$693.3K | 72.3% |
| Spire Wealth Management | 12,730 | +480 | $2.6M | +$693.3K | 3.9% |
| GAMMA Investing LLC | 10,163 | +1,212 | $2.1M | +$683.5K | 13.5% |
| SRS Capital Advisors, Inc. | 13,107 | +265 | $2.7M | +$677.6K | 2.1% |
| CreativeOne Wealth, LLC | 9,577 | +1,300 | $2.0M | +$668.8K | 15.7% |
| Brookwood Investment Group LLC | 4,853 | +2,728 | $997.3K | +$663.8K | 128.4% |
| TD Waterhouse Canada Inc. | 6,374 | +2,212 | $1.3M | +$652.3K | 53.1% |
| CULLEN/FROST BANKERS, INC. | 12,119 | +304 | $2.5M | +$636.0K | 2.6% |
| Steward Partners Investment Advisory, LLC | 12,118 | +188 | $2.5M | +$617.7K | 1.6% |
| MGO ONE SEVEN LLC | 11,566 | +312 | $2.4M | +$610.3K | 2.8% |
| HB Wealth Management, LLC | 11,676 | +257 | $2.4M | +$607.1K | 2.3% |
| Meeder Advisory Services, Inc. | 7,055 | +1,554 | $1.4M | +$586.4K | 28.2% |
| HUNTINGTON NATIONAL BANK | 11,058 | +312 | $2.3M | +$585.8K | 2.9% |
| MRP Capital Investments, LLC | 4,775 | +2,400 | $981.3K | +$582.3K | 101.0% |
| D.A. DAVIDSON & CO. | 5,608 | +1,967 | $1.2M | +$580.9K | 54.0% |
| GRIMES & COMPANY, INC. | 6,777 | +1,585 | $1.4M | +$577.7K | 30.5% |
| Andra AP-fonden | 11,300 | +100 | $2.3M | +$564.2K | 0.9% |
| Larson Financial Group LLC | 10,487 | +238 | $2.2M | +$546.3K | 2.3% |
| AE Wealth Management LLC | 9,531 | +480 | $2.0M | +$538.1K | 5.3% |
| Everhart Financial Group, Inc. | 3,884 | +2,165 | $798.2K | +$528.3K | 125.9% |
| Stratos Wealth Partners, LTD. | 7,761 | +907 | $1.6M | +$519.1K | 13.2% |
| PRINCIPAL SECURITIES, INC. | 7,414 | +964 | $1.5M | +$511.1K | 14.9% |
| Canada Post Corp Registered Pension Plan | 5,946 | +1,270 | $1.2M | +$499.1K | 27.1% |
| GTS SECURITIES LLC | 3,562 | +2,058 | $732.0K | +$495.9K | 136.8% |
| Prospera Financial Services Inc | 9,316 | +192 | $1.9M | +$482.8K | 2.1% |
| Clearstead Advisors, LLC | 5,517 | +1,315 | $1.1M | +$474.1K | 31.3% |
| Carolina Wealth Advisors, LLC | 8,970 | +211 | $1.8M | +$468.5K | 2.4% |
| Redhawk Wealth Advisors, Inc. | 9,255 | +48 | $1.9M | +$456.7K | 0.5% |
| Buckley Wealth Management, LLC | 8,546 | +264 | $1.8M | +$456.5K | 3.2% |
| HANCOCK WHITNEY CORP | 9,292 | +6 | $1.9M | +$452.0K | 0.1% |
| CHOREO, LLC | 7,119 | +560 | $1.5M | +$445.6K | 8.5% |
| Sterling Capital Management LLC | 7,895 | +374 | $1.6M | +$441.9K | 5.0% |
| Waverly Advisors, LLC | 5,187 | +1,205 | $1.1M | +$440.9K | 30.3% |
| J.W. COLE ADVISORS, INC. | 11,717 | +344 | $2.2M | +$440.0K | 3.0% |
| Trail Ridge Investment Advisors, LLC | 7,340 | +524 | $1.5M | +$438.5K | 7.7% |
| Mason & Associates Inc | 3,239 | +1,736 | $665.6K | +$429.7K | 115.5% |
| Mount Lucas Management LP | 8,592 | +3 | $1.8M | +$417.5K | 0.0% |
| OFI INVEST ASSET MANAGEMENT | 2,714 | +1,937 | $516.9K | +$413.2K | 249.3% |
| Avantra Family Wealth, Inc. | 7,843 | +134 | $1.6M | +$401.7K | 1.7% |
| OSSIAM | 6,019 | +670 | $1.2M | +$397.3K | 12.5% |
| MAI Capital Management | 8,065 | +26 | $1.7M | +$395.6K | 0.3% |
| Annex Advisory Services, LLC | 2,998 | +1,591 | $616.1K | +$395.2K | 113.1% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 5,836 | +686 | $1.2M | +$391.0K | 13.3% |
| AlphaCore Capital LLC | 2,824 | +1,596 | $580.3K | +$387.6K | 130.0% |
| BENJAMIN EDWARDS INC | 6,209 | +541 | $1.3M | +$386.4K | 9.5% |
| Diversified Trust Co | 7,904 | +14 | $1.6M | +$385.9K | 0.2% |
| Westover Capital Advisors, LLC | 5,466 | +723 | $1.1M | +$378.8K | 15.2% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 5,764 | +560 | $1.2M | +$367.7K | 10.8% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,943 | +1,410 | $604.8K | +$364.2K | 92.0% |
| Prime Capital Investment Advisors, LLC | 6,857 | +141 | $1.4M | +$354.9K | 2.1% |
| PDS Planning, Inc | 7,198 | +24 | $1.5M | +$353.0K | 0.3% |
| Wealthspire Advisors, LLC | 3,676 | +1,077 | $755.5K | +$347.6K | 41.4% |
| Apollon Wealth Management, LLC | 4,045 | +963 | $831.3K | +$347.6K | 31.2% |
| Haven Private, LLC | 5,905 | +327 | $1.2M | +$338.0K | 5.9% |
| Valeo Financial Advisors, LLC | 3,568 | +1,040 | $733.2K | +$336.5K | 41.1% |
| Accurate Wealth Management, LLC | 5,902 | +331 | $1.2M | +$328.1K | 5.9% |
| Smartleaf Asset Management LLC | 2,757 | +1,150 | $571.4K | +$323.0K | 71.6% |
| FIRST HORIZON CORP | 6,510 | +20 | $1.3M | +$319.1K | 0.3% |
| Kapstone Financial Advisors LLC | 5,646 | +245 | $1.2M | +$312.5K | 4.5% |
| PROFUND ADVISORS LLC | 3,868 | +784 | $794.9K | +$310.8K | 25.4% |
| Welch Group, LLC | 2,660 | +1,132 | $546.6K | +$306.8K | 74.1% |
| Inscription Capital, LLC | 5,268 | +301 | $1.1M | +$303.1K | 6.0% |
| Ballentine Partners, LLC | 5,962 | +58 | $1.2M | +$298.5K | 1.0% |
| STEPHENS INC /AR/ | 5,951 | +52 | $1.2M | +$297.0K | 0.9% |
| QUADRANT CAPITAL GROUP LLC | 5,248 | +267 | $1.1M | +$296.7K | 5.4% |
| Aptus Capital Advisors, LLC | 3,370 | +803 | $692.5K | +$289.6K | 31.3% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 4,744 | +374 | $974.9K | +$289.0K | 8.6% |
| Hillsdale Investment Management Inc. | 5,760 | +50 | $1.2M | +$287.4K | 0.9% |
| AUGUSTINE ASSET MANAGEMENT INC | 4,426 | +457 | $909.5K | +$286.6K | 11.5% |
| Dana Investment Advisors, Inc. | 5,662 | +60 | $1.2M | +$284.3K | 1.1% |
| Pensionmark Financial Group, LLC | 7,412 | +2,200 | $1.1M | +$284.2K | 42.2% |
| Beacon Financial Advisory LLC | 5,787 | +15 | $1.2M | +$283.3K | 0.3% |
| STRS OHIO | 5,716 | +10 | $1.2M | +$279.0K | 0.2% |
| Hanlon Investment Management, Inc. | 4,674 | +326 | $960.5K | +$278.1K | 7.5% |
| Visionary Horizons, LLC | 5,643 | +23 | $1.2M | +$277.5K | 0.4% |
| Ascent Group, LLC | 5,475 | +41 | $1.1M | +$271.9K | 0.8% |
| LCNB CORP | 4,976 | +166 | $1.0M | +$267.6K | 3.5% |
| HF Advisory Group, LLC | 5,227 | +49 | $1.1M | +$261.4K | 0.9% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5,279 | +4 | $1.1M | +$257.0K | 0.1% |
| PharVision Advisers, LLC | 2,367 | +868 | $486.4K | +$251.1K | 57.9% |
| FAS Wealth Partners | 5,087 | +15 | $1.0M | +$249.3K | 0.3% |
| NewEdge Wealth, LLC | 3,354 | +1,090 | $689.3K | +$243.8K | 48.1% |
| STRATEGY ASSET MANAGERS LLC | 4,941 | +6 | $1.0M | +$240.6K | 0.1% |
| GREENLEAF TRUST | 4,723 | +68 | $970.6K | +$239.9K | 1.5% |
| Wedmont Private Capital | 4,332 | +115 | $897.6K | +$237.0K | 2.7% |
| Oversea-Chinese Banking CORP Ltd | 3,381 | +436 | $694.8K | +$232.5K | 14.8% |
| STOCK YARDS BANK & TRUST CO | 3,377 | +400 | $694.0K | +$226.7K | 13.4% |
| Transamerica Financial Advisors, Inc. | 1,837 | +873 | $377.4K | +$226.3K | 90.6% |
| Citizens Financial Group Inc/RI | 3,592 | +327 | $738.1K | +$225.5K | 10.0% |
| Kathmere Capital Management, LLC | 4,193 | +102 | $861.7K | +$219.5K | 2.5% |
| Smith Group Asset Management, LLC | 3,149 | +419 | $647.1K | +$218.6K | 15.3% |
| Abacus Planning Group, Inc. | 4,348 | +18 | $893.5K | +$213.9K | 0.4% |
| ISLAY CAPITAL MANAGEMENT, LLC | 3,877 | +145 | $796.7K | +$210.9K | 3.9% |
| Northwest & Ethical Investments L.P. | 2,465 | +508 | $510.8K | +$208.2K | 25.9% |
| McGlone Suttner Wealth Management, Inc. | 3,208 | +333 | $659.3K | +$208.1K | 11.6% |
| Dorsey & Whitney Trust CO LLC | 3,345 | +248 | $687.3K | +$201.2K | 8.0% |
| PITTENGER & ANDERSON INC | 3,165 | +300 | $650.4K | +$200.7K | 10.5% |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 3,672 | +140 | $754.4K | +$200.0K | 4.0% |
| Resources Investment Advisors, LLC. | 3,870 | +58 | $795.2K | +$196.9K | 1.5% |
| Diligent Investors, LLC | 4,021 | +2 | $826.2K | +$195.4K | 0.0% |
| Regal Investment Advisors LLC | 3,314 | +205 | $681.1K | +$193.0K | 6.6% |
| Wakefield Asset Management LLLP | 3,007 | +295 | $617.9K | +$192.3K | 10.9% |
| Sage Mountain Advisors LLC | 2,991 | +296 | $614.7K | +$191.6K | 11.0% |
| PETRA FINANCIAL ADVISORS INC | 3,433 | +147 | $705.5K | +$189.7K | 4.5% |
| Ameritas Advisory Services, LLC | 1,043 | +858 | $214.4K | +$185.3K | 463.8% |
| BROWN BROTHERS HARRIMAN & CO | 1,426 | +739 | $293.0K | +$185.2K | 107.6% |
| SYON CAPITAL LLC | 2,214 | +493 | $455.0K | +$184.8K | 28.6% |
| SIGNATUREFD, LLC | 3,330 | +147 | $684.4K | +$184.8K | 4.6% |
| Capital Investment Advisory Services, LLC | 3,754 | +1 | $771.4K | +$182.3K | 0.0% |
| FIRST CITIZENS BANK & TRUST CO | 2,829 | +251 | $581.4K | +$176.7K | 9.7% |
| one8zero8, LLC | 2,650 | +300 | $544.6K | +$175.7K | 12.8% |
| PFG Investments, LLC | 2,554 | +315 | $524.9K | +$173.4K | 14.1% |
| Ignite Planners, LLC | 2,125 | +309 | $456.6K | +$171.6K | 17.0% |
| INSIGNEO ADVISORY SERVICES, LLC | 2,486 | +319 | $510.9K | +$170.7K | 14.7% |
| Argent Trust Co | 2,462 | +317 | $505.9K | +$169.3K | 14.8% |
| Aprio Wealth Management, LLC | 1,961 | +433 | $403.1K | +$163.2K | 28.3% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 2,208 | +354 | $453.8K | +$162.8K | 19.1% |
| Atomi Financial Group, Inc. | 2,613 | +222 | $537.0K | +$161.7K | 9.3% |
| Fisher Asset Management, LLC | 2,319 | +312 | $476.6K | +$161.4K | 15.5% |
| Caliber Wealth Management, LLC / KS | 3,201 | +13 | $657.8K | +$157.3K | 0.4% |
| Summit Financial, LLC | 2,950 | +87 | $606.2K | +$156.8K | 3.0% |
| Golden State Equity Partners | 3,039 | +57 | $624.4K | +$156.4K | 1.9% |
| D'Orazio & Associates, Inc. | 3,071 | +45 | $631.1K | +$156.2K | 1.5% |
| Net Worth Advisory Group | 2,379 | +259 | $488.9K | +$156.1K | 12.2% |
| Latitude Advisors, LLC | 2,731 | +133 | $561.2K | +$153.5K | 5.1% |
| IFG Advisory, LLC | 2,377 | +235 | $488.4K | +$152.2K | 11.0% |
| Ronald Blue Trust, Inc. | 3,004 | +23 | $617.4K | +$149.4K | 0.8% |
| PATRON PARTNERS, LLC | 2,520 | +165 | $517.9K | +$148.2K | 7.0% |
| Versant Capital Management, Inc | 2,449 | +186 | $503.3K | +$148.1K | 8.2% |
| Wealthcare Advisory Partners LLC | 2,400 | +195 | $493.1K | +$147.1K | 8.8% |
| SG Americas Securities, LLC | 727,511 | +708,995 | $149.5K | +$146.6K | 3829.1% |
| Advyzon Investment Management, LLC | 1,842 | +335 | $378.6K | +$142.1K | 22.2% |
| Arkfeld Wealth Strategies, L.L.C. | 2,660 | +5 | $551.2K | +$141.1K | 0.2% |
| MOODY NATIONAL BANK TRUST DIVISION | 2,696 | +57 | $554.0K | +$139.8K | 2.1% |
| Hilltop Holdings Inc. | 2,542 | +87 | $522.4K | +$137.0K | 3.5% |
| Kingsview Wealth Management, LLC | 2,753 | +12 | $565.7K | +$135.5K | 0.4% |
| Simplicity Wealth,LLC | 1,857 | +289 | $381.5K | +$135.4K | 18.4% |
| Perigon Wealth Management, LLC | 2,553 | +61 | $524.8K | +$133.6K | 2.4% |
| ACADIAN ASSET MANAGEMENT LLC | 1,430,201 | +400,661 | $293.9K | +$132.3K | 38.9% |
| UNIVEST FINANCIAL Corp | 2,706 | +3 | $556.1K | +$131.8K | 0.1% |
| CLEAR STREET MARKETS LLC | 954 | +544 | $196.0K | +$131.7K | 132.7% |
| Addison Advisors LLC | 2,633 | +12 | $541.1K | +$129.7K | 0.5% |
| 1620 INVESTMENT ADVISORS, INC. | 2,431 | +68 | $499.6K | +$128.7K | 2.9% |
| AMERICAN NATIONAL BANK | 1,077 | +430 | $221.3K | +$119.8K | 66.5% |
| Coyle Financial Counsel LLC | 1,621 | +261 | $333.1K | +$119.7K | 19.2% |
| Alteri Wealth LLC | 1,835 | +172 | $377.1K | +$116.1K | 10.3% |
| Clarus Wealth Advisors | 1,819 | +113 | $378.8K | +$115.3K | 6.6% |
| WPG Advisers, LLC | 740 | +499 | $152.1K | +$114.2K | 207.1% |
| Busey Wealth Management | 1,774 | +178 | $364.6K | +$114.1K | 11.2% |
| UMB Bank, n.a. | 2,139 | +60 | $439.6K | +$113.2K | 2.9% |
| Sound View Wealth Advisors Group, LLC | 2,145 | +58 | $440.8K | +$113.2K | 2.8% |
| West Family Investments, Inc. | 1,918 | +112 | $394.1K | +$110.7K | 6.2% |
| Premier Path Wealth Partners, LLC | 1,826 | +129 | $375.1K | +$108.9K | 7.6% |
| Powers Advisory Group, LLC | 2,170 | +5 | $446.0K | +$106.2K | 0.2% |
| Advisors Capital Management, LLC | 1,971 | +65 | $405.2K | +$105.9K | 3.4% |
| KINGSWOOD WEALTH ADVISORS, LLC | 2,097 | +15 | $431.0K | +$104.2K | 0.7% |
| Ashton Thomas Private Wealth, LLC | 1,900 | +71 | $390.4K | +$103.3K | 3.9% |
| Global Assets Advisory, LLC | 1,571 | +153 | $322.9K | +$100.3K | 10.8% |
| TIAA TRUST, NATIONAL ASSOCIATION | 1,934 | +38 | $397.4K | +$99.8K | 2.0% |
| Raleigh Capital Management Inc. | 1,405 | +175 | $288.7K | +$95.7K | 14.2% |
| MASSMUTUAL TRUST CO FSB/ADV | 1,725 | +59 | $354.5K | +$93.0K | 3.5% |
| Royal Capital Wealth Management, LLC | 1,912 | +1 | $392.9K | +$92.9K | 0.1% |
| Opal Wealth Advisors, LLC | 1,538 | +112 | $316.1K | +$92.2K | 7.8% |
| YARGER WEALTH STRATEGIES, LLC | 1,863 | +8 | $382.8K | +$91.6K | 0.4% |
| Parkside Financial Bank & Trust | 1,791 | +21 | $368.1K | +$90.2K | 1.2% |
| SAGESPRING WEALTH PARTNERS, LLC | 1,755 | +11 | $360.6K | +$86.8K | 0.6% |
| Avestar Capital, LLC | 1,682 | +30 | $345.7K | +$86.4K | 1.8% |
| Colonial Trust Co / SC | 1,732 | +11 | $355.9K | +$85.8K | 0.6% |
| Valmark Advisers, Inc. | 1,685 | +6 | $346.3K | +$82.7K | 0.3% |
| Optas, LLC | 1,471 | +56 | $302.3K | +$80.2K | 4.0% |
| NBT BANK N A /NY | 1,968 | +158 | $363.1K | +$79.0K | 8.7% |
| Prepared Retirement Institute LLC | 1,551 | +1 | $318.8K | +$75.5K | 0.1% |
| Integrated Advisors Network LLC | 1,524 | +9 | $313.2K | +$75.4K | 0.6% |
| Measured Wealth Private Client Group, LLC | 1,536 | +1 | $315.7K | +$74.8K | 0.1% |
| Howard Capital Management Inc. | 1,510 | +8 | $310.3K | +$74.6K | 0.5% |
| JERICHO FINANCIAL, LLP | 1,516 | +5 | $311.6K | +$74.4K | 0.3% |
| CENTRAL TRUST Co | 1,151 | +116 | $236.6K | +$74.1K | 11.2% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 1,456 | +21 | $299.2K | +$74.0K | 1.5% |
| Portfolio Design Labs, LLC | 1,463 | +18 | $300.6K | +$73.8K | 1.2% |
| Goldstone Financial Group, LLC | 1,467 | +4 | $301.6K | +$72.0K | 0.3% |
| Tower Wealth Partners, Inc. | 1,394 | +22 | $286.5K | +$71.1K | 1.6% |
| PINNACLE ASSOCIATES LTD | 1,340 | +33 | $275.3K | +$70.1K | 2.5% |
| OXFORD FINANCIAL GROUP LTD | 1,354 | +15 | $278.2K | +$68.1K | 1.1% |
| ROTHSCHILD INVESTMENT LLC | 1,220 | +42 | $250.7K | +$65.8K | 3.6% |
| BFSG, LLC | 323 | +300 | $66.4K | +$62.8K | 1304.3% |
| Bill Few Associates, Inc. | 1,288 | +1 | $264.7K | +$62.7K | 0.1% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 649 | +164 | $133.4K | +$57.2K | 33.8% |
| North Star Investment Management Corp. | 1,009 | +20 | $207.4K | +$52.2K | 2.0% |
| Prestige Wealth Management Group LLC | 468 | +390 | $61.6K | +$49.4K | 500.0% |
| REAP Financial Group, LLC | 625 | +94 | $128.4K | +$45.0K | 17.7% |
| Root Financial Partners, LLC | 557 | +90 | $114.5K | +$41.2K | 19.3% |
| CYBER HORNET ETFs LLC | 701 | +42 | $144.0K | +$40.6K | 6.4% |
| NATIXIS ADVISORS, L.P. | 521,251 | +85,590 | $107.1K | +$38.7K | 19.6% |
| Generali Asset Management SPA SGR | 513 | +51 | $105.4K | +$32.9K | 11.0% |
| HRT FINANCIAL LP | 203,891 | +140,012 | $41.9K | +$31.9K | 219.2% |
| Sovran Advisors, LLC | 1,093 | +24 | $233.4K | +$30.4K | 2.2% |
| JNBA Financial Advisors | 516 | +12 | $106.0K | +$26.9K | 2.4% |
| Heritage Wealth Advisors | 300 | +72 | $61.7K | +$25.9K | 31.6% |
| MJT & Associates Financial Advisory Group, Inc. | 202 | +74 | $41.5K | +$21.4K | 57.8% |
| JFS WEALTH ADVISORS, LLC | 274 | +35 | $56.3K | +$18.8K | 14.6% |
| SOA Wealth Advisors, LLC. | 361 | +1 | $74.2K | +$17.7K | 0.3% |
| Barnes Dennig Private Wealth Management LLC | 190 | +53 | $39.0K | +$17.5K | 38.7% |
| Quent Capital, LLC | 246 | +26 | $50.6K | +$16.1K | 11.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 264,407 | +9,019 | $54.4K | +$14.5K | 3.5% |
| CVA Family Office, LLC | 210 | +12 | $43.2K | +$12.1K | 6.1% |
| Signature Resources Capital Management, LLC | 234 | +2 | $48.1K | +$11.7K | 0.9% |
| American Capital Advisory, LLC | 216 | +4 | $44.4K | +$11.1K | 1.9% |
| Fortitude Family Office, LLC | 212 | +2 | $43.6K | +$10.6K | 0.9% |
| SJS Investment Consulting Inc. | 173 | +12 | $35.6K | +$10.3K | 7.5% |
| Cairn Investment Group, Inc. | 11,437 | +9,612 | $2.4K | -$9.3K | 526.7% |
| Bell Investment Advisors, Inc | 152 | +12 | $31.2K | +$9.3K | 8.6% |
| Steigerwald, Gordon & Koch Inc. | 104 | +25 | $21.4K | +$9.0K | 31.6% |
| Annis Gardner Whiting Capital Advisors, LLC | 126 | +10 | $25.9K | +$7.7K | 8.6% |
| Marquette Asset Management, LLC | 49 | +28 | $10.1K | +$6.8K | 133.3% |
| Park Place Capital Corp | 44 | +25 | $9.0K | +$6.1K | 131.6% |
| RICHARDSON FINANCIAL SERVICES INC. | 62 | +18 | $12.7K | +$5.8K | 40.9% |
| Mn Services Vermogensbeheer B.V. | 92,525 | +1,154 | $19.0K | +$4.7K | 1.3% |
| Activest Wealth Management | 58 | +9 | $11.9K | +$4.2K | 18.4% |
| CWM, LLC | 32,401 | +15,305 | $6.7K | +$4.0K | 89.5% |
| Glen Eagle Advisors, LLC | 64 | +5 | $13.2K | +$3.9K | 8.5% |
| Dogwood Wealth Management LLC | 22 | +18 | $4.5K | +$3.9K | 450.0% |
| Dunhill Financial, LLC | 65 | +3 | $13.3K | +$3.5K | 4.8% |
| Bay Harbor Wealth Management, LLC | 26 | +11 | $5.3K | +$3.0K | 73.3% |
| High Note Wealth, LLC | 14 | +13 | $2.9K | +$2.7K | 1300.0% |
| Abound Wealth Management | 48 | +1 | $9.9K | +$2.6K | 2.1% |
| PARK AVENUE SECURITIES LLC | 46,705 | +1,763 | $9.6K | +$2.5K | 3.9% |
| HIGHLINE WEALTH PARTNERS LLC | 25 | +8 | $5.1K | +$2.5K | 47.0% |
| Cambridge Investment Research Advisors, Inc. | 39,188 | +3,333 | $8.1K | +$2.4K | 9.3% |
| VESTOR CAPITAL, LLC | 250,518 | +199,486 | $10.4K | +$2.4K | 390.9% |
| Thrivent Financial for Lutherans | 22,289 | +8,368 | $4.6K | +$2.4K | 60.1% |
| Triumph Capital Management | 14 | +7 | $2.9K | +$1.8K | 100.0% |
| BESSEMER GROUP INC | 10,485 | +6,310 | $2.2K | +$1.5K | 151.1% |
| Retirement Wealth Solutions LLC | 27 | +1 | $5.5K | +$1.5K | 3.8% |
| Rialto Wealth Management, LLC | 19 | +3 | $3.9K | +$1.4K | 18.8% |
| Aspect Partners, LLC | 9 | +4 | $1.9K | +$1.1K | 80.0% |
| Quaker Wealth Management, LLC | 8 | +2 | $1.6K | +$702 | 33.3% |
| TSFG, LLC | 9,045 | +634 | $1.9K | +$539 | 7.5% |
| Jackson Creek Investment Advisors LLC | 4,157 | +1,426 | $854 | +$425 | 52.2% |
| Hughes Financial Services, LLC | 57 | +2 | $11.7K | +$415 | 3.6% |
| Harvest Fund Management Co., Ltd | 3,782 | +1,200 | $777 | +$372 | 46.5% |
| Community Bank & Trust, Waco, Texas | 5,876 | +182 | $1.2K | +$314 | 3.2% |
| NVWM, LLC | 2 | +1 | $411 | +$254 | 100.0% |
| CX Institutional | 2,661 | +34 | $547 | +$135 | 1.3% |
| Wayfinding Financial, LLC | 1,999 | +13 | $410 | +$99 | 0.7% |
| HANTZ FINANCIAL SERVICES, INC. | 486 | +193 | $100 | +$54 | 65.9% |
| Covestor Ltd | 261 | +41 | $53 | +$18 | 18.6% |
| GW&K Investment Management, LLC | 283 | +3 | $58 | +$14 | 1.1% |