13F QoQ Ownership Changes
CB Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 279 new · 769 added · 949 reduced · 157 exited
New Positions(279)
Added To(769)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc | 34,249,183 | +2,916,288 | $10.69B | +$1.85B | 9.3% |
| BlackRock, Inc. | 28,271,799 | +587,177 | $8.82B | +$1.01B | 2.1% |
| GQG Partners LLC | 12,481,176 | +1,647,729 | $3.90B | +$837.9M | 15.2% |
| AQR CAPITAL MANAGEMENT LLC | 4,241,881 | +1,443,335 | $1.32B | +$538.5M | 51.6% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 999,072 | +666,093 | $311.8M | +$217.8M | 200.0% |
| GOLDMAN SACHS GROUP INC | 2,764,686 | +446,835 | $862.9M | +$208.7M | 19.3% |
| UBS Group AG | 2,664,301 | +423,182 | $831.6M | +$199.0M | 18.9% |
| BANK OF AMERICA CORP /DE/ | 4,760,748 | +162,785 | $1.49B | +$188.1M | 3.5% |
| JPMORGAN CHASE & CO | 5,330,052 | +83,252 | $1.66B | +$182.7M | 1.6% |
| Holocene Advisors, LP | 539,233 | +439,361 | $168.3M | +$140.1M | 439.9% |
| DANSKE BANK A/S | 663,505 | +422,697 | $207.1M | +$139.1M | 175.5% |
| National Pension Service | 1,148,474 | +225,515 | $358.5M | +$98.0M | 24.4% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1,476,073 | +159,237 | $463.7M | +$95.6M | 12.1% |
| Legal & General Group Plc | 2,521,695 | +60,298 | $787.1M | +$92.3M | 2.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,069,911 | +210,052 | $333.9M | +$91.2M | 24.4% |
| 1832 Asset Management L.P. | 278,002 | +268,410 | $86.8M | +$84.1M | 2798.3% |
| BNP PARIBAS FINANCIAL MARKETS | 766,259 | +167,538 | $250.4M | +$71.4M | 28.0% |
| FIRST TRUST ADVISORS LP | 1,525,798 | +85,960 | $476.2M | +$69.8M | 6.0% |
| Davis Selected Advisers | 1,186,647 | +116,202 | $370.4M | +$68.2M | 10.8% |
| PRINCIPAL FINANCIAL GROUP INC | 1,308,788 | +82,790 | $408.5M | +$62.5M | 6.8% |
| Caisse de depot et placement du Quebec | 202,123 | +198,607 | $63.1M | +$62.1M | 5648.7% |
| Cannell & Spears LLC | 441,151 | +140,369 | $137.7M | +$52.8M | 46.7% |
| SEI INVESTMENTS CO | 349,071 | +137,173 | $108.9M | +$49.1M | 64.7% |
| LONDON CO OF VIRGINIA | 802,837 | +77,345 | $250.6M | +$45.8M | 10.7% |
| MYCIO WEALTH PARTNERS, LLC | 982,564 | +53,710 | $306.7M | +$44.5M | 5.8% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 136,746 | +1,920 | $42.7M | +$42.6M | 1.4% |
| IEQ CAPITAL, LLC | 240,131 | +114,251 | $74.9M | +$39.4M | 90.8% |
| Tidal Investments LLC | 330,772 | +103,568 | $103.2M | +$39.1M | 45.6% |
| Focus Partners Wealth | 140,230 | +98,597 | $43.8M | +$32.1M | 236.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 800,917 | +31,861 | $248.3M | +$31.3M | 4.1% |
| Cerity Partners LLC | 410,448 | +63,790 | $128.1M | +$30.3M | 18.4% |
| Walleye Trading LLC | 116,761 | +93,292 | $36.4M | +$29.8M | 397.5% |
| Allspring Global Investments Holdings, LLC | 115,140 | +88,971 | $35.7M | +$28.3M | 340.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 406,365 | +71,395 | $125.0M | +$28.1M | 21.3% |
| TODD ASSET MANAGEMENT LLC | 258,656 | +70,943 | $80.7M | +$27.8M | 37.8% |
| Russell Investments Group, Ltd. | 451,233 | +49,791 | $140.9M | +$27.7M | 12.4% |
| Mariner, LLC | 232,933 | +69,270 | $72.7M | +$26.5M | 42.3% |
| Silvercrest Asset Management Group LLC | 136,609 | +76,065 | $42.6M | +$25.5M | 125.6% |
| STIFEL FINANCIAL CORP | 838,011 | +1,350 | $261.6M | +$25.4M | 0.2% |
| BANK OF MONTREAL /CAN/ | 601,321 | +20,297 | $187.7M | +$23.7M | 3.5% |
| NEW YORK STATE COMMON RETIREMENT FUND | 661,330 | +13,524 | $206.4M | +$23.6M | 2.1% |
| Allianz Asset Management GmbH | 283,502 | +50,604 | $88.5M | +$22.8M | 21.7% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 157,607 | +62,321 | $49.2M | +$22.3M | 65.4% |
| OAK ASSOCIATES LTD /OH/ | 70,807 | +758 | $22.1M | +$22.1M | 1.1% |
| Connor, Clark & Lunn Investment Management Ltd. | 74,773 | +70,095 | $23.3M | +$22.0M | 1498.4% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 160,468 | +59,790 | $50.1M | +$21.7M | 59.4% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 647,401 | +8,035 | $202.1M | +$21.6M | 1.3% |
| KLP KAPITALFORVALTNING AS | 190,162 | +45,060 | $59.6M | +$18.4M | 31.1% |
| UNIO CAPITAL LLC | 200,982 | +43,387 | $62.7M | +$18.2M | 27.5% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 74,485 | +64,174 | $20.7M | +$17.8M | 622.4% |
| PEAK6 LLC | 61,504 | +55,002 | $19.2M | +$17.4M | 845.9% |
| Quantinno Capital Management LP | 158,113 | +43,895 | $49.4M | +$17.1M | 38.4% |
| Creative Planning | 193,818 | +34,625 | $60.5M | +$15.6M | 21.8% |
| Corient Private Wealth LLC | 446,080 | +41,562 | $129.2M | +$15.1M | 10.3% |
| BARCLAYS PLC | 1,265,604 | +19,731 | $366.7M | +$15.0M | 1.6% |
| PANAGORA ASSET MANAGEMENT INC | 58,531 | +46,305 | $18.3M | +$14.8M | 378.7% |
| Vest Financial, LLC | 400,304 | +9,365 | $124.9M | +$14.6M | 2.4% |
| Concurrent Investment Advisors, LLC | 67,846 | +43,959 | $21.2M | +$14.4M | 184.0% |
| Balyasny Asset Management L.P. | 50,664 | +44,521 | $15.8M | +$14.1M | 724.7% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 107,355 | +37,269 | $33.5M | +$13.7M | 53.2% |
| CIBC Asset Management Inc | 120,379 | +35,259 | $37.6M | +$13.6M | 41.4% |
| HUNTINGTON NATIONAL BANK | 403,604 | +5,253 | $126.0M | +$13.5M | 1.3% |
| AVIVA PLC | 316,324 | +14,052 | $98.7M | +$13.4M | 4.6% |
| SCHARF INVESTMENTS, LLC | 313,636 | +14,154 | $97.9M | +$13.4M | 4.7% |
| FIRST MANHATTAN CO. LLC. | 201,851 | +25,147 | $63.2M | +$13.1M | 14.2% |
| D.A. DAVIDSON & CO. | 362,921 | +5,877 | $113.3M | +$12.5M | 1.6% |
| MACKENZIE FINANCIAL CORP | 158,598 | +25,460 | $49.7M | +$12.1M | 19.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 198,522 | +20,600 | $62.0M | +$11.7M | 11.6% |
| &PARTNERS | 188,417 | +19,611 | $58.8M | +$11.2M | 11.6% |
| Evelyn Partners Investment Management LLP | 264,903 | +17,265 | $82.7M | +$10.9M | 7.0% |
| NewEdge Advisors, LLC | 103,463 | +27,324 | $32.3M | +$10.8M | 35.9% |
| COUNTRY TRUST BANK | 129,636 | +23,810 | $40.5M | +$10.6M | 22.5% |
| Voya Investment Management LLC | 87,812 | +26,849 | $27.4M | +$10.2M | 44.0% |
| Lansforsakringar Fondforvaltning AB (publ) | 202,744 | +13,438 | $63.3M | +$9.8M | 7.1% |
| Swedbank AB | 253,655 | +7,443 | $79.2M | +$9.7M | 3.0% |
| Man Group plc | 51,786 | +28,700 | $16.2M | +$9.6M | 124.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 100,848 | +19,237 | $32.4M | +$9.4M | 23.6% |
| Carnegie Investment Counsel | 155,825 | +14,869 | $48.6M | +$8.9M | 10.5% |
| NEUBERGER BERMAN GROUP LLC | 285,322 | +1,081 | $89.1M | +$8.8M | 0.4% |
| CACTI ASSET MANAGEMENT LLC | 255,138 | +500 | $80.2M | +$8.8M | 0.2% |
| CIBC Private Wealth Group LLC | 216,630 | +7,141 | $67.6M | +$8.5M | 3.4% |
| Point72 Asset Management, L.P. | 196,760 | +9,047 | $61.4M | +$8.4M | 4.8% |
| Gotham Asset Management, LLC | 92,750 | +19,616 | $28.9M | +$8.3M | 26.8% |
| Mirae Asset Global Investments Co., Ltd. | 72,882 | +19,704 | $22.7M | +$7.7M | 37.0% |
| CREDIT AGRICOLE S A | 121,261 | +14,261 | $37.8M | +$7.6M | 13.3% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 119,217 | +13,258 | $37.2M | +$7.3M | 12.5% |
| Vinva Investment Management Ltd | 48,207 | +18,534 | $15.1M | +$6.8M | 62.5% |
| Asset Management One Co., Ltd. | 194,209 | +1,153 | $61.1M | +$6.6M | 0.6% |
| Evelyn Partners Investment Management Services Ltd | 67,499 | +16,966 | $21.1M | +$6.4M | 33.6% |
| Midwest Trust Co | 196,900 | +1,852 | $61.5M | +$6.4M | 0.9% |
| BANK OF NOVA SCOTIA | 144,044 | +7,106 | $45.0M | +$6.3M | 5.2% |
| ZWJ INVESTMENT COUNSEL INC | 190,358 | +1,646 | $59.4M | +$6.2M | 0.9% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 53,659 | +15,450 | $16.7M | +$6.0M | 40.4% |
| NATIONAL BANK OF CANADA /FI/ | 90,211 | +11,304 | $28.2M | +$5.9M | 14.3% |
| TRUIST FINANCIAL CORP | 178,759 | +1,800 | $55.8M | +$5.8M | 1.0% |
| Nicholas Wealth, LLC. | 25,267 | +19,265 | $7.5M | +$5.8M | 321.0% |
| Calamos Wealth Management LLC | 56,249 | +14,500 | $17.6M | +$5.8M | 34.7% |
| Philip James Wealth Mangement, LLC | 64,200 | +13,412 | $20.0M | +$5.7M | 26.4% |
| CAPTRUST FINANCIAL ADVISORS | 84,600 | +10,907 | $26.4M | +$5.6M | 14.8% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 67,209 | +12,432 | $21.0M | +$5.5M | 22.7% |
| Aptus Capital Advisors, LLC | 24,992 | +16,677 | $7.8M | +$5.5M | 200.6% |
| Sterling Capital Management LLC | 18,497 | +17,252 | $5.8M | +$5.4M | 1385.7% |
| Willis Investment Counsel | 153,421 | +2,946 | $47.9M | +$5.4M | 1.9% |
| Cetera Investment Advisers | 163,539 | +1,874 | $51.0M | +$5.4M | 1.1% |
| FIFTH THIRD BANCORP | 171,279 | +823 | $53.5M | +$5.3M | 0.5% |
| ALLSTATE CORP | 29,538 | +15,735 | $9.2M | +$5.3M | 114.0% |
| Alphinity Investment Management Pty Ltd | 28,021 | +15,356 | $8.7M | +$5.2M | 121.2% |
| Chesley Taft & Associates LLC | 102,427 | +7,043 | $32.0M | +$5.0M | 7.4% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 83,352 | +8,970 | $26.0M | +$5.0M | 12.1% |
| NorthCrest Asset Manangement, LLC | 122,551 | +5,850 | $38.6M | +$4.9M | 5.0% |
| Banque Cantonale Vaudoise | 15,556 | +3,300 | $4.9M | +$4.9M | 26.9% |
| ROCKLAND TRUST CO | 128,328 | +3,085 | $40.1M | +$4.7M | 2.5% |
| FIL Ltd | 30,925 | +13,316 | $9.7M | +$4.7M | 75.6% |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 22,820 | +14,120 | $7.1M | +$4.7M | 162.3% |
| AlphaCore Capital LLC | 17,721 | +14,547 | $5.5M | +$4.6M | 458.3% |
| Investment Management Corp of Ontario | 32,634 | +12,950 | $10.2M | +$4.6M | 65.8% |
| Canoe Financial LP | 143,043 | +592 | $44.6M | +$4.4M | 0.4% |
| Waverly Advisors, LLC | 23,287 | +12,891 | $7.3M | +$4.3M | 124.0% |
| AMERICAN CENTURY COMPANIES INC | 86,893 | +6,016 | $27.1M | +$4.3M | 7.4% |
| Crossmark Global Holdings, Inc. | 44,613 | +9,678 | $13.9M | +$4.1M | 27.7% |
| Ethic Inc. | 64,690 | +7,520 | $20.2M | +$4.1M | 13.2% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 118,390 | +1,781 | $37.0M | +$4.0M | 1.5% |
| Varma Mutual Pension Insurance Co | 70,821 | +6,800 | $22.1M | +$4.0M | 10.6% |
| ASSETMARK, INC | 96,071 | +3,955 | $30.0M | +$4.0M | 4.3% |
| Mediolanum International Funds Ltd | 59,438 | +6,897 | $18.7M | +$4.0M | 13.1% |
| Advisors Capital Management, LLC | 90,277 | +4,531 | $28.2M | +$4.0M | 5.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 97,136 | +3,246 | $30.3M | +$3.8M | 3.5% |
| INTECH INVESTMENT MANAGEMENT LLC | 32,920 | +9,589 | $10.3M | +$3.7M | 41.1% |
| WCM INVESTMENT MANAGEMENT, LLC | 21,524 | +10,310 | $6.8M | +$3.6M | 91.9% |
| Merit Financial Group, LLC | 43,764 | +8,032 | $13.7M | +$3.6M | 22.5% |
| CREDIT INDUSTRIEL ET COMMERCIAL | 16,948 | +10,765 | $5.3M | +$3.5M | 174.1% |
| Czech National Bank | 96,510 | +2,339 | $30.1M | +$3.5M | 2.5% |
| M&T Bank Corp | 88,837 | +2,951 | $27.7M | +$3.5M | 3.4% |
| Vanguard Personalized Indexing Management, LLC | 62,701 | +5,696 | $19.6M | +$3.5M | 10.0% |
| Farther Finance Advisors, LLC | 20,125 | +10,054 | $6.3M | +$3.4M | 99.8% |
| Callahan Advisors, LLC | 97,378 | +1,781 | $30.4M | +$3.4M | 1.9% |
| Clearbridge Investments, LLC | 92,843 | +2,206 | $29.0M | +$3.4M | 2.4% |
| HOWLAND CAPITAL MANAGEMENT LLC | 97,993 | +719 | $30.7M | +$3.1M | 0.7% |
| Vise Technologies, Inc. | 17,426 | +9,129 | $5.4M | +$3.1M | 110.0% |
| Greenline Partners, LLC | 26,762 | +7,400 | $8.4M | +$2.9M | 38.2% |
| HARBOUR INVESTMENTS, INC. | 9,959 | +8,947 | $3.1M | +$2.8M | 884.1% |
| Vontobel Holding Ltd. | 68,290 | +2,375 | $21.3M | +$2.7M | 3.6% |
| HB Wealth Management, LLC | 46,316 | +4,667 | $14.5M | +$2.7M | 11.2% |
| Cullen/Frost Bankers, Inc. | 80,792 | +834 | $25.2M | +$2.6M | 1.0% |
| Badgley Phelps Wealth Managers, LLC | 76,239 | +1,301 | $23.9M | +$2.6M | 1.7% |
| Generali Asset Management SPA SGR | 31,354 | +5,582 | $9.8M | +$2.5M | 21.6% |
| Private Advisor Group, LLC | 22,194 | +6,378 | $6.9M | +$2.5M | 40.3% |
| Diversified Trust Co | 59,835 | +2,324 | $18.7M | +$2.4M | 4.0% |
| Global Retirement Partners, LLC | 14,604 | +7,040 | $4.6M | +$2.4M | 93.1% |
| FourThought Financial Partners, LLC | 45,561 | +3,733 | $14.2M | +$2.4M | 8.9% |
| XPONANCE, INC. | 55,920 | +2,614 | $17.5M | +$2.4M | 4.9% |
| QRG CAPITAL MANAGEMENT, INC. | 55,467 | +2,552 | $17.3M | +$2.4M | 4.8% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 121,060 | +62,239 | $19.0M | +$2.3M | 105.8% |
| DDD Partners, LLC | 73,471 | +492 | $22.9M | +$2.3M | 0.7% |
| Spire Wealth Management | 8,615 | +7,156 | $2.7M | +$2.3M | 490.5% |
| Wealthfront Advisers LLC | 48,801 | +2,773 | $15.2M | +$2.2M | 6.0% |
| Elo Mutual Pension Insurance Co | 56,598 | +1,821 | $17.7M | +$2.2M | 3.3% |
| Prestige Wealth Management Group LLC | 9,110 | +7,871 | $2.6M | +$2.2M | 635.3% |
| PRIVATE TRUST CO NA | 11,464 | +6,546 | $3.6M | +$2.2M | 133.1% |
| Talbot Financial, LLC | 68,897 | +416 | $21.5M | +$2.2M | 0.6% |
| PRUDENTIAL PLC | 57,807 | +1,533 | $18.0M | +$2.2M | 2.7% |
| Choate Investment Advisors | 13,851 | +6,180 | $4.3M | +$2.2M | 80.6% |
| NewEdge Wealth, LLC | 19,926 | +5,581 | $6.2M | +$2.2M | 38.9% |
| Andra AP-fonden | 13,860 | +6,160 | $4.3M | +$2.2M | 80.0% |
| MGO ONE SEVEN LLC | 36,376 | +3,691 | $11.4M | +$2.1M | 11.3% |
| Bulldog Investors, LLP | 14,000 | +6,000 | $4.4M | +$2.1M | 75.0% |
| Boston Common Asset Management, LLC | 63,074 | +767 | $19.7M | +$2.1M | 1.2% |
| Federation des caisses Desjardins du Quebec | 22,360 | +4,957 | $7.0M | +$2.1M | 28.5% |
| SouthState Corp | 57,928 | +1,167 | $18.1M | +$2.1M | 2.0% |
| PITTENGER & ANDERSON INC | 59,585 | +703 | $18.6M | +$2.0M | 1.2% |
| USS Investment Management Ltd | 64,948 | +36 | $20.3M | +$2.0M | 0.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 35,355 | +3,160 | $11.0M | +$1.9M | 9.8% |
| Callan Family Office, LLC | 13,385 | +5,334 | $4.2M | +$1.9M | 66.3% |
| SIG BROKERAGE, LP | 17,241 | +4,859 | $5.4M | +$1.9M | 39.2% |
| Asset Advisors Investment Management, LLC | 62,925 | +24 | $19.6M | +$1.9M | 0.0% |
| Curi Capital, LLC | 39,994 | +2,372 | $12.5M | +$1.9M | 6.3% |
| Horizon Investments, LLC | 34,159 | +2,985 | $10.7M | +$1.9M | 9.6% |
| Walleye Capital LLC | 14,851 | +4,980 | $4.6M | +$1.8M | 50.5% |
| KINGSWOOD WEALTH ADVISORS, LLC | 8,295 | +5,664 | $2.6M | +$1.8M | 215.3% |
| Sivia Capital Partners, LLC | 9,252 | +5,545 | $2.9M | +$1.8M | 149.6% |
| River Wealth Advisors LLC | 36,825 | +2,611 | $11.5M | +$1.8M | 7.6% |
| Venture Visionary Partners LLC | 39,971 | +2,067 | $12.5M | +$1.8M | 5.5% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 54,807 | +510 | $17.1M | +$1.8M | 0.9% |
| BLAIR WILLIAM & CO/IL | 49,733 | +993 | $15.5M | +$1.8M | 2.0% |
| Beverly Hills Private Wealth, LLC | 9,327 | +5,141 | $2.9M | +$1.7M | 122.8% |
| NEOS Investment Management LLC | 50,762 | +677 | $15.8M | +$1.7M | 1.4% |
| TCV Trust & Wealth Management, Inc. | 55,593 | +28 | $17.4M | +$1.7M | 0.1% |
| Pallas Capital Advisors LLC | 14,243 | +4,233 | $4.4M | +$1.6M | 42.3% |
| ADVOCATE GROUP LLC | 26,877 | +2,863 | $8.4M | +$1.6M | 11.9% |
| CITIZENS FINANCIAL GROUP INC/RI | 48,790 | +504 | $15.2M | +$1.6M | 1.0% |
| Sequoia Financial Advisors, LLC | 27,280 | +2,737 | $8.5M | +$1.6M | 11.2% |
| FOGEL CAPITAL MANAGEMENT, INC. | 49,183 | +410 | $15.4M | +$1.6M | 0.8% |
| Pacer Advisors, Inc. | 39,525 | +1,400 | $12.3M | +$1.6M | 3.7% |
| JANUS HENDERSON GROUP PLC | 44,577 | +723 | $13.9M | +$1.5M | 1.6% |
| Beacon Pointe Advisors, LLC | 49,247 | +207 | $15.4M | +$1.5M | 0.4% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 25,497 | +2,524 | $8.0M | +$1.5M | 11.0% |
| Hi-Line Capital Management, LLC | 32,034 | +1,827 | $10.0M | +$1.5M | 6.0% |
| GUGGENHEIM CAPITAL LLC | 46,099 | +315 | $14.4M | +$1.5M | 0.7% |
| Parallax Volatility Advisers, L.P. | 33,600 | +1,600 | $10.5M | +$1.5M | 5.0% |
| LGT Fund Management Co Ltd. | 29,119 | +1,774 | $9.1M | +$1.5M | 6.5% |
| Northwest & Ethical Investments L.P. | 22,614 | +2,720 | $7.1M | +$1.4M | 13.7% |
| Ally Financial Inc. | 10,000 | +4,000 | $3.1M | +$1.4M | 66.7% |
| BEARING POINT CAPITAL, LLC | 23,565 | +2,564 | $7.4M | +$1.4M | 12.2% |
| Atria Investments, Inc | 42,447 | +445 | $13.2M | +$1.4M | 1.1% |
| Avanza Fonder AB | 29,917 | +1,731 | $9.3M | +$1.4M | 6.1% |
| CAMDEN NATIONAL BANK | 44,583 | +128 | $13.9M | +$1.4M | 0.3% |
| OLD NATIONAL BANCORP /IN/ | 29,407 | +1,691 | $9.2M | +$1.4M | 6.1% |
| Clearstead Advisors, LLC | 15,688 | +3,093 | $4.9M | +$1.3M | 24.6% |
| FIRST MERCHANTS CORP | 43,263 | +117 | $13.5M | +$1.3M | 0.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17,776 | +2,807 | $5.5M | +$1.3M | 18.8% |
| Regency Capital Management Inc.\DE | 40,280 | +404 | $12.6M | +$1.3M | 1.0% |
| KKM Financial LLC | 18,638 | +2,691 | $5.8M | +$1.3M | 16.9% |
| BAXTER BROS INC | 16,757 | +2,877 | $5.2M | +$1.3M | 20.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 14,947,799 | +3,049,987 | $4.7M | +$1.3M | 25.6% |
| Van Cleef Asset Management,Inc | 25,950 | +1,884 | $8.1M | +$1.3M | 7.8% |
| PRINCIPAL SECURITIES, INC. | 17,988 | +2,630 | $5.6M | +$1.3M | 17.1% |
| INSPIRE TRUST CO, N.A. | 33,100 | +1,000 | $10.3M | +$1.3M | 3.1% |
| Verdence Capital Advisors LLC | 35,332 | +675 | $11.0M | +$1.3M | 1.9% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 34,352 | +844 | $10.7M | +$1.3M | 2.5% |
| WOODMONT INVESTMENT COUNSEL LLC | 34,469 | +809 | $10.8M | +$1.3M | 2.4% |
| QUADRANT CAPITAL GROUP LLC | 16,062 | +2,672 | $5.0M | +$1.2M | 19.9% |
| GTS SECURITIES LLC | 5,494 | +3,720 | $1.7M | +$1.2M | 209.7% |
| Financial Strategies Group, Inc. | 32,950 | +646 | $10.2M | +$1.2M | 2.0% |
| Van Hulzen Asset Management, LLC | 36,355 | +404 | $11.3M | +$1.2M | 1.1% |
| Catalyst Funds Management Pty Ltd | 5,200 | +3,700 | $1.6M | +$1.2M | 246.7% |
| MATTERN CAPITAL MANAGEMENT, LLC | 36,374 | +373 | $11.4M | +$1.2M | 1.0% |
| HAMEL ASSOCIATES, INC. | 36,544 | +205 | $11.4M | +$1.2M | 0.6% |
| Compass Wealth Management LLC | 18,651 | +1,936 | $5.8M | +$1.1M | 11.6% |
| Kesler, Norman & Wride, LLC | 26,411 | +488 | $8.2M | +$1.1M | 1.9% |
| PINNACLE ASSOCIATES LTD | 16,346 | +2,096 | $5.1M | +$1.1M | 14.7% |
| World Investment Advisors | 38,821 | +3,087 | $11.2M | +$1.1M | 8.6% |
| Caprock Group, LLC | 13,343 | +1,990 | $4.2M | +$1.1M | 17.5% |
| Stokes Capital Advisors, LLC | 27,952 | +765 | $8.7M | +$1.1M | 2.8% |
| Disciplined Investors, L.L.C. | 4,233 | +3,256 | $1.3M | +$1.0M | 333.3% |
| FIRST HORIZON CORP | 30,400 | +437 | $9.5M | +$1.0M | 1.4% |
| Norinchukin Bank, The | 22,663 | +1,195 | $7.1M | +$1.0M | 5.6% |
| Legacy Wealth Management, LLC / MS | 14,611 | +1,966 | $4.6M | +$991.3K | 15.5% |
| Parcion Private Wealth LLC | 4,345 | +3,041 | $1.4M | +$988.1K | 233.2% |
| KEYBANK NATIONAL ASSOCIATION/OH | 32,364 | +61 | $10.1M | +$983.9K | 0.2% |
| Constant Guidance Financial LLC | 10,318 | +2,391 | $3.2M | +$983.1K | 30.2% |
| CHOREO, LLC | 26,669 | +407 | $8.4M | +$965.8K | 1.5% |
| Apollon Wealth Management, LLC | 23,118 | +970 | $7.2M | +$964.3K | 4.4% |
| WESTPAC BANKING CORP | 7,855 | +2,579 | $2.5M | +$962.6K | 48.9% |
| Atlantic Union Bankshares Corp | 11,427 | +2,160 | $3.6M | +$951.0K | 23.3% |
| WADDELL & ASSOCIATES, LLC | 4,975 | +2,805 | $1.6M | +$940.3K | 129.3% |
| Cyndeo Wealth Partners, LLC | 25,023 | +655 | $7.8M | +$932.1K | 2.7% |
| Moors & Cabot, Inc. | 13,842 | +1,817 | $4.3M | +$926.3K | 15.1% |
| FIRST NATIONAL BANK OF OMAHA | 15,800 | +1,575 | $4.9M | +$920.3K | 11.1% |
| Prospera Financial Services Inc | 27,625 | +216 | $8.6M | +$886.5K | 0.8% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 3,620 | +2,694 | $1.1M | +$868.6K | 290.9% |
| AXXCESS WEALTH MANAGEMENT, LLC | 4,762 | +2,543 | $1.5M | +$860.0K | 114.6% |
| Focus Partners Advisor Solutions, LLC | 17,173 | +1,368 | $5.4M | +$842.5K | 8.7% |
| DAYMARK WEALTH PARTNERS, LLC | 23,852 | +450 | $7.4M | +$839.3K | 1.9% |
| Advisory Services Network, LLC | 19,040 | +949 | $5.9M | +$836.8K | 5.2% |
| Miracle Mile Advisors, LLC | 16,634 | +1,203 | $5.2M | +$836.4K | 7.8% |
| JONES FINANCIAL COMPANIES LLLP | 16,181 | +1,163 | $5.1M | +$833.9K | 7.7% |
| TIAA TRUST, NATIONAL ASSOCIATION | 12,688 | +1,555 | $4.0M | +$818.1K | 14.0% |
| BROWN BROTHERS HARRIMAN & CO | 9,824 | +1,855 | $3.1M | +$817.0K | 23.3% |
| NovaPoint Capital, LLC | 20,722 | +690 | $6.5M | +$813.5K | 3.4% |
| Manning & Napier Advisors LLC | 9,663 | +1,777 | $3.0M | +$809.7K | 22.5% |
| Krilogy Financial LLC | 10,406 | +2,113 | $3.2M | +$809.0K | 25.5% |
| Elevate Capital Advisors, LLC | 5,177 | +2,264 | $1.6M | +$793.6K | 77.7% |
| EXCHANGE TRADED CONCEPTS, LLC | 9,861 | +1,734 | $3.1M | +$784.0K | 21.3% |
| LOWE BROCKENBROUGH & CO INC | 24,731 | +68 | $7.7M | +$757.9K | 0.3% |
| WESTWOOD HOLDINGS GROUP INC | 14,321 | +1,164 | $4.5M | +$755.9K | 8.8% |
| Wealthspire Advisors, LLC | 6,643 | +1,945 | $2.1M | +$747.5K | 41.4% |
| Chicago Partners Investment Group LLC | 6,176 | +2,132 | $1.9M | +$744.0K | 52.7% |
| JOURNEY STRATEGIC WEALTH LLC | 3,736 | +2,237 | $1.2M | +$743.0K | 149.2% |
| Arkadios Wealth Advisors | 8,958 | +1,675 | $2.8M | +$740.3K | 23.0% |
| BENEDICT FINANCIAL ADVISORS INC | 23,247 | +158 | $7.3M | +$739.1K | 0.7% |
| Wilmington Savings Fund Society, FSB | 15,681 | +947 | $4.9M | +$735.7K | 6.4% |
| Robertson Stephens Wealth Management, LLC | 3,330 | +2,233 | $1.0M | +$732.0K | 203.6% |
| RiverFront Investment Group, LLC | 3,358 | +2,228 | $1.0M | +$729.2K | 197.2% |
| Perigon Wealth Management, LLC | 12,997 | +1,188 | $4.1M | +$723.7K | 10.1% |
| Pinnacle Wealth Management Advisory Group, LLC | 3,907 | +2,138 | $1.2M | +$720.2K | 120.8% |
| Ameritas Advisory Services, LLC | 2,992 | +2,229 | $933.8K | +$718.4K | 292.1% |
| SCS Capital Management LLC | 23,483 | +43 | $7.3M | +$712.2K | 0.2% |
| EverSource Wealth Advisors, LLC | 7,273 | +1,729 | $2.3M | +$705.5K | 31.2% |
| Frank, Rimerman Advisors LLC | 7,514 | +1,703 | $2.3M | +$705.1K | 29.3% |
| AssuredPartners Investment Advisors, LLC | 4,582 | +2,012 | $1.4M | +$705.0K | 78.3% |
| Berger Financial Group, Inc | 21,978 | +115 | $6.9M | +$688.9K | 0.5% |
| BROADWATER CAPITAL MANAGEMENT LLC | 363,248 | +353,428 | $3.0M | +$687.3K | 3599.1% |
| Mirador Capital Partners LP | 20,752 | +234 | $6.5M | +$685.9K | 1.1% |
| Sentinus, LLC | 2,900 | +2,092 | $905.1K | +$677.1K | 258.9% |
| Scissortail Wealth Management, LLC | 20,313 | +224 | $6.3M | +$670.1K | 1.1% |
| Occidental Asset Management, LLC | 15,256 | +700 | $4.8M | +$653.3K | 4.8% |
| GAMMA Investing LLC | 9,379 | +1,295 | $2.9M | +$645.7K | 16.0% |
| DAVENPORT & Co LLC | 16,378 | +544 | $5.1M | +$642.8K | 3.4% |
| Savvy Advisors, Inc. | 4,466 | +1,795 | $1.4M | +$640.0K | 67.2% |
| Perkins Coie Trust Co | 19,887 | +150 | $6.2M | +$636.1K | 0.8% |
| Caerus Investment Advisors, LLC | 6,309 | +1,570 | $2.0M | +$631.6K | 33.1% |
| waypoint wealth counsel | 4,118 | +1,784 | $1.3M | +$626.5K | 76.4% |
| Stratos Wealth Partners, LTD. | 8,669 | +1,301 | $2.7M | +$626.0K | 17.6% |
| Lido Advisors, LLC | 67,207 | +847 | $19.4M | +$623.8K | 1.3% |
| TRANSCEND CAPITAL ADVISORS, LLC | 7,229 | +1,430 | $2.3M | +$619.5K | 24.6% |
| GREENLEAF TRUST | 16,693 | +428 | $5.2M | +$619.4K | 2.6% |
| NAPLES GLOBAL ADVISORS, LLC | 10,416 | +1,035 | $3.3M | +$604.1K | 11.0% |
| EXENCIAL WEALTH ADVISORS, LLC | 10,589 | +987 | $3.3M | +$594.9K | 10.3% |
| RITHOLTZ WEALTH MANAGEMENT | 9,738 | +1,075 | $3.0M | +$594.4K | 12.4% |
| Stonebridge Financial Group, LLC | 16,178 | +388 | $5.0M | +$592.8K | 2.5% |
| Convergence Investment Partners, LLC | 5,967 | +1,465 | $1.9M | +$591.7K | 32.5% |
| Security National Bank | 10,045 | +1,027 | $3.1M | +$589.9K | 11.4% |
| NBC SECURITIES, INC. | 16,522 | +337 | $5.2M | +$588.7K | 2.1% |
| Hartford Funds Management Co LLC | 3,596 | +1,697 | $1.1M | +$586.6K | 89.4% |
| Trajan Wealth LLC | 18,332 | +129 | $5.7M | +$584.0K | 0.7% |
| AE Wealth Management LLC | 6,285 | +1,401 | $2.0M | +$583.3K | 28.7% |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 18,171 | +138 | $5.7M | +$581.7K | 0.8% |
| CULBERTSON A N & CO INC | 8,338 | +1,152 | $2.6M | +$574.2K | 16.0% |
| MIDDLETON & CO INC/MA | 17,686 | +160 | $5.5M | +$573.4K | 0.9% |
| DENALI ADVISORS LLC | 3,000 | +1,700 | $936.4K | +$569.4K | 130.8% |
| Stamos Capital Partners, L.P. | 3,751 | +1,606 | $1.2M | +$565.3K | 74.9% |
| Meeder Advisory Services, Inc. | 10,558 | +882 | $3.3M | +$564.3K | 9.1% |
| IFG Advisory, LLC | 13,261 | +571 | $4.1M | +$557.0K | 4.5% |
| EVOKE WEALTH, LLC | 5,136 | +1,414 | $1.6M | +$554.1K | 38.0% |
| EASTERN BANK | 6,944 | +1,227 | $2.2M | +$553.7K | 21.5% |
| ROTHSCHILD INVESTMENT LLC | 5,113 | +1,415 | $1.6M | +$551.9K | 38.3% |
| May Hill Capital, LLC | 2,820 | +1,629 | $880.2K | +$544.0K | 136.8% |
| Caliber Wealth Management, LLC / KS | 11,714 | +669 | $3.7M | +$538.8K | 6.0% |
| Meiji Yasuda Asset Management Co Ltd. | 17,405 | +34 | $5.4M | +$529.5K | 0.2% |
| GWN SECURITIES INC. | 10,373 | +776 | $3.2M | +$529.0K | 8.1% |
| GREAT VALLEY ADVISOR GROUP, INC. | 10,994 | +708 | $3.4M | +$527.7K | 6.9% |
| Smartleaf Asset Management LLC | 7,431 | +968 | $2.3M | +$527.5K | 15.0% |
| GenTrust, LLC | 2,500 | +1,596 | $782.7K | +$526.8K | 176.5% |
| SIGNATUREFD, LLC | 7,447 | +1,048 | $2.3M | +$518.3K | 16.4% |
| LMG Wealth Partners, LLC | 14,458 | +299 | $4.5M | +$516.1K | 2.1% |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 11,227 | +630 | $3.5M | +$512.9K | 5.9% |
| UMB Bank, n.a. | 10,982 | +646 | $3.4M | +$510.4K | 6.3% |
| Equitable Holdings, Inc. | 7,978 | +953 | $2.5M | +$507.3K | 13.6% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 5,697 | +1,194 | $1.8M | +$507.2K | 26.5% |
| Sawyer & Company, Inc | 1,620 | +50 | $505.6K | +$505.2K | 3.2% |
| QTR Family Wealth, LLC | 2,936 | +1,322 | $957.7K | +$502.2K | 81.9% |
| Inlet Private Wealth, LLC | 13,574 | +338 | $4.2M | +$500.9K | 2.5% |
| DAVIS-REA LTD. | 16,370 | +73 | $5.1M | +$493.8K | 0.4% |
| Capital Investment Advisors, LLC | 6,764 | +1,004 | $2.1M | +$485.5K | 17.4% |
| Brown Miller Wealth Management, LLC | 15,517 | +77 | $4.8M | +$485.4K | 0.5% |
| Aaron Wealth Advisors LLC | 4,731 | +1,215 | $1.5M | +$484.2K | 34.5% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,219 | +1,087 | $1.1M | +$481.8K | 51.0% |
| SAGESPRING WEALTH PARTNERS, LLC | 11,795 | +456 | $3.7M | +$481.1K | 4.0% |
| Perpetual Ltd | 8,315 | +778 | $2.6M | +$468.0K | 10.3% |
| Prime Capital Investment Advisors, LLC | 7,748 | +823 | $2.4M | +$463.9K | 11.9% |
| Texas Yale Capital Corp. | 14,530 | +100 | $4.5M | +$462.2K | 0.7% |
| Somerset Trust Co | 14,483 | +103 | $4.5M | +$461.7K | 0.7% |
| Argyle Capital Management, LLC | 10,498 | +500 | $3.3M | +$454.7K | 5.0% |
| Cohen Investment Advisors LLC | 13,380 | +189 | $4.2M | +$453.0K | 1.4% |
| Victrix Investment Advisors | 12,453 | +283 | $3.9M | +$451.8K | 2.3% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13,463 | +166 | $4.2M | +$449.1K | 1.2% |
| Interchange Capital Partners, LLC | 3,078 | +1,263 | $960.7K | +$448.4K | 69.6% |
| Crestwood Advisors Group, LLC | 4,032 | +1,153 | $1.3M | +$445.9K | 40.0% |
| Roundview Capital LLC | 8,352 | +667 | $2.6M | +$437.7K | 8.7% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 11,969 | +276 | $3.7M | +$435.4K | 2.4% |
| Coastline Trust Co | 14,217 | +25 | $4.4M | +$431.7K | 0.2% |
| Qtron Investments LLC | 2,871 | +1,218 | $896.1K | +$429.5K | 73.7% |
| Soltis Investment Advisors LLC | 2,866 | +1,216 | $894.4K | +$428.7K | 73.7% |
| Investment Research & Advisory Group, Inc. | 14,149 | +17 | $4.4M | +$428.7K | 0.1% |
| Fisher Asset Management, LLC | 4,889 | +999 | $1.5M | +$428.1K | 25.7% |
| VISTA INVESTMENT PARTNERS LLC | 13,113 | +126 | $4.1M | +$427.3K | 1.0% |
| Pekin Hardy Strauss, Inc. | 4,739 | +1,002 | $1.5M | +$424.5K | 26.8% |
| Unison Advisors LLC | 13,679 | +48 | $4.3M | +$422.2K | 0.3% |
| MARATHON CAPITAL MANAGEMENT | 12,740 | +140 | $4.0M | +$420.1K | 1.1% |
| Pure Financial Advisors, LLC | 2,161 | +1,227 | $674.5K | +$410.8K | 131.4% |
| SYON CAPITAL LLC | 5,345 | +830 | $1.7M | +$393.9K | 18.4% |
| Parkside Financial Bank & Trust | 8,203 | +516 | $2.6M | +$390.8K | 6.7% |
| Dempze Nancy E | 3,600 | +1,000 | $1.1M | +$389.8K | 38.5% |
| Empire Financial Management Company, LLC | 12,630 | +39 | $3.9M | +$388.3K | 0.3% |
| Orca Wealth Management, LLC | 11,681 | +64 | $3.7M | +$386.4K | 0.6% |
| NORDEN GROUP LLC | 2,127 | +1,138 | $664.1K | +$384.9K | 115.1% |
| Legacy Financial Advisors, Inc. | 4,019 | +937 | $1.3M | +$384.6K | 30.4% |
| MISSION WEALTH MANAGEMENT, LP | 10,905 | +200 | $3.4M | +$382.1K | 1.9% |
| apricus wealth, LLC | 11,124 | +175 | $3.5M | +$381.7K | 1.6% |
| Henry James International Management Inc. | 2,222 | +1,112 | $693.5K | +$380.2K | 100.2% |
| SUMMITRY LLC | 6,337 | +674 | $2.0M | +$379.5K | 11.9% |
| SYM FINANCIAL Corp | 3,199 | +1,003 | $998.5K | +$378.7K | 45.7% |
| DRIVE WEALTH MANAGEMENT, LLC | 2,397 | +1,056 | $750.6K | +$370.9K | 78.7% |
| Chicago Capital, LLC | 9,790 | +275 | $3.1M | +$370.0K | 2.9% |
| Ballentine Partners, LLC | 7,273 | +541 | $2.3M | +$369.9K | 8.0% |
| Larson Financial Group LLC | 5,121 | +766 | $1.6M | +$369.2K | 17.6% |
| FIRST CITIZENS BANK & TRUST CO | 4,774 | +795 | $1.5M | +$367.0K | 20.0% |
| EARNED WEALTH ADVISORS, LLC | 2,971 | +971 | $927.2K | +$362.5K | 48.5% |
| Northstar Group, Inc. | 4,275 | +810 | $1.3M | +$356.4K | 23.4% |
| LETSON INVESTMENT MANAGEMENT, INC. | 11,881 | +1 | $3.7M | +$355.4K | 0.0% |
| HighPoint Advisor Group LLC | 9,013 | +287 | $2.8M | +$350.2K | 3.3% |
| Family Management Corp | 2,405 | +980 | $750.6K | +$348.4K | 68.8% |
| Parallel Advisors, LLC | 6,800 | +506 | $2.1M | +$346.0K | 8.0% |
| Smith Salley Wealth Management | 9,539 | +207 | $3.0M | +$343.4K | 2.2% |
| WealthShield Partners, LLC | 8,142 | +354 | $2.5M | +$343.1K | 4.5% |
| RBF Capital, LLC | 2,000 | +1,000 | $624.2K | +$342.0K | 100.0% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 7,939 | +370 | $2.5M | +$341.6K | 4.9% |
| Valeo Financial Advisors, LLC | 5,207 | +656 | $1.6M | +$340.8K | 14.4% |
| VISTA INVESTMENT PARTNERS II, LLC | 9,328 | +207 | $2.9M | +$337.1K | 2.3% |
| Evelyn Partners Asset Management Ltd | 8,370 | +512 | $2.6M | +$335.8K | 6.5% |
| Fifth Third Wealth Advisors LLC | 11,021 | +22 | $3.4M | +$335.4K | 0.2% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7,170 | +419 | $2.2M | +$332.2K | 6.2% |
| Concord Wealth Partners | 8,141 | +300 | $2.5M | +$327.9K | 3.8% |
| Inscription Capital, LLC | 6,680 | +455 | $2.1M | +$327.8K | 7.3% |
| InTrack Investment Management Inc | 9,151 | +187 | $2.9M | +$326.1K | 2.1% |
| Peterson Wealth Services | 11,248 | +9,314 | $3.5M | +$325.9K | 481.6% |
| Platform Technology Partners | 9,905 | +93 | $3.1M | +$322.0K | 0.9% |
| Transamerica Financial Advisors, LLC | 2,206 | +906 | $688.8K | +$321.9K | 69.7% |
| Essex Financial Services, Inc. | 5,521 | +537 | $1.7M | +$316.6K | 10.8% |
| LVW Advisors, LLC | 10,548 | +2 | $3.3M | +$315.6K | 0.0% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 3,675 | +725 | $1.1M | +$314.4K | 24.6% |
| Freedom Day Solutions, LLC | 7,987 | +255 | $2.5M | +$310.3K | 3.3% |
| Wealthcare Advisory Partners LLC | 7,712 | +278 | $2.4M | +$308.8K | 3.7% |
| GRIFFIN ASSET MANAGEMENT, INC. | 10,236 | +8 | $3.2M | +$308.0K | 0.1% |
| Aprio Wealth Management, LLC | 1,862 | +885 | $581.2K | +$305.5K | 90.6% |
| Pictet North America Advisors SA | 9,254 | +92 | $2.9M | +$302.4K | 1.0% |
| CFS Investment Advisory Services, LLC | 9,603 | +44 | $3.0M | +$302.2K | 0.5% |
| Berkeley Capital Partners, LLC | 2,418 | +801 | $754.7K | +$298.3K | 49.5% |
| Prosperity Consulting Group, LLC | 4,710 | +548 | $1.5M | +$295.3K | 13.2% |
| Atlas Legacy Advisors, LLC | 3,516 | +692 | $1.1M | +$294.1K | 24.5% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 3,428 | +756 | $1.1M | +$293.1K | 28.3% |
| MOODY LYNN & LIEBERSON, LLC | 2,039 | +812 | $636.4K | +$290.1K | 66.2% |
| Sovran Advisors, LLC | 2,104 | +867 | $633.6K | +$289.6K | 70.1% |
| MONEY CONCEPTS CAPITAL CORP | 3,434 | +660 | $1.1M | +$288.8K | 23.8% |
| CARY STREET PARTNERS FINANCIAL LLC | 8,178 | +148 | $2.6M | +$285.8K | 1.8% |
| Ascent Group, LLC | 6,092 | +368 | $1.9M | +$285.6K | 6.4% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 2,015 | +784 | $628.9K | +$281.5K | 63.7% |
| Claro Advisors LLC | 5,068 | +459 | $1.6M | +$281.0K | 9.9% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 8,155 | +132 | $2.5M | +$280.8K | 1.6% |
| Advisors Asset Management, Inc. | 4,456 | +522 | $1.4M | +$280.4K | 13.3% |
| Haverford Trust Co | 9,088 | +15 | $2.8M | +$275.7K | 0.2% |
| BIP Wealth, LLC | 1,628 | +787 | $508.2K | +$270.8K | 93.6% |
| WEST MICHIGAN ADVISORS, LLC | 8,288 | +64 | $2.6M | +$265.6K | 0.8% |
| Trivium Point Advisory, LLC | 3,864 | +527 | $1.2M | +$264.2K | 15.8% |
| Round Rock Advisors, LLC | 8,741 | +10 | $2.7M | +$263.9K | 0.1% |
| Phoenix Wealth Advisors | 8,467 | +36 | $2.6M | +$262.8K | 0.4% |
| Concord Asset Management, LLC/VA | 7,940 | +84 | $2.5M | +$260.9K | 1.1% |
| Coastal Bridge Advisors, LLC | 8,173 | +52 | $2.6M | +$258.6K | 0.6% |
| Turtle Creek Wealth Advisors, LLC | 3,072 | +590 | $958.9K | +$258.3K | 23.8% |
| Venturi Wealth Management, LLC | 3,154 | +577 | $984.2K | +$256.8K | 22.4% |
| SCOTIA CAPITAL INC. | 5,351 | +328 | $1.7M | +$252.4K | 6.5% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,546 | +595 | $1.1M | +$252.2K | 20.2% |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 7,470 | +89 | $2.3M | +$248.2K | 1.2% |
| HBK Sorce Advisory LLC | 2,445 | +426 | $809.3K | +$247.5K | 21.1% |
| RIVERSEDGE ADVISORS, LLC | 1,729 | +685 | $539.7K | +$245.0K | 65.6% |
| AlphaStar Capital Management, LLC | 5,794 | +243 | $1.8M | +$241.8K | 4.4% |
| First National Trust Co | 6,948 | +92 | $2.2M | +$233.5K | 1.3% |
| Monte Financial Group, LLC | 5,714 | +221 | $1.8M | +$232.9K | 4.0% |
| CWS Financial Advisors, LLC | 2,348 | +573 | $732.9K | +$231.9K | 32.3% |
| ALTFEST L J & CO INC | 4,975 | +287 | $1.6M | +$229.7K | 6.1% |
| Herold Advisors, Inc. | 7,630 | +1 | $2.4M | +$228.0K | 0.0% |
| MAGNOLIA CAPITAL ADVISORS LLC | 5,632 | +208 | $1.8M | +$227.1K | 3.8% |
| HUB Investment Partners, LLC | 1,755 | +618 | $547.8K | +$226.9K | 54.4% |
| Waterloo Capital, L.P. | 2,625 | +516 | $819.2K | +$223.9K | 24.5% |
| Capula Management Ltd | 1,800 | +600 | $561.8K | +$223.1K | 50.0% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 5,531 | +205 | $1.7M | +$223.1K | 3.8% |
| Clear Harbor Asset Management, LLC | 6,995 | +42 | $2.2M | +$220.8K | 0.6% |
| Fi3 FINANCIAL ADVISORS, LLC | 1,669 | +600 | $522.3K | +$219.7K | 56.1% |
| Advisor OS, LLC | 7,086 | +24 | $2.2M | +$218.5K | 0.3% |
| Cornerstone Wealth Management, LLC | 4,483 | +296 | $1.4M | +$217.5K | 7.1% |
| RoundAngle Advisors LLC | 4,672 | +273 | $1.5M | +$216.6K | 6.2% |
| Bank Pictet & Cie (Europe) AG | 6,421 | +67 | $2.0M | +$210.7K | 1.1% |
| BOOTHBAY FUND MANAGEMENT, LLC | 1,532 | +569 | $478.2K | +$206.4K | 59.1% |
| Valmark Advisers, Inc. | 6,047 | +84 | $1.9M | +$204.3K | 1.4% |
| Baldwin Investment Management, LLC | 6,293 | +56 | $2.0M | +$203.8K | 0.9% |
| CATALYST FINANCIAL PARTNERS LLC | 2,935 | +408 | $916.1K | +$202.8K | 16.1% |
| CNB Bank | 4,448 | +244 | $1.4M | +$201.7K | 5.8% |
| Wellington Shields & Co., LLC | 1,061 | +600 | $331.2K | +$201.0K | 130.2% |
| Mutual Advisors, LLC | 6,301 | +56 | $2.0M | +$199.8K | 0.9% |
| SIERRA SUMMIT ADVISORS LLC | 5,529 | +118 | $1.7M | +$198.5K | 2.2% |
| BRIDGES INVESTMENT MANAGEMENT INC | 6,398 | +15 | $2.0M | +$195.3K | 0.2% |
| Dorsey & Whitney Trust CO LLC | 5,710 | +87 | $1.8M | +$195.1K | 1.5% |
| Impact Capital Partners LLC | 5,500 | +102 | $1.7M | +$193.1K | 1.9% |
| Sage Mountain Advisors LLC | 3,169 | +334 | $989.1K | +$189.0K | 11.8% |
| Demars Financial Group, LLC | 5,487 | +85 | $1.7M | +$187.9K | 1.6% |
| Regal Investment Advisors LLC | 1,861 | +465 | $580.9K | +$186.9K | 33.3% |
| Kaufman Rossin Wealth, LLC | 1,291 | +525 | $402.9K | +$186.7K | 68.5% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,444 | +80 | $1.7M | +$185.2K | 1.5% |
| Stablepoint Partners, LLC | 5,491 | +73 | $1.7M | +$184.6K | 1.3% |
| New Republic Capital, LLC | 1,276 | +512 | $399.6K | +$183.3K | 67.0% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 5,378 | +126 | $1.6M | +$180.1K | 2.4% |
| EVERPAR ADVISORS LLC | 1,619 | +457 | $505.3K | +$177.3K | 39.3% |
| Resonant Capital Advisors, LLC | 2,595 | +351 | $812.4K | +$176.9K | 15.6% |
| Field & Main Bank | 5,549 | +39 | $1.7M | +$176.8K | 0.7% |
| Trueblood Wealth Management, LLC | 5,452 | +48 | $1.7M | +$176.4K | 0.9% |
| Missouri Trust & Investment Co | 4,652 | +131 | $1.5M | +$175.9K | 2.9% |
| SUMITOMO LIFE INSURANCE CO | 5,462 | +36 | $1.7M | +$173.3K | 0.7% |
| Columbia Bank | 4,849 | +29 | $1.5M | +$172.0K | 0.6% |
| IHT Wealth Management, LLC | 5,542 | +18 | $1.7M | +$170.6K | 0.3% |
| CERTUITY, LLC | 5,463 | +12 | $1.7M | +$169.1K | 0.2% |
| Nordwand Advisors, LLC | 2,126 | +370 | $663.6K | +$167.9K | 21.1% |
| Roxbury Financial LLC | 5,494 | +6 | $1.7M | +$166.0K | 0.1% |
| MONTAG A & ASSOCIATES INC | 4,125 | +145 | $1.3M | +$164.3K | 3.6% |
| Avestar Capital, LLC | 3,478 | +213 | $1.1M | +$164.0K | 6.5% |
| Cordatus Wealth Management LLC | 5,358 | +7 | $1.7M | +$162.0K | 0.1% |
| PFS Partners, LLC | 5,302 | +6 | $1.7M | +$160.2K | 0.1% |
| XTX Topco Ltd | 4,558 | +81 | $1.4M | +$159.0K | 1.8% |
| Sage Investment Counsel LLC | 5,258 | +2 | $1.6M | +$157.5K | 0.0% |
| WRIGHT INVESTORS SERVICE INC | 4,927 | +34 | $1.5M | +$156.8K | 0.7% |
| Minot DeBlois Advisors LLC | 4,604 | +61 | $1.4M | +$154.5K | 1.3% |
| Lansing Street Advisors | 4,506 | +66 | $1.4M | +$153.3K | 1.5% |
| SageView Advisory Group, LLC | 2,565 | +268 | $800.7K | +$152.3K | 11.7% |
| WEBSTER BANK, N. A. | 4,856 | +24 | $1.5M | +$151.8K | 0.5% |
| Wealth Quarterback LLC | 5,052 | +2 | $1.6M | +$151.2K | 0.0% |
| Manchester Capital Management LLC | 1,477 | +374 | $461.0K | +$149.7K | 33.9% |
| Advisory Resource Group | 4,658 | +35 | $1.5M | +$149.0K | 0.8% |
| Everhart Financial Group, Inc. | 2,743 | +237 | $856.1K | +$148.8K | 9.4% |
| Bryn Mawr Trust Advisors, LLC | 4,078 | +87 | $1.3M | +$146.4K | 2.2% |
| TD PRIVATE CLIENT WEALTH LLC | 4,658 | +21 | $1.5M | +$145.1K | 0.5% |
| DB Fitzpatrick & Co, Inc | 4,795 | +6 | $1.5M | +$144.9K | 0.1% |
| GATEWAY INVESTMENT ADVISERS LLC | 1,868 | +311 | $583.0K | +$143.6K | 20.0% |
| Advyzon Investment Management, LLC | 1,648 | +329 | $514.3K | +$142.0K | 24.9% |
| Sowell Financial Services LLC | 1,703 | +319 | $531.6K | +$141.1K | 23.0% |
| Compound Planning, Inc. | 4,631 | +10 | $1.4M | +$141.0K | 0.2% |
| Total Clarity Wealth Management, Inc. | 4,247 | +48 | $1.3M | +$140.4K | 1.1% |
| Canopy Partners, LLC | 2,952 | +175 | $921.4K | +$137.6K | 6.3% |
| BSW Wealth Partners | 2,110 | +248 | $658.6K | +$133.0K | 13.3% |
| Applied Capital LLC/FL | 4,339 | +10 | $1.4M | +$132.4K | 0.2% |
| SPINNAKER TRUST | 3,763 | +65 | $1.2M | +$130.7K | 1.8% |
| MGB Wealth Management, LLC | 4,270 | +1 | $1.3M | +$128.4K | 0.0% |
| Tandem Wealth Advisors LLC | 1,773 | +267 | $553.4K | +$128.3K | 17.7% |
| Howard Capital Management Inc. | 3,178 | +118 | $991.9K | +$128.2K | 3.9% |
| Quent Capital, LLC | 1,296 | +309 | $404.4K | +$125.8K | 31.3% |
| Grove Bank & Trust | 3,821 | +37 | $1.2M | +$124.6K | 1.0% |
| LYNCH & ASSOCIATES/IN | 1,109 | +317 | $346.1K | +$122.6K | 40.0% |
| CHILDRESS CAPITAL ADVISORS, LLC | 1,937 | +229 | $604.7K | +$122.5K | 13.4% |
| FIRETHORN WEALTH PARTNERS, LLC | 2,083 | +212 | $650.1K | +$122.0K | 11.3% |
| RICHARDSON FINANCIAL SERVICES INC. | 1,220 | +303 | $380.8K | +$122.0K | 33.0% |
| True Wealth Design, LLC | 739 | +351 | $230.7K | +$121.1K | 90.5% |
| Evelyn Partners Investment Management (Europe) Ltd | 2,727 | +204 | $851.2K | +$120.2K | 8.1% |
| Accredited Investors Inc. | 1,282 | +290 | $400.1K | +$120.1K | 29.2% |
| Continuum Advisory, LLC | 1,295 | +285 | $404.2K | +$119.1K | 28.2% |
| MJP ASSOCIATES INC /ADV | 3,486 | +51 | $1.1M | +$118.5K | 1.5% |
| ASPIRIANT, LLC | 1,124 | +301 | $350.8K | +$118.5K | 36.6% |
| Activest Wealth Management | 386 | +375 | $120.5K | +$117.4K | 3409.1% |
| FIRST AMERICAN TRUST, FSB | 1,085 | +299 | $338.6K | +$116.8K | 38.0% |
| Meridian Wealth Management, LLC | 3,325 | +56 | $1.0M | +$115.1K | 1.7% |
| Fielder Capital Group LLC | 1,187 | +281 | $370.5K | +$114.8K | 31.0% |
| RMR Wealth Builders | 3,689 | +16 | $1.2M | +$114.6K | 0.4% |
| Triad Wealth Partners, LLC | 2,299 | +162 | $717.6K | +$114.4K | 7.6% |
| Goelzer Investment Management, Inc. | 1,933 | +195 | $603.2K | +$112.6K | 11.2% |
| CSS LLC/IL | 2,150 | +170 | $671.1K | +$112.2K | 8.6% |
| Greenfield Savings Bank | 2,620 | +108 | $817.8K | +$108.7K | 4.3% |
| Kennebec Savings Bank | 3,002 | +54 | $937.0K | +$104.9K | 1.8% |
| ANGELES WEALTH MANAGEMENT, LLC | 1,693 | +185 | $530.1K | +$104.4K | 12.3% |
| Welch Group, LLC | 3,237 | +16 | $1.0M | +$101.2K | 0.5% |
| Forvis Mazars Wealth Advisors, LLC | 1,607 | +187 | $501.6K | +$100.8K | 13.2% |
| Facet Wealth, Inc. | 1,106 | +262 | $335.7K | +$97.6K | 31.0% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,420 | +192 | $443.2K | +$96.6K | 15.6% |
| PDS Planning, Inc | 2,698 | +56 | $842.1K | +$96.4K | 2.1% |
| Fulton Bank, N.A. | 2,335 | +92 | $728.8K | +$95.7K | 4.1% |
| Omnia Family Wealth, LLC | 982 | +229 | $307.4K | +$94.2K | 30.4% |
| Compass Ion Advisors, LLC | 957 | +227 | $298.7K | +$92.8K | 31.1% |
| Ausdal Financial Partners, Inc. | 1,783 | +136 | $556.6K | +$91.8K | 8.3% |
| Coign Capital Advisors LLC | 2,491 | +61 | $777.6K | +$91.6K | 2.5% |
| Planned Solutions, Inc. | 1,130 | +200 | $352.7K | +$90.2K | 21.5% |
| Center for Financial Planning, Inc. | 2,210 | +80 | $689.8K | +$88.6K | 3.8% |
| Crescent Sterling, Ltd. | 2,442 | +55 | $762.2K | +$88.5K | 2.3% |
| Baron Wealth Management LLC | 2,037 | +96 | $635.9K | +$88.0K | 4.9% |
| Mount Lucas Management LP | 2,681 | +27 | $836.8K | +$87.7K | 1.0% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 2,545 | +30 | $796.7K | +$84.5K | 1.2% |
| L2 Asset Management, LLC | 1,871 | +99 | $584.0K | +$83.8K | 5.6% |
| HOHIMER WEALTH MANAGEMENT, LLC | 2,466 | +36 | $769.7K | +$83.7K | 1.5% |
| Optas, LLC | 1,085 | +180 | $338.6K | +$83.2K | 19.9% |
| TKG Advisors, LLC | 2,102 | +72 | $656.0K | +$83.0K | 3.5% |
| Ranch Capital Advisors Inc. | 2,507 | +27 | $784.3K | +$82.6K | 1.1% |
| Hennion & Walsh Asset Management, Inc. | 1,270 | +157 | $396.4K | +$82.2K | 14.1% |
| YANKCOM Partnership | 2,256 | +52 | $704.1K | +$82.1K | 2.4% |
| City State Bank | 2,633 | +4 | $821.8K | +$79.8K | 0.1% |
| Ashton Thomas Private Wealth, LLC | 2,526 | +14 | $790.9K | +$79.5K | 0.6% |
| G&S Capital LLC | 2,271 | +34 | $708.8K | +$77.4K | 1.5% |
| PATRON PARTNERS, LLC | 2,060 | +53 | $643.1K | +$76.6K | 2.6% |
| J.W. COLE ADVISORS, INC. | 8,771 | +291 | $2.3M | -$76.3K | 3.4% |
| Ironwood Investment Counsel, LLC | 2,299 | +27 | $717.6K | +$76.3K | 1.2% |
| Stokes Family Office, LLC | 910 | +173 | $284.0K | +$76.0K | 23.5% |
| Vantage Point Financial LLC | 1,911 | +65 | $596.5K | +$75.4K | 3.5% |
| Sandy Cove Advisors, LLC | 2,132 | +40 | $665.6K | +$75.0K | 1.9% |
| Modera Wealth Management, LLC | 1,867 | +66 | $582.7K | +$74.4K | 3.7% |
| Sky Investment Group LLC | 2,404 | +7 | $750.3K | +$73.8K | 0.3% |
| Southeast Asset Advisors, LLC | 877 | +167 | $273.7K | +$73.3K | 23.5% |
| MFA Wealth Services | 1,653 | +82 | $516.0K | +$72.5K | 5.2% |
| Brookwood Investment Group LLC | 1,789 | +66 | $558.5K | +$72.1K | 3.8% |
| Abacus Wealth Partners, LLC | 890 | +159 | $277.8K | +$71.5K | 21.8% |
| GRIMES & COMPANY, INC. | 2,222 | +18 | $693.5K | +$71.3K | 0.8% |
| Plancorp, LLC | 2,241 | +14 | $699.5K | +$70.9K | 0.6% |
| PATRICK M SWEENEY & ASSOCIATES, INC | 2,247 | +13 | $701.5K | +$70.8K | 0.6% |
| Abacus Planning Group, Inc. | 2,058 | +30 | $642.3K | +$69.9K | 1.5% |
| First City Capital Management, Inc. | 2,167 | +17 | $676.4K | +$69.5K | 0.8% |
| First County Bank /CT/ | 1,767 | +59 | $551.5K | +$69.4K | 3.5% |
| MEANS INVESTMENT CO., INC. | 2,300 | +1 | $717.8K | +$69.0K | 0.0% |
| Foster Group, Inc. | 989 | +139 | $308.7K | +$68.8K | 16.4% |
| Delta Investment Management, LLC | 2,198 | +11 | $685.9K | +$68.6K | 0.5% |
| Guardian Wealth Advisors, LLC | 1,226 | +112 | $382.8K | +$68.3K | 10.1% |
| Moss Adams Wealth Advisors LLC | 1,359 | +97 | $425.4K | +$68.0K | 7.7% |
| Blake Schutter Theil Wealth Advisors, LLC | 2,195 | +6 | $685.1K | +$67.3K | 0.3% |
| Klingman & Associates, LLC | 1,321 | +97 | $412.3K | +$66.8K | 7.9% |
| Sound View Wealth Advisors Group, LLC | 2,023 | +18 | $631.5K | +$65.5K | 0.9% |
| Strathmore Capital Advisors, Inc. | 1,950 | +25 | $608.6K | +$65.3K | 1.3% |
| CARDIFF PARK ADVISORS, LLC | 2,074 | +7 | $647.3K | +$63.9K | 0.3% |
| Rossby Financial, LCC | 272 | +197 | $84.9K | +$63.8K | 262.7% |
| Tyche Wealth Partners LLC | 1,403 | +77 | $438.0K | +$63.6K | 5.8% |
| StrongBox Wealth, LLC | 1,647 | +49 | $514.1K | +$63.0K | 3.1% |
| Werba Rubin Papier Wealth Management | 917 | +123 | $286.2K | +$62.1K | 15.5% |
| Salvus Wealth Management, LLC | 1,645 | +45 | $513.4K | +$61.8K | 2.8% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1,118 | +98 | $348.9K | +$61.1K | 9.6% |
| Bank Julius Baer & Co. Ltd, Zurich | 1,822 | +23 | $568.8K | +$61.0K | 1.3% |
| Icon Wealth Advisors, LLC | 2,595 | +57 | $776.8K | +$60.3K | 2.2% |
| Mowery & Schoenfeld Wealth Management, LLC | 551 | +155 | $172.0K | +$60.2K | 39.1% |
| DEARBORN PARTNERS LLC | 1,459 | +57 | $455.5K | +$59.7K | 4.1% |
| Bedel Financial Consulting, Inc. | 888 | +115 | $277.2K | +$59.0K | 14.9% |
| Quotient Wealth Partners, LLC | 1,451 | +54 | $452.9K | +$58.6K | 3.9% |
| MONECO Advisors, LLC | 1,892 | +5 | $590.4K | +$58.0K | 0.3% |
| Kera Capital Partners, Inc. | 1,696 | +40 | $525.0K | +$57.6K | 2.4% |
| Portside Wealth Group, LLC | 1,196 | +77 | $373.3K | +$57.5K | 6.9% |
| SOUTH PLAINS FINANCIAL, INC. | 1,601 | +34 | $499.7K | +$57.4K | 2.2% |
| Shore Point Advisors, LLC | 1,911 | +1 | $596.7K | +$57.3K | 0.1% |
| Souders Financial Advisors | 1,246 | +68 | $388.9K | +$56.4K | 5.8% |
| Paladin Advisory Group, LLC | 1,198 | +71 | $373.9K | +$55.8K | 6.3% |
| Versant Capital Management, Inc | 815 | +111 | $254.4K | +$55.7K | 15.8% |
| SG Americas Securities, LLC | 248,368 | +168,742 | $77.5K | +$55.0K | 211.9% |
| WPG Advisers, LLC | 327 | +160 | $102.1K | +$54.9K | 95.8% |
| Optimize Financial Inc | 1,647 | +20 | $514.1K | +$54.8K | 1.2% |
| MCF Advisors LLC | 1,100 | +77 | $344.4K | +$54.7K | 7.5% |
| Founders Financial Alliance, LLC | 1,158 | +70 | $361.2K | +$54.4K | 6.4% |
| Sunflower Bank, N.A. | 980 | +88 | $305.9K | +$54.1K | 9.9% |
| Cornerstone Advisory, LLC | 1,329 | +46 | $414.9K | +$52.9K | 3.6% |
| Westfuller Advisors, LLC | 1,506 | +26 | $471.7K | +$52.5K | 1.8% |
| Beutel, Goodman & Co Ltd. | 1,481,216 | +29,078 | $462.3K | +$52.5K | 2.0% |
| TRUST POINT INC. | 1,567 | +19 | $489.1K | +$52.2K | 1.2% |
| Bank of Jackson Hole Trust | 466 | +135 | $145.4K | +$52.0K | 40.8% |
| Annis Gardner Whiting Capital Advisors, LLC | 771 | +101 | $241.1K | +$51.6K | 15.1% |
| 3Chopt Investment Partners, LLC | 1,476 | +24 | $462.3K | +$51.1K | 1.6% |
| Busey Bank | 1,118 | +62 | $348.9K | +$50.9K | 5.9% |
| FLORIDA FINANCIAL ADVISORS, LLC | 1,191 | +55 | $371.8K | +$50.7K | 4.8% |
| SUMMIT SECURITIES GROUP LLC | 737 | +99 | $230.0K | +$50.0K | 15.5% |
| PROFFITT & GOODSON INC | 1,241 | +41 | $387.3K | +$48.6K | 3.4% |
| PGIM Custom Harvest LLC | 1,363 | +27 | $425.5K | +$48.4K | 2.0% |
| Kathmere Capital Management, LLC | 1,297 | +34 | $404.8K | +$48.3K | 2.7% |
| CYBER HORNET ETFs LLC | 1,082 | +55 | $337.7K | +$47.8K | 5.3% |
| Purkiss Capital Advisors LLC | 1,571 | +1 | $490.4K | +$47.3K | 0.1% |
| CVA Family Office, LLC | 1,041 | +55 | $324.9K | +$46.6K | 5.6% |
| Discipline Wealth Solutions, LLC | 1,234 | +28 | $385.2K | +$44.8K | 2.3% |
| UNIVEST FINANCIAL Corp | 1,452 | +4 | $453.2K | +$44.5K | 0.3% |
| Aviso Financial Inc. | 803 | +71 | $250.6K | +$44.0K | 9.7% |
| Strategic Advisors LLC | 1,301 | +18 | $406.3K | +$44.0K | 1.4% |
| FIDUCIARY FINANCIAL GROUP, LLC | 808 | +70 | $252.2K | +$43.9K | 9.5% |
| D'Orazio & Associates, Inc. | 842 | +63 | $262.8K | +$43.0K | 8.1% |
| STRATEGY ASSET MANAGERS LLC | 1,363 | +7 | $425.5K | +$42.7K | 0.5% |
| North Star Investment Management Corp. | 311 | +118 | $97.1K | +$42.6K | 61.1% |
| MBL Wealth, LLC | 858 | +60 | $267.8K | +$42.6K | 7.5% |
| McIlrath & Eck, LLC | 1,000 | +44 | $312.1K | +$42.3K | 4.6% |
| MAINSAIL ASSET MANAGEMENT, LLC | 1,281 | +14 | $399.8K | +$42.2K | 1.1% |
| SPIREPOINT PRIVATE CLIENT, LLC | 1,276 | +12 | $398.3K | +$41.5K | 0.9% |
| NICOLET ADVISORY SERVICES, LLC | 1,332 | +63 | $408.4K | +$41.4K | 5.0% |
| Diversify Advisory Services, LLC | 1,431 | +32 | $430.5K | +$41.3K | 2.3% |
| State of Wyoming | 1,255 | +12 | $391.7K | +$40.9K | 1.0% |
| FIRST FOUNDATION ADVISORS | 829 | +56 | $258.7K | +$40.6K | 7.2% |
| CHAPIN DAVIS, INC. | 1,034 | +32 | $322.8K | +$40.0K | 3.2% |
| SFMG, LLC | 1,310 | +1 | $408.9K | +$39.4K | 0.1% |
| Revolve Wealth Partners, LLC | 853 | +49 | $266.3K | +$39.3K | 6.1% |
| Crown Wealth Group, LLC | 808 | +52 | $252.2K | +$38.9K | 6.9% |
| Linden Thomas Advisory Services, LLC | 874 | +44 | $272.8K | +$38.5K | 5.3% |
| VICUS CAPITAL | 1,256 | +3 | $392.1K | +$38.4K | 0.2% |
| Quaker Wealth Management, LLC | 1,249 | +2 | $389.9K | +$38.0K | 0.2% |
| RENAISSANCE GROUP LLC | 1,116 | +15 | $348.3K | +$37.7K | 1.4% |
| FIDUCIARY FAMILY OFFICE, LLC | 1,000 | +25 | $312.1K | +$36.9K | 2.6% |
| Symmetry Partners, LLC | 833 | +43 | $259.9K | +$36.9K | 5.4% |
| N.E.W. Advisory Services LLC | 215 | +108 | $67.1K | +$36.9K | 100.9% |
| Prossimo Advisors, LLC | 838 | +40 | $261.6K | +$36.3K | 5.0% |
| Thrive Wealth Management, LLC | 790 | +42 | $246.6K | +$35.5K | 5.6% |
| CHILTON CAPITAL MANAGEMENT LLC | 1,154 | +3 | $360.2K | +$35.3K | 0.3% |
| Stone House Investment Management, LLC | 1,136 | +4 | $354.7K | +$35.2K | 0.3% |
| HRT FINANCIAL LP | 114,152 | +112,240 | $35.6K | +$35.1K | 5870.3% |
| Goldstein Advisors, LLC | 893 | +25 | $278.7K | +$33.7K | 2.9% |
| IMZ Advisory Inc | 1,092 | +4 | $340.7K | +$33.7K | 0.4% |
| EXCALIBUR MANAGEMENT CORP | 908 | +21 | $283.4K | +$33.0K | 2.4% |
| Calydon Capital | 860 | +26 | $268.4K | +$33.0K | 3.1% |
| Gillson Capital LP | 200,205 | +95,605 | $62.5K | +$33.0K | 91.4% |
| Verum Partners LLC | 920 | +18 | $287.3K | +$32.7K | 2.0% |
| Phillips Wealth Planners LLC | 1,737 | +31 | $521.1K | +$32.5K | 1.8% |
| Private Wealth Asset Management, LLC | 868 | +23 | $270.8K | +$32.4K | 2.7% |
| Triangle Securities Wealth Management | 892 | +20 | $278.4K | +$32.3K | 2.3% |
| Financial Management Professionals, Inc. | 851 | +23 | $266.4K | +$31.9K | 2.8% |
| Capital Investment Advisory Services, LLC | 886 | +19 | $276.5K | +$31.8K | 2.2% |
| United Community Bank | 772 | +31 | $241.0K | +$31.8K | 4.2% |
| Formidable Asset Management, LLC | 4,292 | +1 | $1.2M | -$31.7K | 0.0% |
| Avantax Planning Partners, Inc. | 806 | +25 | $251.6K | +$31.1K | 3.2% |
| First Command Advisory Services, Inc. | 711 | +35 | $221.9K | +$31.1K | 5.2% |
| Hoxton Planning & Management, LLC | 746 | +31 | $232.8K | +$31.0K | 4.3% |
| Bridgewater Advisors Inc. | 1,545 | +21 | $455.7K | +$30.0K | 1.4% |
| JFS WEALTH ADVISORS, LLC | 439 | +59 | $137.1K | +$29.8K | 15.5% |
| Physician Wealth Advisors, Inc. | 374 | +66 | $116.7K | +$29.8K | 21.4% |
| M.E. ALLISON & CO., INC. | 979 | +1 | $305.4K | +$29.3K | 0.1% |
| Bell Investment Advisors, Inc | 323 | +68 | $100.8K | +$28.8K | 26.7% |
| Marquette Asset Management, LLC | 139 | +87 | $43.4K | +$28.7K | 167.3% |
| Cadence Bank | 772 | +14 | $241.0K | +$27.0K | 1.8% |
| ATTICUS WEALTH MANAGEMENT, LLC | 876 | +2 | $273.4K | +$26.7K | 0.2% |
| CoreCap Advisors, LLC | 721 | +18 | $225.2K | +$26.6K | 2.6% |
| Intrua Financial, LLC | 771 | +12 | $240.6K | +$26.4K | 1.6% |
| Iron Gate Global Advisors LLC | 790 | +9 | $246.6K | +$26.2K | 1.1% |
| NATIXIS ADVISORS, LLC | 758,580 | +8,041 | $236.8K | +$24.9K | 1.1% |
| LEUTHOLD GROUP, LLC | 820 | +1 | $255.9K | +$24.8K | 0.1% |
| Nadler Financial Group, Inc. | 754 | +4 | $235.3K | +$23.6K | 0.5% |
| Fortitude Family Office, LLC | 535 | +25 | $167.0K | +$23.0K | 4.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 158,001 | +61,770 | $49.3K | +$22.8K | 64.2% |
| LORD, ABBETT & CO. LLC | 394,370 | +35,745 | $123.1K | +$21.9K | 10.0% |
| ORG Partners LLC | 561 | +12 | $175.3K | +$20.2K | 2.2% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 223,587 | +46,029 | $69.8K | +$19.7K | 25.9% |
| CITY HOLDING CO | 169 | +51 | $52.7K | +$19.4K | 43.2% |
| MASECO LLP | 211 | +40 | $65.7K | +$17.4K | 23.4% |
| CBIZ Investment Advisory Services, LLC | 82 | +49 | $25.7K | +$16.3K | 148.5% |
| ACADIAN ASSET MANAGEMENT LLC | 98,071 | +46,276 | $30.6K | +$16.0K | 89.3% |
| CWM, LLC | 103,676 | +38,793 | $32.4K | +$14.0K | 59.8% |
| Cherry Tree Wealth Management, LLC | 112 | +31 | $35.0K | +$12.1K | 38.3% |
| OLD SECOND NATIONAL BANK OF AURORA | 201 | +21 | $62.7K | +$11.9K | 11.7% |
| Park Place Capital Corp | 217 | +18 | $67.7K | +$11.6K | 9.0% |
| IMG Wealth Management, Inc. | 67 | +30 | $20.9K | +$10.5K | 81.1% |
| High Note Wealth, LLC | 50 | +29 | $15.6K | +$9.7K | 138.1% |
| Janney Montgomery Scott LLC | 310,668 | +894 | $97.0K | +$9.5K | 0.3% |
| Westside Investment Management, Inc. | 285 | +3 | $88.4K | +$9.0K | 1.1% |
| IMA Advisory Services, Inc. | 123 | +18 | $38.5K | +$8.8K | 17.1% |
| Financial Network Wealth Advisors LLC | 74 | +23 | $23.1K | +$8.7K | 45.1% |
| ELEVATION WEALTH PARTNERS, LLC | 168 | +13 | $52.4K | +$8.7K | 8.4% |
| Park Square Financial Group, LLC | 158 | +29 | $43.7K | +$7.2K | 22.5% |
| TOMPKINS FINANCIAL CORP | 194 | +5 | $60.6K | +$7.2K | 2.6% |
| ALBION FINANCIAL GROUP /UT | 179 | +5 | $55.9K | +$6.8K | 2.9% |
| Truvestments Capital LLC | 175 | +4 | $54.7K | +$6.5K | 2.3% |
| HFM Investment Advisors, LLC | 26 | +20 | $8.1K | +$6.4K | 333.3% |
| EVOLUTION WEALTH MANAGEMENT INC. | 38 | +18 | $11.3K | +$5.6K | 90.0% |
| Mn Services Vermogensbeheer B.V. | 147,453 | +3,483 | $46.0K | +$5.4K | 2.4% |
| Wealth Watch Advisors, INC | 65 | +11 | $20.3K | +$5.0K | 20.4% |
| Bogart Wealth, LLC | 148 | +2 | $46.2K | +$5.0K | 1.4% |
| Atlantic Private Wealth, LLC | 127 | +2 | $39.6K | +$4.4K | 1.6% |
| Valued Wealth Advisors LLC | 104 | +4 | $32.6K | +$4.3K | 4.0% |
| Daiwa Securities Group Inc. | 86,185 | +4,070 | $26.9K | +$3.7K | 5.0% |
| Bare Financial Services, Inc | 48 | +8 | $15.0K | +$3.7K | 20.0% |
| Bay Harbor Wealth Management, LLC | 28 | +10 | $8.8K | +$3.7K | 55.5% |
| HIGHLINE WEALTH PARTNERS LLC | 21 | +10 | $6.6K | +$3.5K | 90.9% |
| Rialto Wealth Management, LLC | 18 | +10 | $5.6K | +$3.4K | 125.0% |
| Crewe Advisors LLC | 91 | +1 | $28.4K | +$3.0K | 1.1% |
| Parkwood LLC | 30,919 | +6,649 | $9.7K | +$2.8K | 27.4% |
| Turning Point Benefit Group, Inc. | 16 | +7 | $5.0K | +$2.5K | 77.8% |
| Mascoma Wealth Management LLC | 34 | +5 | $10.6K | +$2.4K | 17.2% |
| Dunhill Financial, LLC | 38 | +4 | $11.9K | +$2.4K | 11.8% |
| MJT & Associates Financial Advisory Group, Inc. | 14 | +7 | $4.4K | +$2.4K | 100.0% |
| INGALLS & SNYDER LLC | 70,082 | +1,060 | $21.9K | +$2.4K | 1.5% |
| Darwin Wealth Management, LLC | 76 | +1 | $23.7K | +$2.3K | 1.3% |
| Luminist Capital LLC | 18 | +6 | $5.6K | +$2.2K | 50.0% |
| Frazier Financial Advisors, LLC | 44 | +3 | $13.7K | +$2.2K | 7.3% |
| Aspect Partners, LLC | 33 | +4 | $10.3K | +$2.1K | 13.8% |
| LSV ASSET MANAGEMENT | 61,900 | +700 | $19.3K | +$2.0K | 1.1% |
| NVWM, LLC | 14 | +5 | $4.4K | +$1.8K | 55.5% |
| CX Institutional | 33,941 | +2,010 | $10.6K | +$1.6K | 6.3% |
| Dogwood Wealth Management LLC | 22 | +3 | $6.9K | +$1.5K | 15.8% |
| Triumph Capital Management | 19 | +3 | $6.0K | +$1.4K | 18.8% |
| Hughes Financial Services, LLC | 31 | +2 | $9.7K | +$1.3K | 6.9% |
| Thrivent Financial for Lutherans | 16,613 | +2,631 | $5.2K | +$1.3K | 18.8% |
| Hanson & Doremus Investment Management | 18,714 | +2,457 | $5.8K | +$1.3K | 15.1% |
| PayPay Securities Corp | 17 | +3 | $5.3K | +$1.2K | 21.4% |
| Legacy Wealth Managment, LLC/ID | 12 | +3 | $3.7K | +$1.2K | 33.3% |
| WEDBUSH SECURITIES INC | 21,973 | +1,728 | $6.9K | +$1.1K | 8.5% |
| PARK AVENUE SECURITIES LLC | 25,657 | +1,119 | $8.0K | +$1.1K | 4.6% |
| Breakwater Investment Management | 14 | +2 | $4.4K | +$983 | 16.7% |
| BESSEMER GROUP INC | 14,250 | +1,623 | $4.4K | +$883 | 12.8% |
| American Capital Advisory, LLC | 10 | +2 | $3.1K | +$864 | 25.0% |
| VAN ECK ASSOCIATES CORP | 16,048 | +552 | $5.0K | +$635 | 3.6% |
| Davis Capital Management | 5 | +1 | $1.6K | +$432 | 25.0% |
| DELPHI MANAGEMENT INC /MA/ | 5,184 | +608 | $1.6K | +$326 | 13.3% |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 7,510 | +88 | $2.3K | +$249 | 1.2% |
| Covestor Ltd | 531 | +352 | $166 | +$115 | 196.6% |
| Smithfield Trust Co | 1,562 | +148 | $485 | +$86 | 10.5% |
| Roble, Belko & Company, Inc | 310 | +266 | $97 | +$85 | 604.5% |
| Capital Analysts, LLC | 956 | +178 | $298 | +$78 | 22.9% |
| HANTZ FINANCIAL SERVICES, INC. | 727 | +137 | $227 | +$60 | 23.2% |
| LaSalle St. Investment Advisors, LLC | 1,092 | +58 | $340 | +$49 | 5.6% |
| GW&K Investment Management, LLC | 760 | +80 | $237 | +$45 | 11.8% |
| HAZLETT, BURT & WATSON, INC. | 898 | +20 | $280 | +$34 | 2.3% |
| Wayfinding Financial, LLC | 879 | +10 | $275 | +$29 | 1.1% |
| Capital Advisors, Ltd. LLC | 132 | +43 | $41 | +$16 | 48.3% |