13F QoQ Ownership Changes
COP Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 247 new · 773 added · 1274 reduced · 184 exited
New Positions(247)
Added To(773)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| HARRIS ASSOCIATES L P | 24,002,747 | +5,138,469 | $2.25B | +$462.5M | 27.2% |
| AQR CAPITAL MANAGEMENT LLC | 3,595,177 | +2,503,156 | $336.5M | +$233.3M | 229.2% |
| Capital International Investors | 48,360,060 | +2,714,663 | $4.53B | +$209.0M | 5.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 41,450,162 | +2,350,645 | $3.88B | +$181.7M | 6.0% |
| GOLDMAN SACHS GROUP INC | 11,176,482 | +2,028,112 | $1.05B | +$180.9M | 22.2% |
| FMR LLC | 21,149,238 | +1,601,713 | $1.98B | +$130.8M | 8.2% |
| AMERICAN CENTURY COMPANIES INC | 3,120,246 | +1,209,358 | $292.1M | +$111.3M | 63.3% |
| PRIMECAP MANAGEMENT CO/CA/ | 11,577,465 | +1,226,455 | $1.08B | +$104.7M | 11.8% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 7,037,277 | +1,104,900 | $658.8M | +$97.6M | 18.6% |
| Balyasny Asset Management L.P. | 1,401,071 | +999,361 | $131.2M | +$93.2M | 248.8% |
| Squarepoint Ops LLC | 1,568,231 | +978,518 | $146.8M | +$91.0M | 165.9% |
| CANADA PENSION PLAN INVESTMENT BOARD | 2,381,706 | +924,885 | $223.0M | +$85.2M | 63.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,930,558 | +920,127 | $648.8M | +$80.2M | 15.3% |
| VANGUARD GROUP INC | 120,251,183 | +408,304 | $11.26B | -$79.2M | 0.3% |
| NATIXIS | 859,925 | +621,160 | $80.5M | +$57.9M | 260.1% |
| AMERIPRISE FINANCIAL INC | 13,744,482 | +749,808 | $1.29B | +$57.8M | 5.8% |
| FRANKLIN RESOURCES INC | 15,038,675 | +648,432 | $1.41B | +$46.6M | 4.5% |
| NEUBERGER BERMAN GROUP LLC | 2,123,306 | +514,270 | $198.8M | +$46.6M | 32.0% |
| JANUS HENDERSON GROUP PLC | 1,200,626 | +469,190 | $112.4M | +$43.2M | 64.1% |
| TORONTO DOMINION BANK | 1,240,930 | +447,260 | $116.2M | +$41.1M | 56.4% |
| Holocene Advisors, LP | 2,257,050 | +402,366 | $211.3M | +$35.8M | 21.7% |
| BlackRock, Inc. | 89,553,000 | +551,539 | $8.38B | -$35.6M | 0.6% |
| Walleye Capital LLC | 525,441 | +344,152 | $49.2M | +$32.0M | 189.8% |
| Hudson Bay Capital Management LP | 300,000 | +290,763 | $28.1M | +$27.2M | 3147.8% |
| Point72 Asset Management, L.P. | 559,700 | +284,127 | $52.4M | +$26.3M | 103.1% |
| IFM Investors Pty Ltd | 263,848 | +9,548 | $24.7K | -$25.0M | 3.8% |
| ALPS ADVISORS INC | 266,381 | +260,112 | $24.9M | +$24.3M | 4149.2% |
| BANK OF NOVA SCOTIA | 569,221 | +242,083 | $53.3M | +$22.3M | 74.0% |
| MUFG Securities EMEA plc | 249,659 | +225,753 | $23.4M | +$21.1M | 944.3% |
| BNP PARIBAS FINANCIAL MARKETS | 2,042,660 | +342,173 | $245.2M | +$18.7M | 20.1% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2,287,674 | +210,685 | $214.1M | +$17.7M | 10.1% |
| Connor, Clark & Lunn Investment Management Ltd. | 445,606 | +185,288 | $41.7M | +$17.1M | 71.2% |
| CIBC WORLD MARKET INC. | 512,884 | +185,683 | $48.0M | +$17.1M | 56.7% |
| CREDIT AGRICOLE S A | 616,504 | +186,420 | $57.7M | +$17.0M | 43.3% |
| Davis Selected Advisers | 1,797,887 | +198,576 | $168.3M | +$17.0M | 12.4% |
| FIRST TRUST ADVISORS LP | 2,536,242 | +204,513 | $237.4M | +$16.9M | 8.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 2,608,643 | +102,577 | $252.3M | +$15.2M | 4.1% |
| NATIONAL BANK OF CANADA /FI/ | 1,065,016 | +166,135 | $99.7M | +$14.7M | 18.5% |
| Invesco Ltd. | 13,413,036 | +290,888 | $1.26B | +$14.4M | 2.2% |
| ING GROEP NV | 160,859 | +147,875 | $15.1M | +$13.8M | 1138.9% |
| Smead Capital Management, Inc. | 1,917,545 | +164,060 | $179.5M | +$13.6M | 9.3% |
| Parallax Volatility Advisers, L.P. | 240,497 | +145,197 | $22.5M | +$13.5M | 152.3% |
| Allianz Asset Management GmbH | 558,866 | +146,653 | $52.3M | +$13.3M | 35.6% |
| Entropy Technologies, LP | 157,963 | +140,772 | $14.8M | +$13.2M | 818.9% |
| FEDERATED HERMES, INC. | 354,850 | +128,604 | $33.2M | +$11.8M | 56.8% |
| Focus Partners Wealth | 243,788 | +123,432 | $22.8M | +$11.4M | 102.5% |
| BANK OF MONTREAL /CAN/ | 1,606,837 | +132,023 | $150.4M | +$10.9M | 8.9% |
| PANAGORA ASSET MANAGEMENT INC | 122,993 | +115,241 | $11.5M | +$10.8M | 1486.6% |
| CIBC Asset Management Inc | 340,699 | +109,771 | $31.9M | +$10.0M | 47.5% |
| COOKE & BIELER LP | 1,722,300 | +111,262 | $161.2M | +$8.8M | 6.9% |
| Cerity Partners LLC | 438,282 | +97,585 | $41.0M | +$8.8M | 28.6% |
| D. E. Shaw & Co., Inc. | 687,816 | +97,162 | $64.4M | +$8.5M | 16.4% |
| Ninety One UK Ltd | 122,228 | +89,775 | $11.4M | +$8.4M | 276.6% |
| Pacific Heights Asset Management LLC | 300,000 | +90,000 | $28.1M | +$8.2M | 42.9% |
| Gotham Asset Management, LLC | 164,145 | +85,860 | $15.4M | +$8.0M | 109.7% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 5,242,127 | +136,618 | $490.7M | +$7.8M | 2.7% |
| XTX Topco Ltd | 88,474 | +81,529 | $8.3M | +$7.6M | 1173.9% |
| Rakuten Investment Management, Inc. | 163,118 | +69,151 | $15.1M | +$7.6M | 73.6% |
| SEI INVESTMENTS CO | 901,089 | +87,480 | $84.3M | +$7.4M | 10.8% |
| SteelPeak Wealth, LLC | 79,180 | +75,264 | $7.4M | +$7.0M | 1922.0% |
| State of Tennessee, Department of Treasury | 450,435 | +20,028 | $46.9M | +$6.2M | 4.7% |
| IEQ CAPITAL, LLC | 152,313 | +62,827 | $14.3M | +$5.8M | 70.2% |
| ASSETMARK, INC | 410,229 | +61,361 | $38.4M | +$5.4M | 17.6% |
| ALLSTATE CORP | 95,369 | +48,774 | $8.9M | +$4.5M | 104.7% |
| Mariner, LLC | 389,790 | +51,334 | $36.5M | +$4.5M | 15.2% |
| Woodline Partners LP | 211,079 | +46,015 | $19.8M | +$4.1M | 27.9% |
| Quantinno Capital Management LP | 461,161 | +47,936 | $43.2M | +$4.1M | 11.6% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 314,701 | +45,391 | $29.5M | +$4.0M | 16.9% |
| Capital International, Inc./CA/ | 725,548 | +48,418 | $67.9M | +$3.9M | 7.2% |
| Jefferies Financial Group Inc. | 159,329 | +42,245 | $14.9M | +$3.8M | 36.1% |
| Fisher Asset Management, LLC | 14,847,367 | +193,401 | $1.39B | +$3.7M | 1.3% |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 55,000 | +40,000 | $5.1M | +$3.7M | 266.7% |
| NewEdge Advisors, LLC | 190,432 | +41,039 | $17.8M | +$3.7M | 27.5% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 221,622 | +39,991 | $20.7M | +$3.6M | 22.0% |
| Empowered Funds, LLC | 343,956 | +40,260 | $32.2M | +$3.5M | 13.3% |
| Korea Investment CORP | 501,416 | +39,482 | $46.9M | +$3.2M | 8.5% |
| WOLVERINE ASSET MANAGEMENT LLC | 247,091 | +36,636 | $23.1M | +$3.2M | 17.4% |
| Farther Finance Advisors, LLC | 70,231 | +34,551 | $6.6M | +$3.2M | 96.8% |
| CULLEN INVESTMENT GROUP, LTD. | 35,964 | +31,238 | $3.5M | +$3.1M | 661.0% |
| Optiver Holding B.V. | 73,645 | +32,321 | $6.9M | +$3.0M | 78.2% |
| RENAISSANCE TECHNOLOGIES LLC | 606,894 | +35,700 | $56.8M | +$2.8M | 6.3% |
| Ransom Advisory, Ltd | 31,406 | +23,392 | $3.5M | +$2.7M | 291.9% |
| WCG Wealth Advisors LLC | 53,344 | +29,553 | $5.0M | +$2.7M | 124.2% |
| Crossmark Global Holdings, Inc. | 142,784 | +30,042 | $13.4M | +$2.7M | 26.6% |
| NEOS Investment Management LLC | 179,246 | +29,652 | $16.8M | +$2.6M | 19.8% |
| Amundi | 4,889,004 | +41,614 | $457.7M | -$2.4M | 0.8% |
| Cheviot Value Management, LLC | 119,389 | +7,451 | $12.1M | +$2.4M | 6.7% |
| Raiffeisen Bank International AG | 28,599 | +25,260 | $2.7M | +$2.4M | 756.5% |
| Taikang Asset Management (Hong Kong) Co Ltd | 113,480 | +25,709 | $10.6M | +$2.3M | 29.3% |
| Investment Management Corp of Ontario | 84,524 | +25,289 | $7.9M | +$2.3M | 42.7% |
| WS MANAGEMENT LLLP | 332,540 | +27,421 | $31.1M | +$2.3M | 9.0% |
| Empower Advisory Group, LLC | 809,028 | +31,675 | $75.7M | +$2.2M | 4.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 578,031 | +22,478 | $54.8M | +$2.2M | 4.0% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 668,782 | +29,227 | $62.6M | +$2.1M | 4.6% |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 81,612 | +22,420 | $7.6M | +$2.0M | 37.9% |
| Creative Planning | 343,421 | +24,937 | $32.1M | +$2.0M | 7.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 282,461 | +16,343 | $27.3M | +$2.0M | 6.1% |
| TD Asset Management Inc | 518,484 | +25,785 | $48.5M | +$1.9M | 5.2% |
| Gradient Investments LLC | 274,534 | +23,254 | $25.7M | +$1.9M | 9.3% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 528,468 | +25,773 | $49.5M | +$1.9M | 5.1% |
| Concurrent Investment Advisors, LLC | 86,171 | +20,501 | $8.1M | +$1.9M | 31.2% |
| EASTERLY INVESTMENT PARTNERS LLC | 150,011 | +20,978 | $14.0M | +$1.8M | 16.3% |
| Empire Financial Management Company, LLC | 26,814 | +18,391 | $2.5M | +$1.7M | 218.3% |
| Canada Post Corp Registered Pension Plan | 49,676 | +18,534 | $4.7M | +$1.7M | 59.5% |
| DNB Asset Management AS | 392,417 | +21,598 | $36.7M | +$1.7M | 5.8% |
| FIRST NATIONAL BANK OF OMAHA | 103,658 | +18,045 | $9.7M | +$1.6M | 21.1% |
| &PARTNERS | 330,277 | +20,521 | $30.9M | +$1.6M | 6.6% |
| MML INVESTORS SERVICES, LLC | 309,504 | +19,785 | $29.0M | +$1.6M | 6.8% |
| Impact Partnership Wealth, LLC | 22,352 | +16,583 | $2.1M | +$1.5M | 287.4% |
| Sciencast Management LP | 64,306 | +16,963 | $6.0M | +$1.5M | 35.8% |
| Corient Private Wealth LLC | 562,517 | +15,192 | $50.3M | -$1.5M | 2.8% |
| Peterson Wealth Services | 45,420 | +45,260 | $4.3M | -$1.5M | 28287.5% |
| Sagefield Capital LP | 443,448 | +19,685 | $41.5M | +$1.4M | 4.6% |
| Global Retirement Partners, LLC | 28,460 | +14,754 | $2.7M | +$1.4M | 107.6% |
| Castleview Partners, LLC | 65,642 | +14,992 | $6.1M | +$1.4M | 29.6% |
| LRT Capital Management, LLC | 22,272 | +14,286 | $2.1M | +$1.3M | 178.9% |
| NWAM LLC | 20,258 | +13,307 | $1.9M | +$1.3M | 191.4% |
| WHITTIER TRUST CO | 302,645 | +4,014 | $29.4M | +$1.3M | 1.3% |
| D.A. DAVIDSON & CO. | 155,662 | +14,833 | $14.6M | +$1.3M | 10.5% |
| Vise Technologies, Inc. | 48,062 | +13,006 | $4.5M | +$1.2M | 37.1% |
| Mirae Asset Global Investments Co., Ltd. | 1,215,632 | +24,599 | $113.8M | +$1.1M | 2.1% |
| LPL Financial LLC | 1,377,671 | +2,502 | $129.0M | -$1.1M | 0.2% |
| Callan Family Office, LLC | 70,975 | +12,039 | $6.6M | +$1.1M | 20.4% |
| Waverly Advisors, LLC | 55,322 | +11,806 | $5.2M | +$1.1M | 27.1% |
| ProShare Advisors LLC | 258,998 | +13,904 | $24.2M | +$1.1M | 5.7% |
| KINGSWOOD WEALTH ADVISORS, LLC | 15,668 | +11,282 | $1.5M | +$1.1M | 257.2% |
| Krilogy Financial LLC | 14,503 | +10,128 | $1.4M | +$1.0M | 231.5% |
| Confluence Wealth Services, Inc. | 33,858 | +11,112 | $3.2M | +$1.0M | 48.9% |
| CreativeOne Wealth, LLC | 26,569 | +10,759 | $2.5M | +$991.6K | 68.0% |
| GTS SECURITIES LLC | 11,564 | +9,322 | $1.1M | +$870.4K | 415.8% |
| JENNISON ASSOCIATES LLC | 153,240 | +10,779 | $14.3M | +$869.4K | 7.6% |
| JONES FINANCIAL COMPANIES LLLP | 314,091 | +22,253 | $29.4M | +$865.6K | 7.6% |
| NewEdge Wealth, LLC | 29,492 | +7,628 | $2.8M | +$843.3K | 34.9% |
| Limestone Investment Advisors LP | 17,510 | +8,910 | $1.6M | +$825.6K | 103.6% |
| MORTON COMMUNITY BANK | 43,067 | +1,745 | $4.5M | +$817.0K | 4.2% |
| TBH Global Asset Management, LLC | 25,661 | +8,892 | $2.4M | +$816.0K | 53.0% |
| Rathbones Group PLC | 27,020 | +8,690 | $2.5M | +$795.5K | 47.4% |
| MEYER HANDELMAN CO | 165,790 | +10,116 | $15.5M | +$794.4K | 6.5% |
| Curi Capital, LLC | 14,218 | +8,538 | $1.3M | +$793.7K | 150.3% |
| Texas Yale Capital Corp. | 23,550 | +8,519 | $2.2M | +$782.7K | 56.7% |
| M&G PLC | 46,932 | +8,615 | $4.4M | +$771.5K | 22.5% |
| Balentine LLC | 13,342 | +8,285 | $1.2M | +$770.6K | 163.8% |
| Vontobel Holding Ltd. | 18,513 | +8,263 | $1.7M | +$763.5K | 80.6% |
| Foundations Investment Advisors, LLC | 21,179 | +8,286 | $2.0M | +$763.0K | 64.3% |
| Providence Capital Advisors, LLC | 76,500 | +8,825 | $7.2M | +$759.8K | 13.0% |
| Advyzon Investment Management, LLC | 11,976 | +7,720 | $1.1M | +$718.5K | 181.4% |
| Heritage Wealth Advisors | 490,606 | +12,242 | $45.9M | +$677.1K | 2.5% |
| J. Safra Sarasin Holding AG | 13,088 | +7,264 | $1.2M | +$674.3K | 124.7% |
| Illinois Municipal Retirement Fund | 230,621 | +9,500 | $21.6M | +$672.6K | 4.3% |
| RPO LLC | 492,834 | +11,834 | $46.1M | +$636.4K | 2.5% |
| MOKAN Wealth Management Inc. | 40,397 | +7,058 | $3.8M | +$628.0K | 21.2% |
| BROADWATER CAPITAL MANAGEMENT LLC | 332,316 | +305,116 | $3.2M | +$620.4K | 1121.8% |
| Kovack Advisors, Inc. | 10,984 | +6,620 | $1.0M | +$615.4K | 151.7% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 54,397 | +6,871 | $5.1M | +$594.4K | 14.4% |
| NOVEM GROUP | 57,881 | +6,851 | $5.4M | +$591.4K | 13.4% |
| Aprio Wealth Management, LLC | 15,201 | +6,277 | $1.4M | +$578.9K | 70.3% |
| BOOTHBAY FUND MANAGEMENT, LLC | 249,188 | +8,688 | $23.3M | +$577.6K | 3.6% |
| Prime Capital Investment Advisors, LLC | 35,969 | +6,442 | $3.4M | +$574.2K | 21.8% |
| NorthCrest Asset Manangement, LLC | 54,703 | +3,577 | $5.4M | +$557.9K | 7.0% |
| National Pension Service | 3,265,028 | +27,942 | $305.6M | -$556.7K | 0.9% |
| Prestige Wealth Management Group LLC | 6,094 | +5,177 | $622.9K | +$536.2K | 564.5% |
| Capital Research Global Investors | 1,149,440 | +6,253 | $107.6M | -$535.0K | 0.5% |
| Federation des caisses Desjardins du Quebec | 154,448 | +7,255 | $14.5M | +$534.9K | 4.9% |
| Virtue Capital Management, LLC | 11,844 | +7,344 | $951.8K | +$526.2K | 163.2% |
| Candriam S.C.A. | 82,248 | +6,379 | $7.7M | +$523.1K | 8.4% |
| AlphaCore Capital LLC | 12,203 | +5,625 | $1.1M | +$520.1K | 85.5% |
| DANSKE BANK A/S | 24,243 | +5,700 | $2.3M | +$515.4K | 30.7% |
| BROWN BROTHERS HARRIMAN & CO | 12,795 | +5,415 | $1.2M | +$499.7K | 73.4% |
| Czech National Bank | 325,841 | +8,635 | $30.5M | +$497.5K | 2.7% |
| Fiduciary Alliance LLC | 170,860 | +6,940 | $16.0M | +$489.0K | 4.2% |
| Savvy Advisors, Inc. | 24,271 | +5,404 | $2.3M | +$487.3K | 28.6% |
| Aberdeen Group plc | 665,669 | +10,544 | $62.3M | -$480.5K | 1.6% |
| Vestmark Advisory Solutions, Inc. | 32,287 | +5,381 | $3.0M | +$477.4K | 20.0% |
| MGO ONE SEVEN LLC | 37,756 | +5,370 | $3.5M | +$470.9K | 16.6% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16,520 | +5,061 | $1.5M | +$462.6K | 44.2% |
| Pallas Capital Advisors LLC | 14,263 | +5,032 | $1.3M | +$462.0K | 54.5% |
| Chicago Partners Investment Group LLC | 10,076 | +3,977 | $991.0K | +$461.7K | 65.2% |
| Advisory Resource Group | 239,170 | +7,319 | $22.4M | +$457.9K | 3.1% |
| Caitlin John, LLC | 5,746 | +4,886 | $537.9K | +$456.5K | 568.1% |
| CacheTech Inc. | 34,275 | +5,087 | $3.2M | +$447.6K | 17.4% |
| Hi-Line Capital Management, LLC | 106,600 | +5,759 | $10.0M | +$440.3K | 5.7% |
| Beacon Pointe Advisors, LLC | 49,692 | +5,066 | $4.7M | +$430.5K | 11.3% |
| DAVENPORT & Co LLC | 96,795 | +5,772 | $9.1M | +$424.6K | 6.3% |
| Erste Asset Management GmbH | 36,575 | +5,657 | $3.4M | +$423.2K | 18.3% |
| AMERICAN NATIONAL BANK & TRUST | 12,808 | +4,449 | $1.2M | +$408.3K | 53.2% |
| Net Worth Advisory Group | 10,236 | +4,404 | $958.2K | +$406.6K | 75.5% |
| Norinchukin Bank, The | 81,523 | +4,969 | $7.6M | +$390.1K | 6.5% |
| Maia Wealth LLC | 11,807 | +1,365 | $1.3M | +$387.3K | 13.1% |
| HF Advisory Group, LLC | 25,724 | +4,339 | $2.4M | +$385.2K | 20.3% |
| Cetera Investment Advisers | 472,416 | +8,806 | $44.2M | +$370.0K | 1.9% |
| CAPITAL INTERNATIONAL SARL | 122,353 | +5,036 | $11.5M | +$356.4K | 4.3% |
| LMCG INVESTMENTS, LLC | 86,161 | +4,636 | $8.1M | +$354.1K | 5.7% |
| DSG Capital Advisors, LLC | 32,013 | +2,262 | $3.2M | +$352.9K | 7.6% |
| MISSION WEALTH MANAGEMENT, LP | 19,380 | +3,900 | $1.8M | +$349.9K | 25.2% |
| Wealthspire Advisors, LLC | 10,610 | +3,696 | $993.2K | +$339.2K | 53.5% |
| WEATHERLY ASSET MANAGEMENT L. P. | 69,214 | +4,259 | $6.5M | +$335.1K | 6.5% |
| HBK Sorce Advisory LLC | 16,372 | +91 | $1.8M | +$333.4K | 0.6% |
| CATALYST FINANCIAL PARTNERS LLC | 10,393 | +3,621 | $972.9K | +$332.3K | 53.5% |
| Focus Partners Advisor Solutions, LLC | 46,626 | +2,457 | $4.4M | +$324.5K | 5.6% |
| MidWestOne Financial Group, Inc. | 16,565 | +3,575 | $1.6M | +$321.9K | 27.5% |
| Capital Asset Advisory Services LLC | 30,009 | +2,411 | $2.9M | +$303.6K | 8.7% |
| May Hill Capital, LLC | 6,340 | +3,214 | $593.4K | +$297.8K | 102.8% |
| FAS Wealth Partners, Inc. | 15,433 | +3,235 | $1.4M | +$290.9K | 26.5% |
| Manchester Capital Management LLC | 4,649 | +3,060 | $435.2K | +$284.9K | 192.6% |
| Revisor Wealth Management LLC | 7,617 | +2,766 | $728.7K | +$282.7K | 57.0% |
| Patriot Financial Group Insurance Agency, LLC | 30,153 | +3,253 | $2.8M | +$278.1K | 12.1% |
| Texas Bank & Trust Co | 8,312 | +3,013 | $778.1K | +$276.9K | 56.9% |
| Trek Financial, LLC | 20,032 | +3,122 | $1.9M | +$275.7K | 18.5% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 307,907 | +6,084 | $28.8M | +$273.7K | 2.0% |
| Merit Financial Group, LLC | 63,016 | +3,510 | $5.9M | +$270.3K | 5.9% |
| Willis Investment Counsel | 256,761 | +5,461 | $24.0M | +$264.9K | 2.2% |
| Accurate Wealth Management, LLC | 20,090 | +842 | $2.0M | +$262.0K | 4.4% |
| Adams Wealth Management | 29,829 | +3,058 | $2.8M | +$260.0K | 11.4% |
| Clearstead Advisors, LLC | 24,827 | +2,995 | $2.3M | +$259.0K | 13.7% |
| ProVise Management Group, LLC | 128,206 | +3,986 | $12.0M | +$251.4K | 3.2% |
| Stamos Capital Partners, L.P. | 17,615 | +2,802 | $1.6M | +$247.8K | 18.9% |
| CAPITAL INTERNATIONAL LTD /CA/ | 60,680 | +3,242 | $5.7M | +$247.2K | 5.6% |
| VestGen Advisors, LLC | 9,387 | +2,665 | $878.7K | +$242.9K | 39.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 530,561 | +8,042 | $49.7M | +$240.8K | 1.5% |
| BXM Wealth LLC | 40,016 | +34,961 | $241.2K | -$237.0K | 691.6% |
| Engineers Gate Manager LP | 26,663 | +2,763 | $2.5M | +$235.2K | 11.6% |
| VANCE WEALTH, LLC | 5,488 | +2,537 | $513.8K | +$234.6K | 86.0% |
| Trust Co | 3,198 | +2,492 | $299.4K | +$232.6K | 353.0% |
| Mutual Advisors, LLC | 20,682 | +1,752 | $1.9M | +$230.9K | 9.3% |
| Financiere des Professionnels - Fonds d,investissement inc. | 75,887 | +3,226 | $7.1M | +$230.8K | 4.4% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 10,961 | +2,491 | $1.0M | +$224.9K | 29.4% |
| QUADRANT CAPITAL GROUP LLC | 26,344 | +2,625 | $2.5M | +$222.5K | 11.1% |
| WESTWOOD HOLDINGS GROUP INC | 82,908 | +3,191 | $7.8M | +$221.0K | 4.0% |
| Summit Place Financial Advisors, LLC | 14,642 | +2,475 | $1.4M | +$219.8K | 20.3% |
| Fragasso Financial Advisors Inc | 5,700 | +2,343 | $533.5K | +$217.4K | 69.8% |
| AXXCESS WEALTH MANAGEMENT, LLC | 47,345 | +2,786 | $4.4M | +$217.2K | 6.3% |
| Kestra Investment Management, LLC | 8,248 | +2,380 | $772.1K | +$217.1K | 40.5% |
| HCR Wealth Advisors | 40,131 | +2,200 | $3.8M | +$214.7K | 5.8% |
| Ethic Inc. | 36,776 | +2,641 | $3.4M | +$213.7K | 7.7% |
| Sivia Capital Partners, LLC | 7,170 | +2,308 | $671.1K | +$211.3K | 47.5% |
| NISA INVESTMENT ADVISORS, LLC | 396,273 | +6,303 | $37.1M | +$207.9K | 1.6% |
| Lido Advisors, LLC | 319,287 | +2,655 | $30.2M | +$201.3K | 0.8% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2,528 | +2,138 | $236.7K | +$199.8K | 548.2% |
| Sound View Wealth Advisors Group, LLC | 6,407 | +2,167 | $599.8K | +$198.7K | 51.1% |
| Arkadios Wealth Advisors | 51,775 | +2,637 | $4.8M | +$198.7K | 5.4% |
| Uniting Wealth Partners, LLC | 6,040 | +2,149 | $565.4K | +$197.3K | 55.2% |
| Vest Financial, LLC | 30,681 | +2,372 | $2.9M | +$194.3K | 8.4% |
| BEARING POINT CAPITAL, LLC | 17,570 | +2,235 | $1.6M | +$194.2K | 14.6% |
| Western Wealth Management, LLC | 18,659 | +2,220 | $1.7M | +$191.6K | 13.5% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 21,691 | +2,235 | $2.0M | +$190.1K | 11.5% |
| Foster Group, Inc. | 23,986 | +2,242 | $2.2M | +$188.6K | 10.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 5,061 | +2,027 | $473.8K | +$186.8K | 66.8% |
| Geneos Wealth Management Inc. | 32,550 | +2,276 | $3.0M | +$183.4K | 7.5% |
| INTEGRITY ALLIANCE, LLC. | 5,021 | +1,935 | $470.0K | +$178.0K | 62.7% |
| L2 Asset Management, LLC | 9,557 | +1,951 | $894.6K | +$175.1K | 25.6% |
| PKO Investment Management Joint-Stock Co | 34,419 | +2,200 | $3.2M | +$174.4K | 6.8% |
| DELTA FINANCIAL ADVISORS LLC | 21,564 | +2,026 | $2.0M | +$170.5K | 10.4% |
| Chesley Taft & Associates LLC | 5,703 | +1,853 | $533.8K | +$169.6K | 48.1% |
| Trilogy Capital Inc. | 31,799 | +2,106 | $3.0M | +$168.1K | 7.1% |
| Caprock Group, LLC | 46,470 | +1,206 | $4.4M | -$165.5K | 2.7% |
| QRG CAPITAL MANAGEMENT, INC. | 171,384 | +3,476 | $16.0M | +$160.8K | 2.1% |
| Smith Salley Wealth Management | 27,225 | +1,971 | $2.5M | +$159.8K | 7.8% |
| 49 WEALTH MANAGEMENT, LLC | 10,325 | +1,771 | $966.5K | +$157.4K | 20.7% |
| Vermillion Wealth Management, Inc. | 2,451 | +1,662 | $229.5K | +$154.8K | 210.6% |
| FIL Ltd | 18,874 | +1,814 | $1.8M | +$153.1K | 10.6% |
| Steward Partners Investment Advisory, LLC | 146,151 | +3,085 | $13.7M | +$148.6K | 2.1% |
| Coppell Advisory Solutions LLC | 17,815 | +1,873 | $1.7M | +$148.3K | 11.7% |
| LOUISBOURG INVESTMENTS INC. | 50,143 | +1,501 | $3.7M | +$147.3K | 3.1% |
| Legacy Financial Advisors, Inc. | 20,263 | +1,763 | $1.9M | +$146.9K | 9.5% |
| Invenomic Capital Management LP | 154,195 | +60 | $14.4M | -$145.4K | 0.0% |
| National Wealth Management Group, LLC | 6,356 | +1,539 | $595.0K | +$139.3K | 31.9% |
| Schonfeld Strategic Advisors LLC | 21,293 | +1,688 | $2.0M | +$138.8K | 8.6% |
| Argentarii, LLC | 7,951 | +1,546 | $744.3K | +$138.4K | 24.1% |
| WADDELL & ASSOCIATES, LLC | 5,886 | +1,507 | $551.0K | +$136.8K | 34.4% |
| Gryphon Financial Partners LLC | 14,852 | +1,532 | $1.4M | +$130.4K | 11.5% |
| Abel Hall, LLC | 4,532 | +1,424 | $424.3K | +$130.3K | 45.8% |
| Family Management Corp | 3,790 | +1,405 | $354.8K | +$129.2K | 58.9% |
| OAK HARBOR WEALTH PARTNERS, LLC | 10,752 | +1,461 | $1.0M | +$127.7K | 15.7% |
| Marion Wealth Management | 17,358 | +651 | $1.7M | +$126.9K | 3.9% |
| CFC Planning Co LLC | 29,549 | +1,632 | $2.8M | +$125.4K | 5.8% |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | 17,684 | +1,495 | $1.7M | +$124.1K | 9.2% |
| Harvest Portfolios Group Inc. | 20,579 | +1,516 | $1.9M | +$123.2K | 8.0% |
| Cornerstone Wealth Management, LLC | 16,324 | +1,457 | $1.5M | +$121.9K | 9.8% |
| Meriwether Wealth & Planning, LLC | 10,945 | +1,376 | $1.0M | +$119.4K | 14.4% |
| QTR Family Wealth, LLC | 4,405 | +642 | $473.6K | +$117.7K | 17.1% |
| Transcendent Capital Group LLC | 3,551 | +1,280 | $332.4K | +$117.6K | 56.4% |
| WESTPAC BANKING CORP | 12,154 | +1,363 | $1.1M | +$117.0K | 12.6% |
| Facet Wealth, Inc. | 5,035 | +863 | $510.5K | +$115.9K | 20.7% |
| Apella Capital, LLC | 8,447 | +668 | $790.7K | +$114.6K | 8.6% |
| Fifth Third Wealth Advisors LLC | 25,353 | +1,464 | $2.4M | +$113.7K | 6.1% |
| Turtle Creek Wealth Advisors, LLC | 18,449 | +1,391 | $1.7M | +$113.5K | 8.2% |
| Strengthening Families & Communities, LLC | 20,324 | +1,495 | $1.9M | +$113.1K | 7.9% |
| FLOSSBACH VON STORCH SE | 100,083 | +2,227 | $9.4M | +$112.6K | 2.3% |
| Perpetual Ltd | 16,978 | +1,363 | $1.6M | +$112.3K | 8.7% |
| Snowden Capital Advisors LLC | 20,294 | +1,388 | $1.9M | +$111.5K | 7.3% |
| Shepherd Financial Partners LLC | 5,033 | +1,222 | $471.2K | +$110.7K | 32.1% |
| Cornerstone Wealth Group, LLC | 61,946 | +1,800 | $5.8M | +$109.6K | 3.0% |
| EntryPoint Capital, LLC | 8,573 | +1,241 | $802.5K | +$109.0K | 16.9% |
| New Age Alpha Advisors, LLC | 99,628 | +2,181 | $9.3M | +$108.7K | 2.2% |
| MONECO Advisors, LLC | 9,540 | +1,240 | $893.0K | +$107.9K | 14.9% |
| Advisor OS, LLC | 6,004 | +1,198 | $562.1K | +$107.5K | 24.9% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 20,920 | +1,336 | $2.0M | +$105.9K | 6.8% |
| Knights of Columbus Asset Advisors LLC | 83,603 | +1,985 | $7.8M | +$105.8K | 2.4% |
| CRA Financial Services, LLC | 5,702 | +1,170 | $533.8K | +$105.1K | 25.8% |
| CNB Bank | 11,864 | +1,216 | $1.1M | +$103.4K | 11.4% |
| Cypress Capital Group | 15,773 | +1,252 | $1.5M | +$103.0K | 8.6% |
| Pure Financial Advisors, LLC | 6,978 | +1,150 | $653.3K | +$102.0K | 19.7% |
| MJT & Associates Financial Advisory Group, Inc. | 2,182 | +1,094 | $204.3K | +$101.3K | 100.5% |
| StoneX Group Inc. | 30,788 | +1,369 | $2.9M | +$100.0K | 4.7% |
| BRIDGES INVESTMENT MANAGEMENT INC | 19,553 | +1,258 | $1.8M | +$99.8K | 6.9% |
| COOKSON PEIRCE & CO INC | 9,787 | +1,143 | $916.2K | +$98.5K | 13.2% |
| MATTERN CAPITAL MANAGEMENT, LLC | 16,717 | +1,214 | $1.6M | +$98.4K | 7.8% |
| SAX WEALTH ADVISORS, LLC | 4,544 | +1,079 | $425.4K | +$97.7K | 31.1% |
| AZZAD ASSET MANAGEMENT INC /ADV | 36,473 | +1,407 | $3.4M | +$97.3K | 4.0% |
| Tweedy, Browne Co LLC | 26,016 | +1,295 | $2.4M | +$97.0K | 5.2% |
| Signet Investment Advisory Group, Inc. | 24,646 | +1,272 | $2.3M | +$96.2K | 5.4% |
| BRAUN STACEY ASSOCIATES INC | 172,065 | +769 | $16.1M | -$95.9K | 0.4% |
| LETKO, BROSSEAU & ASSOCIATES INC | 430,664 | +5,470 | $40.3M | +$95.4K | 1.3% |
| Venture Visionary Partners LLC | 24,153 | +1,231 | $2.3M | +$92.7K | 5.4% |
| Heritage Trust Co | 22,313 | +1,211 | $2.1M | +$92.7K | 5.7% |
| STOCK YARDS BANK & TRUST CO | 39,577 | +1,377 | $3.7M | +$91.5K | 3.6% |
| VAN ECK ASSOCIATES CORP | 1,174,086 | +978,976 | $109.9K | +$91.5K | 501.8% |
| BAILARD, INC. | 177,475 | +872 | $16.6M | -$91.4K | 0.5% |
| Hedges Asset Management LLC | 3,400 | +1,000 | $318.3K | +$91.3K | 41.7% |
| Parcion Private Wealth LLC | 13,559 | +1,104 | $1.3M | +$91.1K | 8.9% |
| TRANSCEND CAPITAL ADVISORS, LLC | 13,142 | +1,097 | $1.2M | +$90.9K | 9.1% |
| HOWE & RUSLING INC | 6,229 | +1,016 | $583.1K | +$89.9K | 19.5% |
| HOLLENCREST CAPITAL MANAGEMENT | 6,239 | +1,000 | $584.0K | +$88.5K | 19.1% |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,200 | +950 | $299.6K | +$86.7K | 42.2% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4,760 | +555 | $459.1K | +$86.7K | 13.2% |
| BOURGEON CAPITAL MANAGEMENT LLC | 89,930 | +17 | $8.4M | -$86.5K | 0.0% |
| Envestnet Portfolio Solutions, Inc. | 162,579 | +772 | $15.2M | -$86.3K | 0.5% |
| Nilsine Partners, LLC | 4,414 | +955 | $413.2K | +$86.0K | 27.6% |
| KEYNOTE FINANCIAL SERVICES LLC | 5,734 | +954 | $536.7K | +$84.6K | 19.9% |
| Robertson Stephens Wealth Management, LLC | 5,672 | +951 | $531.0K | +$84.4K | 20.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5,000 | +942 | $468.1K | +$84.2K | 23.2% |
| Cypress Wealth Services, LLC | 4,250 | +916 | $397.9K | +$82.5K | 27.5% |
| TOWNSQUARE CAPITAL LLC | 15,285 | +1,030 | $1.4M | +$82.4K | 7.2% |
| New Republic Capital, LLC | 3,036 | +903 | $284.2K | +$82.4K | 42.3% |
| LOGAN CAPITAL MANAGEMENT INC | 89,264 | +55 | $8.4M | -$82.3K | 0.1% |
| Siemens Fonds Invest GmbH | 8,621 | +898 | $811.2K | +$80.7K | 11.6% |
| GRIFFIN ASSET MANAGEMENT, INC. | 43,668 | +1,301 | $4.1M | +$80.3K | 3.1% |
| Optivise Advisory Services LLC | 4,053 | +887 | $379.4K | +$79.9K | 28.0% |
| ANGELES WEALTH MANAGEMENT, LLC | 9,496 | +925 | $888.9K | +$78.2K | 10.8% |
| IAMS WEALTH MANAGEMENT, LLC | 20,086 | +1,032 | $1.9M | +$77.7K | 5.4% |
| Claro Advisors LLC | 3,622 | +853 | $339.1K | +$77.1K | 30.8% |
| Mattson Financial Services, LLC | 25,659 | +1,079 | $2.4M | +$76.9K | 4.4% |
| Nippon Life Global Investors Americas, Inc. | 42,110 | +1,240 | $3.9M | +$76.0K | 3.0% |
| Charles Schwab Trust Co | 7,639 | +881 | $715.1K | +$75.8K | 13.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 856,370 | +803,560 | $80.1K | +$75.1K | 1521.6% |
| Triad Wealth Partners, LLC | 4,570 | +837 | $427.8K | +$74.7K | 22.4% |
| BARINGS LLC | 114,783 | +1,972 | $10.7M | +$74.0K | 1.7% |
| Sound Income Strategies, LLC | 1,224 | +716 | $120.2K | +$73.5K | 140.9% |
| Symphony Financial, Ltd. Co. | 3,876 | +804 | $363.7K | +$73.3K | 26.2% |
| Prosperity Consulting Group, LLC | 7,959 | +854 | $745.0K | +$73.0K | 12.0% |
| OneAscent Financial Services LLC | 4,723 | +801 | $442.1K | +$71.1K | 20.4% |
| Murphy Pohlad Asset Management LLC | 68,594 | +1,435 | $6.4M | +$68.5K | 2.1% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 2,938 | +735 | $275.0K | +$66.6K | 33.4% |
| TWIN CITY PRIVATE WEALTH, LLC | 10,183 | +806 | $953.2K | +$66.3K | 8.6% |
| TD Waterhouse Canada Inc. | 16,559 | +382 | $1.5M | +$65.3K | 2.4% |
| Allen Investment Management, LLC | 8,412 | +772 | $787.4K | +$64.8K | 10.1% |
| Simplicity Wealth,LLC | 9,965 | +773 | $932.8K | +$63.3K | 8.4% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 171,322 | +2,426 | $16.0M | +$61.6K | 1.4% |
| SYON CAPITAL LLC | 34,411 | +1,005 | $3.2M | +$61.3K | 3.0% |
| Balefire, LLC | 27,720 | +934 | $2.6M | +$61.2K | 3.5% |
| Financial Security Advisor, Inc. | 4,697 | +671 | $439.7K | +$58.8K | 16.7% |
| DecisionPoint Financial, LLC | 1,662 | +646 | $155.6K | +$58.6K | 63.6% |
| Diversified Enterprises, LLC | 3,839 | +655 | $359.4K | +$58.2K | 20.6% |
| Intrua Financial, LLC | 17,813 | +795 | $1.7M | +$57.7K | 4.7% |
| Navalign, LLC | 10,606 | +717 | $992.8K | +$57.5K | 7.3% |
| PETTYJOHN, WOOD & WHITE, INC | 2,842 | +628 | $266.0K | +$56.6K | 28.4% |
| FOUNDERS FINANCIAL SECURITIES LLC | 16,214 | +764 | $1.5M | +$56.4K | 4.9% |
| West Tower Group, LLC | 2,800 | +622 | $262.1K | +$56.1K | 28.6% |
| Sunflower Bank, N.A. | 2,774 | +614 | $259.7K | +$55.4K | 28.4% |
| Tidal Investments LLC | 142,849 | +2,063 | $13.4M | +$55.1K | 1.5% |
| TITLEIST ASSET MANAGEMENT, LLC | 4,198 | +624 | $393.0K | +$54.9K | 17.4% |
| KANAWHA CAPITAL MANAGEMENT LLC | 38,858 | +982 | $3.6M | +$54.8K | 2.6% |
| Bragg Financial Advisors, Inc | 100,242 | +1,616 | $9.4M | +$54.7K | 1.6% |
| Jacobi Capital Management LLC | 33,791 | +928 | $3.2M | +$54.6K | 2.8% |
| IHT Wealth Management, LLC | 19,978 | +775 | $1.9M | +$53.8K | 4.0% |
| Keystone Wealth Services, LLC | 55,003 | +2 | $5.1M | -$53.7K | 0.0% |
| Quent Capital, LLC | 3,322 | +601 | $311.0K | +$53.6K | 22.1% |
| Schubert & Co | 2,874 | +587 | $269.0K | +$52.7K | 25.7% |
| Spire Wealth Management | 11,326 | +672 | $1.1M | +$52.5K | 6.3% |
| Crestwood Advisors Group, LLC | 8,119 | +637 | $760.1K | +$52.3K | 8.5% |
| MILLER WEALTH ADVISORS, LLC | 1,114 | +562 | $104.3K | +$52.1K | 101.8% |
| PINKERTON WEALTH, LLC | 53,838 | +1,104 | $5.0M | +$51.7K | 2.1% |
| Colonial River Investments, LLC | 6,351 | +602 | $594.5K | +$50.7K | 10.5% |
| WEST MICHIGAN ADVISORS, LLC | 4,761 | +581 | $445.7K | +$50.3K | 13.9% |
| SG Americas Securities, LLC | 589,980 | +532,519 | $55.2K | +$49.8K | 926.7% |
| True Wealth Design, LLC | 1,564 | +541 | $146.4K | +$49.6K | 52.9% |
| Cardinal Capital Management | 91,413 | +1,471 | $8.6M | +$49.6K | 1.6% |
| Regal Investment Advisors LLC | 7,504 | +595 | $702.4K | +$48.9K | 8.6% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,256 | +314 | $492.0K | +$48.5K | 6.3% |
| Peak Asset Management, LLC | 75,589 | +1,289 | $7.1M | +$47.9K | 1.7% |
| Retirement Planning Group, LLC | 13,902 | +647 | $1.3M | +$47.5K | 4.9% |
| Royal Fund Management, LLC | 2,706 | +518 | $253.4K | +$46.4K | 23.7% |
| LOM Asset Management Ltd | 5,313 | +290 | $497.4K | +$46.4K | 5.8% |
| Turning Point Benefit Group, Inc. | 2,215 | +528 | $207.3K | +$46.3K | 31.3% |
| World Investment Advisors | 75,617 | +2,821 | $6.8M | -$46.3K | 3.9% |
| Cadence Bank | 22,086 | +716 | $2.1M | +$46.1K | 3.4% |
| Baker Avenue Asset Management, LP | 47,335 | +974 | $4.4M | +$45.7K | 2.1% |
| Lewis Asset Management, LLC | 3,293 | +516 | $308.3K | +$45.7K | 18.6% |
| Sowell Financial Services LLC | 20,142 | +684 | $1.9M | +$45.0K | 3.5% |
| MCF Advisors LLC | 3,125 | +504 | $292.6K | +$44.6K | 19.2% |
| Pines Wealth Management, LLC | 8,910 | +563 | $834.1K | +$44.5K | 6.7% |
| Koshinski Asset Management, Inc. | 22,097 | +697 | $2.1M | +$44.3K | 3.3% |
| Nordwand Advisors, LLC | 3,090 | +475 | $289.3K | +$41.9K | 18.2% |
| R.H. Investment Group, LLC | 47,083 | +50 | $4.4M | -$41.4K | 0.1% |
| Duncan Williams Asset Management, LLC | 2,370 | +100 | $255.0K | +$40.3K | 4.4% |
| Bedel Financial Consulting, Inc. | 4,063 | +466 | $380.3K | +$40.1K | 12.9% |
| ASPIRIANT, LLC | 3,804 | +461 | $356.1K | +$39.9K | 13.8% |
| NEW ENGLAND ASSET MANAGEMENT INC | 12,550 | +550 | $1.2M | +$39.7K | 4.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 43,841,348 | +36,952 | $4.1M | -$39.5K | 0.1% |
| BCO Wealth Management LLC | 3,933 | +458 | $368.2K | +$39.5K | 13.2% |
| AlphaStar Capital Management, LLC | 3,629 | +452 | $339.7K | +$39.2K | 14.2% |
| Legacy Trust | 3,454 | +450 | $323.3K | +$39.2K | 15.0% |
| BARCLAYS PLC | 4,767,342 | +244,851 | $427.8M | +$38.8K | 5.4% |
| Tripletail Wealth Management, LLC | 2,099 | +431 | $196.5K | +$38.8K | 25.8% |
| Mystic Asset Management, Inc. | 9,558 | +508 | $894.7K | +$38.7K | 5.6% |
| UPTICK PARTNERS, LLC | 2,755 | +437 | $257.9K | +$38.6K | 18.9% |
| Alteri Wealth LLC | 5,134 | +458 | $480.6K | +$38.3K | 9.8% |
| HB Wealth Management, LLC | 55,268 | +975 | $5.2M | +$38.0K | 1.8% |
| New Covenant Trust Company, N.A. | 3,103 | +332 | $300.1K | +$38.0K | 12.0% |
| ENTREWEALTH, LLC | 2,353 | +76 | $253.2K | +$37.8K | 3.3% |
| Circle Wealth Management, LLC | 12,658 | +531 | $1.2M | +$37.8K | 4.4% |
| Transamerica Financial Advisors, LLC | 14,471 | +549 | $1.4M | +$37.8K | 3.9% |
| SEAMOUNT FINANCIAL GROUP INC | 11,281 | +516 | $1.1M | +$37.7K | 4.8% |
| 4WEALTH ADVISORS, INC. | 4,276 | +437 | $400.3K | +$37.2K | 11.4% |
| Guinness Asset Management LTD | 105,362 | +3,156 | $9.8M | -$36.8K | 3.1% |
| OAKWORTH CAPITAL, INC. | 4,234 | +432 | $396.3K | +$36.7K | 11.4% |
| Activest Wealth Management | 741 | +395 | $69.4K | +$36.7K | 114.2% |
| FIRST MANHATTAN CO. LLC. | 146,520 | +1,131 | $13.7M | -$36.6K | 0.8% |
| Coastal Bridge Advisors, LLC | 6,311 | +446 | $590.8K | +$36.0K | 7.6% |
| Annis Gardner Whiting Capital Advisors, LLC | 15,300 | +539 | $1.4M | +$36.0K | 3.6% |
| Austin Wealth Management, LLC | 2,435 | +95 | $240.4K | +$35.8K | 4.0% |
| Legacy Wealth Asset Management, LLC | 7,125 | +451 | $667.0K | +$35.7K | 6.8% |
| Aviance Capital Partners, LLC | 26,625 | +652 | $2.5M | +$35.6K | 2.5% |
| SIMON QUICK ADVISORS, LLC | 2,744 | +403 | $256.9K | +$35.4K | 17.2% |
| Avior Wealth Management, LLC | 28,184 | +665 | $2.6M | +$35.3K | 2.4% |
| SILVER OAK SECURITIES, INCORPORATED | 2,905 | +388 | $273.4K | +$35.3K | 15.4% |
| Platform Technology Partners | 17,541 | +552 | $1.6M | +$35.0K | 3.2% |
| NICOLET BANKSHARES INC | 4,655 | +410 | $435.8K | +$34.2K | 9.7% |
| Meadow Creek Wealth Advisors LLC | 2,939 | +161 | $275.1K | +$33.7K | 5.8% |
| Smartleaf Asset Management LLC | 40,434 | +1,089 | $3.8M | +$33.6K | 2.8% |
| Community Bank, N.A. | 11,485 | +471 | $1.1M | +$33.3K | 4.3% |
| SECURED RETIREMENT ADVISORS, LLC | 3,130 | +377 | $293.0K | +$32.6K | 13.7% |
| Bank of Jackson Hole Trust | 2,732 | +370 | $255.7K | +$32.3K | 15.7% |
| Peoples Bank/KS | 3,160 | +370 | $295.8K | +$31.9K | 13.3% |
| BOK Financial Private Wealth, Inc. | 3,533 | +371 | $330.7K | +$31.6K | 11.7% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 14,546 | +481 | $1.4M | +$31.2K | 3.4% |
| Barden Capital Management, Inc. | 8,190 | +401 | $766.7K | +$29.9K | 5.1% |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 30,327 | +1 | $2.8M | -$29.6K | 0.0% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 41,581 | +122 | $3.9M | -$29.2K | 0.3% |
| SeaCrest Wealth Management, LLC | 9,201 | +284 | $864.3K | +$28.3K | 3.2% |
| PRINCIPAL SECURITIES, INC. | 29,736 | +606 | $2.8M | +$28.2K | 2.1% |
| GRIMES & COMPANY, INC. | 14,030 | +442 | $1.3M | +$28.1K | 3.3% |
| Wealth Alliance Advisory Group, LLC | 23,407 | +540 | $2.2M | +$28.1K | 2.4% |
| SOUTH PLAINS FINANCIAL, INC. | 5,080 | +340 | $475.5K | +$27.2K | 7.2% |
| Wilmington Savings Fund Society, FSB | 22,919 | +524 | $2.1M | +$27.1K | 2.3% |
| REAP Financial Group, LLC | 2,545 | +312 | $238.2K | +$27.0K | 14.0% |
| Sequent Planning LLC | 3,805 | +324 | $356.2K | +$26.9K | 9.3% |
| PRIVATE TRUST CO NA | 10,261 | +389 | $960.6K | +$26.7K | 3.9% |
| FINANCIAL CONSULATE, INC | 899 | +291 | $84.2K | +$26.6K | 47.9% |
| Perennial Investment Advisors, LLC | 4,459 | +328 | $417.4K | +$26.6K | 7.9% |
| Argent Advisors, Inc. | 3,666 | +319 | $343.2K | +$26.6K | 9.5% |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,660 | +339 | $529.9K | +$26.5K | 6.4% |
| Concord Asset Management, LLC/VA | 32,044 | +55 | $3.0M | -$26.2K | 0.2% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 4,420 | +320 | $413.8K | +$25.9K | 7.8% |
| BANK OZK | 6,270 | +335 | $586.9K | +$25.5K | 5.6% |
| VERUS CAPITAL PARTNERS, LLC | 4,330 | +315 | $405.3K | +$25.5K | 7.8% |
| McIlrath & Eck, LLC | 2,721 | +294 | $254.7K | +$25.1K | 12.1% |
| Rydar Equities, Inc. | 5,463 | +360 | $511.4K | +$24.2K | 7.0% |
| Plante Moran Financial Advisors, LLC | 2,083 | +277 | $195.0K | +$24.2K | 15.3% |
| Portfolio Design Labs, LLC | 17,044 | +432 | $1.6M | +$24.1K | 2.6% |
| First Command Advisory Services, Inc. | 1,973 | +272 | $184.7K | +$23.8K | 16.0% |
| Bryn Mawr Trust Advisors, LLC | 123,758 | +1,033 | $11.6M | -$23.5K | 0.8% |
| Financial Partners Group, Inc | 2,307 | +13 | $240.4K | +$23.5K | 0.6% |
| Brown Financial Advisors | 14,239 | +393 | $1.3M | +$23.2K | 2.8% |
| TruWealth Advisors, LLC | 2,449 | +270 | $229.3K | +$23.1K | 12.4% |
| CAPITAL ADVISORS INC/OK | 31,255 | +85 | $2.9M | -$22.6K | 0.3% |
| Summit Financial, LLC | 28,647 | +535 | $2.7M | +$22.6K | 1.9% |
| WPG Advisers, LLC | 847 | +246 | $79.3K | +$22.4K | 40.9% |
| WEXFORD CAPITAL LP | 368 | +237 | $34.5K | +$22.1K | 180.9% |
| Bogart Wealth, LLC | 391 | +235 | $36.6K | +$21.9K | 150.6% |
| Paragon Private Wealth Management, LLC | 4,961 | +273 | $464.4K | +$21.0K | 5.8% |
| SYM FINANCIAL Corp | 3,031 | +253 | $283.7K | +$21.0K | 9.1% |
| BALDWIN WEALTH PARTNERS LLC/MA | 4,644 | +265 | $434.7K | +$20.5K | 6.0% |
| GeoWealth Management, LLC | 13,644 | +356 | $1.3M | +$20.4K | 2.7% |
| Colonial Trust Co / SC | 26,992 | +66 | $2.5M | -$20.2K | 0.2% |
| Soltis Investment Advisors LLC | 20,822 | +5 | $1.9M | -$20.0K | 0.0% |
| Biltmore Family Office, LLC | 4,148 | +253 | $388.3K | +$19.9K | 6.5% |
| VeraBank, N.A. | 3,481 | +246 | $325.9K | +$19.9K | 7.6% |
| COWA, LLC | 20,202 | +2 | $1.9M | -$19.6K | 0.0% |
| LRI Investments, LLC | 3,260 | +239 | $305.2K | +$19.4K | 7.9% |
| FIRST MERCHANTS CORP | 46,037 | +680 | $4.3M | +$19.2K | 1.5% |
| VestGen Investment Management | 3,557 | +236 | $333.0K | +$18.8K | 7.1% |
| Alliance Wealth Advisors, LLC | 3,268 | +232 | $305.9K | +$18.7K | 7.6% |
| Hartford Funds Management Co LLC | 8,685 | +287 | $813.1K | +$18.7K | 3.4% |
| DCM Advisors, LLC | 18,816 | +1 | $1.8M | -$18.3K | 0.0% |
| SJS Investment Consulting Inc. | 1,080 | +203 | $101.1K | +$18.1K | 23.1% |
| Greenfield Savings Bank | 9,305 | +287 | $871.0K | +$18.0K | 3.2% |
| Garner Asset Management Corp | 28,195 | +480 | $2.6M | +$17.8K | 1.7% |
| CAPTRUST FINANCIAL ADVISORS | 277,073 | +2,684 | $25.9M | -$17.6K | 1.0% |
| Exeter Financial, LLC | 20,774 | +29 | $1.9M | -$17.6K | 0.1% |
| Salomon & Ludwin, LLC | 804 | +143 | $79.8K | +$17.5K | 21.6% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 3,130 | +215 | $293.0K | +$17.3K | 7.4% |
| Princeton Global Asset Management LLC | 832 | +189 | $77.8K | +$17.1K | 29.4% |
| Phillips Wealth Planners LLC | 2,316 | +125 | $225.0K | +$17.1K | 5.7% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 63,418 | +837 | $5.9M | +$17.0K | 1.3% |
| Gallagher Fiduciary Advisors, LLC | 3,382 | +212 | $316.6K | +$16.8K | 6.7% |
| POTOMAC FUND MANAGEMENT INC /ADV | 11,444 | +293 | $1.1M | +$16.6K | 2.6% |
| Associated Banc-Corp | 18,773 | +24 | $1.8M | -$16.1K | 0.1% |
| North Star Investment Management Corp. | 12,949 | +303 | $1.2M | +$16.0K | 2.4% |
| Uncommon Cents Investing LLC | 53,380 | +384 | $5.0M | -$16.0K | 0.7% |
| Deseret Mutual Benefit Administrators | 3,791 | +208 | $354.9K | +$16.0K | 5.8% |
| Principle Wealth Partners LLC | 37,313 | +218 | $3.5M | -$15.9K | 0.6% |
| TECTONIC ADVISORS LLC | 10,807 | +279 | $1.0M | +$15.9K | 2.6% |
| EVOKE WEALTH, LLC | 15,866 | +5 | $1.5M | -$15.1K | 0.0% |
| Cyndeo Wealth Partners, LLC | 5,155 | +208 | $482.6K | +$14.6K | 4.2% |
| BRAVE ASSET MANAGEMENT INC | 5,846 | +213 | $547.2K | +$14.4K | 3.8% |
| CALTON & ASSOCIATES, INC. | 6,946 | +224 | $650.2K | +$14.4K | 3.3% |
| SYNTAX RESEARCH, INC. | 15,539 | +10 | $1.5M | -$14.3K | 0.1% |
| One Day In July LLC | 2,794 | +180 | $261.5K | +$14.3K | 6.9% |
| CYBER HORNET ETFs LLC | 3,761 | +190 | $352.1K | +$14.3K | 5.3% |
| TFB Advisors LLC | 2,395 | +14 | $224.2K | +$14.3K | 0.6% |
| Accretive Wealth Partners, LLC | 16,041 | +17 | $1.5M | -$14.1K | 0.1% |
| Rosenberg Matthew Hamilton | 10,045 | +252 | $940.3K | +$14.0K | 2.6% |
| Bell Investment Advisors, Inc | 523 | +153 | $49.0K | +$14.0K | 41.4% |
| MASTER'S WEALTH MANAGEMENT INC. | 3,630 | +183 | $339.8K | +$13.8K | 5.3% |
| Coign Capital Advisors LLC | 6,942 | +217 | $649.8K | +$13.7K | 3.2% |
| Cannell & Spears LLC | 14,407 | +5 | $1.3M | -$13.6K | 0.0% |
| Arista Wealth Management, LLC | 14,717 | +9 | $1.4M | -$13.6K | 0.1% |
| 180 WEALTH ADVISORS, LLC | 3,790 | +177 | $354.8K | +$13.0K | 4.9% |
| Commonwealth Retirement Investments LLC | 15,913 | +301 | $1.5M | +$12.9K | 1.9% |
| ADELL HARRIMAN & CARPENTER INC | 6,043 | +197 | $565.7K | +$12.7K | 3.4% |
| LAKE STREET PRIVATE WEALTH, LLC | 3,251 | +166 | $304.4K | +$12.6K | 5.4% |
| Rodgers Brothers Inc. | 7,024 | +202 | $657.5K | +$12.3K | 3.0% |
| Cooper Financial Group | 9,635 | +229 | $901.9K | +$12.2K | 2.4% |
| COHEN & STEERS, INC. | 182,474 | +129,709 | $17.1K | +$12.1K | 245.8% |
| NORTH STAR ASSET MANAGEMENT INC | 4,820 | +177 | $451.2K | +$12.0K | 3.8% |
| Red Door Wealth Management, LLC | 7,414 | +203 | $694.0K | +$11.9K | 2.8% |
| Lodestone Wealth Management LLC | 13,681 | +267 | $1.3M | +$11.9K | 2.0% |
| Brookstone Capital Management | 16,519 | +297 | $1.5M | +$11.9K | 1.8% |
| NICOLET ADVISORY SERVICES, LLC | 10,352 | +95 | $988.6K | +$11.9K | 0.9% |
| FLORIDA FINANCIAL ADVISORS, LLC | 2,693 | +153 | $252.2K | +$11.8K | 6.0% |
| Lakewood Asset Management LLC | 45,848 | +599 | $4.3M | +$11.8K | 1.3% |
| FIRST CITIZENS BANK & TRUST CO | 124,287 | +1,163 | $11.6M | -$11.8K | 0.9% |
| Itau Unibanco Holding S.A. | 195 | +126 | $18.3K | +$11.7K | 182.6% |
| Bruce G. Allen Investments, LLC | 1,521 | +137 | $142.4K | +$11.5K | 9.9% |
| Csenge Advisory Group | 4,833 | +171 | $452.4K | +$11.4K | 3.7% |
| Mayflower Financial Advisors, LLC | 5,029 | +171 | $470.8K | +$11.3K | 3.5% |
| Moss Adams Wealth Advisors LLC | 2,770 | +146 | $259.3K | +$11.2K | 5.6% |
| Linden Thomas Advisory Services, LLC | 14,334 | +265 | $1.3M | +$11.0K | 1.9% |
| GREATMARK INVESTMENT PARTNERS, INC. | 6,863 | +186 | $642.4K | +$10.9K | 2.8% |
| LVZ, Inc. | 12,202 | +14 | $1.1M | -$10.6K | 0.1% |
| LEGACY SOLUTIONS, LLC | 3,167 | +135 | $296.4K | +$9.7K | 4.5% |
| EXENCIAL WEALTH ADVISORS, LLC | 20,596 | +118 | $1.9M | -$9.1K | 0.6% |
| HOWARD FINANCIAL SERVICES, LTD. | 3,317 | +129 | $310.5K | +$8.9K | 4.0% |
| HIGHLINE WEALTH PARTNERS LLC | 243 | +95 | $22.7K | +$8.8K | 64.2% |
| WealthCollab, LLC | 283 | +95 | $26.5K | +$8.7K | 50.5% |
| Miracle Mile Advisors, LLC | 39,343 | +318 | $3.7M | -$8.5K | 0.8% |
| MSH Capital Advisors LLC | 5,661 | +148 | $530.0K | +$8.5K | 2.7% |
| Redhawk Wealth Advisors, Inc. | 2,231 | +109 | $208.8K | +$8.1K | 5.1% |
| Essex Savings Bank | 9,202 | +10 | $861.4K | -$8.1K | 0.1% |
| Valmark Advisers, Inc. | 3,893 | +125 | $364.4K | +$8.0K | 3.3% |
| Eley Financial Management, Inc | 11,473 | +202 | $1.1M | +$7.9K | 1.8% |
| Cascade Investment Advisors, Inc. | 15,715 | +245 | $1.5M | +$7.8K | 1.6% |
| Clarus Group, Inc. | 9,261 | +16 | $866.9K | -$7.5K | 0.2% |
| Oregon Pacific Wealth Management, LLC | 2,414 | +104 | $226.0K | +$7.5K | 4.5% |
| Chicago Capital, LLC | 4,447 | +125 | $416.3K | +$7.5K | 2.9% |
| Nemes Rush Group LLC | 398 | +82 | $37.3K | +$7.3K | 25.9% |
| Capital Investment Advisors, LLC | 17,614 | +258 | $1.6M | +$7.2K | 1.5% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 2,570 | +101 | $240.6K | +$7.0K | 4.1% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2,486 | +100 | $232.7K | +$7.0K | 4.2% |
| Procyon Advisors, LLC | 14,048 | +218 | $1.3M | +$6.8K | 1.6% |
| Valued Wealth Advisors LLC | 301 | +75 | $28.2K | +$6.8K | 33.2% |
| Fiera Capital Corp | 27,950 | +218 | $2.6M | -$6.8K | 0.8% |
| HORIZON FINANCIAL SERVICES, LLC | 129 | +72 | $12.1K | +$6.7K | 126.3% |
| Washington Trust Advisors, Inc. | 1,043 | +81 | $97.6K | +$6.6K | 8.4% |
| First National Bank of Hutchinson | 13,232 | +67 | $1.2M | -$6.6K | 0.5% |
| Tyche Wealth Partners LLC | 7,890 | +13 | $738.6K | -$6.5K | 0.2% |
| Tacita Capital Inc | 555 | +72 | $52.0K | +$6.3K | 14.9% |
| Sepio Capital, LP | 3,795 | +104 | $355.3K | +$6.2K | 2.8% |
| Compass Financial Services Inc | 272 | +68 | $25.4K | +$6.1K | 33.3% |
| NORRIS PERNE & FRENCH LLP/MI | 4,756 | +113 | $445.2K | +$6.0K | 2.4% |
| EXCALIBUR MANAGEMENT CORP | 4,234 | +106 | $396.3K | +$5.9K | 2.6% |
| IMG Wealth Management, Inc. | 1,563 | +77 | $146.3K | +$5.8K | 5.2% |
| GM Advisory Group, LLC | 5,949 | +2 | $556.9K | -$5.7K | 0.0% |
| Strategic Advocates LLC | 614 | +63 | $57.8K | +$5.6K | 11.4% |
| YANKCOM Partnership | 6,048 | +122 | $566.2K | +$5.6K | 2.0% |
| FOURPATH CAPITAL MANAGEMENT, LLC | 5,806 | +1 | $543.5K | -$5.6K | 0.0% |
| SHEETS SMITH WEALTH MANAGEMENT | 3,259 | +92 | $305.1K | +$5.6K | 2.9% |
| Atlantic Edge Private Wealth Management, LLC | 8,449 | +145 | $791.0K | +$5.5K | 1.7% |
| E Fund Management (Hong Kong) Co., Ltd. | 61 | +53 | $6.2K | +$5.5K | 662.5% |
| Westmount Partners, LLC | 7,077 | +80 | $662.5K | -$5.4K | 1.1% |
| BI Asset Management Fondsmaeglerselskab A/S | 108,539 | +58,285 | $10.2K | +$5.4K | 116.0% |
| Capital Advantage, Inc. | 2,673 | +85 | $250.2K | +$5.4K | 3.3% |
| Werba Rubin Papier Wealth Management | 3,955 | +98 | $370.2K | +$5.3K | 2.5% |
| KERR FINANCIAL PLANNING Corp | 320 | +2 | $33.7K | +$5.3K | 0.6% |
| Dogwood Wealth Management LLC | 145 | +57 | $13.6K | +$5.2K | 64.8% |
| Stephens Consulting, LLC | 156 | +56 | $14.6K | +$5.1K | 56.0% |
| CURIO WEALTH, LLC | 87 | +56 | $8.0K | +$5.1K | 180.6% |
| RDA Financial Network | 2,794 | +81 | $261.5K | +$4.9K | 3.0% |
| AdvisorNet Financial, Inc | 4,131 | +95 | $386.7K | +$4.9K | 2.4% |
| Waldron Private Wealth LLC | 6,448 | +16 | $603.5K | -$4.8K | 0.2% |
| PATRICK M SWEENEY & ASSOCIATES, INC | 3,784 | +90 | $354.2K | +$4.8K | 2.4% |
| NATIXIS ADVISORS, LLC | 2,068,467 | +72,041 | $193.6K | +$4.8K | 3.6% |
| EIGHT 31 FINANCIAL, LLC | 5,581 | +8 | $522.4K | -$4.8K | 0.1% |
| Concord Wealth Partners | 32,755 | +388 | $3.1M | +$4.6K | 1.2% |
| Reyes Financial Architecture, Inc. | 93 | +48 | $8.7K | +$4.4K | 106.7% |
| WASHINGTON TRUST Co | 5,313 | +9 | $497.4K | -$4.4K | 0.2% |
| Range Financial Group LLC | 3,762 | +85 | $352.2K | +$4.4K | 2.3% |
| McAdam, LLC | 4,271 | +90 | $399.8K | +$4.3K | 2.1% |
| Evelyn Partners Asset Management Ltd | 66 | +44 | $6.2K | +$4.2K | 200.0% |
| Wellington Shields & Co., LLC | 6,293 | +21 | $589.1K | -$4.2K | 0.3% |
| Saxony Capital Management, LLC | 4,819 | +6 | $451.1K | -$4.2K | 0.1% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 17,324 | +222 | $1.6M | +$4.0K | 1.3% |
| Financial Engines Advisors L.L.C. | 7,151 | +33 | $669.4K | -$3.9K | 0.5% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 4,712 | +9 | $441.0K | -$3.8K | 0.2% |
| Second Line Capital, LLC | 5,850 | +101 | $547.6K | +$3.8K | 1.8% |
| Advisors Capital Management, LLC | 11,813 | +83 | $1.1M | -$3.8K | 0.7% |
| Westside Investment Management, Inc. | 1,544 | +44 | $146.1K | +$3.8K | 2.9% |
| Quantum Financial Advisors, LLC | 4,223 | +5 | $395.3K | -$3.7K | 0.1% |
| South Dakota Investment Council | 342,552 | +42,252 | $32.1K | +$3.7K | 14.1% |
| ROTHSCHILD INVESTMENT LLC | 23,612 | +283 | $2.2M | +$3.6K | 1.2% |
| Dakota Community Bank & Trust NA | 539 | +44 | $50.5K | +$3.6K | 8.9% |
| Old Port Advisors | 6,322 | +27 | $591.8K | -$3.6K | 0.4% |
| Pacifica Partners Inc. | 1,497 | +18 | $144.8K | +$3.6K | 1.2% |
| Willis Johnson & Associates, Inc. | 3,386 | +72 | $317.0K | +$3.5K | 2.2% |
| GS Investments, Inc. | 9,341 | +60 | $874.4K | -$3.5K | 0.6% |
| Bay Harbor Wealth Management, LLC | 99 | +36 | $9.3K | +$3.3K | 57.1% |
| Cadent Capital Advisors, LLC | 4,916 | +16 | $460.2K | -$3.3K | 0.3% |
| SageView Advisory Group, LLC | 6,080 | +28 | $569.2K | -$3.2K | 0.5% |
| Fiduciary Group, LLC | 5,426 | +24 | $507.9K | -$3.1K | 0.4% |
| Vermillion & White Wealth Management Group, LLC | 56 | +33 | $5.2K | +$3.1K | 143.5% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 3,240 | +2 | $303.3K | -$3.0K | 0.1% |
| Peregrine Asset Advisers, Inc. | 3,228 | +2 | $302.2K | -$3.0K | 0.1% |
| HFM Investment Advisors, LLC | 56 | +32 | $5.2K | +$3.0K | 133.3% |
| AdvisorShares Investments LLC | 5,185 | +85 | $485.4K | +$3.0K | 1.7% |
| LS Investment Advisors, LLC | 2,967 | +62 | $277.7K | +$3.0K | 2.1% |
| Advisory Services Network, LLC | 135,004 | +1,428 | $12.6M | +$2.9K | 1.1% |
| Outlook Wealth Advisors, LLC | 7,410 | +47 | $693.6K | -$2.9K | 0.6% |
| CRUX WEALTH ADVISORS | 13,565 | +170 | $1.3M | +$2.8K | 1.3% |
| ORG Partners LLC | 1,077 | +40 | $100.8K | +$2.7K | 3.9% |
| Chesapeake Wealth Management | 7,160 | +103 | $670.2K | +$2.7K | 1.4% |
| Carson Advisory Inc. | 2,722 | +1 | $254.8K | -$2.6K | 0.0% |
| LongView Wealth Management | 2,686 | +1 | $256.6K | +$2.6K | 0.0% |
| Unison Advisors LLC | 17,731 | +157 | $1.7M | -$2.5K | 0.9% |
| BNC WEALTH MANAGEMENT, LLC | 2,646 | +1 | $247.7K | -$2.5K | 0.0% |
| Stratos Wealth Advisors, LLC | 3,199 | +7 | $299.5K | -$2.5K | 0.2% |
| Southeast Asset Advisors, LLC | 2,666 | +1 | $249.6K | -$2.5K | 0.0% |
| NTV Asset Management LLC | 6,826 | +97 | $639.0K | +$2.5K | 1.4% |
| BEACON INVESTMENT ADVISORS LLC | 2,931 | +4 | $274.4K | -$2.5K | 0.1% |
| Keystone Financial Group | 2,925 | +56 | $273.8K | +$2.4K | 1.9% |
| Aull & Monroe Investment Management Corp | 16,880 | +200 | $1.6M | +$2.4K | 1.2% |
| CANADA LIFE ASSURANCE Co | 731,056 | +40,908 | $68.5K | +$2.3K | 5.9% |
| Cherry Creek Investment Advisors, Inc. | 4,213 | +20 | $394.4K | -$2.2K | 0.5% |
| First Western Trust Bank | 2,366 | +1 | $221.5K | -$2.2K | 0.0% |
| WBH ADVISORY INC | 2,334 | +1 | $218.5K | -$2.2K | 0.0% |
| Tempus Wealth Planning, LLC | 3,059 | +9 | $286.4K | -$2.1K | 0.3% |
| SUMITOMO LIFE INSURANCE CO | 13,180 | +159 | $1.2M | +$2.1K | 1.2% |
| CWM, LLC | 119,482 | +23,454 | $11.2K | +$2.1K | 24.4% |
| Royal Capital Wealth Management, LLC | 2,470 | +4 | $231.2K | -$2.0K | 0.2% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,958 | +52 | $276.9K | +$2.0K | 1.8% |
| Glenview Trust co | 19,132 | +219 | $1.8M | +$2.0K | 1.1% |
| Impact Capital Partners LLC | 2,774 | +8 | $259.7K | -$2.0K | 0.3% |
| Gilbert & Cook, Inc. | 9,919 | +123 | $928.5K | +$1.9K | 1.3% |
| TCP Asset Management, LLC | 2,446 | +5 | $229.0K | -$1.9K | 0.2% |
| SpringVest Wealth Management LLC | 2,341 | +4 | $219.1K | -$1.9K | 0.2% |
| Legacy Capital Wealth Partners, LLC | 2,376 | +5 | $222.4K | -$1.9K | 0.2% |
| PROATHLETE WEALTH MANAGEMENT LLC | 2,370 | +5 | $222.0K | -$1.9K | 0.2% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 79,782 | +19,813 | $7.5K | +$1.8K | 33.0% |
| Golden State Wealth Management, LLC | 3,358 | +53 | $314.4K | +$1.7K | 1.6% |
| Shulman DeMeo Asset Management LLC | 3,338 | +16 | $312.5K | -$1.7K | 0.5% |
| WINTON GROUP Ltd | 6,470 | +49 | $605.7K | -$1.7K | 0.8% |
| Crewe Advisors LLC | 1,060 | +29 | $99.2K | +$1.7K | 2.8% |
| Per Stirling Capital Management, LLC. | 2,778 | +11 | $260.1K | -$1.7K | 0.4% |
| Strategic Blueprint, LLC | 8,018 | +101 | $750.6K | +$1.7K | 1.3% |
| Leelyn Smith, LLC | 2,248 | +6 | $210.4K | -$1.7K | 0.3% |
| SEVEN MILE ADVISORY | 3,661 | +21 | $342.7K | -$1.6K | 0.6% |
| Quaker Wealth Management, LLC | 796 | +25 | $74.5K | +$1.5K | 3.2% |
| Arcataur Capital Management LLC | 3,279 | +50 | $306.9K | +$1.5K | 1.5% |
| CALDWELL SUTTER CAPITAL, INC. | 1,542 | +1 | $144.3K | -$1.5K | 0.1% |
| Portside Wealth Group, LLC | 17,934 | +171 | $1.7M | -$1.4K | 1.0% |
| Aspect Partners, LLC | 120 | +16 | $11.2K | +$1.4K | 15.4% |
| Luminist Capital LLC | 21 | +15 | $2.0K | +$1.4K | 250.0% |
| Hirtle Callaghan & Co LLC | 2,766 | +43 | $258.9K | +$1.4K | 1.6% |
| Milestones Private Investment Advisors LLC | 2,422 | +11 | $226.7K | -$1.3K | 0.5% |
| Thrivent Financial for Lutherans | 2,115,151 | +35,162 | $198.0K | +$1.3K | 1.7% |
| Blake Schutter Theil Wealth Advisors, LLC | 3,982 | +29 | $372.8K | -$1.2K | 0.7% |
| CX Institutional | 96,386 | +12,753 | $9.0K | +$1.1K | 15.2% |
| Rossby Financial, LCC | 96 | +13 | $9.0K | +$1.1K | 15.7% |
| Shoker Investment Counsel, Inc. | 2,524 | +15 | $236.3K | -$1.1K | 0.6% |
| a16z Perennial Management, L.P. | 2,505 | +37 | $234.5K | +$1.0K | 1.5% |
| Rialto Wealth Management, LLC | 104 | +12 | $9.7K | +$1.0K | 13.0% |
| ELEVATION WEALTH PARTNERS, LLC | 207 | +13 | $19.4K | +$1.0K | 6.7% |
| VSM Wealth Advisory, LLC | 983 | +1 | $91.9K | -$1.0K | 0.1% |
| Gen-Wealth Partners Inc | 1,279 | +24 | $119.7K | +$1.0K | 1.9% |
| Dunhill Financial, LLC | 39 | +12 | $3.6K | +$1.0K | 44.4% |
| Cambridge Investment Research Advisors, Inc. | 240,119 | +12,618 | $22.5K | +$959 | 5.5% |
| Bright Futures Wealth Management, LLC. | 3,645 | +27 | $341.3K | -$952 | 0.7% |
| SouthState Corp | 17,307 | +189 | $1.6M | +$916 | 1.1% |
| PFS Partners, LLC | 1,987 | +11 | $186.0K | -$897 | 0.6% |
| Slocum, Gordon & Co LLP | 26,437 | +265 | $2.5M | -$841 | 1.0% |
| Goodman Financial Corp | 3,263 | +25 | $305.4K | -$833 | 0.8% |
| Smallwood Wealth Investment Management, LLC | 448 | +13 | $42.0K | +$768 | 3.0% |
| Parisi Gray Wealth Management | 2,201 | +15 | $206.0K | -$759 | 0.7% |
| COZAD ASSET MANAGEMENT INC | 5,679 | +51 | $531.6K | -$742 | 0.9% |
| Signature Resources Capital Management, LLC | 806 | +16 | $75.5K | +$724 | 2.0% |
| WRIGHT INVESTORS SERVICE INC | 9,792 | +109 | $916.6K | +$714 | 1.1% |
| Wealth Watch Advisors, INC | 77 | +8 | $7.2K | +$681 | 11.6% |
| Hughes Financial Services, LLC | 87 | +2 | $8.1K | +$644 | 2.4% |
| Capital Analysts, LLC | 163,155 | +7,825 | $15.3K | +$580 | 5.0% |
| Whipplewood Advisors, LLC | 102 | +7 | $9.5K | +$562 | 7.4% |
| SCS Capital Management LLC | 16,965 | +170 | $1.6M | -$556 | 1.0% |
| Murphy & Mullick Capital Management Corp | 266 | +6 | $24.9K | +$545 | 2.3% |
| High Note Wealth, LLC | 128 | +7 | $12.0K | +$537 | 5.8% |
| EPG Wealth Management LLC | 14,252 | +153 | $1.3M | +$495 | 1.1% |
| Vantage Financial Partners, LLC | 3,348 | +29 | $313.4K | -$494 | 0.9% |
| AdviceOne Advisory Services, LLC | 2,548 | +21 | $238.5K | -$479 | 0.8% |
| Delta Investment Management, LLC | 2,786 | +34 | $260.8K | +$442 | 1.2% |
| Summit Global Investments | 18,532 | +4,438 | $1.7K | +$402 | 31.5% |
| Permanent Capital Management, LP | 3,072 | +36 | $287.6K | +$395 | 1.2% |
| Palisade Asset Management, LLC | 12,649 | +135 | $1.2M | +$373 | 1.1% |
| Kelly Financial Services LLC | 3,927 | +37 | $367.6K | -$367 | 0.9% |
| New England Capital Financial Advisors LLC | 672 | +3 | $62.9K | -$347 | 0.4% |
| RiverFront Investment Group, LLC | 7,688 | +76 | $719.7K | -$345 | 1.0% |
| Winch Advisory Services, LLC | 1,433 | +11 | $134.2K | -$319 | 0.8% |
| Newbridge Financial Services Group, Inc. | 858 | +13 | $80.3K | +$315 | 1.5% |
| Grandview Asset Management LLC | 2,338 | +21 | $218.9K | -$306 | 0.9% |
| Insight Wealth Partners, LLC | 3,020 | +28 | $282.7K | -$302 | 0.9% |
| Root Financial Partners, LLC | 1,972 | +18 | $184.6K | -$278 | 0.9% |
| GARRISON POINT ADVISORS, LLC | 3,247 | +31 | $304.0K | -$268 | 1.0% |
| AMALGAMATED BANK | 243,390 | +5,255 | $22.8K | +$259 | 2.2% |
| NVWM, LLC | 35 | +3 | $3.3K | +$249 | 9.4% |
| LaSalle St. Investment Advisors, LLC | 4,586 | +2,270 | $429 | +$210 | 98.0% |
| Resonant Capital Advisors, LLC | 6,191 | +62 | $579.5K | -$202 | 1.0% |
| SPINNAKER TRUST | 2,417 | +27 | $226.3K | +$185 | 1.1% |
| Financial Synergies Wealth Advisors, Inc. | 4,152 | +41 | $388.7K | -$165 | 1.0% |
| SOL Capital Management CO | 7,686 | +1,756 | $719 | +$158 | 29.6% |
| Marquette Asset Management, LLC | 129 | +3 | $12.1K | +$157 | 2.4% |
| DHJJ Financial Advisors, Ltd. | 333 | +5 | $31.2K | +$147 | 1.5% |
| American Capital Advisory, LLC | 1,012 | +12 | $94.7K | +$144 | 1.2% |
| Arete Wealth Advisors, LLC | 20,874 | +1,472 | $2.0K | +$119 | 7.6% |
| Gleason Group, Inc. | 970 | +9 | $90.8K | -$93 | 0.9% |
| MB, LEVIS & ASSOCIATES, LLC | 817 | +7 | $76.5K | -$92 | 0.9% |
| Team Financial Group, LLC | 672 | +6 | $62.9K | -$75 | 0.9% |
| Tradewinds Capital Management, LLC | 167 | +1 | $15.6K | -$65 | 0.6% |
| Community Bank & Trust, Waco, Texas | 19,207 | +847 | $1.8K | +$61 | 4.6% |
| WEDBUSH SECURITIES INC | 24,784 | +895 | $2.3K | +$60 | 3.7% |
| Asset Planning,Inc | 115 | +1 | $10.8K | -$57 | 0.9% |
| BOSTON RESEARCH & MANAGEMENT INC | 41,178 | +1,005 | $3.9K | +$55 | 2.5% |
| Tower View Wealth Management LLC | 489 | +5 | $45.7K | -$55 | 1.0% |
| Graney & King, LLC | 515 | +4 | $48.2K | -$50 | 0.8% |
| Greenwich Wealth Management LLC | 2,890 | +541 | $271 | +$49 | 23.0% |
| Davis Capital Management | 428 | +4 | $40.1K | -$41 | 0.9% |
| Acorns Advisers, LLC | 2,580 | +368 | $242 | +$33 | 16.6% |
| WealthBridge Investment Counsel Inc. | 36,590 | +700 | $3.4K | +$30 | 1.9% |
| PARK AVENUE SECURITIES LLC | 33,835 | +673 | $3.2K | +$30 | 2.0% |
| MOSAIC FINANCIAL GROUP, LLC | 14,997 | +7 | $1.4K | -$14 | 0.0% |
| BELLEVUE ASSET MANAGEMENT, LLC | 110 | +1 | $10.4K | -$14 | 0.9% |
| Hartford Financial Management Inc. | 113 | +1 | $10.6K | -$12 | 0.9% |
| Hurley Capital, LLC | 101 | +1 | $9.4K | -$11 | 1.0% |
| Clarity Asset Management, Inc. | 120 | +1 | $11.2K | -$11 | 0.8% |
| First Pacific Financial | 97 | +1 | $9.1K | -$11 | 1.0% |
| Carnegie Investment Counsel | 17,188 | +178 | $1.6M | -$7 | 1.0% |
| Silicon Valley Capital Partners | 64 | +1 | $5.9K | -$6 | 1.6% |
| Smithfield Trust Co | 2,972 | +87 | $276 | +$5 | 3.0% |
| VISION FINANCIAL MARKETS LLC | 45 | +1 | $4.1K | -$5 | 2.3% |
| VESTOR CAPITAL, LLC | 84,882 | +80,935 | $369 | -$4 | 2050.5% |
| HAZLETT, BURT & WATSON, INC. | 3,446 | +67 | $323 | +$4 | 2.0% |
| Pinnacle West Asset Management, Inc. | 10,525 | +75 | $985 | -$3 | 0.7% |
| TSFG, LLC | 1,519 | +1 | $142 | -$2 | 0.1% |
| King Wealth Management Group | 2,848 | +10 | $267 | -$1 | 0.3% |
| Penserra Capital Management LLC | 105 | +3 | $9 | $0 | 2.9% |
| Covestor Ltd | 556 | +10 | $52 | $0 | 1.8% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 3,294 | +35 | $307 | $0 | 1.1% |