13F QoQ Ownership Changes
CSX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 221 new · 626 added · 942 reduced · 151 exited
New Positions(221)
Added To(626)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital World Investors | 10,585,803 | +10,578,012 | $383.7M | +$383.5M | 135772.2% |
| JPMORGAN CHASE & CO | 28,287,519 | +7,235,371 | $1.03B | +$277.9M | 34.4% |
| NORGES BANK | 26,964,138 | +5,354,594 | $977.5M | +$231.3M | 24.8% |
| VANGUARD GROUP INC | 175,198,067 | +1,806,718 | $6.35B | +$193.8M | 1.0% |
| UBS Group AG | 14,719,311 | +4,074,379 | $533.6M | +$155.6M | 38.3% |
| BANK OF AMERICA CORP /DE/ | 46,568,451 | +3,320,861 | $1.69B | +$152.4M | 7.7% |
| STATE STREET CORP | 87,879,555 | +2,239,195 | $3.19B | +$144.5M | 2.6% |
| BlackRock, Inc. | 142,515,724 | +833,275 | $5.17B | +$135.1M | 0.6% |
| Qube Research & Technologies Ltd | 4,325,114 | +3,551,316 | $156.8M | +$129.3M | 458.9% |
| BNP PARIBAS ARBITRAGE, SNC | 4,681,043 | +3,150,191 | $207.2M | +$127.3M | 205.8% |
| Bank of New York Mellon Corp | 28,225,342 | +1,908,818 | $1.02B | +$88.7M | 7.3% |
| PRUDENTIAL FINANCIAL INC | 3,819,584 | +2,315,766 | $138.5M | +$85.1M | 154.0% |
| AMUNDI | 12,123,145 | +2,136,399 | $439.5M | +$77.4M | 21.4% |
| Point72 Asset Management, L.P. | 8,150,859 | +1,912,511 | $295.5M | +$73.9M | 30.6% |
| AMERIPRISE FINANCIAL INC | 22,384,897 | +1,493,631 | $811.5M | +$69.6M | 7.1% |
| Jain Global LLC | 3,224,264 | +1,804,829 | $116.9M | +$66.5M | 127.2% |
| LOCUST WOOD CAPITAL ADVISERS, LLC | 3,530,430 | +1,645,069 | $128.0M | +$61.0M | 87.3% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 3,832,708 | +1,556,026 | $138.9M | +$58.1M | 68.3% |
| Squarepoint Ops LLC | 1,605,946 | +1,513,420 | $58.2M | +$54.9M | 1635.7% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2,200,280 | +1,326,436 | $79.8M | +$48.7M | 151.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,206,620 | +1,211,566 | $188.7M | +$46.9M | 30.3% |
| Mitsubishi UFJ Trust & Banking Corp | 7,182,173 | +1,095,284 | $260.4M | +$44.3M | 18.0% |
| TCW GROUP INC | 2,062,654 | +1,171,413 | $74.8M | +$43.1M | 131.4% |
| Fisher Asset Management, LLC | 26,515,831 | +660,157 | $961.2M | +$43.1M | 2.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 42,419,029 | +235,622 | $1.53B | +$40.0M | 0.6% |
| ProShare Advisors LLC | 3,236,360 | +900,513 | $117.3M | +$34.4M | 38.5% |
| Perpetual Ltd | 4,818,959 | +807,328 | $174.7M | +$32.2M | 20.1% |
| Invesco Ltd. | 17,739,936 | +454,352 | $643.1M | +$29.3M | 2.6% |
| Davidson Kempner Capital Management LP | 1,755,078 | +755,078 | $63.6M | +$28.1M | 75.5% |
| Walleye Capital LLC | 977,742 | +737,329 | $35.4M | +$26.9M | 306.7% |
| WELLS FARGO & COMPANY/MN | 5,138,630 | +606,434 | $186.3M | +$25.3M | 13.4% |
| BROOKFIELD Corp /ON/ | 2,874,913 | +627,424 | $104.2M | +$24.4M | 27.9% |
| Neuberger Berman Group LLC | 10,310,772 | +405,494 | $373.8M | +$22.0M | 4.1% |
| FIL Ltd | 2,891,395 | +548,873 | $104.8M | +$21.6M | 23.4% |
| Bridgewater Associates, LP | 690,967 | +535,979 | $25.0M | +$19.5M | 345.8% |
| NATIONAL BANK OF CANADA /FI/ | 2,641,037 | +463,235 | $95.7M | +$18.4M | 21.3% |
| ALLIANCEBERNSTEIN L.P. | 11,998,400 | +253,054 | $434.9M | +$17.9M | 2.1% |
| REGIONS FINANCIAL CORP | 810,211 | +480,855 | $29.4M | +$17.7M | 146.0% |
| Walleye Trading LLC | 3,365,384 | +402,598 | $122.0M | +$16.8M | 13.6% |
| Calamos Advisors LLC | 1,691,627 | +433,253 | $61.3M | +$16.6M | 34.4% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 9,864,838 | +257,565 | $357.6M | +$16.4M | 2.7% |
| GOLDMAN SACHS GROUP INC | 15,906,063 | +128,517 | $576.6M | +$16.3M | 0.8% |
| IFM Investors Pty Ltd | 482,492 | +4,531 | $17.5K | -$16.2M | 0.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12,326,138 | +174,285 | $446.8M | +$15.3M | 1.4% |
| J. Goldman & Co LP | 658,628 | +371,201 | $23.9M | +$13.7M | 129.1% |
| PITTENGER & ANDERSON INC | 435,553 | +308,468 | $15.8M | +$11.3M | 242.7% |
| TORONTO DOMINION BANK | 1,288,542 | +277,591 | $46.7M | +$10.8M | 27.4% |
| Rakuten Investment Management, Inc. | 345,566 | +332,444 | $12.7M | +$10.8M | 2533.5% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,084,030 | +208,682 | $148.1M | +$10.5M | 5.4% |
| NewEdge Advisors, LLC | 346,653 | +254,996 | $12.6M | +$9.3M | 278.2% |
| CI INVESTMENTS INC. | 250,911 | +34,414 | $9.1M | +$9.1M | 15.9% |
| SCOPUS ASSET MANAGEMENT, L.P. | 660,000 | +235,000 | $23.9M | +$8.8M | 55.3% |
| Focus Partners Wealth | 1,890,041 | +189,462 | $68.5M | +$8.1M | 11.1% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 3,488,794 | +156,477 | $126.5M | +$8.1M | 4.7% |
| SEI INVESTMENTS CO | 1,667,459 | +181,167 | $60.4M | +$7.7M | 12.2% |
| CIBC Asset Management Inc | 780,532 | +187,072 | $28.3M | +$7.2M | 31.5% |
| UniSuper Management Pty Ltd | 2,217,445 | +153,094 | $80.4M | +$7.1M | 7.4% |
| Nuveen, LLC | 6,371,109 | +64,498 | $231.0M | +$7.0M | 1.0% |
| NEOS Investment Management LLC | 1,020,711 | +169,637 | $37.0M | +$6.8M | 19.9% |
| Lighthouse Investment Partners, LLC | 747,632 | +165,915 | $27.1M | +$6.4M | 28.5% |
| Mirae Asset Global Investments Co., Ltd. | 886,006 | +159,301 | $32.1M | +$6.3M | 21.9% |
| MARKEL CORP | 440,000 | +155,000 | $15.9M | +$5.8M | 54.4% |
| Atom Investors LP | 257,834 | +149,618 | $9.3M | +$5.5M | 138.3% |
| STIFEL FINANCIAL CORP | 800,648 | +134,373 | $29.0M | +$5.4M | 20.2% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1,705,507 | +112,937 | $61.8M | +$5.3M | 7.1% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 5,311,564 | +33,408 | $192.5M | +$5.1M | 0.6% |
| Aventail Capital Group, LP | 246,216 | +136,419 | $8.9M | +$5.0M | 124.2% |
| Banco Santander, S.A. | 321,366 | +133,430 | $11.6M | +$5.0M | 71.0% |
| Quantinno Capital Management LP | 585,149 | +127,016 | $21.2M | +$4.9M | 27.7% |
| ING GROEP NV | 245,326 | +127,380 | $8.9M | +$4.7M | 108.0% |
| JONES FINANCIAL COMPANIES LLLP | 1,023,587 | +72,788 | $37.1M | +$4.2M | 7.7% |
| WINTON GROUP Ltd | 372,650 | +109,167 | $13.5M | +$4.2M | 41.4% |
| Westchester Capital Management, LLC | 487,583 | +104,216 | $17.7M | +$4.1M | 27.2% |
| AVIVA PLC | 1,580,301 | +81,200 | $57.3M | +$4.1M | 5.4% |
| Empowered Funds, LLC | 246,955 | +106,861 | $9.0M | +$4.0M | 76.3% |
| DANSKE BANK A/S | 960,726 | +88,004 | $34.8M | +$3.8M | 10.1% |
| Concentric Capital Strategies, LP | 368,457 | +98,655 | $13.4M | +$3.8M | 36.6% |
| MARSHALL WACE, LLP | 207,588 | +100,780 | $7.5M | +$3.7M | 94.3% |
| Rockefeller Capital Management L.P. | 654,359 | +86,217 | $23.7M | +$3.5M | 15.2% |
| Vestmark Advisory Solutions, Inc. | 103,400 | +94,876 | $3.7M | +$3.4M | 1113.0% |
| Capital International Investors | 1,482,794 | +63,283 | $53.8M | +$3.3M | 4.5% |
| Capital Research Global Investors | 4,218,274 | +3,802 | $152.9M | +$3.3M | 0.1% |
| BANK OF NOVA SCOTIA | 973,937 | +70,281 | $35.3M | +$3.2M | 7.8% |
| Dana Investment Advisors, Inc. | 91,137 | +85,036 | $3.3M | +$3.1M | 1393.8% |
| Public Sector Pension Investment Board | 241,817 | +81,891 | $8.8M | +$3.1M | 51.2% |
| RAYMOND JAMES FINANCIAL INC | 2,758,134 | +23,278 | $100.0M | +$2.9M | 0.8% |
| Investment Management Corp of Ontario | 161,861 | +73,775 | $5.9M | +$2.7M | 83.8% |
| Militia Capital Partners, LP | 104,600 | +74,800 | $3.8M | +$2.7M | 251.0% |
| Creative Planning | 896,571 | +56,670 | $32.5M | +$2.7M | 6.7% |
| STATE OF WISCONSIN INVESTMENT BOARD | 1,088,104 | +51,980 | $39.4M | +$2.7M | 5.0% |
| abrdn plc | 2,216,902 | +26,997 | $80.4M | +$2.6M | 1.2% |
| ALLSTATE CORP | 136,869 | +70,326 | $5.0M | +$2.6M | 105.7% |
| Tiptree Advisors, LLC | 257,500 | +67,500 | $9.3M | +$2.6M | 35.5% |
| Kestra Advisory Services, LLC | 308,202 | +63,264 | $11.2M | +$2.5M | 25.8% |
| BANK OF MONTREAL /CAN/ | 2,671,031 | +13,753 | $96.8M | +$2.5M | 0.5% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 330,811 | +60,809 | $12.0M | +$2.4M | 22.5% |
| GUGGENHEIM CAPITAL LLC | 680,003 | +50,796 | $24.7M | +$2.3M | 8.1% |
| CI Private Wealth, LLC | 671,639 | +49,380 | $24.1M | +$2.2M | 7.9% |
| LPL Financial LLC | 1,675,158 | +25,716 | $60.7M | +$2.2M | 1.6% |
| ABN AMRO INVESTMENT SOLUTIONS | 87,489 | +55,514 | $3.2M | +$2.1M | 173.6% |
| PRINCIPAL FINANCIAL GROUP INC | 2,350,327 | +8,926 | $85.2M | +$2.1M | 0.4% |
| Toroso Investments, LLC | 238,228 | +47,215 | $8.6M | +$1.9M | 24.7% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2,161,353 | +1,486 | $78.5M | +$1.8M | 0.1% |
| CRAWFORD INVESTMENT COUNSEL INC | 1,536,865 | +18,015 | $55.7M | +$1.8M | 1.2% |
| Cetera Investment Advisers | 629,238 | +35,672 | $22.8M | +$1.7M | 6.0% |
| Farther Finance Advisors, LLC | 73,410 | +45,116 | $2.7M | +$1.7M | 159.4% |
| Brevan Howard Capital Management LP | 177,842 | +39,696 | $6.4M | +$1.5M | 28.7% |
| MUFG Securities EMEA plc | 76,339 | +40,655 | $2.8M | +$1.5M | 113.9% |
| NWAM LLC | 52,830 | +41,892 | $1.9M | +$1.5M | 383.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 366,434 | +32,605 | $13.3M | +$1.4M | 9.8% |
| Ransom Advisory, Ltd | 54,800 | +41,100 | $1.9M | +$1.4M | 300.0% |
| NISA INVESTMENT ADVISORS, LLC | 945,926 | +17,681 | $34.3M | +$1.3M | 1.9% |
| Global Retirement Partners, LLC | 54,389 | +36,058 | $2.0M | +$1.3M | 196.7% |
| Gotham Asset Management, LLC | 462,895 | +26,996 | $16.8M | +$1.3M | 6.2% |
| KLP KAPITALFORVALTNING AS | 728,716 | +19,700 | $26.4M | +$1.2M | 2.8% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 210,132 | +30,140 | $7.6M | +$1.2M | 16.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 70,428,871 | +33,047,720 | $2.6M | +$1.2M | 88.4% |
| Cerity Partners LLC | 457,356 | +23,638 | $16.6M | +$1.2M | 5.5% |
| Arkadios Wealth Advisors | 88,599 | +30,947 | $3.2M | +$1.2M | 53.7% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 504,168 | +21,971 | $18.3M | +$1.2M | 4.5% |
| D.A. DAVIDSON & CO. | 375,609 | +24,113 | $13.6M | +$1.1M | 6.9% |
| FIRST NATIONAL BANK OF OMAHA | 143,468 | +28,718 | $5.2M | +$1.1M | 25.0% |
| Sequoia Financial Advisors, LLC | 203,784 | +26,617 | $7.4M | +$1.1M | 15.0% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 193,953 | +26,870 | $7.0M | +$1.1M | 16.1% |
| JENNISON ASSOCIATES LLC | 99,032 | +28,215 | $3.6M | +$1.1M | 39.8% |
| Snowden Capital Advisors LLC | 56,276 | +28,037 | $2.0M | +$1.0M | 99.3% |
| Elo Mutual Pension Insurance Co | 166,230 | +25,120 | $6.0M | +$1.0M | 17.8% |
| Aptus Capital Advisors, LLC | 588,626 | +15,544 | $21.3M | +$987.6K | 2.7% |
| Czech National Bank | 491,018 | +17,530 | $17.8M | +$985.8K | 3.7% |
| M&T Bank Corp | 443,758 | +17,850 | $16.1M | +$961.5K | 4.2% |
| MACKENZIE FINANCIAL CORP | 247,710 | +21,086 | $9.0M | +$956.4K | 9.3% |
| CAPTRUST FINANCIAL ADVISORS | 423,312 | +18,025 | $15.3M | +$953.4K | 4.4% |
| GF FUND MANAGEMENT CO. LTD. | 392,788 | +18,653 | $14.2M | +$953.0K | 5.0% |
| Canada Post Corp Registered Pension Plan | 96,484 | +24,566 | $3.5M | +$920.7K | 34.1% |
| NOMURA ASSET MANAGEMENT CO LTD | 700,884 | +10,656 | $25.4M | +$897.0K | 1.5% |
| HOWARD BAILEY SECURITIES, LLC | 42,670 | +28,425 | $1.4M | +$882.0K | 199.5% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 840,845 | +6,148 | $30.5M | +$840.5K | 0.7% |
| Goelzer Investment Management, Inc. | 32,483 | +22,890 | $1.2M | +$836.9K | 238.6% |
| TD Asset Management Inc | 782,783 | +5,816 | $28.4M | +$785.8K | 0.7% |
| NewEdge Wealth, LLC | 40,598 | +20,915 | $1.5M | +$776.5K | 106.3% |
| PARK PRESIDIO CAPITAL LLC | 667,932 | +7,932 | $24.2M | +$775.9K | 1.2% |
| USA FINANCIAL FORMULAS | 26,373 | +20,910 | $956.0K | +$762.0K | 382.8% |
| XPONANCE, INC. | 282,072 | +15,310 | $10.2M | +$752.4K | 5.7% |
| Wealthfront Advisers LLC | 128,173 | +18,462 | $4.6M | +$750.4K | 16.8% |
| GATEWAY INVESTMENT ADVISERS LLC | 861,414 | +2,889 | $31.2M | +$740.0K | 0.3% |
| MILLER HOWARD INVESTMENTS INC /NY | 223,507 | +16,139 | $8.1M | +$738.5K | 7.8% |
| Skandinaviska Enskilda Banken AB (publ) | 373,199 | +12,333 | $13.5M | +$725.1K | 3.4% |
| SHELTON WEALTH MANAGEMENT, LLC | 29,683 | +19,616 | $1.1M | +$718.5K | 194.8% |
| Vise Technologies, Inc. | 38,139 | +19,299 | $1.4M | +$713.5K | 102.4% |
| CATALYST FINANCIAL PARTNERS LLC | 35,262 | +18,565 | $1.3M | +$685.3K | 111.2% |
| TIAA TRUST, NATIONAL ASSOCIATION | 139,988 | +15,945 | $5.1M | +$669.8K | 12.8% |
| ASSETMARK, INC | 357,651 | +11,021 | $13.0M | +$656.0K | 3.2% |
| PANAGORA ASSET MANAGEMENT INC | 30,775 | +17,596 | $1.1M | +$647.6K | 133.5% |
| Concurrent Investment Advisors, LLC | 47,428 | +16,462 | $1.7M | +$619.7K | 53.2% |
| Vanguard Personalized Indexing Management, LLC | 229,295 | +11,993 | $8.3M | +$595.3K | 5.5% |
| Polymer Capital Management (US) LLC | 22,630 | +16,090 | $820.3K | +$588.1K | 246.0% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 533,284 | +5,000 | $19.3M | +$572.2K | 0.9% |
| Merit Financial Group, LLC | 79,500 | +14,227 | $2.9M | +$564.1K | 21.8% |
| Swedbank AB | 627,771 | +2,766 | $22.8M | +$562.8K | 0.4% |
| Coastline Trust Co | 26,092 | +15,160 | $945.8K | +$557.6K | 138.7% |
| QRG CAPITAL MANAGEMENT, INC. | 248,297 | +10,338 | $9.0M | +$550.9K | 4.3% |
| BROADWATER CAPITAL MANAGEMENT LLC | 240,177 | +185,097 | $1.9M | -$530.0K | 336.1% |
| CAPITAL INTERNATIONAL SARL | 50,578 | +13,870 | $1.8M | +$530.0K | 37.8% |
| Mount Yale Investment Advisors, LLC | 24,123 | +14,261 | $874.5K | +$524.3K | 144.6% |
| CHILDRESS CAPITAL ADVISORS, LLC | 23,152 | +14,045 | $839.3K | +$515.9K | 154.2% |
| Wealthspire Advisors, LLC | 40,120 | +13,542 | $1.5M | +$510.6K | 51.0% |
| Kemnay Advisory Services Inc. | 347,203 | +6,975 | $12.6M | +$504.6K | 2.0% |
| Jefferies Financial Group Inc. | 228,502 | +9,202 | $8.3M | +$495.9K | 4.2% |
| Norinchukin Bank, The | 148,655 | +10,758 | $5.4M | +$492.0K | 7.8% |
| WOLVERINE ASSET MANAGEMENT LLC | 33,000 | +13,000 | $1.2M | +$486.1K | 65.0% |
| Fieldview Capital Management, LLC | 22,699 | +13,199 | $822.8K | +$485.5K | 138.9% |
| Lebenthal Global Advisors, LLC | 54,657 | +12,284 | $2.0M | +$476.6K | 29.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | 482,067 | +3,174 | $17.5M | +$469.5K | 0.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 808,235 | +8,642 | $29.2M | +$464.3K | 1.1% |
| Callan Family Office, LLC | 58,060 | +11,816 | $2.1M | +$462.5K | 25.6% |
| Waverly Advisors, LLC | 92,348 | +10,776 | $3.3M | +$451.0K | 13.2% |
| TWINBEECH CAPITAL LP | 20,492 | +12,014 | $742.8K | +$441.8K | 141.7% |
| TrueWealth Advisors, LLC | 17,875 | +11,611 | $648.0K | +$425.5K | 185.4% |
| Bleakley Financial Group, LLC | 101,244 | +9,756 | $3.7M | +$421.4K | 10.7% |
| Clark Capital Management Group, Inc. | 46,600 | +10,815 | $1.7M | +$418.5K | 30.2% |
| PROFUND ADVISORS LLC | 163,464 | +8,193 | $5.9M | +$411.9K | 5.3% |
| RB Capital Management, LLC | 20,228 | +10,801 | $733.3K | +$398.5K | 114.6% |
| Pacer Advisors, Inc. | 286,703 | +4,772 | $10.4M | +$381.6K | 1.7% |
| Virtue Capital Management, LLC | 15,599 | +5,428 | $739.8K | +$378.7K | 53.4% |
| Meeder Advisory Services, Inc. | 50,258 | +9,593 | $1.8M | +$377.8K | 23.6% |
| Ethic Inc. | 143,651 | +7,507 | $5.2M | +$372.9K | 5.5% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 17,838 | +10,010 | $646.6K | +$368.7K | 127.9% |
| NORDEA INVESTMENT MANAGEMENT AB | 192,411 | +4,922 | $7.0M | +$364.6K | 2.6% |
| TRUST CO OF VIRGINIA /VA | 325,410 | +2,727 | $11.8M | +$337.6K | 0.8% |
| Caldwell Trust Co | 46,512 | +8,325 | $1.7M | +$330.0K | 21.8% |
| JANUS HENDERSON GROUP PLC | 244,043 | +3,763 | $8.9M | +$323.9K | 1.6% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 171,864 | +5,533 | $6.2M | +$323.6K | 3.3% |
| GHP Investment Advisors, Inc. | 340,028 | +1,782 | $12.3M | +$314.9K | 0.5% |
| Signet Investment Advisory Group, Inc. | 154,275 | +5,619 | $5.6M | +$313.7K | 3.8% |
| DAVENPORT & Co LLC | 188,085 | +4,844 | $6.8M | +$311.0K | 2.6% |
| Generali Asset Management SPA SGR | 162,470 | +5,344 | $5.9M | +$310.0K | 3.4% |
| Bridgefront Capital, LLC | 32,480 | +7,973 | $1.2M | +$307.2K | 32.5% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 273,822 | +2,828 | $9.9M | +$303.1K | 1.0% |
| Knights of Columbus Asset Advisors LLC | 189,288 | +4,476 | $6.9M | +$299.0K | 2.4% |
| STEPHENS INC /AR/ | 129,973 | +5,668 | $4.7M | +$297.4K | 4.5% |
| Robertson Stephens Wealth Management, LLC | 16,784 | +7,845 | $608.5K | +$291.0K | 87.8% |
| FIRST MANHATTAN CO | 159,393 | +4,779 | $5.8M | +$287.7K | 3.1% |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 131,010 | +5,350 | $4.7M | +$286.9K | 4.3% |
| M. Kulyk & Associates, LLC | 194,542 | +3,975 | $7.1M | +$285.1K | 2.1% |
| SIGNATUREFD, LLC | 203,100 | +4,065 | $4.4M | +$284.9K | 2.0% |
| Ameritas Investment Partners, Inc. | 130,264 | +5,256 | $4.7M | +$283.1K | 4.2% |
| Lombard Odier Asset Management (Switzerland) SA | 86,384 | +6,103 | $3.1M | +$280.6K | 7.6% |
| Register Financial Advisors LLC | 12,894 | +7,554 | $467.4K | +$277.8K | 141.5% |
| HUNTINGTON NATIONAL BANK | 115,964 | +5,374 | $4.2M | +$276.7K | 4.8% |
| Pathstone Holdings, LLC | 249,281 | +2,536 | $9.0M | +$274.5K | 1.0% |
| Calamos Wealth Management LLC | 21,638 | +7,181 | $784.4K | +$271.0K | 49.7% |
| Optiver Holding B.V. | 11,118 | +7,353 | $403.0K | +$269.3K | 195.3% |
| Independent Advisor Alliance | 85,835 | +5,732 | $3.1M | +$267.1K | 7.2% |
| NEW ENGLAND ASSET MANAGEMENT INC | 211,850 | +3,075 | $7.7M | +$266.0K | 1.5% |
| NOVARE CAPITAL MANAGEMENT LLC | 298,850 | +1,179 | $10.8M | +$263.0K | 0.4% |
| First Financial Bankshares Inc | 15,325 | +6,965 | $555.5K | +$258.7K | 83.3% |
| SHELTON CAPITAL MANAGEMENT | 222,654 | +2,643 | $8.1M | +$258.6K | 1.2% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 256,154 | +1,908 | $9.3M | +$257.3K | 0.8% |
| FIRST CITIZENS BANK & TRUST CO | 25,392 | +6,625 | $920.5K | +$254.0K | 35.3% |
| Union Bancaire Privee, UBP SA | 54,740 | +4,306 | $1.7M | +$251.9K | 8.5% |
| FourThought Financial Partners, LLC | 105,736 | +4,800 | $3.8M | +$248.7K | 4.8% |
| Beacon Pointe Advisors, LLC | 110,985 | +4,669 | $4.0M | +$247.9K | 4.4% |
| Resonant Capital Advisors, LLC | 74,489 | +5,128 | $2.7M | +$237.2K | 7.4% |
| GAMMA Investing LLC | 51,931 | +5,403 | $1.9M | +$230.3K | 11.6% |
| BROWN BROTHERS HARRIMAN & CO | 20,754 | +5,919 | $752.3K | +$225.5K | 39.9% |
| First Command Advisory Services, Inc. | 29,776 | +5,463 | $1.1M | +$216.0K | 22.5% |
| Taylor Hoffman Capital Management LLC | 82,989 | +4,284 | $3.0M | +$213.5K | 5.4% |
| HB Wealth Management, LLC | 93,582 | +3,882 | $3.4M | +$207.1K | 4.3% |
| KINGSWOOD WEALTH ADVISORS, LLC | 13,852 | +5,528 | $502.1K | +$206.6K | 66.4% |
| Ameritas Advisory Services, LLC | 10,903 | +5,524 | $395.2K | +$204.2K | 102.7% |
| Hilltop National Bank | 42,310 | +4,859 | $1.5M | +$203.9K | 13.0% |
| Atria Investments, Inc | 147,241 | +2,628 | $5.3M | +$202.3K | 1.8% |
| Crossmark Global Holdings, Inc. | 123,642 | +3,115 | $4.5M | +$202.1K | 2.6% |
| UMB Bank, n.a. | 65,979 | +4,260 | $2.4M | +$200.1K | 6.9% |
| Fidelis Capital Partners, LLC | 56,552 | +4,452 | $2.1M | +$199.9K | 8.5% |
| Capital Investment Advisors, LLC | 54,868 | +4,067 | $2.0M | +$185.0K | 8.0% |
| Portside Wealth Group, LLC | 25,026 | +4,620 | $907.2K | +$182.6K | 22.6% |
| Buckingham Strategic Partners | 13,495 | +4,766 | $489.2K | +$178.2K | 54.6% |
| Smartleaf Asset Management LLC | 34,870 | +4,385 | $1.3M | +$177.7K | 14.4% |
| RITHOLTZ WEALTH MANAGEMENT | 92,360 | +2,971 | $3.3M | +$173.8K | 3.3% |
| AUGUSTINE ASSET MANAGEMENT INC | 74,345 | +3,279 | $2.7M | +$171.5K | 4.6% |
| Hartford Financial Management Inc. | 127,385 | +2,152 | $4.6M | +$170.7K | 1.7% |
| E Fund Management (Hong Kong) Co., Ltd. | 6,294 | +4,289 | $241.6K | +$170.4K | 213.9% |
| Dakota Wealth Management | 12,036 | +4,548 | $436.3K | +$170.4K | 60.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 107,960 | +2,483 | $3.9M | +$168.1K | 2.4% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 61,755 | +3,409 | $2.2M | +$166.8K | 5.8% |
| Savvy Advisors, Inc. | 10,798 | +4,439 | $391.4K | +$165.6K | 69.8% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 213,314 | +200 | $7.7M | +$165.0K | 0.1% |
| China Universal Asset Management Co., Ltd. | 52,696 | +3,481 | $1.9M | +$162.6K | 7.1% |
| Rinkey Investments | 10,985 | +4,325 | $398.2K | +$161.7K | 64.9% |
| Miracle Mile Advisors, LLC | 127,402 | +1,821 | $4.6M | +$158.9K | 1.4% |
| SFMG, LLC | 178,769 | +578 | $6.5M | +$152.8K | 0.3% |
| Gold Investment Management Ltd. | 124,591 | +1,680 | $4.5M | +$151.9K | 1.4% |
| CLEAR STREET MARKETS LLC | 5,600 | +3,992 | $203.0K | +$145.9K | 248.3% |
| Diversified Enterprises, LLC | 16,480 | +3,758 | $597.4K | +$145.6K | 29.5% |
| Canal Capital Management, LLC | 28,359 | +126 | $1.0M | +$141.4K | 0.4% |
| DAYMARK WEALTH PARTNERS, LLC | 26,199 | +3,412 | $949.7K | +$140.6K | 15.0% |
| Allspring Global Investments Holdings, LLC | 83,544 | +983 | $3.0M | +$140.5K | 1.2% |
| BANK OZK | 95,580 | +1,838 | $3.5M | +$136.0K | 2.0% |
| Metis Global Partners, LLC | 77,552 | +2,187 | $2.8M | +$135.0K | 2.9% |
| TFC Financial Management, Inc. | 3,768 | +3,680 | $136.6K | +$133.5K | 4181.8% |
| Bath Savings Trust Co | 31,521 | +3,048 | $1.1M | +$131.6K | 10.7% |
| Acropolis Investment Management, LLC | 20,488 | +1,652 | $742.7K | +$128.1K | 8.8% |
| TRUST POINT INC. | 10,057 | +3,392 | $364.6K | +$127.9K | 50.9% |
| OLD NATIONAL BANCORP /IN/ | 96,692 | +1,554 | $3.5M | +$126.7K | 1.6% |
| Aull & Monroe Investment Management Corp | 138,935 | +667 | $5.0M | +$126.5K | 0.5% |
| PFG Investments, LLC | 21,073 | +3,093 | $763.9K | +$125.4K | 17.2% |
| NORDEN GROUP LLC | 25,106 | +2,997 | $910.1K | +$125.0K | 13.6% |
| Great Lakes Retirement, Inc. | 63,804 | +2,183 | $2.3M | +$124.7K | 3.5% |
| First National Advisers, LLC | 122,493 | +900 | $4.4M | +$123.2K | 0.7% |
| Summit Financial, LLC | 44,984 | +2,525 | $1.6M | +$123.0K | 5.9% |
| Prestige Wealth Management Group LLC | 4,126 | +3,755 | $135.0K | +$121.8K | 1012.1% |
| Siemens Fonds Invest GmbH | 91,142 | +1,046 | $3.3M | +$120.1K | 1.2% |
| Cambria Investment Management, L.P. | 71,474 | +1,856 | $2.6M | +$118.8K | 2.7% |
| Krilogy Financial LLC | 14,394 | +2,462 | $539.3K | +$117.9K | 20.6% |
| AMG National Trust Bank | 137,054 | +452 | $5.0M | +$117.5K | 0.3% |
| Capula Management Ltd | 13,000 | +3,000 | $471.3K | +$116.2K | 30.0% |
| New Republic Capital, LLC | 25,632 | +2,734 | $929.2K | +$116.0K | 11.9% |
| GREENLEAF TRUST | 73,874 | +1,689 | $2.7M | +$114.6K | 2.3% |
| OSTRUM ASSET MANAGEMENT | 21,124 | +2,737 | $765.7K | +$112.8K | 14.9% |
| Private Advisor Group, LLC | 142,396 | +57 | $5.2M | +$107.4K | 0.0% |
| Ascent Group, LLC | 48,794 | +1,944 | $1.8M | +$105.2K | 4.1% |
| Prospera Financial Services Inc | 57,424 | +1,688 | $2.1M | +$102.6K | 3.0% |
| Mutual Advisors, LLC | 27,103 | +2,328 | $982.5K | +$102.2K | 9.4% |
| INTRUST BANK NA | 31,179 | +2,210 | $1.1M | +$101.5K | 7.6% |
| Everhart Financial Group, Inc. | 35,175 | +2,039 | $1.3M | +$98.4K | 6.2% |
| TOWER BRIDGE ADVISORS | 79,385 | +1,054 | $2.9M | +$96.2K | 1.3% |
| Pensionmark Financial Group, LLC | 29,049 | +8,489 | $825.5K | +$95.4K | 41.3% |
| XTX Topco Ltd | 12,316 | +2,373 | $446.5K | +$93.4K | 23.9% |
| Genesee Capital Advisors, LLC | 24,539 | +2,047 | $889.5K | +$90.8K | 9.1% |
| Roundview Capital LLC | 40,203 | +1,705 | $1.5M | +$90.3K | 4.4% |
| SAGESPRING WEALTH PARTNERS, LLC | 20,396 | +2,072 | $739.4K | +$88.7K | 11.3% |
| TD PRIVATE CLIENT WEALTH LLC | 51,033 | +1,373 | $1.8M | +$86.5K | 2.8% |
| Sanchez Wealth Management Group | 49,653 | +1,390 | $1.8M | +$86.1K | 2.9% |
| Intellectus Partners, LLC | 47,617 | +1,412 | $1.7M | +$85.4K | 3.0% |
| Van Hulzen Asset Management, LLC | 93,454 | +454 | $3.4M | +$85.3K | 0.5% |
| CWA Asset Management Group, LLC | 13,834 | +2,080 | $501.5K | +$84.1K | 17.7% |
| GUARDIAN INVESTMENT MANAGEMENT | 51,509 | +1,289 | $1.9M | +$83.9K | 2.6% |
| Howard Capital Management Inc. | 53,839 | +1,241 | $2.0M | +$83.9K | 2.4% |
| McIlrath & Eck, LLC | 3,239 | +2,250 | $117.4K | +$82.3K | 227.5% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 90,934 | +380 | $3.3M | +$80.8K | 0.4% |
| Lido Advisors, LLC | 98,967 | +2,008 | $3.5M | +$80.0K | 2.1% |
| IHT Wealth Management, LLC | 45,563 | +1,133 | $1.7M | +$79.4K | 2.5% |
| Clearstead Advisors, LLC | 101,281 | +124 | $3.7M | +$79.3K | 0.1% |
| XML Financial, LLC | 24,060 | +1,709 | $872.2K | +$78.5K | 7.6% |
| HARBOR INVESTMENT ADVISORY, LLC | 30,856 | +1,560 | $1.1M | +$78.2K | 5.3% |
| NorthCrest Asset Manangement, LLC | 554,461 | +3,386 | $19.9M | +$77.5K | 0.6% |
| PRINCIPAL SECURITIES, INC. | 18,687 | +1,762 | $677.4K | +$76.4K | 10.4% |
| HBK Sorce Advisory LLC | 16,454 | +73 | $668.2K | +$74.5K | 0.4% |
| Sound Income Strategies, LLC | 9,688 | +2,005 | $351.2K | +$74.2K | 26.1% |
| CULLEN/FROST BANKERS, INC. | 9,595 | +1,879 | $347.8K | +$73.8K | 24.4% |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 95,494 | +88 | $3.5M | +$73.8K | 0.1% |
| EverSource Wealth Advisors, LLC | 13,462 | +1,791 | $488.0K | +$73.6K | 15.3% |
| BAXTER BROS INC | 98,290 | +6 | $3.6M | +$73.0K | 0.0% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 39,993 | +1,210 | $1.4M | +$72.5K | 3.1% |
| Hilltop Holdings Inc. | 10,828 | +1,797 | $392.5K | +$71.8K | 19.9% |
| CFO4Life Group, LLC | 94,037 | +43 | $3.4M | +$71.1K | 0.0% |
| Premier Path Wealth Partners, LLC | 17,661 | +1,615 | $640.2K | +$70.4K | 10.1% |
| Cove Private Wealth, LLC | 9,823 | +1,749 | $356.1K | +$69.4K | 21.7% |
| Wealthcare Advisory Partners LLC | 32,417 | +1,243 | $1.2M | +$68.1K | 4.0% |
| MONTAG A & ASSOCIATES INC | 10,525 | +1,692 | $381.5K | +$67.9K | 19.1% |
| ICICI Prudential Asset Management Co Ltd | 29,885 | +1,255 | $1.1M | +$66.7K | 4.4% |
| VestGen Advisors, LLC | 10,565 | +1,656 | $383.0K | +$66.6K | 18.6% |
| Essex Financial Services, Inc. | 31,122 | +1,227 | $1.1M | +$66.6K | 4.1% |
| Advisors Capital Management, LLC | 11,132 | +1,611 | $403.5K | +$65.4K | 16.9% |
| Lombard Odier Asset Management (USA) Corp | 22,356 | +1,375 | $810.4K | +$65.4K | 6.5% |
| ANGELES WEALTH MANAGEMENT, LLC | 9,107 | +1,626 | $330.1K | +$64.5K | 21.7% |
| Western Wealth Management, LLC | 37,779 | +1,021 | $1.4M | +$64.2K | 2.8% |
| Nilsine Partners, LLC | 46,225 | +838 | $1.7M | +$64.0K | 1.8% |
| Perigon Wealth Management, LLC | 26,791 | +1,239 | $971.2K | +$63.8K | 4.8% |
| RiverFront Investment Group, LLC | 57,434 | +600 | $2.1M | +$63.8K | 1.1% |
| Atomi Financial Group, Inc. | 28,427 | +1,162 | $1.0M | +$62.3K | 4.3% |
| CHOREO, LLC | 55,161 | +336 | $2.0M | +$62.1K | 0.6% |
| INSIGNEO ADVISORY SERVICES, LLC | 9,610 | +1,549 | $348.4K | +$62.1K | 19.2% |
| Kingsview Wealth Management, LLC | 53,713 | +598 | $1.9M | +$61.0K | 1.1% |
| Florida Trust Wealth Management Co | 45,000 | +759 | $1.6M | +$60.3K | 1.7% |
| Kentucky Trust Co | 1,945 | +1,645 | $70.5K | +$59.9K | 548.3% |
| Thrivent Financial for Lutherans | 4,908,534 | +1,582,873 | $177.9K | +$59.8K | 47.6% |
| Palisade Asset Management, LLC | 6,171 | +1,540 | $223.7K | +$59.3K | 33.3% |
| Navalign, LLC | 29,684 | +1,031 | $1.1M | +$58.6K | 3.6% |
| Advisory Services Network, LLC | 66,082 | +242 | $2.4M | +$57.5K | 0.4% |
| Apollon Wealth Management, LLC | 64,476 | +207 | $2.3M | +$55.1K | 0.3% |
| BENJAMIN EDWARDS INC | 27,550 | +955 | $998.7K | +$54.3K | 3.6% |
| McGlone Suttner Wealth Management, Inc. | 23,160 | +1,029 | $839.6K | +$53.7K | 4.6% |
| Heritage Wealth Advisors | 71,254 | +1 | $2.6M | +$52.8K | 0.0% |
| NBC SECURITIES, INC. | 4,232 | +1,395 | $153.4K | +$52.7K | 49.2% |
| Fulton Bank, N.A. | 22,982 | +990 | $833.1K | +$52.2K | 4.5% |
| CGN Advisors LLC | 55,118 | +312 | $2.0M | +$51.9K | 0.6% |
| VERUS CAPITAL PARTNERS, LLC | 17,951 | +1,057 | $650.7K | +$50.8K | 6.3% |
| Wealth Alliance | 22,046 | +961 | $799.2K | +$50.4K | 4.5% |
| Associated Banc-Corp | 38,868 | +593 | $1.4M | +$49.8K | 1.5% |
| Heck Capital Advisors, LLC | 7,529 | +1,243 | $272.9K | +$49.7K | 19.8% |
| Alteri Wealth LLC | 13,733 | +1,081 | $497.8K | +$48.5K | 8.5% |
| Frank, Rimerman Advisors LLC | 24,589 | +849 | $891.4K | +$48.3K | 3.6% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 14,206 | +1,421 | $506.1K | +$48.1K | 11.1% |
| Greenfield Savings Bank | 15,332 | +1,017 | $555.8K | +$47.5K | 7.1% |
| Foundations Investment Advisors, LLC | 29,722 | +704 | $1.1M | +$47.0K | 2.4% |
| Cedar Mountain Advisors, LLC | 63,393 | +1 | $2.3M | +$46.9K | 0.0% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 59,498 | +80 | $2.2M | +$46.9K | 0.1% |
| Dorsey & Whitney Trust CO LLC | 16,821 | +948 | $609.8K | +$46.1K | 6.0% |
| NORRIS PERNE & FRENCH LLP/MI | 9,580 | +1,094 | $347.3K | +$45.9K | 12.9% |
| Raleigh Capital Management Inc. | 10,369 | +1,051 | $375.9K | +$45.0K | 11.3% |
| Smith, Salley & Associates | 17,003 | +900 | $616.4K | +$44.5K | 5.6% |
| Joule Financial, LLC | 6,995 | +1,107 | $253.6K | +$44.5K | 18.8% |
| Kozak & Associates, Inc. | 16,725 | +703 | $588.7K | +$43.8K | 4.4% |
| MCF Advisors LLC | 10,142 | +1,019 | $367.6K | +$43.7K | 11.2% |
| Trust Co | 1,780 | +1,192 | $64.5K | +$43.6K | 202.7% |
| SK Wealth Management, LLC | 22,081 | +76 | $836.2K | +$42.9K | 0.3% |
| Barnett & Company, Inc. | 30,860 | +550 | $1.1M | +$42.4K | 1.8% |
| Chicago Partners Investment Group LLC | 13,130 | +834 | $481.1K | +$42.4K | 6.8% |
| Pure Financial Advisors, LLC | 13,969 | +902 | $506.4K | +$42.4K | 6.9% |
| Avestar Capital, LLC | 11,652 | +944 | $422.4K | +$42.1K | 8.8% |
| SUMITOMO LIFE INSURANCE CO | 39,996 | +347 | $1.4M | +$41.9K | 0.9% |
| LRI Investments, LLC | 9,472 | +978 | $343.4K | +$41.7K | 11.5% |
| DAVIDSON TRUST CO | 22,145 | +705 | $802.8K | +$41.4K | 3.3% |
| Gratus Wealth Advisors, LLC | 34,207 | +441 | $1.2M | +$41.0K | 1.3% |
| Montecito Bank & Trust | 11,371 | +914 | $412.2K | +$40.9K | 8.7% |
| CHILTON INVESTMENT CO INC. | 12,697 | +860 | $460.3K | +$39.9K | 7.3% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 7,164 | +971 | $259.7K | +$39.8K | 15.7% |
| Old Port Advisors | 9,572 | +920 | $347.0K | +$39.8K | 10.6% |
| Turtle Creek Wealth Advisors, LLC | 7,705 | +958 | $279.3K | +$39.7K | 14.2% |
| Evelyn Partners Asset Management Ltd | 1,732 | +982 | $62.8K | +$38.3K | 130.9% |
| LYELL WEALTH MANAGEMENT, LP | 27,831 | +486 | $1.0M | +$37.9K | 1.8% |
| Gryphon Financial Partners LLC | 16,464 | +713 | $596.8K | +$37.5K | 4.5% |
| Bridgewater Advisors Inc. | 32,864 | +341 | $1.2M | +$37.5K | 1.0% |
| SIMON QUICK ADVISORS, LLC | 8,160 | +862 | $295.8K | +$36.6K | 11.8% |
| FIRETHORN WEALTH PARTNERS, LLC | 39,675 | +201 | $1.4M | +$36.5K | 0.5% |
| United Community Bank | 30,450 | +392 | $1.1M | +$36.5K | 1.3% |
| Jacobi Capital Management LLC | 46,968 | +36 | $1.7M | +$36.0K | 0.1% |
| Koshinski Asset Management, Inc. | 17,990 | +636 | $652.1K | +$35.9K | 3.7% |
| Massachusetts Wealth Management | 38,160 | +175 | $1.4M | +$34.5K | 0.5% |
| Crestwood Advisors Group LLC | 8,583 | +783 | $311.1K | +$34.1K | 10.0% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4,206 | +871 | $152.5K | +$34.0K | 26.1% |
| BAILARD, INC. | 16,454 | +607 | $596.5K | +$33.7K | 3.8% |
| Parallel Advisors, LLC | 21,734 | +487 | $787.9K | +$33.4K | 2.3% |
| PATTON ALBERTSON MILLER GROUP, LLC | 12,675 | +665 | $459.5K | +$33.0K | 5.5% |
| Cornerstone Wealth Management, LLC | 12,640 | +637 | $458.2K | +$32.0K | 5.3% |
| PRIVATE TRUST CO NA | 28,100 | +315 | $1.0M | +$32.0K | 1.1% |
| OUTFITTER FINANCIAL LLC | 39,330 | +80 | $1.4M | +$31.9K | 0.2% |
| Formidable Asset Management, LLC | 10,809 | +2 | $383.8K | +$31.2K | 0.0% |
| SYON CAPITAL LLC | 28,316 | +287 | $1.0M | +$31.1K | 1.0% |
| Confluence Wealth Services, Inc. | 31,554 | +220 | $1.1M | +$31.1K | 0.7% |
| Sunpointe, LLC | 12,137 | +592 | $440.0K | +$30.0K | 5.1% |
| Cobblestone Asset Management LLC | 34,714 | +121 | $1.3M | +$30.0K | 0.3% |
| Washington Trust Advisors, Inc. | 3,526 | +766 | $127.8K | +$29.8K | 27.8% |
| Diversify Advisory Services, LLC | 22,350 | +570 | $810.2K | +$29.8K | 2.6% |
| Sovereign Financial Group, Inc. | 30,983 | +188 | $1.1M | +$29.6K | 0.6% |
| INVESCO, LLC | 32,609 | +133 | $1.2M | +$28.9K | 0.4% |
| L2 Asset Management, LLC | 9,366 | +612 | $339.5K | +$28.7K | 7.0% |
| PATRICK M SWEENEY & ASSOCIATES, INC | 34,439 | +87 | $1.2M | +$28.6K | 0.3% |
| WBH ADVISORY INC | 37,681 | +2 | $1.4M | +$28.0K | 0.0% |
| SHEETS SMITH WEALTH MANAGEMENT | 33,640 | +77 | $1.2M | +$27.6K | 0.2% |
| FIRST HORIZON CORP | 7,931 | +607 | $287.5K | +$27.4K | 8.3% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,490 | +559 | $344.0K | +$26.9K | 6.3% |
| DAGCO, Inc. | 35,585 | +7 | $1.3M | +$26.6K | 0.0% |
| PETTYJOHN, WOOD & WHITE, INC | 19,563 | +338 | $709.2K | +$26.5K | 1.8% |
| DRW Securities, LLC | 11,033 | +533 | $399.3K | +$26.3K | 5.1% |
| SVB WEALTH LLC | 24,841 | +223 | $900.5K | +$26.3K | 0.9% |
| Acorn Wealth Advisors, LLC | 29,704 | +120 | $1.1M | +$26.2K | 0.4% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 15,967 | +404 | $578.8K | +$26.2K | 2.6% |
| Garner Asset Management Corp | 7,933 | +550 | $287.6K | +$25.4K | 7.4% |
| Avidian Wealth Solutions, LLC | 21,707 | +251 | $786.9K | +$24.9K | 1.2% |
| 44 WEALTH MANAGEMENT LLC | 20,893 | +263 | $757.4K | +$24.8K | 1.3% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 9,656 | +494 | $350.0K | +$24.7K | 5.4% |
| Thomasville National Bank | 11,741 | +438 | $425.6K | +$24.2K | 3.9% |
| B. Riley Wealth Advisors, Inc. | 31,012 | +36 | $1.1M | +$24.2K | 0.1% |
| Larson Financial Group LLC | 15,036 | +369 | $545.1K | +$24.2K | 2.5% |
| CULLEN INVESTMENT GROUP, LTD. | 31,841 | +44 | $1.1M | -$24.2K | 0.1% |
| Checchi Capital Advisers, LLC | 21,688 | +220 | $786.2K | +$23.9K | 1.0% |
| Empower Advisory Group, LLC | 27,653 | +94 | $1.0M | +$23.8K | 0.3% |
| Inspire Investing, LLC | 9,055 | +474 | $328.2K | +$23.5K | 5.5% |
| Commonwealth Financial Services, LLC | 26,991 | +98 | $978.4K | +$23.4K | 0.4% |
| Keystone Financial Group | 21,431 | +206 | $776.9K | +$23.2K | 1.0% |
| Parkside Financial Bank & Trust | 17,715 | +281 | $642.2K | +$23.1K | 1.6% |
| SOA Wealth Advisors, LLC. | 111,914 | +23,072 | $111.9K | +$23.1K | 26.0% |
| Oakworth Capital, Inc. | 20,108 | +228 | $728.9K | +$23.0K | 1.1% |
| Klingman & Associates, LLC | 19,763 | +216 | $716.4K | +$22.3K | 1.1% |
| Quadrant Private Wealth Management, LLC | 7,296 | +470 | $264.5K | +$22.1K | 6.9% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 13,235 | +346 | $479.8K | +$22.1K | 2.7% |
| Diversified Trust Co | 11,727 | +370 | $425.1K | +$21.8K | 3.3% |
| Sepio Capital, LP | 17,939 | +226 | $650.3K | +$21.3K | 1.3% |
| Gilbert & Cook, Inc. | 18,946 | +198 | $686.8K | +$21.1K | 1.1% |
| Clear Harbor Asset Management, LLC | 23,426 | +100 | $849.2K | +$20.9K | 0.4% |
| Legacy Wealth Asset Management, LLC | 20,681 | +155 | $749.7K | +$20.8K | 0.8% |
| Walker Asset Management, LLC | 26,037 | +37 | $943.8K | +$20.6K | 0.1% |
| MEEDER ASSET MANAGEMENT INC | 797 | +560 | $28.9K | +$20.5K | 236.3% |
| Pines Wealth Management, LLC | 11,863 | +328 | $430.0K | +$20.4K | 2.8% |
| Forum Financial Management, LP | 26,522 | +5 | $961.4K | +$19.8K | 0.0% |
| Advisor OS, LLC | 11,553 | +317 | $418.8K | +$19.8K | 2.8% |
| TBH Global Asset Management, LLC | 19,878 | +137 | $720.6K | +$19.6K | 0.7% |
| WRIGHT INVESTORS SERVICE INC | 16,759 | +200 | $607.5K | +$19.5K | 1.2% |
| Seneca House Advisors | 25,476 | +12 | $923.5K | +$19.3K | 0.0% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,797 | +213 | $572.6K | +$19.3K | 1.4% |
| WHITENER CAPITAL MANAGEMENT, INC. | 11,030 | +300 | $399.8K | +$18.8K | 2.8% |
| Capital Investment Advisory Services, LLC | 17,907 | +153 | $649.1K | +$18.7K | 0.9% |
| PDS Planning, Inc | 15,721 | +187 | $569.9K | +$18.3K | 1.2% |
| ORG Partners LLC | 1,623 | +479 | $58.8K | +$18.2K | 41.9% |
| ALTFEST L J & CO INC | 9,982 | +301 | $361.8K | +$18.1K | 3.1% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17,367 | +144 | $629.6K | +$18.0K | 0.8% |
| Cornerstone Advisory, LLC | 19,218 | +98 | $696.6K | +$17.7K | 0.5% |
| Colonial Trust Co / SC | 20,254 | +68 | $734.2K | +$17.4K | 0.3% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 11,259 | +253 | $408.1K | +$17.3K | 2.3% |
| Cornerstone Wealth Group, LLC | 6,920 | +341 | $250.9K | +$17.2K | 5.2% |
| Gleason Group, Inc. | 2,646 | +425 | $95.9K | +$17.0K | 19.1% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 16,968 | +122 | $615.1K | +$16.9K | 0.7% |
| FORTRESS PRIVATE LEDGER, LLC | 6,333 | +339 | $229.6K | +$16.7K | 5.7% |
| Fundamentun, LLC | 6,518 | +323 | $236.3K | +$16.3K | 5.2% |
| Secure Asset Management, LLC | 12,909 | +1 | $467.9K | +$16.2K | 0.0% |
| Legacy Financial Advisors, Inc. | 8,484 | +277 | $307.5K | +$16.1K | 3.4% |
| Embree Financial Group | 20,973 | +3 | $760.3K | +$15.6K | 0.0% |
| Westmount Partners, LLC | 11,379 | +39 | $412.5K | +$15.6K | 0.3% |
| HARBOUR INVESTMENTS, INC. | 9,873 | +226 | $357.9K | +$15.3K | 2.3% |
| Landing Point Financial Group, LLC | 18,977 | +35 | $687.9K | +$15.3K | 0.2% |
| UPTICK PARTNERS, LLC | 6,014 | +301 | $218.0K | +$15.1K | 5.3% |
| Root Financial Partners, LLC | 4,757 | +323 | $172.4K | +$15.0K | 7.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 694,323 | +405,913 | $25.2K | +$14.9K | 140.7% |
| Bangor Savings Bank | 12,490 | +154 | $452.8K | +$14.7K | 1.2% |
| MATHER GROUP, LLC. | 6,713 | +270 | $243.3K | +$14.5K | 4.2% |
| MASSMUTUAL TRUST CO FSB/ADV | 6,139 | +280 | $222.5K | +$14.5K | 4.8% |
| Avantax Planning Partners, Inc. | 12,321 | +151 | $446.6K | +$14.5K | 1.2% |
| CYBER HORNET ETFs LLC | 5,509 | +292 | $199.7K | +$14.4K | 5.6% |
| PEOPLES BANK /OH | 18,543 | +15 | $672.2K | +$14.3K | 0.1% |
| RKL Wealth Management LLC | 13,694 | +113 | $496.4K | +$14.1K | 0.8% |
| Ausdal Financial Partners, Inc. | 11,902 | +149 | $431.5K | +$14.1K | 1.3% |
| KERR FINANCIAL PLANNING Corp | 2,527 | +8 | $100.8K | +$13.3K | 0.3% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 7,733 | +212 | $280.3K | +$13.3K | 2.8% |
| Biltmore Family Office, LLC | 6,114 | +239 | $221.6K | +$13.0K | 4.1% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 10,792 | +138 | $391.2K | +$12.9K | 1.3% |
| JNBA Financial Advisors | 10,421 | +135 | $377.8K | +$12.5K | 1.3% |
| SILVER OAK SECURITIES, INCORPORATED | 10,703 | +75 | $389.8K | +$12.4K | 0.7% |
| MONEY CONCEPTS CAPITAL CORP | 9,961 | +141 | $361.1K | +$12.4K | 1.4% |
| Joel Isaacson & Co., LLC | 15,893 | +14 | $576.1K | +$12.3K | 0.1% |
| REAP Financial Group, LLC | 2,816 | +285 | $102.1K | +$12.2K | 11.3% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 12,439 | +84 | $450.9K | +$12.2K | 0.7% |
| Founders Financial Alliance, LLC | 15,211 | +23 | $551.4K | +$12.1K | 0.1% |
| YANKCOM Partnership | 1,280 | +312 | $46.4K | +$12.0K | 32.2% |
| MASTER'S WEALTH MANAGEMENT INC. | 7,351 | +185 | $266.5K | +$12.0K | 2.6% |
| Harbor Group, Inc. | 14,654 | +31 | $531.2K | +$11.9K | 0.2% |
| Heartwood Wealth Advisors LLC | 6,211 | +206 | $225.1K | +$11.9K | 3.4% |
| Salomon & Ludwin, LLC | 2,341 | +337 | $84.1K | +$11.9K | 16.8% |
| Haverford Trust Co | 6,123 | +205 | $222.0K | +$11.8K | 3.5% |
| Key Financial Inc | 2,978 | +225 | $108.0K | +$11.6K | 8.2% |
| Pallas Capital Advisors LLC | 14,733 | +15 | $534.1K | +$11.4K | 0.1% |
| BECKER CAPITAL MANAGEMENT INC | 12,715 | +57 | $460.9K | +$11.4K | 0.5% |
| McKinley Carter Wealth Services, Inc. | 15,321 | +1 | $555.4K | +$11.4K | 0.0% |
| DiNuzzo Private Wealth, Inc. | 2,976 | +3 | $107.9K | +$11.2K | 0.1% |
| RMB Capital Management, LLC | 6,734 | +168 | $244.1K | +$10.9K | 2.5% |
| Frisch Financial Group, Inc. | 14,060 | +14 | $509.7K | +$10.9K | 0.1% |
| Accurate Wealth Management, LLC | 24,851 | +933 | $874.8K | +$10.8K | 3.9% |
| Quotient Wealth Partners, LLC | 7,355 | +139 | $266.6K | +$10.4K | 1.9% |
| ROTHSCHILD INVESTMENT LLC | 7,341 | +138 | $266.1K | +$10.4K | 1.9% |
| Alpha Cubed Investments, LLC | 8,876 | +104 | $321.8K | +$10.3K | 1.2% |
| VISTA INVESTMENT PARTNERS II, LLC | 13,515 | +2 | $489.9K | +$10.1K | 0.0% |
| Gradient Investments LLC | 7,214 | +131 | $261.5K | +$10.0K | 1.8% |
| MEANS INVESTMENT CO., INC. | 12,898 | +4 | $467.6K | +$9.7K | 0.0% |
| Baron Wealth Management LLC | 7,176 | +123 | $260.1K | +$9.6K | 1.7% |
| COHEN & STEERS, INC. | 8,282,107 | +98,977 | $300.2K | +$9.6K | 1.2% |
| GRIMES & COMPANY, INC. | 9,322 | +78 | $337.9K | +$9.6K | 0.8% |
| EQ WEALTH ADVISORS, LLC | 11,211 | +37 | $406.4K | +$9.6K | 0.3% |
| Relyea Zuckerberg Hanson LLC | 12,418 | +10 | $450.2K | +$9.5K | 0.1% |
| KITCHING PARTNERS, LLC | 10,975 | +38 | $397.9K | +$9.5K | 0.3% |
| Legacy Wealth Managment, LLC/ID | 727 | +250 | $26.4K | +$9.4K | 52.4% |
| CAPITAL ADVISORS INC/OK | 12,251 | +8 | $444.1K | +$9.3K | 0.1% |
| STEINBERGANNA WEALTH MANAGEMENT | 10,970 | +27 | $397.7K | +$9.1K | 0.2% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 7,548 | +90 | $273.6K | +$8.8K | 1.2% |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,484 | +111 | $235.0K | +$8.7K | 1.7% |
| Financial Council Asset Management Inc | 10,794 | +21 | $391.3K | +$8.7K | 0.2% |
| Wealth Alliance Advisory Group, LLC | 11,525 | +5 | $417.8K | +$8.7K | 0.0% |
| Fragasso Group Inc. | 15,297 | +129 | $554.5K | +$8.3K | 0.8% |
| Elser Financial Planning, Inc | 11,484 | +14 | $416.3K | +$8.3K | 0.1% |
| WILLNER & HELLER, LLC | 9,874 | +28 | $357.9K | +$8.3K | 0.3% |
| Baltimore-Washington Financial Advisors, Inc. | 7,142 | +77 | $258.9K | +$8.0K | 1.1% |
| Retirement Planning Group | 8,081 | +52 | $292.9K | +$7.8K | 0.6% |
| Allegheny Financial Group LTD | 8,241 | +48 | $298.8K | +$7.8K | 0.6% |
| Strategies Wealth Advisors, LLC | 8,441 | +41 | $306.0K | +$7.7K | 0.5% |
| Verdence Capital Advisors LLC | 9,357 | +148 | $339.2K | +$7.7K | 1.6% |
| BURLING WEALTH PARTNERS, LLC | 7,709 | +52 | $279.5K | +$7.6K | 0.7% |
| Imprint Wealth LLC | 214 | +205 | $7.8K | +$7.4K | 2277.8% |
| Y.D. More Investments Ltd | 65,109 | +64,611 | $7.4K | +$7.3K | 12974.1% |
| Arlington Trust Co LLC | 260 | +200 | $9.4K | +$7.3K | 333.3% |
| High Note Wealth, LLC | 354 | +195 | $12.8K | +$7.2K | 122.6% |
| Verum Partners LLC | 7,245 | +44 | $262.6K | +$6.9K | 0.6% |
| Financial Network Wealth Advisors LLC | 1,165 | +169 | $42.2K | +$6.9K | 17.0% |
| Lakeridge Wealth Management LLC | 6,343 | +60 | $229.9K | +$6.9K | 0.9% |
| Scissortail Wealth Management, LLC | 8,211 | +22 | $297.6K | +$6.8K | 0.3% |
| Davis Capital Management | 8,649 | +8 | $313.5K | +$6.7K | 0.1% |
| Wedmont Private Capital | 16,472 | +616 | $577.3K | +$6.7K | 3.9% |
| Quent Capital, LLC | 5,950 | +60 | $215.7K | +$6.5K | 1.0% |
| HFM Investment Advisors, LLC | 391 | +171 | $14.2K | +$6.4K | 77.7% |
| Strategic Equity Management | 6,557 | +39 | $237.7K | +$6.2K | 0.6% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 7,202 | +25 | $261.1K | +$6.2K | 0.3% |
| Bridgewealth Advisory Group, LLC | 8,231 | +3 | $298.4K | +$6.2K | 0.0% |
| SJS Investment Consulting Inc. | 1,925 | +130 | $69.8K | +$6.0K | 7.2% |
| Regent Peak Wealth Advisors LLC | 7,730 | +9 | $280.2K | +$6.0K | 0.1% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 7,673 | +10 | $278.1K | +$6.0K | 0.1% |
| Southland Equity Partners LLC | 7,778 | +3 | $281.9K | +$5.8K | 0.0% |
| Asset Planning,Inc | 7,568 | +5 | $274.3K | +$5.8K | 0.1% |
| RICHARDSON FINANCIAL SERVICES INC. | 3,995 | +78 | $144.9K | +$5.8K | 2.0% |
| Steigerwald, Gordon & Koch Inc. | 7,712 | +1 | $279.6K | +$5.7K | 0.0% |
| Summit Asset Management, LLC | 6,986 | +12 | $253.2K | +$5.6K | 0.2% |
| Clayton Financial Group LLC | 1,868 | +118 | $67.7K | +$5.6K | 6.7% |
| IFS Advisors, LLC | 461 | +146 | $16.7K | +$5.5K | 46.3% |
| Heritage Trust Co | 6,322 | +22 | $229.2K | +$5.5K | 0.3% |
| Quantum Financial Advisors, LLC | 6,419 | +12 | $232.7K | +$5.2K | 0.2% |
| Resolute Wealth Strategies, LLC | 6,455 | +11 | $234.0K | +$5.2K | 0.2% |
| Parkshore Wealth Management, Inc. | 5,858 | +20 | $212.4K | +$5.1K | 0.3% |
| Valued Wealth Advisors LLC | 279 | +132 | $10.1K | +$4.9K | 89.8% |
| Mine & Arao Wealth Creation & Management, LLC. | 6,427 | +3 | $233.0K | +$4.9K | 0.0% |
| Red Wave Investments LLC | 6,553 | +1 | $237.5K | +$4.9K | 0.0% |
| Red Door Wealth Management, LLC | 5,767 | +16 | $209.0K | +$4.8K | 0.3% |
| ACADIAN ASSET MANAGEMENT LLC | 136,977 | +125,678 | $5.0K | +$4.6K | 1112.3% |
| Atlas Brown,Inc. | 5,826 | +3 | $211.2K | +$4.4K | 0.1% |
| Truvestments Capital LLC | 5,268 | +13 | $191.0K | +$4.4K | 0.2% |
| Newbridge Financial Services Group, Inc. | 526 | +101 | $19.1K | +$4.0K | 23.8% |
| ZRC WEALTH MANAGEMENT, LLC | 3,549 | +27 | $128.7K | +$3.6K | 0.8% |
| Successful Portfolios LLC | 11,780 | +3 | $414.7K | -$3.5K | 0.0% |
| Bank of Jackson Hole Trust | 632 | +86 | $22.9K | +$3.5K | 15.8% |
| Dunhill Financial, LLC | 3,539 | +23 | $128.3K | +$3.4K | 0.7% |
| Abound Wealth Management | 458 | +84 | $16.6K | +$3.3K | 22.4% |
| RATIONAL ADVISORS LLC | 625 | +75 | $22.7K | +$3.1K | 13.6% |
| Nemes Rush Group LLC | 1,683 | +53 | $61.0K | +$3.1K | 3.3% |
| Bay Harbor Wealth Management, LLC | 199 | +78 | $7.2K | +$2.9K | 64.5% |
| Golden State Wealth Management, LLC | 3,641 | +1 | $132.0K | +$2.7K | 0.0% |
| UMA Financial Services, Inc. | 1,569 | +25 | $56.9K | +$2.0K | 1.6% |
| Dogwood Wealth Management LLC | 172 | +53 | $6.2K | +$2.0K | 44.5% |
| Glen Eagle Advisors, LLC | 2,604 | +1 | $94.4K | +$2.0K | 0.0% |
| Mascoma Wealth Management LLC | 718 | +37 | $26.0K | +$1.8K | 5.4% |
| Quaker Wealth Management, LLC | 108 | +49 | $3.9K | +$1.8K | 83.0% |
| Bogart Wealth, LLC | 239 | +45 | $8.7K | +$1.8K | 23.2% |
| Janney Montgomery Scott LLC | 562,031 | +37,885 | $20.4K | +$1.8K | 7.2% |
| Fusion Capital, LLC | 6,433 | +5 | $233.2K | +$1.7K | 0.1% |
| Wealth Watch Advisors, INC | 84 | +44 | $3.0K | +$1.6K | 110.0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 928 | +23 | $33.6K | +$1.5K | 2.5% |
| HighMark Wealth Management LLC | 360 | +34 | $13.1K | +$1.5K | 10.4% |
| T. Rowe Price Investment Management, Inc. | 53,800 | +39,307 | $2.0K | +$1.4K | 271.2% |
| Financial Perspectives, Inc | 1,701 | +5 | $61.7K | +$1.4K | 0.3% |
| CBIZ Investment Advisory Services, LLC | 1,469 | +2 | $53.3K | +$1.2K | 0.1% |
| Atlantic Private Wealth, LLC | 520 | +20 | $18.9K | +$1.1K | 4.0% |
| Harvest Fund Management Co., Ltd | 139,034 | +24,616 | $5.0K | +$981 | 21.5% |
| BURKETT FINANCIAL SERVICES, LLC | 1,015 | +3 | $36.8K | +$877 | 0.3% |
| Aspect Partners, LLC | 114 | +20 | $4.1K | +$795 | 21.3% |
| Fortitude Family Office, LLC | 809 | +4 | $29.3K | +$740 | 0.5% |
| Westfuller Advisors, LLC | 409 | +12 | $14.8K | +$729 | 3.0% |
| iA Global Asset Management Inc. | 231,520 | +15,619 | $8.4K | +$726 | 7.2% |
| Daiwa Securities Group Inc. | 600,990 | +5,616 | $21.8K | +$645 | 0.9% |
| MPWM ADVISORY SOLUTIONS, LLC | 701 | +1 | $25.4K | +$568 | 0.1% |
| CWM, LLC | 156,629 | +12,415 | $5.7K | +$557 | 8.6% |
| PayPay Securities Corp | 58 | +13 | $2.1K | +$509 | 28.9% |
| Stone House Investment Management, LLC | 28 | +11 | $1.0K | +$411 | 64.7% |
| American Capital Advisory, LLC | 51 | +10 | $1.8K | +$393 | 24.4% |
| NVWM, LLC | 25 | +10 | $906 | +$373 | 66.7% |
| Rialto Wealth Management, LLC | 110 | +8 | $4.0K | +$365 | 7.8% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 271 | +1 | $9.9K | +$235 | 0.4% |
| FOSTER & MOTLEY INC | 43,717 | +5,318 | $1.6K | +$221 | 13.8% |
| BI Asset Management Fondsmaeglerselskab A/S | 77,421 | +2,501 | $2.8K | +$147 | 3.3% |
| Arete Wealth Advisors, LLC | 28,527 | +3,318 | $1.0K | +$139 | 13.2% |
| APPLETON PARTNERS INC/MA | 20,570 | +2,344 | $746 | +$99 | 12.9% |
| HAZLETT, BURT & WATSON, INC. | 10,517 | +1,201 | $384 | +$55 | 12.9% |
| VALLEY NATIONAL ADVISERS INC | 6,764 | +1,201 | $244 | +$47 | 21.6% |
| WEDBUSH SECURITIES INC | 37,217 | +297 | $1.3K | +$38 | 0.8% |
| Smithfield Trust Co | 42,270 | +79 | $1.5K | +$35 | 0.2% |
| LaSalle St. Investment Advisors, LLC | 22,738 | +385 | $824 | +$31 | 1.7% |
| Investor's Fiduciary Advisor Network, LLC | 9,549 | +490 | $346 | +$25 | 5.4% |
| CENTAURUS FINANCIAL, INC. | 7,909 | +40 | $287 | +$8 | 0.5% |
| GW&K Investment Management, LLC | 2,224 | +125 | $81 | +$6 | 6.0% |
| Coston, McIsaac & Partners | 834 | +1 | $30 | +$1 | 0.1% |