13F QoQ Ownership Changes
CTAS Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 192 new · 496 added · 770 reduced · 178 exited
New Positions(192)
Added To(496)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 38,989,266 | +40,646 | $7.33B | -$661.9M | 0.1% |
| BlackRock, Inc. | 28,928,801 | +160,094 | $5.44B | -$464.4M | 0.6% |
| STATE STREET CORP | 15,311,491 | +210,477 | $2.88B | -$220.0M | 1.4% |
| TWO SIGMA ADVISERS, LP | 1,284,000 | +932,400 | $241.5M | +$169.3M | 265.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 9,293,485 | +97,220 | $1.75B | -$139.4M | 1.1% |
| Squarepoint Ops LLC | 748,148 | +660,502 | $140.7M | +$122.7M | 753.6% |
| SEI INVESTMENTS CO | 593,753 | +437,372 | $111.7M | +$79.6M | 279.7% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 4,252,541 | +220 | $799.8M | -$73.1M | 0.0% |
| DAVENPORT & Co LLC | 409,096 | +380,079 | $77.2M | +$71.2M | 1309.8% |
| MILLENNIUM MANAGEMENT LLC | 1,099,407 | +427,017 | $206.8M | +$68.8M | 63.5% |
| MORGAN STANLEY | 4,393,116 | +36,666 | $826.2M | -$68.0M | 0.8% |
| NORGES BANK | 4,911,318 | +99,619 | $923.7M | -$67.0M | 2.1% |
| D. E. Shaw & Co., Inc. | 425,725 | +347,523 | $80.1M | +$64.0M | 444.4% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 427,894 | +314,190 | $80.5M | +$57.1M | 276.3% |
| COMGEST GLOBAL INVESTORS S.A.S. | 460,507 | +304,422 | $86.6M | +$54.6M | 195.0% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 417,115 | +287,549 | $78.4M | +$51.9M | 221.9% |
| BNP PARIBAS FINANCIAL MARKETS | 733,628 | +285,289 | $138.0M | +$45.9M | 63.6% |
| Erste Asset Management GmbH | 469,981 | +236,329 | $89.1M | +$41.4M | 101.1% |
| Impax Asset Management Group plc | 1,346,262 | +307,036 | $253.2M | +$39.9M | 29.5% |
| CAPITAL FUND MANAGEMENT S.A. | 369,311 | +209,527 | $69.5M | +$36.7M | 131.1% |
| GOLDMAN SACHS GROUP INC | 2,438,568 | +50,838 | $458.6M | -$31.5M | 2.1% |
| BARCLAYS PLC | 996,593 | +63,428 | $222.1M | +$30.6M | 6.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,030,426 | +28,403 | $381.9M | -$29.1M | 1.4% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 1,812,112 | +12,204 | $340.8M | -$28.6M | 0.7% |
| Bank of New York Mellon Corp | 2,265,028 | +54,760 | $426.0M | -$27.7M | 2.5% |
| ProShare Advisors LLC | 1,513,945 | +257,762 | $284.7M | +$26.9M | 20.5% |
| DIMENSIONAL FUND ADVISORS LP | 1,619,121 | +15,122 | $304.5M | -$24.7M | 0.9% |
| MIZUHO MARKETS AMERICAS LLC | 117,745 | +116,479 | $22.1M | +$21.9M | 9200.5% |
| TWO SIGMA INVESTMENTS, LP | 1,217,532 | +200,861 | $229.0M | +$20.3M | 19.8% |
| Gradient Investments LLC | 109,038 | +107,908 | $20.5M | +$20.3M | 9549.4% |
| AMERICAN CENTURY COMPANIES INC | 1,184,094 | +197,895 | $222.7M | +$20.3M | 20.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,514,458 | +224,519 | $284.8M | +$20.1M | 17.4% |
| CANADA PENSION PLAN INVESTMENT BOARD | 233,348 | +109,078 | $43.9M | +$18.4M | 87.8% |
| Jump Financial, LLC | 111,718 | +98,584 | $21.0M | +$18.3M | 750.6% |
| Amundi | 2,259,786 | +36,375 | $425.0M | -$17.5M | 1.6% |
| Qube Research & Technologies Ltd | 1,720,681 | +61,405 | $323.6M | -$17.0M | 3.7% |
| Man Group plc | 481,207 | +122,431 | $90.5M | +$16.9M | 34.1% |
| UNIO CAPITAL LLC | 205,616 | +93,650 | $38.7M | +$15.7M | 83.6% |
| Trexquant Investment LP | 187,467 | +88,739 | $35.3M | +$15.0M | 89.9% |
| IFM Investors Pty Ltd | 71,481 | +1,235 | $13.4K | -$14.3M | 1.8% |
| BANK OF MONTREAL /CAN/ | 990,172 | +152,211 | $186.2M | +$14.2M | 18.2% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 89,309 | +75,311 | $16.8M | +$13.9M | 538.0% |
| Robeco Schweiz AG | 155,263 | +76,948 | $29.2M | +$13.1M | 98.3% |
| AVIVA PLC | 379,687 | +91,982 | $71.4M | +$12.4M | 32.0% |
| MUFG Securities EMEA plc | 66,004 | +59,448 | $12.4M | +$11.1M | 906.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 696,207 | +6,871 | $130.9M | -$10.6M | 1.0% |
| Entropy Technologies, LP | 67,786 | +56,167 | $12.7M | +$10.4M | 483.4% |
| Aquatic Capital Management LLC | 62,736 | +54,951 | $11.8M | +$10.2M | 705.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 834,142 | +35,915 | $154.2M | -$9.6M | 4.5% |
| NORDEA INVESTMENT MANAGEMENT AB | 2,729,394 | +158,785 | $517.5M | -$9.5M | 6.2% |
| Walleye Capital LLC | 88,598 | +51,155 | $16.7M | +$9.0M | 136.6% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 151,714 | +47,563 | $28.5M | +$7.2M | 45.7% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1,189,748 | +66,511 | $223.8M | -$6.8M | 5.9% |
| ALLIANCEBERNSTEIN L.P. | 1,197,463 | +67,171 | $225.2M | -$6.8M | 5.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 308,196 | +58,235 | $58.0M | +$6.7M | 23.3% |
| CIBC WORLD MARKET INC. | 68,814 | +35,381 | $12.9M | +$6.1M | 105.8% |
| NEOS Investment Management LLC | 214,543 | +46,524 | $40.3M | +$5.9M | 27.7% |
| Norinchukin Bank, The | 157,486 | +41,615 | $29.6M | +$5.8M | 35.9% |
| Suncoast Equity Management | 47,690 | +32,175 | $9.0M | +$5.8M | 207.4% |
| Twin Tree Management, LP | 33,239 | +29,582 | $6.3M | +$5.5M | 808.9% |
| Schonfeld Strategic Advisors LLC | 104,237 | +35,256 | $19.6M | +$5.4M | 51.1% |
| Graham Capital Management, L.P. | 35,285 | +29,312 | $6.6M | +$5.4M | 490.7% |
| CIBC Asset Management Inc | 156,138 | +38,068 | $29.4M | +$5.1M | 32.2% |
| NOMURA ASSET MANAGEMENT CO LTD | 415,315 | +10,505 | $78.1M | -$5.0M | 2.6% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 37,273 | +26,100 | $7.0M | +$4.7M | 233.6% |
| Quantbot Technologies LP | 36,905 | +25,827 | $6.9M | +$4.7M | 233.1% |
| Fenimore Asset Management Inc | 279,651 | +1,013 | $52.6M | -$4.6M | 0.4% |
| Voleon Capital Management LP | 89,391 | +28,246 | $16.8M | +$4.3M | 46.2% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 141,251 | +31,459 | $26.6M | +$4.0M | 28.6% |
| Edgestream Partners, L.P. | 41,434 | +21,373 | $7.8M | +$3.7M | 106.5% |
| TORONTO DOMINION BANK | 267,205 | +39,716 | $50.3M | +$3.6M | 17.4% |
| Clark Capital Management Group, Inc. | 228,426 | +1,821 | $43.0M | -$3.6M | 0.8% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 243,544 | +2,938 | $45.9M | -$3.5M | 1.2% |
| Rockefeller Capital Management L.P. | 205,793 | +1,418 | $38.7M | -$3.2M | 0.7% |
| Mirae Asset Global Investments Co., Ltd. | 225,624 | +34,126 | $42.4M | +$3.1M | 17.8% |
| CREDIT AGRICOLE S A | 48,533 | +19,215 | $9.1M | +$3.1M | 65.5% |
| AlphaQuest LLC | 21,539 | +16,789 | $4.1M | +$3.1M | 353.4% |
| Pictet Asset Management Holding SA | 2,002,205 | +181,952 | $376.6M | +$3.1M | 10.0% |
| Engineers Gate Manager LP | 79,180 | +20,922 | $14.9M | +$2.9M | 35.9% |
| Lineweaver Wealth Advisors, LLC | 32,560 | +16,617 | $6.1M | +$2.9M | 104.2% |
| GUGGENHEIM CAPITAL LLC | 183,504 | +28,416 | $34.5M | +$2.7M | 18.3% |
| Advisors Preferred, LLC | 1,524 | +364 | $2.8M | +$2.6M | 31.4% |
| Vest Financial, LLC | 254,868 | +8,852 | $47.9M | -$2.6M | 3.6% |
| Ameritas Advisory Services, LLC | 13,566 | +13,284 | $2.6M | +$2.5M | 4710.6% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 152,324 | +1,055 | $28.6M | -$2.4M | 0.7% |
| Avanza Fonder AB | 53,481 | +16,022 | $10.1M | +$2.4M | 42.8% |
| Tower Research Capital LLC (TRC) | 26,969 | +13,659 | $5.1M | +$2.3M | 102.6% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 41,861 | +14,851 | $7.9M | +$2.3M | 55.0% |
| BANK OF NOVA SCOTIA | 130,021 | +22,114 | $24.5M | +$2.3M | 20.5% |
| DANSKE BANK A/S | 204,501 | +6,337 | $38.5M | -$2.2M | 3.2% |
| ALLSTATE CORP | 26,455 | +12,984 | $5.0M | +$2.2M | 96.4% |
| NISA INVESTMENT ADVISORS, LLC | 149,248 | +1,761 | $28.1M | -$2.2M | 1.2% |
| GODSEY & GIBB, INC | 125,394 | +388 | $23.6M | -$2.1M | 0.3% |
| Investment Management Corp of Ontario | 29,546 | +12,444 | $5.6M | +$2.0M | 72.8% |
| Andra AP-fonden | 69,931 | +15,631 | $13.2M | +$2.0M | 28.8% |
| Allspring Global Investments Holdings, LLC | 105,964 | +123 | $19.6M | -$2.0M | 0.1% |
| JOHNSON INVESTMENT COUNSEL INC | 154,212 | +3,403 | $29.0M | -$2.0M | 2.3% |
| GATEWAY INVESTMENT ADVISERS LLC | 16,289 | +10,415 | $3.1M | +$1.9M | 177.3% |
| MACKENZIE FINANCIAL CORP | 63,782 | +13,467 | $12.1M | +$1.8M | 26.8% |
| DAVIS-REA LTD. | 18,239 | +10,239 | $3.4M | +$1.8M | 128.0% |
| Lansforsakringar Fondforvaltning AB (publ) | 115,848 | +1,022 | $21.8M | -$1.8M | 0.9% |
| Capitolis Liquid Global Markets LLC | 143,632 | +20,632 | $27.0M | +$1.8M | 16.8% |
| Woodline Partners LP | 58,651 | +13,378 | $11.0M | +$1.7M | 29.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 40,875 | +11,594 | $7.7M | +$1.7M | 39.6% |
| NATIONAL BANK OF CANADA /FI/ | 423,801 | +43,521 | $79.7M | +$1.6M | 11.4% |
| Baird Financial Group, Inc. | 114,944 | +1,628 | $21.6M | -$1.6M | 1.4% |
| Global Retirement Partners, LLC | 25,070 | +10,029 | $4.7M | +$1.6M | 66.7% |
| Mitsubishi UFJ Trust & Banking Corp | 262,376 | +14,216 | $49.3M | -$1.6M | 5.7% |
| Heritage Wealth Advisors | 11,473 | +8,549 | $2.2M | +$1.6M | 292.4% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 94,225 | +374 | $17.7M | -$1.5M | 0.4% |
| Segment Wealth Management, LLC | 98,737 | +790 | $18.6M | -$1.5M | 0.8% |
| Global X Japan Co., Ltd. | 13,041 | +8,349 | $2.5M | +$1.5M | 177.9% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 64,178 | +11,950 | $12.1M | +$1.3M | 22.9% |
| VICTORY CAPITAL MANAGEMENT INC | 370,183 | +24,650 | $69.6M | -$1.3M | 7.1% |
| CI INVESTMENTS INC. | 6,930 | +1,284 | $1.3M | +$1.3M | 22.7% |
| PITTENGER & ANDERSON INC | 166,459 | +7,607 | $31.3M | -$1.3M | 4.8% |
| DNB Asset Management AS | 117,145 | +16,117 | $22.0M | +$1.3M | 15.9% |
| Annex Advisory Services, LLC | 107,361 | +2,714 | $20.2M | -$1.3M | 2.6% |
| ExodusPoint Capital Management, LP | 134,044 | +17,370 | $25.2M | +$1.3M | 14.9% |
| Aptus Capital Advisors, LLC | 112,745 | +3,379 | $21.2M | -$1.2M | 3.1% |
| Generali Asset Management SPA SGR | 33,246 | +8,807 | $6.3M | +$1.2M | 36.0% |
| ANGELES WEALTH MANAGEMENT, LLC | 16,153 | +7,320 | $3.0M | +$1.2M | 82.9% |
| MinichMacGregor Wealth Management, LLC | 32,213 | +8,575 | $6.1M | +$1.2M | 36.3% |
| FEDERATED HERMES, INC. | 119,792 | +4,260 | $22.5M | -$1.2M | 3.7% |
| Midwest Trust Co | 67,428 | +10 | $12.7M | -$1.2M | 0.0% |
| CABOT WEALTH MANAGEMENT INC | 71,818 | +414 | $13.5M | -$1.1M | 0.6% |
| VIRTUS ADVISERS, LLC | 5,502 | +5,355 | $1.2M | +$1.1M | 3642.8% |
| LOGAN CAPITAL MANAGEMENT INC | 133,515 | +5,667 | $25.1M | -$1.1M | 4.4% |
| Motley Fool Asset Management LLC | 42,610 | +8,946 | $8.0M | +$1.1M | 26.6% |
| NATIXIS | 55,926 | +9,968 | $10.5M | +$1.1M | 21.7% |
| Brown Financial Advisors | 6,839 | +5,759 | $1.3M | +$1.1M | 533.2% |
| Mariner, LLC | 151,933 | +7,546 | $28.6M | -$1.1M | 5.2% |
| Westerkirk Capital Inc. | 12,700 | +6,000 | $2.4M | +$1.0M | 89.5% |
| Blueshift Asset Management, LLC | 7,609 | +5,567 | $1.4M | +$1.0M | 272.6% |
| NewEdge Wealth, LLC | 23,486 | +5,132 | $4.4M | +$1.0M | 28.0% |
| USS Investment Management Ltd | 59,332 | +279 | $11.2M | -$960.0K | 0.5% |
| TUDOR INVESTMENT CORP ET AL | 375,720 | +26,823 | $70.7M | -$952.9K | 7.7% |
| Steward Partners Investment Advisory, LLC | 62,306 | +622 | $11.7M | -$943.4K | 1.0% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 104,937 | +4,273 | $19.7M | -$926.8K | 4.2% |
| Czech National Bank | 90,072 | +3,076 | $16.9M | -$917.0K | 3.5% |
| Caprock Group, LLC | 55,562 | +1,576 | $10.4M | -$913.6K | 2.9% |
| BLI - Banque de Luxembourg Investments | 22,500 | +5,800 | $4.3M | +$877.1K | 34.7% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 136,571 | +7,180 | $25.7M | -$873.9K | 5.5% |
| Quantinno Capital Management LP | 230,795 | +15,122 | $43.4M | -$863.3K | 7.0% |
| Rafferty Asset Management, LLC | 95,820 | +3,831 | $18.0M | -$860.8K | 4.2% |
| Diversified Enterprises, LLC | 5,923 | +4,667 | $1.1M | +$856.1K | 371.6% |
| M&T Bank Corp | 31,545 | +6,790 | $5.9M | +$852.1K | 27.4% |
| Spire Wealth Management | 6,786 | +4,704 | $1.3M | +$848.8K | 225.9% |
| Corient Private Wealth LLC | 186,959 | +30,172 | $33.0M | +$833.0K | 19.2% |
| NOMURA HOLDINGS INC | 66,140 | +1,541 | $12.4M | -$820.6K | 2.4% |
| Liberty Capital Management, Inc. | 47,555 | +69 | $8.9M | -$803.3K | 0.1% |
| Varma Mutual Pension Insurance Co | 69,656 | +2,100 | $13.1M | -$766.3K | 3.1% |
| Carnegie Investment Counsel | 81,469 | +3,173 | $15.3M | -$749.2K | 4.0% |
| Bensler, LLC | 71,330 | +2,358 | $13.4M | -$742.2K | 3.4% |
| Sequoia Financial Advisors, LLC | 15,813 | +4,870 | $3.0M | +$727.8K | 44.5% |
| Magnetar Financial LLC | 7,279 | +4,134 | $1.4M | +$723.4K | 131.4% |
| COMMERCE BANK | 41,295 | +53 | $7.8M | -$699.0K | 0.1% |
| MAI Capital Management | 52,278 | +1,015 | $9.8M | -$690.4K | 2.0% |
| Creative Planning | 122,627 | +12,543 | $23.1M | +$662.1K | 11.4% |
| Cynosure Group, LLC | 5,304 | +3,643 | $997.5K | +$656.6K | 219.3% |
| Vise Technologies, Inc. | 12,875 | +4,112 | $2.4M | +$622.6K | 46.9% |
| SHELTON CAPITAL MANAGEMENT | 49,900 | +1,217 | $9.4M | -$608.0K | 2.5% |
| STRS OHIO | 127,879 | +7,764 | $24.1M | -$604.6K | 6.5% |
| XPONANCE, INC. | 89,825 | +4,603 | $16.9M | -$599.3K | 5.4% |
| JANUS HENDERSON GROUP PLC | 43,093 | +695 | $8.1M | -$596.2K | 1.6% |
| GF FUND MANAGEMENT CO. LTD. | 84,767 | +4,348 | $15.9M | -$564.7K | 5.4% |
| Ascent Group, LLC | 32,956 | +22 | $6.2M | -$562.1K | 0.1% |
| AXXCESS WEALTH MANAGEMENT, LLC | 21,388 | +4,232 | $4.0M | +$501.0K | 24.7% |
| Concurrent Investment Advisors, LLC | 14,326 | +3,633 | $2.7M | +$499.5K | 34.0% |
| Virtue Capital Management, LLC | 8,117 | +6,287 | $874.4K | +$498.7K | 343.6% |
| Wealthfront Advisers LLC | 46,446 | +1,495 | $8.7M | -$491.5K | 3.3% |
| Columbus Macro, LLC | 33,883 | +448 | $6.4M | -$490.5K | 1.3% |
| TD Waterhouse Canada Inc. | 18,840 | +3,848 | $3.5M | +$487.5K | 25.7% |
| Vontobel Holding Ltd. | 101,909 | +6,176 | $19.2M | -$484.1K | 6.5% |
| EASTERN BANK | 7,374 | +2,906 | $1.4M | +$469.7K | 65.0% |
| UniSuper Management Pty Ltd | 30,195 | +242 | $5.7M | -$469.4K | 0.8% |
| Stokes Family Office, LLC | 28,142 | +143 | $5.3M | -$454.4K | 0.5% |
| MOTCO | 27,827 | +157 | $5.2M | -$446.1K | 0.6% |
| NatWest Group plc | 30,369 | +464 | $5.7M | -$426.8K | 1.6% |
| National Pension Service | 907,155 | +73,906 | $170.6M | -$424.0K | 8.9% |
| Clearstead Advisors, LLC | 8,319 | +2,748 | $1.6M | +$421.0K | 49.3% |
| Battery Global Advisors, LLC | 1,676 | +1,441 | $461.3K | +$413.1K | 613.2% |
| QRG CAPITAL MANAGEMENT, INC. | 33,506 | +4,817 | $6.3M | +$412.9K | 16.8% |
| TRUSTMARK BANK TRUST DEPARTMENT | 24,443 | +72 | $4.6M | -$405.4K | 0.3% |
| MQS Management LLC | 3,718 | +2,273 | $699.2K | +$402.6K | 157.3% |
| Palmer Knight Co | 41,621 | +5,422 | $7.8M | +$397.5K | 15.0% |
| Atlantic Union Bankshares Corp | 9,031 | +2,623 | $1.7M | +$383.2K | 40.9% |
| AssuredPartners Investment Advisors, LLC | 4,323 | +2,185 | $813.0K | +$374.1K | 102.2% |
| FIL Ltd | 22,745 | +125 | $4.3M | -$365.3K | 0.6% |
| 111 Capital | 3,756 | +2,052 | $706.4K | +$356.6K | 120.4% |
| Stratos Wealth Partners, LTD. | 45,069 | +2,056 | $8.5M | -$352.6K | 4.8% |
| Signal Advisors Wealth, LLC | 11,583 | +2,674 | $2.2M | +$349.7K | 30.0% |
| AZZAD ASSET MANAGEMENT INC /ADV | 29,226 | +4,117 | $5.5M | +$342.6K | 16.4% |
| RIVERBRIDGE PARTNERS LLC | 212,721 | +19,463 | $40.0M | +$338.3K | 10.1% |
| Colonial Trust Advisors | 54,568 | +2,926 | $10.3M | -$337.4K | 5.7% |
| Farther Finance Advisors, LLC | 11,249 | +2,559 | $2.1M | +$332.0K | 29.4% |
| MATTERN CAPITAL MANAGEMENT, LLC | 50,999 | +5,879 | $9.6M | +$330.1K | 13.0% |
| Vinva Investment Management Ltd | 32,275 | +3,740 | $6.1M | +$325.0K | 13.1% |
| INCEPTIONR LLC | 2,840 | +1,800 | $534.1K | +$320.6K | 173.1% |
| Diversify Advisory Services, LLC | 12,893 | +788 | $2.5M | +$315.9K | 6.5% |
| Inspire Investing, LLC | 41,256 | +1,925 | $7.8M | -$314.2K | 4.9% |
| Wealthspire Advisors, LLC | 6,082 | +1,947 | $1.1M | +$295.1K | 47.1% |
| Diversified Trust Co | 22,206 | +440 | $4.2M | -$291.4K | 2.0% |
| 3Chopt Investment Partners, LLC | 5,451 | +1,868 | $1.0M | +$289.7K | 52.1% |
| Lansing Street Advisors | 5,006 | +1,829 | $941.4K | +$289.4K | 57.6% |
| Anchor Investment Management, LLC | 2,298 | +1,601 | $432.1K | +$289.1K | 229.7% |
| Destination Wealth Management | 19,389 | +774 | $2.6M | -$280.9K | 4.2% |
| HORAN Wealth, LLC | 8,104 | +2,047 | $1.5M | +$280.9K | 33.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 32,234 | +1,365 | $6.1M | -$274.0K | 4.4% |
| Great Lakes Retirement, Inc. | 4,875 | +1,742 | $916.8K | +$273.8K | 55.6% |
| PROFUND ADVISORS LLC | 34,734 | +1,633 | $6.5M | -$261.9K | 4.9% |
| Aster Capital Management (DIFC) Ltd | 1,452 | +1,369 | $273.1K | +$256.0K | 1649.4% |
| Summit Financial, LLC | 16,624 | +150 | $3.1M | -$254.9K | 0.9% |
| J.W. COLE ADVISORS, INC. | 13,780 | +456 | $2.5M | -$250.6K | 3.4% |
| SUMITOMO LIFE INSURANCE CO | 15,118 | +64 | $2.8M | -$246.7K | 0.4% |
| Canada Post Corp Registered Pension Plan | 7,998 | +1,820 | $1.5M | +$244.4K | 29.4% |
| Capital Asset Advisory Services LLC | 18,832 | +2,822 | $3.5M | +$242.5K | 17.6% |
| Freedom Day Solutions, LLC | 20,157 | +518 | $3.8M | -$240.1K | 2.6% |
| Banco Santander, S.A. | 116,284 | +8,575 | $21.9M | -$238.8K | 8.0% |
| Atria Investments, Inc | 18,884 | +2,734 | $3.6M | +$236.5K | 16.9% |
| CHILDRESS CAPITAL ADVISORS, LLC | 2,796 | +1,375 | $525.8K | +$234.2K | 96.8% |
| Y-Intercept (Hong Kong) Ltd | 13,725 | +2,288 | $2.6M | +$233.7K | 20.0% |
| QUADRANT CAPITAL GROUP LLC | 24,690 | +3,180 | $4.6M | +$228.3K | 14.8% |
| LifeWealth Investments, LLC | 2,125 | +1,018 | $454.8K | +$227.5K | 92.0% |
| Wealth Dimensions Group, Ltd. | 12,915 | +28 | $2.4M | -$216.3K | 0.2% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 15,160 | +1,399 | $2.9M | -$215.8K | 10.2% |
| Siemens Fonds Invest GmbH | 21,476 | +521 | $4.1M | -$213.3K | 2.5% |
| Winthrop Advisory Group LLC | 2,606 | +1,254 | $489.9K | +$212.3K | 92.8% |
| Blue Trust, Inc. | 2,270 | +1,206 | $426.9K | +$208.6K | 113.3% |
| Colonial Trust Co / SC | 22,448 | +2,883 | $4.2M | +$205.9K | 14.7% |
| Value Partners Investments Inc. | 13,405 | +101 | $2.5M | -$205.0K | 0.8% |
| SUMMIT SECURITIES GROUP LLC | 1,118 | +1,071 | $210.3K | +$200.6K | 2278.7% |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 20,850 | +830 | $3.9M | -$188.0K | 4.1% |
| MGO ONE SEVEN LLC | 14,755 | +2,137 | $2.8M | +$185.0K | 16.9% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 3,160 | +1,162 | $594.4K | +$184.3K | 58.1% |
| SG Americas Securities, LLC | 1,003,031 | +966,597 | $188.6K | +$181.2K | 2653.0% |
| Chapman Investment Management, LLC | 27,534 | +1,426 | $5.2M | -$180.6K | 5.5% |
| Ameritas Investment Partners, Inc. | 23,930 | +1,125 | $4.5M | -$180.6K | 4.9% |
| CERTUITY, LLC | 8,401 | +1,576 | $1.6M | +$179.0K | 23.1% |
| Ashton Thomas Private Wealth, LLC | 2,954 | +1,064 | $555.5K | +$167.6K | 56.3% |
| SBI Securities Co., Ltd. | 15,359 | +470 | $2.9M | -$167.5K | 3.1% |
| Gleason Group, Inc. | 10,019 | +24 | $1.9M | -$167.3K | 0.2% |
| First National Trust Co | 1,963 | +979 | $369.2K | +$167.2K | 99.5% |
| Venture Visionary Partners LLC | 2,928 | +1,048 | $550.7K | +$164.8K | 55.7% |
| Gotham Asset Management, LLC | 14,831 | +2,034 | $2.8M | +$162.6K | 15.9% |
| Fiduciary Trust Co | 9,953 | +57 | $1.9M | -$159.4K | 0.6% |
| Prime Capital Investment Advisors, LLC | 11,103 | +184 | $2.1M | -$153.0K | 1.7% |
| HB Wealth Management, LLC | 8,870 | +15 | $1.7M | -$149.2K | 0.2% |
| Oak Asset Management, LLC | 9,350 | +65 | $1.8M | -$147.4K | 0.7% |
| Csenge Advisory Group | 25,818 | +1,455 | $4.9M | -$145.2K | 6.0% |
| STANSBERRY ASSET MANAGEMENT, LLC | 11,379 | +249 | $2.1M | -$144.5K | 2.2% |
| CHOREO, LLC | 11,507 | +1,531 | $2.2M | +$142.7K | 15.3% |
| Coppell Advisory Solutions LLC | 3,843 | +946 | $731.5K | +$140.8K | 32.6% |
| HighPoint Advisor Group LLC | 8,448 | +24 | $1.6M | -$140.3K | 0.3% |
| Raiffeisen Bank International AG | 12,004 | +136 | $2.3M | -$135.0K | 1.1% |
| Revisor Wealth Management LLC | 3,541 | +683 | $682.0K | +$132.9K | 23.9% |
| Meiji Yasuda Asset Management Co Ltd. | 13,142 | +478 | $2.5M | -$127.8K | 3.8% |
| Kesler, Norman & Wride, LLC | 4,997 | +554 | $939.7K | +$127.6K | 12.5% |
| Argentarii, LLC | 9,436 | +1,403 | $1.8M | +$125.8K | 17.5% |
| Pacer Advisors, Inc. | 61,390 | +4,535 | $11.5M | -$124.4K | 8.0% |
| HUNTINGTON NATIONAL BANK | 11,411 | +354 | $2.1M | -$123.5K | 3.2% |
| DRW Securities, LLC | 2,295 | +784 | $425.1K | +$115.0K | 51.9% |
| E Fund Management (Hong Kong) Co., Ltd. | 1,017 | +628 | $194.2K | +$114.3K | 161.4% |
| IAMS WEALTH MANAGEMENT, LLC | 4,382 | +919 | $824.3K | +$113.4K | 26.5% |
| Sound Income Strategies, LLC | 584 | +580 | $114.1K | +$113.4K | 14500.0% |
| Kera Capital Partners, Inc. | 2,542 | +709 | $486.5K | +$110.3K | 38.7% |
| ABN AMRO INVESTMENT SOLUTIONS | 19,969 | +8,855 | $3.8M | -$109.9K | 79.7% |
| Polymer Capital Management (US) LLC | 4,031 | +871 | $758.1K | +$109.5K | 27.6% |
| KEYBANK NATIONAL ASSOCIATION/OH | 33,909 | +2,309 | $6.4M | -$109.0K | 7.3% |
| Savvy Advisors, Inc. | 2,936 | +753 | $552.2K | +$104.1K | 34.5% |
| Nicholson Wealth Management Group, LLC | 8,629 | +1,228 | $1.6M | +$103.7K | 16.6% |
| Canopy Partners, LLC | 3,316 | +774 | $623.6K | +$101.9K | 30.4% |
| Arkadios Wealth Advisors | 2,369 | +690 | $445.7K | +$101.0K | 41.1% |
| Fieldview Capital Management, LLC | 6,976 | +94 | $1.3M | -$100.6K | 1.4% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 8,687 | +238 | $1.6M | -$100.5K | 2.8% |
| One Capital Management, LLC | 6,160 | +53 | $1.2M | -$95.0K | 0.9% |
| Linden Thomas Advisory Services, LLC | 9,542 | +341 | $1.8M | -$94.0K | 3.7% |
| Legacy Wealth Managment, LLC/ID | 728 | +512 | $136.9K | +$92.6K | 237.0% |
| Continuum Advisory, LLC | 7,032 | +138 | $1.3M | -$92.6K | 2.0% |
| Atlas Legacy Advisors, LLC | 2,161 | +601 | $408.1K | +$87.9K | 38.5% |
| GAMMA Investing LLC | 12,530 | +627 | $2.4M | -$86.7K | 5.3% |
| Challenger Wealth Management | 5,200 | +25 | $977.9K | -$84.4K | 0.5% |
| FIRST MANHATTAN CO. LLC. | 5,604 | +68 | $1.1M | -$82.4K | 1.2% |
| Pure Financial Advisors, LLC | 1,674 | +539 | $314.9K | +$81.9K | 47.5% |
| Krilogy Financial LLC | 3,236 | +298 | $627.4K | +$81.5K | 10.1% |
| Burns Matteson Capital Management, LLC | 1,651 | +523 | $310.5K | +$79.0K | 46.4% |
| Commonwealth Retirement Investments LLC | 5,769 | +103 | $1.1M | -$78.0K | 1.8% |
| Wealthcare Advisory Partners LLC | 9,238 | +401 | $1.7M | -$76.6K | 4.5% |
| RICHARDSON FINANCIAL SERVICES INC. | 5,058 | +54 | $951.3K | -$75.9K | 1.1% |
| FIRST CITIZENS BANK & TRUST CO | 6,256 | +155 | $1.2M | -$75.7K | 2.5% |
| Southland Equity Partners LLC | 4,450 | +8 | $836.8K | -$74.8K | 0.2% |
| Portfolio Design Labs, LLC | 6,670 | +202 | $1.3M | -$73.2K | 3.1% |
| BANK OF AMERICA CORP /DE/ | 1,590,923 | +132,884 | $299.2M | -$72.1K | 9.1% |
| SCS Capital Management LLC | 4,173 | +1 | $784.8K | -$71.5K | 0.0% |
| Lido Advisors, LLC | 23,877 | +667 | $4.8M | +$71.4K | 2.9% |
| Institute for Wealth Management, LLC. | 4,012 | +4 | $754.5K | -$68.1K | 0.1% |
| Accurate Wealth Management, LLC | 3,107 | +282 | $599.8K | +$68.1K | 10.0% |
| jvl associates llc | 4,066 | +9 | $764.7K | -$68.0K | 0.2% |
| Haven Private, LLC | 5,282 | +123 | $993.4K | -$65.5K | 2.4% |
| McKinley Carter Wealth Services, Inc. | 3,806 | +1 | $715.7K | -$65.4K | 0.0% |
| AMERICAN NATIONAL BANK & TRUST | 3,935 | +16 | $740.1K | -$64.4K | 0.4% |
| Inspire Advisors, LLC | 6,860 | +884 | $1.3M | +$63.7K | 14.8% |
| MATHER GROUP, LLC. | 4,381 | +59 | $823.9K | -$63.3K | 1.4% |
| OFI INVEST ASSET MANAGEMENT | 1,026 | +443 | $164.3K | +$62.5K | 76.0% |
| Coastal Bridge Advisors, LLC | 3,867 | +21 | $727.3K | -$62.2K | 0.5% |
| SC&H Financial Advisors, Inc. | 4,616 | +84 | $868.2K | -$62.1K | 1.9% |
| Northwest & Ethical Investments L.P. | 22,672 | +1,598 | $4.3M | -$61.7K | 7.6% |
| Manchester Capital Management LLC | 3,716 | +11 | $698.9K | -$61.6K | 0.3% |
| Waverly Advisors, LLC | 13,432 | +1,416 | $2.5M | +$59.9K | 11.8% |
| Hutchens & Kramer Investment Management Group, LLC | 2,457 | +496 | $462.1K | +$59.6K | 25.3% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 3,058 | +546 | $575.1K | +$59.5K | 21.7% |
| Waterloo Capital, L.P. | 6,684 | +278 | $1.3M | -$57.9K | 4.3% |
| ICICI Prudential Asset Management Co Ltd | 6,449 | +261 | $1.2M | -$57.3K | 4.2% |
| Chicago Capital, LLC | 3,412 | +8 | $641.7K | -$57.0K | 0.2% |
| Turning Point Benefit Group, Inc. | 2,247 | +450 | $422.6K | +$56.7K | 25.0% |
| National Wealth Management Group, LLC | 3,202 | +3 | $602.2K | -$54.4K | 0.1% |
| MAIRS & POWER INC | 19,617 | +1,379 | $3.7M | -$54.2K | 7.6% |
| Howard Capital Management Inc. | 10,016 | +577 | $1.9M | -$53.7K | 6.1% |
| Paragon Advisors, LLC | 9,710 | +555 | $1.8M | -$52.8K | 6.1% |
| Teza Capital Management LLC | 1,553 | +386 | $292.1K | +$52.5K | 33.1% |
| StoneX Group Inc. | 3,150 | +500 | $596.2K | +$52.3K | 18.9% |
| INTEGRITY ALLIANCE, LLC. | 3,379 | +30 | $635.5K | -$52.0K | 0.9% |
| Rydar Equities, Inc. | 3,164 | +492 | $595.1K | +$50.9K | 18.4% |
| CFS Investment Advisory Services, LLC | 21,075 | +42 | $4.0M | -$50.2K | 0.2% |
| Fisher Asset Management, LLC | 3,738 | +555 | $703.1K | +$49.6K | 17.4% |
| United Advisor Group, LLC | 2,999 | +21 | $564.0K | -$47.2K | 0.7% |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | 3,102 | +31 | $583.4K | -$46.9K | 1.0% |
| China Universal Asset Management Co., Ltd. | 11,372 | +734 | $2.1M | -$44.8K | 6.9% |
| Proactive Wealth Strategies LLC | 2,670 | +7 | $502.1K | -$44.6K | 0.3% |
| WILLNER & HELLER, LLC | 2,617 | +6 | $492.3K | -$43.7K | 0.2% |
| BARR E S & CO | 3,919 | +119 | $737.0K | -$42.9K | 3.1% |
| PUREfi Wealth, LLC | 2,674 | +15 | $502.9K | -$42.9K | 0.6% |
| Nicholas Hoffman & Company, LLC. | 2,434 | +2 | $457.8K | -$41.5K | 0.1% |
| Latitude Advisors, LLC | 2,418 | +4 | $454.7K | -$40.7K | 0.2% |
| SYON CAPITAL LLC | 5,546 | +659 | $1.0M | +$39.9K | 13.5% |
| GM Advisory Group, LLC | 2,652 | +28 | $498.8K | -$39.9K | 1.1% |
| Verition Fund Management LLC | 39,143 | +3,472 | $7.4M | +$39.8K | 9.7% |
| ICW Investment Advisors LLC | 4,293 | +171 | $807.4K | -$38.5K | 4.1% |
| EVOLUTION WEALTH MANAGEMENT INC. | 400 | +200 | $78.7K | +$37.6K | 100.0% |
| Astoria Portfolio Advisors LLC. | 2,837 | +193 | $562.6K | +$36.9K | 7.3% |
| Gryphon Financial Partners LLC | 2,641 | +44 | $496.7K | -$36.4K | 1.7% |
| Wealth Watch Advisors, INC | 315 | +203 | $59.2K | +$36.3K | 181.3% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2,623 | +46 | $493.3K | -$35.6K | 1.8% |
| AlphaCore Capital LLC | 1,554 | +303 | $292.3K | +$35.5K | 24.2% |
| Detalus Advisors, LLC | 2,370 | +30 | $445.7K | -$34.7K | 1.3% |
| Miracle Mile Advisors, LLC | 5,888 | +325 | $1.1M | -$34.5K | 5.8% |
| HBK Sorce Advisory LLC | 3,073 | +45 | $601.8K | +$34.3K | 1.5% |
| McAdam, LLC | 4,083 | +175 | $767.8K | -$34.3K | 4.5% |
| Smartleaf Asset Management LLC | 3,712 | +83 | $706.6K | -$33.4K | 2.3% |
| WESTPAC BANKING CORP | 1,425 | +273 | $268.0K | +$31.5K | 23.7% |
| Accredited Investors Inc. | 2,024 | +24 | $380.7K | -$29.9K | 1.2% |
| DEFINE FINANCIAL, LLC | 1,782 | +5 | $335.1K | -$29.8K | 0.3% |
| Ancora Advisors LLC | 211 | +161 | $39.6K | +$29.4K | 322.0% |
| W.H. Cornerstone Investments Inc. | 1,732 | +2 | $325.7K | -$29.3K | 0.1% |
| S.A. Mason LLC | 1,704 | +1 | $320.5K | -$29.1K | 0.1% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1,704 | +4 | $320.5K | -$28.5K | 0.2% |
| OneDigital Investment Advisors LLC | 5,818 | +350 | $1.1M | -$28.1K | 6.4% |
| OARSMAN CAPITAL, INC. | 1,609 | +1 | $302.6K | -$27.5K | 0.1% |
| Salomon & Ludwin, LLC | 349 | +165 | $64.7K | +$27.4K | 89.7% |
| Capula Management Ltd | 1,878 | +24 | $353.2K | -$27.4K | 1.3% |
| Independence Bank of Kentucky | 1,769 | +16 | $332.7K | -$27.1K | 0.9% |
| COMPASS CAPITAL CORP /MA/ /ADV | 1,766 | +20 | $352.0K | +$26.7K | 1.1% |
| Beacon Pointe Advisors, LLC | 4,488 | +246 | $844.0K | -$26.7K | 5.8% |
| Werba Rubin Papier Wealth Management | 1,889 | +29 | $355.2K | -$26.6K | 1.6% |
| Waterway Wealth Management, LLC | 3,912 | +202 | $735.8K | -$25.8K | 5.4% |
| STRATEGY ASSET MANAGERS LLC | 1,794 | +26 | $337.5K | -$25.5K | 1.5% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 1,495 | +2 | $281.2K | -$25.3K | 0.1% |
| Andina Capital Management, LLC | 2,432 | +81 | $457.3K | -$25.1K | 3.4% |
| Brookmont Capital Management | 1,472 | +1 | $276.9K | -$25.0K | 0.1% |
| United Asset Strategies, Inc. | 5,948 | +377 | $1.1M | -$24.8K | 6.8% |
| Ignite Planners, LLC | 2,442 | +286 | $467.4K | +$24.8K | 13.3% |
| GRIMES & COMPANY, INC. | 1,648 | +18 | $310.0K | -$24.5K | 1.1% |
| CATALYST FINANCIAL PARTNERS LLC | 3,399 | +166 | $639.3K | -$24.4K | 5.1% |
| AdvisorNet Financial, Inc | 2,772 | +114 | $521.3K | -$24.3K | 4.3% |
| Meridian Wealth Management, LLC | 3,448 | +170 | $648.5K | -$24.2K | 5.2% |
| Focus Financial Network, Inc. | 1,482 | +8 | $278.7K | -$23.9K | 0.5% |
| Integrity Wealth Solutions LLC | 1,366 | +1 | $257.0K | -$23.3K | 0.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2,683,582 | +112,622 | $504.7K | -$23.0K | 4.4% |
| F/m Investments LLC | 2,175 | +293 | $409.1K | +$22.7K | 15.6% |
| Portside Wealth Group, LLC | 1,763 | +257 | $331.6K | +$22.4K | 17.1% |
| Brendel Financial Advisors LLC | 26,779 | +2,134 | $5.0M | -$22.3K | 8.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 865,787 | +176,282 | $162.9K | +$22.2K | 25.6% |
| EverSource Wealth Advisors, LLC | 1,985 | +274 | $373.2K | +$22.1K | 16.0% |
| Trueblood Wealth Management, LLC | 6,151 | +418 | $1.2M | -$20.0K | 7.3% |
| Base Wealth Management LLC | 1,189 | +3 | $223.6K | -$19.9K | 0.3% |
| Fluent Financial, LLC | 4,212 | +259 | $792.2K | -$19.2K | 6.5% |
| Brookwood Investment Group LLC | 1,397 | +25 | $262.7K | -$18.9K | 1.8% |
| Capital Wealth Planning, LLC | 1,132 | +4 | $212.9K | -$18.6K | 0.3% |
| Strategic Blueprint, LLC | 1,239 | +194 | $233.0K | +$18.6K | 18.6% |
| MEEDER ASSET MANAGEMENT INC | 147 | +102 | $27.6K | +$18.4K | 226.7% |
| Gladstone Institutional Advisory LLC | 2,387 | +112 | $448.9K | -$18.0K | 4.9% |
| RWA WEALTH PARTNERS, LLC | 11,130 | +847 | $2.1M | -$17.4K | 8.2% |
| Kraft, Davis & Associates, LLC | 3,432 | +24 | $661.1K | -$17.2K | 0.7% |
| KPP Advisory Services LLC | 3,241 | +191 | $609.6K | -$16.5K | 6.3% |
| ARGUS INVESTORS' COUNSEL, INC. | 3,257 | +194 | $612.5K | -$16.2K | 6.3% |
| State of Wyoming | 1,066 | +167 | $200.5K | +$16.0K | 18.6% |
| Raleigh Capital Management Inc. | 1,296 | +33 | $243.7K | -$15.6K | 2.6% |
| Pinion Investment Advisors, LLC | 5,570 | +2 | $1.0M | -$15.1K | 0.0% |
| HFM Investment Advisors, LLC | 87 | +80 | $16.4K | +$14.9K | 1142.8% |
| BURLING WEALTH PARTNERS, LLC | 1,493 | +197 | $280.8K | +$14.8K | 15.2% |
| CENTRAL BANK & TRUST CO | 1,175 | +27 | $221.0K | -$14.7K | 2.4% |
| Dogwood Wealth Management LLC | 79 | +74 | $14.9K | +$13.8K | 1480.0% |
| DIVIDEND ASSETS CAPITAL, LLC | 36,063 | +3,085 | $6.8M | +$13.3K | 9.3% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 801 | +3 | $150.7K | -$13.2K | 0.4% |
| Alpha Financial Partners, LLC | 1,564 | +68 | $294.1K | -$13.0K | 4.5% |
| Callan Family Office, LLC | 15,283 | +1,343 | $2.9M | +$12.9K | 9.6% |
| Root Financial Partners, LLC | 922 | +15 | $173.4K | -$12.8K | 1.6% |
| Crew Capital Management, Ltd. | 4,942 | +355 | $929.4K | -$12.1K | 7.7% |
| WHITTIER TRUST CO | 4,636 | +408 | $868.7K | +$12.1K | 9.6% |
| Prestige Wealth Management Group LLC | 63 | +51 | $14.4K | +$11.9K | 425.0% |
| Bell Investment Advisors, Inc | 122 | +67 | $22.9K | +$11.7K | 121.8% |
| Central Pacific Bank - Trust Division | 189 | +72 | $35.5K | +$11.5K | 61.5% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,327 | +251 | $437.7K | +$11.5K | 12.1% |
| BEACON INVESTMENT ADVISORS LLC | 2,209 | +130 | $415.6K | -$11.3K | 6.3% |
| L2 Asset Management, LLC | 1,970 | +111 | $370.5K | -$11.1K | 6.0% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 465 | +90 | $87.5K | +$10.5K | 24.0% |
| Elyxium Wealth, LLC | 1,368 | +64 | $257.3K | -$10.4K | 4.9% |
| JFS WEALTH ADVISORS, LLC | 381 | +82 | $71.7K | +$10.3K | 27.4% |
| ASSETMARK, INC | 16,802 | +1,456 | $3.2M | +$10.1K | 9.5% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 1,288 | +59 | $242.3K | -$10.0K | 4.8% |
| Truvestments Capital LLC | 1,706 | +95 | $320.9K | -$9.8K | 5.9% |
| Perigon Wealth Management, LLC | 4,566 | +429 | $858.7K | +$9.6K | 10.4% |
| REAP Financial Group, LLC | 608 | +97 | $114.4K | +$9.5K | 19.0% |
| Financial Network Wealth Advisors LLC | 582 | +4 | $109.5K | -$9.2K | 0.7% |
| Evergreen Private Wealth LLC | 636 | +10 | $119.5K | -$9.1K | 1.6% |
| ROCKLAND TRUST CO | 1,587 | +90 | $298.5K | -$8.8K | 6.0% |
| PATTON FUND MANAGEMENT, INC. | 1,199 | +143 | $225.5K | +$8.7K | 13.5% |
| Focus Partners Wealth | 37,164 | +1,978 | $7.0M | +$8.5K | 5.6% |
| HARBOR INVESTMENT ADVISORY, LLC | 1,267 | +147 | $238.3K | +$8.4K | 13.1% |
| MCF Advisors LLC | 670 | +16 | $126.0K | -$8.2K | 2.4% |
| FWL INVESTMENT MANAGEMENT, LLC | 224 | +52 | $42.1K | +$6.8K | 30.2% |
| CYBER HORNET ETFs LLC | 977 | +51 | $183.7K | -$6.3K | 5.5% |
| Physician Wealth Advisors, Inc. | 432 | +6 | $81.2K | -$6.2K | 1.4% |
| Thrivent Financial for Lutherans | 50,225 | +31,359 | $9.5K | +$5.6K | 166.2% |
| IMG Wealth Management, Inc. | 90 | +34 | $16.9K | +$5.4K | 60.7% |
| YANKCOM Partnership | 666 | +31 | $125.3K | -$5.1K | 4.9% |
| Aprio Wealth Management, LLC | 1,496 | +99 | $291.9K | +$5.0K | 7.1% |
| Glen Eagle Advisors, LLC | 72 | +28 | $13.6K | +$4.5K | 63.6% |
| Marquette Asset Management, LLC | 71 | +28 | $13.4K | +$4.5K | 65.1% |
| First Command Advisory Services, Inc. | 36 | +24 | $6.8K | +$4.3K | 200.0% |
| High Note Wealth, LLC | 54 | +25 | $10.2K | +$4.2K | 86.2% |
| Cornerstone Planning Group LLC | 126 | +19 | $23.8K | +$4.1K | 17.8% |
| MJT & Associates Financial Advisory Group, Inc. | 48 | +24 | $9.0K | +$4.1K | 100.0% |
| TRUST CO OF VERMONT | 348 | +49 | $65.4K | +$4.1K | 16.4% |
| BURNEY CO/ | 1,817 | +172 | $341.7K | +$4.1K | 10.4% |
| Rakuten Securities, Inc. | 74 | +26 | $13.9K | +$4.1K | 54.2% |
| Rossby Financial, LCC | 549 | +24 | $103.3K | -$3.7K | 4.6% |
| Crewe Advisors LLC | 257 | +4 | $48.3K | -$3.6K | 1.6% |
| HARBOUR INVESTMENTS, INC. | 601 | +66 | $113.1K | +$3.2K | 12.3% |
| Trust Co | 216 | +4 | $40.6K | -$2.9K | 1.9% |
| Westside Investment Management, Inc. | 174 | +2 | $32.2K | -$2.9K | 1.2% |
| FOURPATH CAPITAL MANAGEMENT, LLC | 1,096 | +78 | $206.1K | -$2.8K | 7.7% |
| NewEdge Advisors, LLC | 11,379 | +940 | $2.1M | -$2.8K | 9.0% |
| SECURED RETIREMENT ADVISORS, LLC | 3,280 | +287 | $616.9K | +$2.6K | 9.6% |
| Financial Management Professionals, Inc. | 127 | +21 | $23.9K | +$2.1K | 19.8% |
| Triumph Capital Management | 142 | +2 | $26.7K | -$2.0K | 1.4% |
| T. Rowe Price Investment Management, Inc. | 21,931 | +11,431 | $4.1K | +$2.0K | 108.9% |
| LAKE STREET PRIVATE WEALTH, LLC | 1,408 | +128 | $264.7K | +$1.9K | 10.0% |
| Mn Services Vermogensbeheer B.V. | 140,929 | +3,529 | $26.5K | -$1.7K | 2.6% |
| Handelsbanken Fonder AB | 118,301 | +18,107 | $22.2K | +$1.7K | 18.1% |
| Bay Harbor Wealth Management, LLC | 26 | +10 | $4.9K | +$1.6K | 62.5% |
| Grove Bank & Trust | 520 | +36 | $97.8K | -$1.6K | 7.4% |
| Crestwood Advisors Group, LLC | 2,230 | +194 | $419.4K | +$1.5K | 9.5% |
| RATIONAL ADVISORS, INC. | 133 | +18 | $25.0K | +$1.4K | 15.7% |
| American Capital Advisory, LLC | 10 | +7 | $1.9K | +$1.3K | 233.3% |
| Hughes Financial Services, LLC | 12 | +6 | $2.3K | +$1.1K | 100.0% |
| Park Square Financial Group, LLC | 74 | +3 | $13.5K | -$1.1K | 4.2% |
| Bogart Wealth, LLC | 235 | +15 | $44.2K | -$961 | 6.8% |
| Dunhill Financial, LLC | 85 | +3 | $15.9K | -$917 | 3.6% |
| CARY STREET PARTNERS FINANCIAL LLC | 924 | +73 | $173.8K | -$899 | 8.6% |
| Daiwa Securities Group Inc. | 116,405 | +14,062 | $21.9K | +$885 | 13.7% |
| Bank of Jackson Hole Trust | 253 | +17 | $47.6K | -$859 | 7.2% |
| HIGHLINE WEALTH PARTNERS LLC | 36 | +7 | $6.8K | +$820 | 24.1% |
| Aspect Partners, LLC | 16 | +5 | $3.0K | +$751 | 45.5% |
| Mascoma Wealth Management LLC | 34 | +6 | $6.4K | +$647 | 21.4% |
| LRI Investments, LLC | 112 | +12 | $21.1K | +$538 | 12.0% |
| Resonant Capital Advisors, LLC | 2,822 | +234 | $530.7K | -$479 | 9.0% |
| Vestcor Inc | 31,203 | +476 | $5.9K | -$439 | 1.5% |
| Harvest Fund Management Co., Ltd | 33,140 | +4,877 | $6.2K | +$433 | 17.3% |
| Quaker Wealth Management, LLC | 9 | +2 | $1.7K | +$256 | 28.6% |
| ALGERT GLOBAL LLC | 27,490 | +1,191 | $5.2K | -$228 | 4.5% |
| Turtle Creek Wealth Advisors, LLC | 2,461 | +205 | $462.8K | -$227 | 9.1% |
| CFO4Life Group, LLC | 1,174 | +99 | $220.8K | +$139 | 9.2% |
| VAN ECK ASSOCIATES CORP | 87,625 | +6,663 | $16.5K | -$138 | 8.2% |
| Cambridge Investment Research Advisors, Inc. | 37,038 | +2,430 | $7.0K | -$138 | 7.0% |
| S&T Bank/PA | 17 | +2 | $3.2K | +$118 | 13.3% |
| WEDBUSH SECURITIES INC | 12,640 | +1,558 | $2.4K | +$102 | 14.1% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 2,442 | +487 | $459 | +$57 | 24.9% |
| Premier Path Wealth Partners, LLC | 3,334 | +279 | $627.1K | -$37 | 9.1% |
| Altshuler Shaham Ltd | 22 | +2 | $4.1K | +$33 | 10.0% |
| WENDELL DAVID ASSOCIATES INC | 2,142 | +100 | $403 | -$16 | 4.9% |
| CX Institutional | 2,343 | +250 | $441 | +$11 | 11.9% |
| Fortitude Family Office, LLC | 60 | +5 | $11.3K | -$5 | 9.1% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 95 | +1 | $17 | -$2 | 1.1% |
| GW&K Investment Management, LLC | 402 | +27 | $76 | -$1 | 7.2% |
| Avion Wealth | 88 | +5 | $16 | -$1 | 6.0% |