13F QoQ Ownership Changes
DAL Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 244 new · 479 added · 600 reduced · 131 exited
New Positions(244)
Added To(479)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 74,552,264 | +181,381 | $5.17B | +$953.4M | 0.2% |
| FMR LLC | 27,410,817 | +7,837,000 | $1.90B | +$791.5M | 40.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 13,811,787 | +7,994,004 | $958.5M | +$628.4M | 137.4% |
| HARRIS ASSOCIATES L P | 19,666,515 | +6,144,645 | $1.36B | +$597.5M | 45.4% |
| Sanders Capital, LLC | 29,577,814 | +52,573 | $2.05B | +$377.1M | 0.2% |
| Capital International Investors | 24,211,101 | +1,012,265 | $1.68B | +$363.7M | 4.4% |
| STATE STREET CORP | 23,163,644 | +165,729 | $1.61B | +$302.4M | 0.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 17,413,841 | +202,865 | $1.22B | +$234.3M | 1.2% |
| Bank of New York Mellon Corp | 9,496,296 | +1,834,385 | $659.0M | +$224.2M | 23.9% |
| AQR CAPITAL MANAGEMENT LLC | 6,155,776 | +1,890,521 | $426.4M | +$184.4M | 44.3% |
| Pacer Advisors, Inc. | 2,673,400 | +2,514,193 | $185.5M | +$176.5M | 1579.2% |
| MORGAN STANLEY | 12,310,804 | +56,455 | $854.4M | +$158.9M | 0.5% |
| Royal Bank of Canada | 3,761,845 | +1,281,111 | $261.1M | +$147.3M | 51.6% |
| Allianz Asset Management GmbH | 4,327,719 | +1,536,138 | $300.3M | +$141.9M | 55.0% |
| Nuveen, LLC | 4,084,386 | +1,055,980 | $283.5M | +$111.6M | 34.9% |
| Capital World Investors | 8,395,096 | +46,341 | $582.6M | +$108.8M | 0.6% |
| Slate Path Capital LP | 2,927,048 | +1,192,400 | $203.1M | +$104.7M | 68.7% |
| AMERIPRISE FINANCIAL INC | 2,886,089 | +979,346 | $200.3M | +$92.1M | 51.4% |
| Amundi | 2,144,668 | +1,033,666 | $148.8M | +$84.1M | 93.0% |
| River Road Asset Management, LLC | 1,288,956 | +995,685 | $89.5M | +$72.8M | 339.5% |
| GOLDMAN SACHS GROUP INC | 4,360,822 | +132,803 | $302.6M | +$62.7M | 3.1% |
| CAPITAL FUND MANAGEMENT S.A. | 1,975,283 | +544,084 | $137.1M | +$55.9M | 38.0% |
| Walleye Trading LLC | 1,961,882 | +478,587 | $136.2M | +$52.0M | 32.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,842,923 | +53,548 | $266.7M | +$51.7M | 1.4% |
| Quantinno Capital Management LP | 1,109,672 | +611,099 | $77.0M | +$48.7M | 122.6% |
| VICTORY CAPITAL MANAGEMENT INC | 3,096,727 | +153,379 | $214.9M | +$47.9M | 5.2% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1,547,251 | +824,152 | $88.4M | +$47.3M | 114.0% |
| PANAGORA ASSET MANAGEMENT INC | 1,804,005 | +428,450 | $125.2M | +$47.1M | 31.1% |
| BNP PARIBAS FINANCIAL MARKETS | 1,146,142 | +26,422 | $149.7M | +$46.7M | 2.4% |
| PAR CAPITAL MANAGEMENT INC | 3,592,210 | +18,000 | $249.3M | +$46.5M | 0.5% |
| Russell Investments Group, Ltd. | 2,779,679 | +124,267 | $192.9M | +$42.2M | 4.7% |
| LANSDOWNE PARTNERS (UK) LLP | 2,414,408 | +130,151 | $167.6M | +$37.9M | 5.7% |
| BANK OF MONTREAL /CAN/ | 2,235,920 | +87,980 | $155.2M | +$33.3M | 4.1% |
| AMERICAN CENTURY COMPANIES INC | 1,954,351 | +132,473 | $135.6M | +$32.2M | 7.3% |
| Tredje AP-fonden | 466,797 | +438,735 | $32.4M | +$30.8M | 1563.4% |
| Gotham Asset Management, LLC | 972,583 | +313,518 | $67.5M | +$30.1M | 47.6% |
| WELLS FARGO & COMPANY/MN | 1,119,293 | +244,627 | $77.7M | +$28.0M | 28.0% |
| NOMURA HOLDINGS INC | 1,525,223 | +142,532 | $105.9M | +$27.4M | 10.3% |
| SEI INVESTMENTS CO | 1,039,135 | +207,857 | $72.1M | +$24.9M | 25.0% |
| SRS Investment Management, LLC | 736,282 | +246,607 | $51.1M | +$23.3M | 50.4% |
| FIRST TRUST ADVISORS LP | 482,308 | +276,916 | $33.5M | +$21.8M | 134.8% |
| Korea Investment CORP | 441,749 | +259,447 | $30.7M | +$20.3M | 142.3% |
| ALLIANCEBERNSTEIN L.P. | 1,553,655 | +204 | $107.8M | +$19.7M | 0.0% |
| DEUTSCHE BANK AG\ | 1,213,981 | +62,645 | $84.3M | +$18.9M | 5.4% |
| TD Asset Management Inc | 624,337 | +166,541 | $43.3M | +$17.3M | 36.4% |
| Assenagon Asset Management S.A. | 266,559 | +219,428 | $18.5M | +$15.8M | 465.6% |
| Quadrature Capital Ltd | 294,585 | +197,713 | $20.4M | +$14.9M | 204.1% |
| IEQ CAPITAL, LLC | 643,060 | +110,362 | $44.6M | +$14.4M | 20.7% |
| Rockefeller Capital Management L.P. | 532,690 | +126,566 | $37.0M | +$13.9M | 31.2% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 875,977 | +21,887 | $60.5M | +$12.0M | 2.6% |
| RBF Capital, LLC | 300,000 | +130,000 | $20.8M | +$11.2M | 76.5% |
| Empowered Funds, LLC | 169,196 | +155,514 | $11.7M | +$11.0M | 1136.6% |
| Polar Capital Holdings Plc | 411,387 | +87,345 | $28.6M | +$10.2M | 26.9% |
| PRINCIPAL FINANCIAL GROUP INC | 720,421 | +17,316 | $50.0M | +$10.1M | 2.5% |
| DANSKE BANK A/S | 284,322 | +107,526 | $19.7M | +$9.7M | 60.8% |
| Concurrent Investment Advisors, LLC | 175,400 | +127,880 | $12.2M | +$9.5M | 269.1% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 192,384 | +116,891 | $13.4M | +$9.1M | 154.8% |
| Cerity Partners LLC | 425,654 | +51,041 | $29.5M | +$8.3M | 13.6% |
| Mariner, LLC | 315,968 | +75,425 | $21.9M | +$8.3M | 31.4% |
| LPL Financial LLC | 602,806 | +10,611 | $41.8M | +$8.2M | 1.8% |
| Capital International, Inc./CA/ | 525,993 | +26,547 | $36.5M | +$8.2M | 5.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | 189,682 | +96,060 | $13.2M | +$7.9M | 102.6% |
| Twin Tree Management, LP | 474,000 | +31,700 | $32.9M | +$7.8M | 7.2% |
| Mediolanum International Funds Ltd | 230,886 | +86,955 | $16.0M | +$7.7M | 60.4% |
| Balyasny Asset Management L.P. | 444,269 | +35,432 | $30.8M | +$7.6M | 8.7% |
| FIDELIS CAPITAL PARTNERS, LLC | 124,276 | +106,262 | $8.6M | +$7.6M | 589.9% |
| Hosking Partners LLP | 529,900 | +14,089 | $36.8M | +$7.5M | 2.7% |
| Creative Planning | 303,958 | +51,129 | $21.1M | +$6.8M | 20.2% |
| APPALOOSA LP | 475,000 | +12,500 | $33.0M | +$6.7M | 2.7% |
| State of Tennessee, Department of Treasury | 361,907 | +50,840 | $23.8M | +$6.2M | 16.3% |
| PRUDENTIAL FINANCIAL INC | 438,921 | +6,878 | $30.5M | +$5.9M | 1.6% |
| WAYCROSS PARTNERS, LLC | 405,325 | +14,235 | $28.1M | +$5.9M | 3.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 400,028 | +15,946 | $27.7M | +$5.9M | 4.2% |
| GROUP ONE TRADING LLC | 335,637 | +29,178 | $23.3M | +$5.9M | 9.5% |
| Focus Partners Wealth | 132,348 | +76,674 | $9.2M | +$5.9M | 137.7% |
| ENVESTNET ASSET MANAGEMENT INC | 402,726 | +1,206 | $27.9M | +$5.2M | 0.3% |
| CIBC Asset Management Inc | 147,508 | +57,169 | $10.2M | +$5.1M | 63.3% |
| CASTLEARK MANAGEMENT LLC | 260,740 | +31,250 | $18.1M | +$5.1M | 13.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 223,170 | +24,952 | $16.1M | +$4.9M | 12.6% |
| Calamos Advisors LLC | 368,594 | +1,419 | $25.6M | +$4.7M | 0.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 255,127 | +23,880 | $17.7M | +$4.6M | 10.3% |
| Munich Reinsurance Co Stock Corp in Munich | 251,350 | +22,665 | $17.4M | +$4.5M | 9.9% |
| Caption Management, LLC | 96,700 | +53,700 | $6.7M | +$4.3M | 124.9% |
| Corient Private Wealth LLC | 976,894 | +830,424 | $12.6M | +$4.2M | 567.0% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 274,528 | +12,053 | $19.1M | +$4.2M | 4.6% |
| NORDEA INVESTMENT MANAGEMENT AB | 106,043 | +49,076 | $7.4M | +$4.2M | 86.1% |
| Vestmark Advisory Solutions, Inc. | 69,264 | +56,203 | $4.8M | +$4.1M | 430.3% |
| Crossmark Global Holdings, Inc. | 250,868 | +14,783 | $17.4M | +$4.0M | 6.3% |
| Rakuten Investment Management, Inc. | 64,766 | +60,330 | $4.5M | +$3.9M | 1360.0% |
| ODDO BHF ASSET MANAGEMENT SAS | 89,810 | +49,057 | $6.2M | +$3.9M | 120.4% |
| Voya Investment Management LLC | 217,874 | +19,694 | $15.1M | +$3.9M | 9.9% |
| PNC Financial Services Group, Inc. | 158,269 | +32,304 | $11.0M | +$3.8M | 25.6% |
| Glenview Trust co | 254,153 | +8,442 | $17.6M | +$3.7M | 3.4% |
| Zweig-DiMenna Associates LLC | 272,310 | +3,500 | $18.9M | +$3.6M | 1.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 141,795 | +29,019 | $9.8M | +$3.4M | 25.7% |
| XPONANCE, INC. | 142,053 | +28,283 | $9.9M | +$3.4M | 24.9% |
| 1832 Asset Management L.P. | 62,122 | +45,499 | $4.3M | +$3.4M | 273.7% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 144,831 | +26,024 | $10.1M | +$3.3M | 21.9% |
| ExodusPoint Capital Management, LP | 127,721 | +27,571 | $8.9M | +$3.2M | 27.5% |
| COZAD ASSET MANAGEMENT INC | 164,138 | +19,088 | $11.4M | +$3.2M | 13.2% |
| New Age Alpha Advisors, LLC | 79,031 | +36,786 | $5.5M | +$3.1M | 87.1% |
| National Pension Service | 60,218 | +39,048 | $4.2M | +$3.0M | 184.4% |
| RWC Asset Management LLP | 142,067 | +15,882 | $9.9M | +$2.7M | 12.6% |
| Czech National Bank | 171,036 | +6,299 | $11.9M | +$2.5M | 3.8% |
| Mirae Asset Global Investments Co., Ltd. | 107,173 | +19,829 | $7.4M | +$2.5M | 22.7% |
| Focus Financial Network, Inc. | 95,458 | +20,401 | $6.6M | +$2.4M | 27.2% |
| AVIVA PLC | 139,781 | +9,791 | $9.7M | +$2.3M | 7.5% |
| NEOS Investment Management LLC | 102,906 | +17,735 | $7.1M | +$2.3M | 20.8% |
| CAPITAL INTERNATIONAL SARL | 148,113 | +7,381 | $10.3M | +$2.3M | 5.2% |
| HB Wealth Management, LLC | 156,942 | +5,021 | $10.9M | +$2.3M | 3.3% |
| Orion Porfolio Solutions, LLC | 49,793 | +27,935 | $3.5M | +$2.2M | 127.8% |
| ProShare Advisors LLC | 124,848 | +10,297 | $8.7M | +$2.2M | 9.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 117,320 | +11,331 | $8.1M | +$2.1M | 10.7% |
| M&T Bank Corp | 65,745 | +22,737 | $4.6M | +$2.1M | 52.9% |
| CI INVESTMENTS INC. | 29,619 | +13,122 | $2.1M | +$2.1M | 79.5% |
| Caprock Group, LLC | 46,805 | +26,527 | $3.2M | +$2.0M | 130.8% |
| Wealthfront Advisers LLC | 143,124 | +2,778 | $9.9M | +$2.0M | 2.0% |
| QRG CAPITAL MANAGEMENT, INC. | 137,775 | +3,647 | $9.6M | +$1.9M | 2.7% |
| American Financial Advisors, LLC | 137,995 | +2,845 | $9.6M | +$1.9M | 2.1% |
| Aristides Capital LLC | 125,332 | +5,630 | $8.7M | +$1.9M | 4.7% |
| IMC-Chicago, LLC | 110,490 | +8,278 | $7.7M | +$1.9M | 8.1% |
| MEEDER ASSET MANAGEMENT INC | 141,672 | +953 | $9.8M | +$1.8M | 0.7% |
| U.S. Capital Wealth Advisors, LLC | 101,057 | +9,964 | $7.0M | +$1.8M | 10.9% |
| BANK OF NOVA SCOTIA | 67,098 | +16,775 | $4.7M | +$1.8M | 33.3% |
| Vanguard Personalized Indexing Management, LLC | 105,083 | +7,326 | $7.3M | +$1.7M | 7.5% |
| SCOPUS ASSET MANAGEMENT, L.P. | 70,000 | +15,000 | $4.9M | +$1.7M | 27.3% |
| CAPTRUST FINANCIAL ADVISORS | 101,456 | +7,310 | $7.0M | +$1.7M | 7.8% |
| Livforsakringsbolaget Skandia, Omsesidigt | 199,902 | +100,902 | $13.9M | +$1.6M | 101.9% |
| KWMG, LLC | 122,685 | +864 | $8.5M | +$1.6M | 0.7% |
| IFM Investors Pty Ltd | 28,167 | +144 | $2.0K | -$1.6M | 0.5% |
| KKM Financial LLC | 76,712 | +10,736 | $5.3M | +$1.6M | 16.3% |
| Tidal Investments LLC | 83,730 | +8,847 | $5.8M | +$1.6M | 11.8% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 93,655 | +6,176 | $6.5M | +$1.5M | 7.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | 91,180 | +5,767 | $6.3M | +$1.5M | 6.8% |
| Sequoia Financial Advisors, LLC | 44,302 | +15,531 | $3.1M | +$1.4M | 54.0% |
| NISA INVESTMENT ADVISORS, LLC | 105,339 | +1,809 | $7.3M | +$1.4M | 1.7% |
| CastleKnight Management LP | 46,700 | +13,800 | $3.2M | +$1.4M | 41.9% |
| State of New Jersey Common Pension Fund D | 56,292 | +11,209 | $3.9M | +$1.3M | 24.9% |
| Sterling Capital Management LLC | 61,716 | +9,579 | $4.3M | +$1.3M | 18.4% |
| Summit Trail Advisors, LLC | 48,693 | +11,965 | $3.4M | +$1.3M | 32.6% |
| Focus Partners Advisor Solutions, LLC | 51,188 | +11,710 | $3.6M | +$1.3M | 29.7% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 80,963 | +4,152 | $5.6M | +$1.3M | 5.4% |
| Waverly Advisors, LLC | 35,117 | +13,540 | $2.4M | +$1.2M | 62.8% |
| Merit Financial Group, LLC | 64,254 | +7,005 | $4.5M | +$1.2M | 12.2% |
| BIP Wealth, LLC | 20,386 | +15,926 | $1.4M | +$1.2M | 357.1% |
| KMG FIDUCIARY PARTNERS, LLC | 85,711 | +1,237 | $5.9M | +$1.2M | 1.5% |
| MUFG Securities EMEA plc | 26,621 | +14,206 | $1.8M | +$1.1M | 114.4% |
| Asset Management One Co., Ltd. | 84,439 | +1,044 | $5.9M | +$1.1M | 1.3% |
| JONES FINANCIAL COMPANIES LLLP | 92,024 | +271 | $6.4M | +$1.1M | 0.3% |
| OneDigital Investment Advisors LLC | 29,175 | +13,437 | $2.0M | +$1.1M | 85.4% |
| Howard Capital Management Inc. | 88,784 | +19 | $6.2M | +$1.1M | 0.0% |
| AE Wealth Management LLC | 34,787 | +11,920 | $2.4M | +$1.1M | 52.1% |
| Arrow Capital Pty Ltd | 120,000 | +10,000 | $8.3M | -$1.1M | 9.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 66,782 | +4,579 | $4.6M | +$1.1M | 7.4% |
| PINNACLE ASSOCIATES LTD | 83,066 | +604 | $5.8M | +$1.1M | 0.7% |
| Kestra Advisory Services, LLC | 72,616 | +2,263 | $5.0M | +$1.0M | 3.2% |
| Financiere des Professionnels - Fonds d,investissement inc. | 18,139 | +14,337 | $1.3M | +$1.0M | 377.1% |
| Callan Family Office, LLC | 30,076 | +10,991 | $2.1M | +$1.0M | 57.6% |
| NOMURA ASSET MANAGEMENT CO LTD | 72,385 | +1,362 | $5.0M | +$993.0K | 1.9% |
| COOKSON PEIRCE & CO INC | 63,376 | +3,147 | $4.4M | +$980.3K | 5.2% |
| AustralianSuper Pty Ltd | 77,327 | +7 | $5.4M | +$978.6K | 0.0% |
| STRS OHIO | 75,622 | +27 | $5.2M | +$958.2K | 0.0% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 74,223 | +100 | $5.2M | +$944.6K | 0.1% |
| Rafferty Asset Management, LLC | 73,324 | +152 | $5.1M | +$936.2K | 0.2% |
| NewEdge Advisors, LLC | 52,385 | +4,710 | $3.6M | +$930.0K | 9.9% |
| NewEdge Wealth, LLC | 44,374 | +7,024 | $3.1M | +$893.1K | 18.8% |
| Baird Financial Group, Inc. | 68,045 | +123 | $4.7M | +$867.8K | 0.2% |
| Aaron Wealth Advisors LLC | 23,683 | +9,608 | $1.6M | +$844.8K | 68.3% |
| Global Retirement Partners, LLC | 23,095 | +9,241 | $1.6M | +$816.5K | 66.7% |
| Global Wealth Management Investment Advisory, Inc. | 57,383 | +1,494 | $4.0M | +$810.7K | 2.7% |
| Raiffeisen Bank International AG | 13,050 | +11,660 | $889.6K | +$810.7K | 838.8% |
| Compound Planning, Inc. | 15,777 | +10,672 | $1.1M | +$805.2K | 209.0% |
| Econ Financial Services Corp | 46,025 | +3,809 | $3.2M | +$798.4K | 9.0% |
| JT Stratford LLC | 32,910 | +6,640 | $2.3M | +$793.1K | 25.3% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 14,556 | +14,441 | $786.8K | +$781.2K | 12557.4% |
| SYON CAPITAL LLC | 24,543 | +7,465 | $1.7M | +$734.1K | 43.7% |
| Prime Capital Investment Advisors, LLC | 26,284 | +6,824 | $1.8M | +$724.2K | 35.1% |
| Red Spruce Capital, LLC | 52,323 | +1,061 | $3.6M | +$722.1K | 2.1% |
| PICTON MAHONEY ASSET MANAGEMENT | 10,256 | +5,056 | $711.8K | +$711.5K | 97.2% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 40,465 | +3,284 | $2.8M | +$698.3K | 8.8% |
| Venture Visionary Partners LLC | 19,688 | +7,897 | $1.4M | +$697.3K | 67.0% |
| &PARTNERS | 46,578 | +1,809 | $3.2M | +$696.4K | 4.0% |
| Kingsview Wealth Management, LLC | 33,302 | +4,827 | $2.3M | +$695.2K | 16.9% |
| Allspring Global Investments Holdings, LLC | 41,492 | +2,797 | $2.9M | +$694.3K | 7.2% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 28,924 | +5,460 | $2.0M | +$675.7K | 23.3% |
| Utah Retirement Systems | 52,620 | +144 | $3.7M | +$673.8K | 0.3% |
| Curi Capital, LLC | 12,677 | +9,041 | $879.8K | +$673.5K | 248.7% |
| WESTPAC BANKING CORP | 10,485 | +9,189 | $727.7K | +$654.1K | 709.0% |
| Convergence Investment Partners, LLC | 24,344 | +5,707 | $1.7M | +$631.8K | 30.6% |
| B. Metzler seel. Sohn & Co. AG | 14,062 | +7,995 | $975.9K | +$631.6K | 131.8% |
| Elo Mutual Pension Insurance Co | 28,261 | +4,390 | $2.0M | +$606.6K | 18.4% |
| Pallas Capital Advisors LLC | 42,966 | +880 | $3.0M | +$593.4K | 2.1% |
| QUADRANT CAPITAL GROUP LLC | 21,603 | +5,415 | $1.5M | +$580.6K | 33.5% |
| Chung Wu Investment Group, LLC | 9,020 | +8,020 | $626.0K | +$569.2K | 802.0% |
| Jackson Hole Capital Partners, LLC | 42,472 | +80 | $2.9M | +$541.9K | 0.2% |
| Schear Investment Advisers, LLC | 37,305 | +1,194 | $2.6M | +$539.7K | 3.3% |
| Sivia Capital Partners, LLC | 19,402 | +5,135 | $1.3M | +$536.8K | 36.0% |
| ASSETMARK, INC | 41,926 | +104 | $2.9M | +$536.3K | 0.2% |
| WRIGHT INVESTORS SERVICE INC | 40,861 | +302 | $2.8M | +$534.0K | 0.7% |
| Federation des caisses Desjardins du Quebec | 28,633 | +2,975 | $2.0M | +$531.0K | 11.6% |
| CIBC WORLD MARKET INC. | 13,755 | +6,198 | $954.6K | +$525.7K | 82.0% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,145 | +5,147 | $1.2M | +$516.8K | 42.9% |
| WOODMONT INVESTMENT COUNSEL LLC | 39,797 | +194 | $2.8M | +$514.4K | 0.5% |
| Canada Post Corp Registered Pension Plan | 16,360 | +5,540 | $1.1M | +$511.5K | 51.2% |
| Krilogy Financial LLC | 25,849 | +4,597 | $1.7M | +$500.7K | 21.6% |
| RITHOLTZ WEALTH MANAGEMENT | 19,006 | +4,494 | $1.3M | +$495.4K | 31.0% |
| NorthCrest Asset Manangement, LLC | 15,726 | +4,515 | $1.1M | +$494.5K | 40.3% |
| Chicago Partners Investment Group LLC | 20,596 | +4,946 | $1.4M | +$494.2K | 31.6% |
| Cetera Trust Company, N.A | 36,154 | +500 | $2.5M | +$485.7K | 1.4% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,371 | +1,324 | $2.2M | +$484.6K | 4.3% |
| Sowell Financial Services LLC | 35,718 | +518 | $2.5M | +$481.2K | 1.5% |
| Glaxis Capital Management, LLC | 10,000 | +6,000 | $694.0K | +$467.0K | 150.0% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 20,548 | +3,597 | $1.4M | +$464.1K | 21.2% |
| Vise Technologies, Inc. | 20,970 | +3,490 | $1.5M | +$463.3K | 20.0% |
| HANCOCK WHITNEY CORP | 29,367 | +1,478 | $2.0M | +$455.4K | 5.3% |
| Kera Capital Partners, Inc. | 15,784 | +5,307 | $1.0M | +$445.4K | 50.6% |
| Perigon Wealth Management, LLC | 13,321 | +4,816 | $924.4K | +$441.7K | 56.6% |
| Meeder Advisory Services, Inc. | 25,401 | +2,030 | $1.8M | +$436.5K | 8.7% |
| Register Financial Advisors LLC | 19,209 | +3,307 | $1.3M | +$430.7K | 20.8% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 11,205 | +5,010 | $777.6K | +$426.1K | 80.9% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 18,251 | +3,386 | $1.3M | +$423.0K | 22.8% |
| Legacy Financial Advisors, Inc. | 19,804 | +3,013 | $1.4M | +$421.5K | 17.9% |
| Virtus Investment Advisers, LLC | 32,966 | +21 | $2.3M | +$418.2K | 0.1% |
| Inscription Capital, LLC | 14,115 | +4,207 | $979.6K | +$417.3K | 42.5% |
| Fiduciary Trust Co | 27,920 | +972 | $1.9M | +$408.3K | 3.6% |
| Wealthspire Advisors, LLC | 7,612 | +5,389 | $528.3K | +$402.1K | 242.4% |
| SAGESPRING WEALTH PARTNERS, LLC | 11,205 | +4,461 | $777.6K | +$394.9K | 66.1% |
| ALLSTATE CORP | 9,964 | +4,698 | $691.5K | +$392.7K | 89.2% |
| Norinchukin Bank, The | 29,808 | +247 | $2.1M | +$391.1K | 0.8% |
| BENJAMIN EDWARDS INC | 22,407 | +1,764 | $1.6M | +$383.6K | 8.5% |
| BTC Capital Management, Inc. | 18,345 | +2,646 | $1.3M | +$382.2K | 16.9% |
| Bleakley Financial Group, LLC | 15,891 | +3,166 | $1.1M | +$380.7K | 24.9% |
| Board of the Pension Protection Fund | 21,900 | +1,800 | $1.5M | +$379.2K | 8.9% |
| Sage Mountain Advisors LLC | 18,346 | +2,559 | $1.3M | +$377.3K | 16.2% |
| State of Wyoming | 10,114 | +4,393 | $701.9K | +$377.2K | 76.8% |
| EQUITABLE TRUST CO | 20,850 | +1,888 | $1.4M | +$370.9K | 9.9% |
| INTRUST BANK NA | 22,047 | +1,473 | $1.5M | +$362.5K | 7.2% |
| Mount Lucas Management LP | 27,128 | +279 | $1.9M | +$359.0K | 1.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23,641 | +1,053 | $1.6M | +$358.9K | 4.7% |
| Marex Group plc | 11,262 | +3,762 | $781.6K | +$356.0K | 50.2% |
| GAMMA Investing LLC | 19,408 | +1,844 | $1.3M | +$350.2K | 10.5% |
| Beacon Pointe Advisors, LLC | 17,021 | +2,324 | $1.2M | +$347.2K | 15.8% |
| Oxinas Partners Wealth Management LLC | 26,801 | +16 | $1.9M | +$339.9K | 0.1% |
| Ethic Inc. | 13,542 | +2,964 | $939.8K | +$339.5K | 28.0% |
| CIBC Private Wealth Group LLC | 26,420 | +56 | $1.8M | +$337.4K | 0.2% |
| Savvy Advisors, Inc. | 13,250 | +2,924 | $919.5K | +$333.5K | 28.3% |
| Investment Management Corp of Ontario | 11,041 | +3,375 | $766.2K | +$331.2K | 44.0% |
| Sigma Planning Corp | 20,040 | +1,344 | $1.4M | +$329.8K | 7.2% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 23,740 | +510 | $1.6M | +$329.3K | 2.2% |
| KEYBANK NATIONAL ASSOCIATION/OH | 22,458 | +778 | $1.6M | +$328.2K | 3.6% |
| CERTUITY, LLC | 8,722 | +3,819 | $605.3K | +$327.1K | 77.9% |
| NORDEN GROUP LLC | 21,022 | +1,054 | $1.5M | +$325.7K | 5.3% |
| Snowden Capital Advisors LLC | 24,033 | +330 | $1.7M | +$322.7K | 1.4% |
| Global Financial Private Client, LLC | 12,103 | +2,963 | $839.9K | +$321.3K | 32.4% |
| PRINCIPAL SECURITIES, INC. | 23,211 | +473 | $1.6M | +$320.5K | 2.1% |
| Argent Trust Co | 17,145 | +1,766 | $1.2M | +$317.1K | 11.5% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 11,818 | +1,571 | $820.2K | +$316.2K | 15.3% |
| Heritage Trust Co | 23,999 | +170 | $1.7M | +$313.2K | 0.7% |
| Graham Capital Management, L.P. | 10,000 | +3,229 | $694.0K | +$309.7K | 47.7% |
| Foster Group, Inc. | 23,984 | +110 | $1.7M | +$309.6K | 0.5% |
| Gordian Capital Singapore Pte Ltd | 6,850 | +3,850 | $475.4K | +$305.1K | 128.3% |
| Smartleaf Asset Management LLC | 18,194 | +1,583 | $1.3M | +$303.8K | 9.5% |
| Clear Harbor Asset Management, LLC | 13,787 | +2,220 | $956.8K | +$300.3K | 19.2% |
| Farther Finance Advisors, LLC | 16,328 | +1,577 | $1.1M | +$296.0K | 10.7% |
| Crestwood Advisors Group, LLC | 7,534 | +3,443 | $522.8K | +$290.7K | 84.2% |
| Spire Wealth Management | 5,800 | +3,720 | $402.5K | +$284.5K | 178.8% |
| Capital Investment Advisors, LLC | 20,400 | +446 | $1.4M | +$283.4K | 2.2% |
| Chesley Taft & Associates LLC | 16,096 | +1,275 | $1.1M | +$276.0K | 8.6% |
| Wedmont Private Capital | 15,904 | +634 | $1.1M | +$274.8K | 4.2% |
| FIDUCIARY FAMILY OFFICE, LLC | 15,344 | +1,386 | $1.1M | +$272.8K | 9.9% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 20,725 | +52 | $1.4M | +$265.1K | 0.3% |
| Capital Management Associates, Inc | 16,580 | +959 | $1.2M | +$264.2K | 6.1% |
| Aptus Capital Advisors, LLC | 14,016 | +1,509 | $972.7K | +$262.9K | 12.1% |
| EverSource Wealth Advisors, LLC | 14,317 | +1,427 | $993.6K | +$262.1K | 11.1% |
| ROTHSCHILD INVESTMENT LLC | 5,314 | +3,357 | $368.8K | +$257.7K | 171.5% |
| BROWN BROTHERS HARRIMAN & CO | 8,546 | +2,586 | $593.1K | +$254.9K | 43.4% |
| DAVENPORT & Co LLC | 16,313 | +855 | $1.1M | +$254.8K | 5.5% |
| Everhart Financial Group, Inc. | 13,831 | +1,185 | $959.9K | +$242.2K | 9.4% |
| Y-Intercept (Hong Kong) Ltd | 9,632 | +2,099 | $668.5K | +$241.0K | 27.9% |
| Circle Wealth Management, LLC | 18,947 | +20 | $1.3M | +$240.8K | 0.1% |
| Advisory Services Network, LLC | 15,497 | +745 | $1.1M | +$238.3K | 5.0% |
| Ashton Thomas Private Wealth, LLC | 13,740 | +1,121 | $953.5K | +$237.4K | 8.9% |
| Equitable Holdings, Inc. | 13,494 | +1,170 | $936.5K | +$237.1K | 9.5% |
| Versant Capital Management, Inc | 5,077 | +3,036 | $352.3K | +$236.5K | 148.8% |
| Navalign, LLC | 17,890 | +83 | $1.2M | +$231.0K | 0.5% |
| Essex Financial Services, Inc. | 6,884 | +2,511 | $477.7K | +$229.5K | 57.4% |
| EVOKE WEALTH, LLC | 13,754 | +900 | $954.6K | +$225.1K | 7.0% |
| TRANSCEND CAPITAL ADVISORS, LLC | 10,781 | +1,113 | $748.2K | +$199.6K | 11.5% |
| Soltis Investment Advisors LLC | 11,626 | +910 | $806.8K | +$198.7K | 8.5% |
| WADDELL & ASSOCIATES, LLC | 7,855 | +1,582 | $545.1K | +$189.1K | 25.2% |
| Moors & Cabot, Inc. | 9,731 | +1,158 | $675.3K | +$188.8K | 13.5% |
| Coastwise Capital Group, LLC | 13,431 | +325 | $932.1K | +$188.4K | 2.5% |
| BOKF, NA | 5,180 | +2,159 | $359.5K | +$188.1K | 71.5% |
| TEMA ETFS LLC | 11,248 | +758 | $780.6K | +$185.3K | 7.2% |
| Greenfield Savings Bank | 10,060 | +942 | $698.2K | +$180.7K | 10.3% |
| Ascent Group, LLC | 9,564 | +1,028 | $663.8K | +$179.3K | 12.0% |
| EARNED WEALTH ADVISORS, LLC | 6,114 | +1,708 | $424.3K | +$174.3K | 38.8% |
| Nicholas Hoffman & Company, LLC. | 13,669 | +1 | $948.6K | +$173.0K | 0.0% |
| Parcion Private Wealth LLC | 9,562 | +909 | $663.6K | +$172.5K | 10.5% |
| MGO ONE SEVEN LLC | 12,280 | +258 | $852.3K | +$170.0K | 2.1% |
| HUNTINGTON NATIONAL BANK | 9,123 | +895 | $633.1K | +$166.2K | 10.9% |
| B. Riley Wealth Advisors, Inc. | 12,524 | +83 | $869.2K | +$163.1K | 0.7% |
| Gilliland Jeter Wealth Management LLC | 8,653 | +934 | $600.5K | +$162.4K | 12.1% |
| Activest Wealth Management | 2,515 | +2,287 | $174.5K | +$161.6K | 1003.1% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 6,401 | +1,095 | $462.3K | +$159.2K | 20.6% |
| KELLEHER FINANCIAL ADVISORS | 3,500 | +2,000 | $242.9K | +$157.8K | 133.3% |
| Polymer Capital Management (US) LLC | 11,557 | +198 | $802.1K | +$157.4K | 1.7% |
| GREENLEAF TRUST | 11,219 | +273 | $778.6K | +$157.4K | 2.5% |
| Miracle Mile Advisors, LLC | 9,520 | +650 | $660.7K | +$157.3K | 7.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 8,673 | +734 | $601.9K | +$151.4K | 9.2% |
| Fi3 FINANCIAL ADVISORS, LLC | 5,859 | +1,292 | $406.6K | +$147.4K | 28.3% |
| WHITTIER TRUST CO OF NEVADA INC | 2,129 | +2,000 | $153.8K | +$146.4K | 1550.4% |
| Ancora Advisors LLC | 9,951 | +358 | $690.6K | +$146.2K | 3.7% |
| Citizens National Bank Trust Department | 10,327 | +236 | $716.7K | +$144.0K | 2.3% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 5,296 | +1,310 | $367.5K | +$141.3K | 32.9% |
| Sunpointe, LLC | 7,666 | +760 | $532.0K | +$140.1K | 11.0% |
| waypoint wealth counsel | 9,544 | +327 | $662.3K | +$139.3K | 3.5% |
| Freedom Financial Partners LLC | 10,925 | +3 | $758.2K | +$138.4K | 0.0% |
| Portfolio Design Labs, LLC | 7,330 | +729 | $508.7K | +$134.1K | 11.0% |
| Burns Matteson Capital Management, LLC | 9,008 | +295 | $625.2K | +$130.7K | 3.4% |
| World Investment Advisors | 14,957 | +2,147 | $857.6K | +$130.6K | 16.8% |
| D.A. DAVIDSON & CO. | 8,704 | +348 | $604.1K | +$129.9K | 4.2% |
| GM Advisory Group, LLC | 6,951 | +724 | $482.4K | +$129.0K | 11.6% |
| Pure Financial Advisors, LLC | 6,947 | +704 | $482.1K | +$127.8K | 11.3% |
| Wealth Quarterback LLC | 7,395 | +527 | $513.2K | +$123.4K | 7.7% |
| Kaufman Rossin Wealth, LLC | 8,593 | +182 | $596.4K | +$119.0K | 2.2% |
| Keystone Wealth Services, LLC | 9,178 | +30 | $636.9K | +$117.8K | 0.3% |
| NBC SECURITIES, INC. | 4,712 | +972 | $327.1K | +$114.7K | 26.0% |
| LEUTHOLD GROUP, LLC | 8,982 | +13 | $623.4K | +$114.4K | 0.1% |
| TWIN CAPITAL MANAGEMENT INC | 8,833 | +36 | $613.0K | +$113.8K | 0.4% |
| Nilsine Partners, LLC | 5,372 | +715 | $372.8K | +$108.5K | 15.3% |
| TOTAL INVESTMENT MANAGEMENT INC | 8,104 | +60 | $562.4K | +$105.9K | 0.7% |
| Cullen/Frost Bankers, Inc. | 1,543 | +1,491 | $107.0K | +$104.1K | 2867.3% |
| ALPS ADVISORS INC | 7,697 | +85 | $534.2K | +$102.2K | 1.1% |
| Ransom Advisory, Ltd | 2,100 | +2,000 | $105.8K | +$100.1K | 2000.0% |
| Waterloo Capital, L.P. | 6,096 | +383 | $423.0K | +$98.9K | 6.7% |
| QTR Family Wealth, LLC | 4,113 | +390 | $306.3K | +$95.0K | 10.5% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 5,327 | +441 | $369.7K | +$92.5K | 9.0% |
| Allegiance Financial Group Advisory Services LLC | 4,418 | +635 | $306.6K | +$91.9K | 16.8% |
| HBK Sorce Advisory LLC | 6,022 | +151 | $453.7K | +$91.5K | 2.6% |
| Larson Financial Group LLC | 6,472 | +152 | $449.2K | +$90.5K | 2.4% |
| PMV Capital Advisers, LLC | 1,301 | +1,300 | $90.3K | +$90.2K | 130000.0% |
| Triton Wealth Management, PLLC | 7,054 | +1 | $492.1K | +$89.8K | 0.0% |
| SYM FINANCIAL Corp | 5,227 | +412 | $362.8K | +$89.5K | 8.6% |
| Koshinski Asset Management, Inc. | 5,894 | +236 | $409.0K | +$87.9K | 4.2% |
| CAHABA WEALTH MANAGEMENT, INC. | 6,769 | +23 | $469.8K | +$86.9K | 0.3% |
| LongView Wealth Management | 5,520 | +63 | $392.1K | +$82.4K | 1.1% |
| Nemes Rush Group LLC | 5,102 | +309 | $354.1K | +$82.1K | 6.4% |
| Blue Chip Partners, LLC | 6,290 | +20 | $436.5K | +$80.7K | 0.3% |
| Great Waters Wealth Management | 6,281 | +1 | $435.9K | +$79.5K | 0.0% |
| Diversified Trust Co | 4,569 | +355 | $317.1K | +$77.9K | 8.4% |
| AGP FRANKLIN, LLC | 5,870 | +44 | $407.4K | +$76.8K | 0.8% |
| HighPoint Advisor Group LLC | 5,714 | +59 | $396.6K | +$75.6K | 1.0% |
| Encompass More Asset Management | 4,839 | +250 | $335.9K | +$75.4K | 5.4% |
| COWA, LLC | 4,425 | +325 | $307.1K | +$74.4K | 7.9% |
| Main Street Research LLC | 4,768 | +223 | $330.9K | +$73.0K | 4.9% |
| SUMMIT SECURITIES GROUP LLC | 1,962 | +843 | $136.2K | +$72.7K | 75.3% |
| Optimize Financial Inc | 5,254 | +72 | $364.6K | +$70.5K | 1.4% |
| West Branch Capital LLC | 1,000 | +990 | $69.4K | +$68.9K | 9900.0% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 4,721 | +150 | $327.6K | +$68.2K | 3.3% |
| Verum Partners LLC | 5,057 | +62 | $351.0K | +$67.5K | 1.2% |
| LRI Investments, LLC | 4,644 | +154 | $322.3K | +$67.5K | 3.4% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,016 | +933 | $70.6K | +$65.9K | 1124.1% |
| Cyndeo Wealth Partners, LLC | 5,191 | +3 | $360.2K | +$65.8K | 0.1% |
| Carl P. Sherr & Co., LLC | 7,162 | +1 | $471.9K | +$65.5K | 0.0% |
| MassMutual Private Wealth & Trust, FSB | 3,679 | +221 | $255.3K | +$59.1K | 6.4% |
| Paragon Capital Management Ltd | 4,536 | +14 | $314.8K | +$58.2K | 0.3% |
| Lakeshore Financial Planning, Inc. | 4,533 | +3 | $314.6K | +$57.5K | 0.1% |
| CVA Family Office, LLC | 4,286 | +29 | $297.4K | +$55.9K | 0.7% |
| REDW Wealth LLC | 4,368 | +10 | $303.1K | +$55.8K | 0.2% |
| Wealth Watch Advisors, INC | 2,530 | +415 | $175.6K | +$55.6K | 19.6% |
| FORTRESS FINANCIAL GROUP, LLC | 4,206 | +18 | $291.9K | +$54.3K | 0.4% |
| Ausdal Financial Partners, Inc. | 4,026 | +46 | $279.4K | +$53.6K | 1.1% |
| Parkside Financial Bank & Trust | 3,296 | +196 | $228.7K | +$52.8K | 6.3% |
| Root Financial Partners, LLC | 3,293 | +183 | $228.6K | +$52.1K | 5.9% |
| Modera Wealth Management, LLC | 3,842 | +57 | $266.6K | +$51.8K | 1.5% |
| CALTON & ASSOCIATES, INC. | 4,063 | +1 | $281.9K | +$51.4K | 0.0% |
| RD Lewis Holdings, Inc. | 4,699 | +39 | $331.0K | +$49.2K | 0.8% |
| Prestige Wealth Management Group LLC | 1,388 | +962 | $72.2K | +$48.1K | 225.8% |
| Asset Allocation Strategies LLC | 3,737 | +11 | $259.4K | +$47.9K | 0.3% |
| Murphy & Mullick Capital Management Corp | 2,906 | +199 | $201.7K | +$47.5K | 7.3% |
| JNBA Financial Advisors | 1,890 | +415 | $131.2K | +$47.5K | 28.1% |
| Apella Capital, LLC | 3,717 | +164 | $258.0K | +$43.4K | 4.6% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1,600 | +400 | $111.0K | +$42.9K | 33.3% |
| True Wealth Design, LLC | 1,770 | +344 | $122.8K | +$41.9K | 24.1% |
| MONTAG A & ASSOCIATES INC | 2,150 | +185 | $149.2K | +$37.7K | 9.4% |
| Addison Advisors LLC | 2,837 | +24 | $196.9K | +$37.3K | 0.8% |
| AdvisorNet Financial, Inc | 2,828 | +15 | $196.3K | +$36.6K | 0.5% |
| Quent Capital, LLC | 2,339 | +103 | $162.3K | +$35.4K | 4.6% |
| Sunbelt Securities, Inc. | 2,728 | +2 | $189.3K | +$34.6K | 0.1% |
| Johnson Financial Group, Inc. | 1,607 | +241 | $111.5K | +$34.0K | 17.6% |
| Cornerstone Planning Group LLC | 524 | +429 | $34.5K | +$33.3K | 451.6% |
| POM Investment Strategies, LLC | 1,972 | +141 | $136.9K | +$33.0K | 7.7% |
| BI Asset Management Fondsmaeglerselskab A/S | 606,344 | +416,256 | $42.1K | +$31.3K | 219.0% |
| Lido Advisors, LLC | 74,145 | +60 | $4.2M | +$29.7K | 0.1% |
| CYBER HORNET ETFs LLC | 1,829 | +110 | $126.9K | +$29.4K | 6.4% |
| IMA Advisory Services, Inc. | 1,676 | +106 | $116.3K | +$27.2K | 6.8% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,864 | +2 | $129.3K | +$23.7K | 0.1% |
| CHILTON CAPITAL MANAGEMENT LLC | 1,809 | +9 | $125.5K | +$23.4K | 0.5% |
| Greykasell Wealth Strategies, Inc. | 340 | +300 | $23.6K | +$21.3K | 750.0% |
| High Note Wealth, LLC | 1,621 | +12 | $112.5K | +$21.2K | 0.7% |
| EVOLUTION WEALTH MANAGEMENT INC. | 594 | +297 | $37.5K | +$20.6K | 100.0% |
| JFS WEALTH ADVISORS, LLC | 794 | +161 | $55.1K | +$19.2K | 25.4% |
| American Capital Advisory, LLC | 1,489 | +4 | $103.3K | +$19.1K | 0.3% |
| Annis Gardner Whiting Capital Advisors, LLC | 332 | +208 | $23.0K | +$16.0K | 167.7% |
| SG Americas Securities, LLC | 316,310 | +191,617 | $22.0K | +$14.9K | 153.7% |
| First Command Advisory Services, Inc. | 645 | +103 | $44.8K | +$14.0K | 19.0% |
| CSM Advisors, LLC | 629,101 | +105,599 | $43.7K | +$14.0K | 20.2% |
| HighMark Wealth Management LLC | 1,044 | +3 | $72.5K | +$13.4K | 0.3% |
| ORG Partners LLC | 255 | +173 | $17.7K | +$13.0K | 211.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 950,144 | +758 | $65.9K | +$12.1K | 0.1% |
| TD Capital Management LLC | 812 | +3 | $56.3K | +$10.4K | 0.4% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 530 | +65 | $36.8K | +$10.4K | 14.0% |
| AlphaQuest LLC | 501 | +57 | $34.8K | +$9.6K | 12.8% |
| N.E.W. Advisory Services LLC | 699 | +1 | $48.5K | +$8.9K | 0.1% |
| Rakuten Securities, Inc. | 554 | +26 | $38.4K | +$8.5K | 4.9% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 622,156 | +8,042 | $43.2K | +$8.3K | 1.3% |
| Crewe Advisors LLC | 621 | +8 | $43.1K | +$8.3K | 1.3% |
| IMG Wealth Management, Inc. | 232 | +84 | $16.1K | +$7.7K | 56.8% |
| Ritter Daniher Financial Advisory LLC / DE | 604 | +1 | $41.9K | +$7.7K | 0.2% |
| Triumph Capital Management | 242 | +80 | $16.8K | +$7.6K | 49.4% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 529 | +15 | $36.7K | +$7.5K | 2.9% |
| EASTERN BANK | 563 | +3 | $39.1K | +$7.3K | 0.5% |
| HARBOR INVESTMENT ADVISORY, LLC | 557 | +1 | $38.7K | +$7.1K | 0.2% |
| Signature Resources Capital Management, LLC | 520 | +9 | $36.1K | +$7.1K | 1.8% |
| SouthState Corp | 154 | +85 | $10.7K | +$6.8K | 123.2% |
| CANADA LIFE ASSURANCE Co | 294,275 | +51,711 | $20.4K | +$6.4K | 21.3% |
| North Star Investment Management Corp. | 145 | +77 | $10.1K | +$6.2K | 113.2% |
| Bogart Wealth, LLC | 479 | +1 | $33.2K | +$6.1K | 0.2% |
| CWM, LLC | 238,723 | +51,063 | $16.6K | +$5.9K | 27.2% |
| NVWM, LLC | 438 | +5 | $30.4K | +$5.8K | 1.1% |
| Roxbury Financial LLC | 454 | +2 | $31.5K | +$5.8K | 0.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 131,401 | +62,646 | $9.1K | +$5.3K | 91.1% |
| Manchester Capital Management LLC | 387 | +6 | $26.9K | +$5.2K | 1.6% |
| Orion Capital Management LLC | 404 | +1 | $28.0K | +$5.2K | 0.2% |
| Valued Wealth Advisors LLC | 90 | +64 | $6.3K | +$4.8K | 246.2% |
| Fortitude Family Office, LLC | 334 | +3 | $23.2K | +$4.4K | 0.9% |
| Sachetta, LLC | 140 | +37 | $9.7K | +$3.9K | 35.9% |
| E Fund Management (Hong Kong) Co., Ltd. | 58 | +54 | $4.0K | +$3.8K | 1350.0% |
| NBT BANK N A /NY | 292 | +1 | $20.3K | +$3.7K | 0.3% |
| Marquette Asset Management, LLC | 93 | +40 | $6.5K | +$3.4K | 75.5% |
| Transamerica Financial Advisors, LLC | 64 | +44 | $4.4K | +$3.3K | 220.0% |
| Mowery & Schoenfeld Wealth Management, LLC | 122 | +31 | $8.5K | +$3.3K | 34.1% |
| TOTH FINANCIAL ADVISORY CORP | 237 | +3 | $16.4K | +$3.2K | 1.3% |
| HORIZON FINANCIAL SERVICES, LLC | 112 | +29 | $7.8K | +$3.1K | 34.9% |
| iA Global Asset Management Inc. | 92,142 | +32,014 | $6.4K | +$3.0K | 53.2% |
| GGM Financials LLC | 203 | +1 | $14.1K | +$2.6K | 0.5% |
| AMALGAMATED BANK | 135,153 | +10,876 | $9.4K | +$2.3K | 8.8% |
| Turning Point Benefit Group, Inc. | 39 | +28 | $2.7K | +$2.1K | 254.5% |
| Bare Financial Services, Inc | 55 | +21 | $3.8K | +$1.9K | 61.8% |
| Glen Eagle Advisors, LLC | 143 | +1 | $9.9K | +$1.8K | 0.7% |
| DiNuzzo Private Wealth, Inc. | 213 | +2 | $14.8K | +$1.7K | 0.9% |
| ACADIAN ASSET MANAGEMENT LLC | 25,128 | +18,628 | $1.7K | +$1.4K | 286.6% |
| STEVENS CAPITAL MANAGEMENT LP | 28,777 | +14,001 | $2.0K | +$1.2K | 94.8% |
| Rialto Wealth Management, LLC | 62 | +5 | $4.3K | +$1.1K | 8.8% |
| Daiwa Securities Group Inc. | 63,558 | +2,742 | $4.4K | +$960 | 4.5% |
| Mn Services Vermogensbeheer B.V. | 61,759 | +759 | $4.3K | +$824 | 1.2% |
| Dogwood Wealth Management LLC | 14 | +11 | $972 | +$802 | 366.7% |
| Vestcor Inc | 13,468 | +10,000 | $935 | +$738 | 288.4% |
| TFC Financial Management, Inc. | 12 | +9 | $833 | +$662 | 300.0% |
| Retirement Wealth Solutions LLC | 18 | +7 | $1.3K | +$625 | 63.6% |
| Dunhill Financial, LLC | 27 | +4 | $1.9K | +$604 | 17.4% |
| PARK AVENUE SECURITIES LLC | 31,400 | +3,195 | $2.2K | +$578 | 11.3% |
| HFM Investment Advisors, LLC | 34 | +1 | $2.4K | +$487 | 3.0% |
| PayPay Securities Corp | 19 | +4 | $1.3K | +$451 | 26.7% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 22 | +3 | $1.5K | +$448 | 15.8% |
| Quaker Wealth Management, LLC | 17 | +3 | $1.2K | +$385 | 21.4% |
| BESSEMER GROUP INC | 19,006 | +412 | $1.3K | +$264 | 2.2% |
| Penserra Capital Management LLC | 13,346 | +1,449 | $925 | +$250 | 12.2% |
| ALGERT GLOBAL LLC | 8,654 | +2,034 | $601 | +$225 | 30.7% |
| ROSS\JOHNSON & Associates LLC | 8 | +2 | $555 | +$214 | 33.3% |
| HANTZ FINANCIAL SERVICES, INC. | 8,350 | +1,729 | $579 | +$203 | 26.1% |
| VAN ECK ASSOCIATES CORP | 11,633 | +422 | $807 | +$171 | 3.8% |
| WEDBUSH SECURITIES INC | 7,545 | +376 | $524 | +$117 | 5.2% |
| MOSAIC FINANCIAL GROUP, LLC | 6,049 | +20 | $420 | +$78 | 0.3% |
| CENTAURUS FINANCIAL, INC. | 3,242 | +167 | $225 | +$50 | 5.4% |
| GW&K Investment Management, LLC | 824 | +47 | $57 | +$13 | 6.0% |
| VALLEY NATIONAL ADVISERS INC | 332 | +16 | $23 | +$6 | 5.1% |
| Avion Wealth | 242 | +7 | $16 | +$3 | 3.0% |