13F QoQ Ownership Changes
DD Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 163 new · 427 added · 609 reduced · 288 exited
New Positions(163)
Added To(427)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| STATE STREET CORP | 18,412,070 | +215,928 | $740.2M | -$677.3M | 1.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 11,019,892 | +74,355 | $441.3M | -$407.9M | 0.7% |
| Nuveen, LLC | 10,662,674 | +1,695,097 | $428.6M | -$269.9M | 18.9% |
| MORGAN STANLEY | 8,037,745 | +816,804 | $323.1M | -$239.4M | 11.3% |
| NORTHERN TRUST CORP | 4,891,786 | +421,025 | $196.6M | -$151.6M | 9.4% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 7,491,426 | +5,303,219 | $301.2M | +$130.7M | 242.3% |
| DIMENSIONAL FUND ADVISORS LP | 3,346,621 | +8,868 | $134.5M | -$125.4M | 0.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,240,352 | +94,519 | $130.3M | -$114.8M | 3.0% |
| Bank of New York Mellon Corp | 3,369,816 | +199,908 | $135.5M | -$111.5M | 6.3% |
| JPMORGAN CHASE & CO | 3,345,145 | +214,471 | $134.5M | -$109.4M | 6.8% |
| Invesco Ltd. | 14,514,600 | +5,686,490 | $583.5M | -$104.2M | 64.4% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 2,903,938 | +219,962 | $116.7M | -$92.3M | 8.2% |
| Pacer Advisors, Inc. | 1,818,000 | +1,773,124 | $73.1M | +$69.6M | 3951.2% |
| DEUTSCHE BANK AG\ | 1,782,701 | +25,921 | $71.7M | -$65.2M | 1.5% |
| WELLS FARGO & COMPANY/MN | 1,624,765 | +61,453 | $65.3M | -$56.5M | 3.9% |
| NORGES BANK | 2,936,241 | +1,021,167 | $118.0M | -$52.6M | 53.3% |
| Empower Advisory Group, LLC | 1,074,432 | +50,793 | $43.2M | -$36.5M | 5.0% |
| BANK OF MONTREAL /CAN/ | 1,036,732 | +47,616 | $41.7M | -$35.4M | 4.8% |
| Perpetual Ltd | 864,405 | +859,905 | $34.7M | +$34.4M | 19109.0% |
| MACKENZIE FINANCIAL CORP | 1,141,455 | +931,377 | $46.3M | +$30.0M | 443.3% |
| RAYMOND JAMES FINANCIAL INC | 1,104,171 | +150,006 | $44.4M | -$29.9M | 15.7% |
| California Public Employees Retirement System | 781,805 | +11,061 | $31.4M | -$28.6M | 1.4% |
| RHUMBLINE ADVISERS | 801,489 | +25,901 | $32.2M | -$28.2M | 3.3% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 913,851 | +77,261 | $37.3M | -$27.8M | 9.2% |
| PNC Financial Services Group, Inc. | 1,119,613 | +200,550 | $45.0M | -$26.6M | 21.8% |
| Caption Management, LLC | 745,897 | +22,797 | $30.0M | -$26.3M | 3.1% |
| Mondrian Investment Partners LTD | 2,795,723 | +1,017,769 | $112.4M | -$26.1M | 57.2% |
| CITADEL ADVISORS LLC | 2,748,524 | +1,659,684 | $110.5M | +$25.7M | 152.4% |
| Voya Investment Management LLC | 1,629,299 | +476,523 | $65.5M | -$24.3M | 41.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 996,967 | +216,173 | $40.1M | -$20.7M | 27.7% |
| CITIGROUP INC | 594,502 | +21,852 | $23.9M | -$20.7M | 3.8% |
| Russell Investments Group, Ltd. | 525,269 | +2,308 | $21.1M | -$19.6M | 0.4% |
| Zurich Insurance Group Ltd/FI | 1,617,414 | +552,334 | $65.0M | -$17.9M | 51.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,285,418 | +882,626 | $91.9M | -$17.4M | 62.9% |
| Gotham Asset Management, LLC | 684,600 | +535,219 | $27.5M | +$15.9M | 358.3% |
| PRINCIPAL FINANCIAL GROUP INC | 490,752 | +36,435 | $19.7M | -$15.7M | 8.0% |
| PANAGORA ASSET MANAGEMENT INC | 1,427,151 | +497,323 | $57.4M | -$15.1M | 53.5% |
| JANE STREET GROUP, LLC | 628,422 | +114,125 | $25.3M | -$14.8M | 22.2% |
| Focus Partners Wealth | 562,543 | +86,330 | $22.7M | -$14.4M | 18.1% |
| ANCHOR CAPITAL ADVISORS LLC | 1,098,026 | +348,028 | $44.1M | -$14.3M | 46.4% |
| Caisse de depot et placement du Quebec | 2,936,809 | +1,594,447 | $118.1M | +$13.5M | 118.8% |
| AMERIPRISE FINANCIAL INC | 584,172 | +128,912 | $23.5M | -$12.0M | 28.3% |
| AVIVA PLC | 349,673 | +18,570 | $14.1M | -$11.7M | 5.6% |
| BROWN ADVISORY INC | 308,129 | +624 | $12.4M | -$11.6M | 0.2% |
| NATIONAL BANK OF CANADA /FI/ | 541,176 | +118,332 | $21.8M | -$11.2M | 28.0% |
| Swedbank AB | 334,142 | +18,148 | $13.4M | -$11.2M | 5.7% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 270,091 | +72 | $10.9M | -$10.2M | 0.0% |
| DANSKE BANK A/S | 374,460 | +51,845 | $15.1M | -$10.1M | 16.1% |
| LPL Financial LLC | 391,797 | +65,920 | $15.8M | -$9.6M | 20.2% |
| IEQ CAPITAL, LLC | 294,254 | +26,540 | $11.8M | -$9.0M | 9.9% |
| Weiss Asset Management LP | 227,700 | +223,613 | $9.2M | +$8.8M | 5471.3% |
| GABELLI FUNDS LLC | 267,061 | +21,451 | $10.7M | -$8.4M | 8.7% |
| STIFEL FINANCIAL CORP | 289,366 | +32,910 | $11.6M | -$8.3M | 12.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 571,676 | +382,236 | $23.0M | +$8.2M | 201.8% |
| IFM Investors Pty Ltd | 115,294 | +7,779 | $4.6K | -$8.2M | 7.2% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 258,910 | +29,326 | $10.4M | -$7.5M | 12.8% |
| Lombard Odier Asset Management (Switzerland) SA | 211,230 | +194,183 | $8.5M | +$7.2M | 1139.1% |
| Mitsubishi UFJ Trust & Banking Corp | 186,117 | +801 | $7.5M | -$7.0M | 0.4% |
| TCW GROUP INC | 1,354,802 | +576,064 | $54.5M | -$6.2M | 74.0% |
| Asset Management One Co., Ltd. | 192,883 | +12,686 | $7.9M | -$6.2M | 7.0% |
| WILKINS INVESTMENT COUNSEL INC | 172,871 | +7,153 | $6.9M | -$6.0M | 4.3% |
| Cerity Partners LLC | 192,620 | +17,448 | $7.7M | -$5.9M | 10.0% |
| Steigerwald, Gordon & Koch Inc. | 170,878 | +7,142 | $6.9M | -$5.9M | 4.4% |
| Balyasny Asset Management L.P. | 498,548 | +309,252 | $20.0M | +$5.3M | 163.4% |
| NISA INVESTMENT ADVISORS, LLC | 148,926 | +5,007 | $6.0M | -$5.2M | 3.5% |
| Resona Asset Management Co.,Ltd. | 141,430 | +3,820 | $5.7M | -$5.0M | 2.8% |
| XPONANCE, INC. | 138,762 | +3,965 | $5.6M | -$4.9M | 2.9% |
| One Capital Management, LLC | 210,121 | +39,157 | $8.4M | -$4.9M | 22.9% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 131,201 | +3,292 | $5.3M | -$4.7M | 2.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 165,614 | +14,773 | $7.2M | -$4.7M | 9.8% |
| CAPTRUST FINANCIAL ADVISORS | 128,298 | +1,984 | $5.2M | -$4.7M | 1.6% |
| Mariner, LLC | 146,583 | +11,386 | $5.9M | -$4.6M | 8.4% |
| GAMCO INVESTORS, INC. ET AL | 123,484 | +412 | $5.0M | -$4.6M | 0.3% |
| XTX Topco Ltd | 132,114 | +123,086 | $5.3M | +$4.6M | 1363.4% |
| Crossmark Global Holdings, Inc. | 238,230 | +58,277 | $9.6M | -$4.4M | 32.4% |
| Creative Planning | 179,546 | +30,509 | $7.2M | -$4.4M | 20.5% |
| Cetera Investment Advisers | 114,738 | +595 | $4.6M | -$4.3M | 0.5% |
| Sequoia Financial Advisors, LLC | 804,520 | +336,148 | $32.3M | -$4.1M | 71.8% |
| VICTORY CAPITAL MANAGEMENT INC | 143,557 | +16,618 | $5.8M | -$4.1M | 13.1% |
| Czech National Bank | 110,477 | +4,131 | $4.4M | -$3.8M | 3.9% |
| ProShare Advisors LLC | 106,657 | +6,279 | $4.3M | -$3.5M | 6.3% |
| Pathstone Holdings, LLC | 93,802 | +1,404 | $3.8M | -$3.4M | 1.5% |
| AMERICAN CENTURY COMPANIES INC | 104,412 | +9,796 | $4.2M | -$3.2M | 10.3% |
| DNB Asset Management AS | 91,865 | +4,935 | $3.7M | -$3.1M | 5.7% |
| SEI INVESTMENTS CO | 476,766 | +269,508 | $19.2M | +$3.0M | 130.0% |
| FIRST TRUST ADVISORS LP | 155,149 | +36,576 | $6.2M | -$3.0M | 30.8% |
| Walleye Trading LLC | 108,867 | +14,525 | $4.4M | -$3.0M | 15.4% |
| STATE OF WISCONSIN INVESTMENT BOARD | 352,736 | +132,641 | $14.2M | -$3.0M | 60.3% |
| Trexquant Investment LP | 215,153 | +142,042 | $8.6M | +$3.0M | 194.3% |
| CREDIT AGRICOLE S A | 174,476 | +47,136 | $7.0M | -$2.9M | 37.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 92,201 | +7,470 | $3.7M | -$2.9M | 8.8% |
| Squarepoint Ops LLC | 257,150 | +161,255 | $10.3M | +$2.9M | 168.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 83,852 | +5,257 | $3.4M | -$2.8M | 6.7% |
| CAPITAL FUND MANAGEMENT S.A. | 98,983 | +83,205 | $4.0M | +$2.8M | 527.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 98,172 | +13,647 | $3.9M | -$2.6M | 16.1% |
| KWMG, LLC | 90,416 | +11,120 | $3.6M | -$2.5M | 14.0% |
| QRG CAPITAL MANAGEMENT, INC. | 74,262 | +3,957 | $3.0M | -$2.5M | 5.6% |
| JONES FINANCIAL COMPANIES LLLP | 105,050 | +17,589 | $4.2M | -$2.4M | 20.1% |
| Private Advisor Group, LLC | 81,941 | +9,121 | $3.3M | -$2.4M | 12.5% |
| BANK OF NOVA SCOTIA | 66,134 | +2,243 | $2.7M | -$2.3M | 3.5% |
| Mediolanum International Funds Ltd | 476,062 | +195,073 | $19.4M | -$2.3M | 69.4% |
| Ethic Inc. | 64,262 | +1,948 | $2.6M | -$2.3M | 3.1% |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 64,577 | +2,763 | $2.6M | -$2.2M | 4.5% |
| &PARTNERS | 63,506 | +2,563 | $2.6M | -$2.2M | 4.2% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 47,354 | +42,238 | $2.5M | +$2.1M | 825.6% |
| Drummond Knight Asset Management Pty Ltd | 1,207,393 | +556,827 | $48.5M | -$2.1M | 85.6% |
| Quantinno Capital Management LP | 1,091,554 | +501,122 | $43.9M | -$2.1M | 84.9% |
| Rockefeller Capital Management L.P. | 75,511 | +9,796 | $3.0M | -$2.1M | 14.9% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 56,905 | +1,770 | $2.3M | -$2.0M | 3.2% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 53,684 | +1,059 | $2.2M | -$1.9M | 2.0% |
| PINNACLE ASSOCIATES LTD | 60,965 | +5,577 | $2.5M | -$1.9M | 10.1% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 47,955 | +100 | $1.9M | -$1.8M | 0.2% |
| KLP KAPITALFORVALTNING AS | 262,076 | +104,000 | $10.5M | -$1.8M | 65.8% |
| NEOS Investment Management LLC | 67,225 | +9,884 | $2.7M | -$1.8M | 17.2% |
| CHOREO, LLC | 47,244 | +367 | $1.9M | -$1.7M | 0.8% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 74,142 | +13,995 | $3.0M | -$1.7M | 23.3% |
| Argent Trust Co | 48,634 | +2,555 | $2.0M | -$1.6M | 5.5% |
| Vident Advisory, LLC | 48,701 | +2,979 | $2.0M | -$1.6M | 6.5% |
| Mirae Asset Global Investments Co., Ltd. | 68,504 | +12,784 | $2.8M | -$1.6M | 22.9% |
| MERIDIAN INVESTMENT COUNSEL INC. | 42,052 | +59 | $1.7M | -$1.6M | 0.1% |
| True North Advisors, LLC | 41,167 | +69 | $1.7M | -$1.5M | 0.2% |
| Summit Trail Advisors, LLC | 45,008 | +3,708 | $1.8M | -$1.4M | 9.0% |
| Atria Investments, Inc | 37,622 | +274 | $1.5M | -$1.4M | 0.7% |
| NEUBERGER BERMAN GROUP LLC | 39,248 | +1,397 | $1.6M | -$1.4M | 3.7% |
| UniSuper Management Pty Ltd | 58,215 | +10,903 | $2.3M | -$1.3M | 23.0% |
| Rafferty Asset Management, LLC | 44,063 | +4,255 | $1.8M | -$1.3M | 10.7% |
| Kestra Advisory Services, LLC | 37,328 | +1,350 | $1.5M | -$1.3M | 3.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 38,050 | +1,836 | $1.5M | -$1.3M | 5.1% |
| D.A. DAVIDSON & CO. | 34,767 | +253 | $1.4M | -$1.3M | 0.7% |
| Varma Mutual Pension Insurance Co | 260,639 | +110,100 | $10.5M | -$1.2M | 73.1% |
| Bell & Brown Wealth Advisors, LLC | 40,555 | +3,687 | $1.6M | -$1.2M | 10.0% |
| Federation des caisses Desjardins du Quebec | 71,105 | +18,831 | $2.9M | -$1.2M | 36.0% |
| AZZAD ASSET MANAGEMENT INC /ADV | 46,145 | +6,754 | $1.9M | -$1.2M | 17.1% |
| Merit Financial Group, LLC | 49,708 | +8,885 | $2.0M | -$1.2M | 21.8% |
| Lighthouse Investment Partners, LLC | 86,066 | +26,617 | $3.5M | -$1.2M | 44.8% |
| Great Lakes Retirement, Inc. | 34,540 | +1,767 | $1.4M | -$1.2M | 5.4% |
| Independent Advisor Alliance | 42,052 | +35,245 | $1.7M | +$1.2M | 517.8% |
| ALERUS FINANCIAL NA | 53,972 | +11,327 | $2.2M | -$1.2M | 26.6% |
| WINTON GROUP Ltd | 95,021 | +60,708 | $3.8M | +$1.1M | 176.9% |
| Parcion Private Wealth LLC | 31,398 | +588 | $1.3M | -$1.1M | 1.9% |
| MIZUHO SECURITIES USA LLC | 30,507 | +10 | $1.2M | -$1.1M | 0.0% |
| WESTPAC BANKING CORP | 35,266 | +31,518 | $1.4M | +$1.1M | 840.9% |
| Concurrent Investment Advisors, LLC | 34,328 | +2,924 | $1.4M | -$1.1M | 9.3% |
| AXXCESS WEALTH MANAGEMENT, LLC | 26,262 | +189 | $1.1M | -$975.4K | 0.7% |
| NewEdge Advisors, LLC | 43,988 | +9,098 | $1.8M | -$949.7K | 26.1% |
| Iowa State Bank | 25,487 | +217 | $1.0M | -$944.0K | 0.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 52,083 | +13,195 | $2.1M | -$935.6K | 33.9% |
| Obermeyer Wealth Partners | 25,652 | +457 | $1.0M | -$931.5K | 1.8% |
| AGF MANAGEMENT LTD | 71,251 | +22,583 | $2.9M | -$926.9K | 46.4% |
| Candriam S.C.A. | 25,191 | +653 | $1.0M | -$898.8K | 2.7% |
| Modera Wealth Management, LLC | 23,672 | +59 | $951.6K | -$887.9K | 0.2% |
| CHICAGO TRUST Co NA | 25,064 | +799 | $1.0M | -$882.7K | 3.3% |
| Norinchukin Bank, The | 27,338 | +1,910 | $1.1M | -$881.9K | 7.5% |
| POTOMAC FUND MANAGEMENT INC /ADV | 24,759 | +972 | $995.3K | -$857.7K | 4.1% |
| Moors & Cabot, Inc. | 22,222 | +124 | $893.3K | -$828.1K | 0.6% |
| Caldwell Trust Co | 40,653 | +9,283 | $1.6M | -$809.5K | 29.6% |
| Arkadios Wealth Advisors | 28,360 | +3,520 | $1.1M | -$795.0K | 14.2% |
| IAMS WEALTH MANAGEMENT, LLC | 32,906 | +5,750 | $1.3M | -$792.8K | 21.2% |
| U.S. Capital Wealth Advisors, LLC | 32,262 | +25,791 | $1.3M | +$792.8K | 398.6% |
| OUTFITTER FINANCIAL LLC | 22,381 | +1,150 | $899.7K | -$754.2K | 5.4% |
| BROWN BROTHERS HARRIMAN & CO | 23,115 | +1,717 | $929.2K | -$737.7K | 8.0% |
| Empowered Funds, LLC | 54,342 | +35,733 | $2.2M | +$734.9K | 192.0% |
| Parallel Advisors, LLC | 23,416 | +2,344 | $941.3K | -$700.2K | 11.1% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 27,754 | +4,491 | $1.1M | -$696.5K | 19.3% |
| Hilltop National Bank | 19,423 | +545 | $780.8K | -$689.8K | 2.9% |
| STEPHENS INC /AR/ | 19,964 | +1,469 | $802.6K | -$661.3K | 7.9% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 18,370 | +323 | $819.5K | -$647.6K | 1.8% |
| CIBC Asset Management Inc | 100,813 | +40,495 | $4.1M | -$646.1K | 67.1% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 54,478 | +18,132 | $2.2M | -$641.3K | 49.9% |
| Ashton Thomas Private Wealth, LLC | 23,186 | +3,055 | $932.1K | -$636.1K | 15.2% |
| Allspring Global Investments Holdings, LLC | 18,706 | +802 | $764.5K | -$635.9K | 4.5% |
| Caprock Group, LLC | 48,548 | +15,565 | $2.0M | -$599.9K | 47.2% |
| GUGGENHEIM CAPITAL LLC | 27,200 | +5,469 | $1.1M | -$599.4K | 25.2% |
| NWAM LLC | 15,922 | +10,112 | $1.1M | +$595.6K | 174.0% |
| Beacon Pointe Advisors, LLC | 17,542 | +1,112 | $705.2K | -$574.7K | 6.8% |
| Coppell Advisory Solutions LLC | 24,240 | +4,114 | $986.1K | -$564.4K | 20.4% |
| RiverFront Investment Group, LLC | 21,968 | +3,392 | $883.1K | -$564.0K | 18.3% |
| Inscription Capital, LLC | 15,040 | +92 | $604.6K | -$559.8K | 0.6% |
| Midwest Trust Co | 15,378 | +308 | $618.2K | -$555.8K | 2.0% |
| Tidal Investments LLC | 75,780 | +29,596 | $3.0M | -$551.4K | 64.1% |
| Traynor Capital Management, Inc. | 25,757 | +5,421 | $1.0M | -$548.7K | 26.6% |
| Choate Investment Advisors | 35,442 | +24,154 | $1.4M | +$545.4K | 214.0% |
| GREENLEAF TRUST | 14,988 | +372 | $602.5K | -$536.1K | 2.5% |
| Miracle Mile Advisors, LLC | 15,563 | +784 | $625.6K | -$525.7K | 5.3% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 13,387 | +41 | $538.2K | -$501.5K | 0.3% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 12,425 | +2,800 | $499.5K | +$498.7K | 29.1% |
| QUADRANT CAPITAL GROUP LLC | 13,401 | +244 | $538.7K | -$486.2K | 1.9% |
| Lavaca Capital LLC | 12,789 | +1 | $514.1K | -$482.1K | 0.0% |
| Red Mountain Financial, LLC | 12,760 | +2 | $512.9K | -$480.9K | 0.0% |
| WHITTIER TRUST CO OF NEVADA INC | 13,236 | +232 | $575.0K | -$461.7K | 1.8% |
| Kingsview Wealth Management, LLC | 13,643 | +760 | $548.4K | -$455.1K | 5.9% |
| MAI Capital Management | 14,714 | +1,404 | $591.5K | -$445.3K | 10.5% |
| EPG Wealth Management LLC | 14,149 | +1,214 | $568.8K | -$438.8K | 9.4% |
| Waverly Advisors, LLC | 11,768 | +140 | $473.1K | -$432.7K | 1.2% |
| Providence Wealth Advisors, LLC | 10,998 | +69 | $463.3K | -$431.8K | 0.6% |
| Millington Financial Advisors, LLC | 37,832 | +8,901 | $1.8M | -$429.4K | 30.8% |
| Gratus Wealth Advisors, LLC | 12,228 | +488 | $491.6K | -$423.0K | 4.2% |
| Chicago Partners Investment Group LLC | 17,239 | +2,952 | $760.9K | -$409.2K | 20.7% |
| Compound Planning, Inc. | 12,791 | +1,046 | $514.2K | -$400.7K | 8.9% |
| HUB Investment Partners, LLC | 12,716 | +1,119 | $511.2K | -$392.2K | 9.6% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 10,936 | +280 | $439.6K | -$390.5K | 2.6% |
| Horizon Investments, LLC | 21,071 | +6,902 | $847.1K | +$385.4K | 48.7% |
| CIBC Private Wealth Group LLC | 13,240 | +1,475 | $532.3K | -$384.3K | 12.5% |
| GAMMA Investing LLC | 13,731 | +1,723 | $552.0K | -$383.4K | 14.3% |
| BROOKS, MOORE & ASSOCIATES, INC. | 10,658 | +250 | $428.5K | -$382.3K | 2.4% |
| Fiduciary Trust Co | 10,851 | +388 | $436.2K | -$378.9K | 3.7% |
| Polymer Capital Management (US) LLC | 73,741 | +40,546 | $3.0M | +$378.5K | 122.1% |
| Capital Investment Advisors, LLC | 10,682 | +317 | $429.4K | -$378.0K | 3.0% |
| Pallas Capital Advisors LLC | 13,766 | +1,825 | $553.4K | -$376.8K | 15.3% |
| OAK HARBOR WEALTH PARTNERS, LLC | 11,108 | +600 | $446.5K | -$372.0K | 5.7% |
| Banque Cantonale Vaudoise | 9,002 | +3,365 | $362.0K | +$361.6K | 59.7% |
| Apollon Wealth Management, LLC | 19,255 | +4,682 | $774.0K | -$361.2K | 32.1% |
| Lebenthal Global Advisors, LLC | 10,959 | +893 | $440.6K | -$343.5K | 8.9% |
| Garner Asset Management Corp | 10,328 | +590 | $415.2K | -$343.4K | 6.0% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,024 | +12,127 | $644.2K | +$340.6K | 311.2% |
| Stratos Wealth Partners, LTD. | 9,654 | +308 | $388.1K | -$340.0K | 3.3% |
| Boussard & Gavaudan Investment Management LLP | 80,701 | +33,815 | $3.3M | -$338.6K | 72.1% |
| INTECH INVESTMENT MANAGEMENT LLC | 32,066 | +11,203 | $1.3M | -$336.2K | 53.7% |
| Premier Path Wealth Partners, LLC | 26,140 | +8,354 | $1.1M | -$334.7K | 47.0% |
| FineMark National Bank & Trust | 13,894 | +2,438 | $558.5K | -$333.9K | 21.3% |
| CIBC WORLD MARKET INC. | 36,479 | +13,383 | $1.5M | -$332.7K | 57.9% |
| Jackson Hole Capital Partners, LLC | 10,753 | +935 | $432.3K | -$332.5K | 9.5% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 8,774 | +3 | $352.7K | -$330.6K | 0.0% |
| WEALTH ALLIANCE, LLC | 10,150 | +735 | $408.0K | -$325.4K | 7.8% |
| Focus Partners Advisor Solutions, LLC | 23,149 | +1,181 | $930.6K | -$324.8K | 5.4% |
| AE Wealth Management LLC | 9,729 | +661 | $391.1K | -$315.3K | 7.3% |
| TOWER TRUST & INVESTMENT Co | 8,887 | +324 | $357.2K | -$309.8K | 3.8% |
| Brooklyn Investment Group | 29,898 | +9,153 | $1.2M | -$307.4K | 44.1% |
| Essex Savings Bank | 8,586 | +225 | $345.2K | -$306.2K | 2.7% |
| MGO ONE SEVEN LLC | 26,830 | +16,908 | $1.1M | +$305.6K | 170.4% |
| Sigma Planning Corp | 24,372 | +7,866 | $983.5K | -$302.3K | 47.6% |
| Glenview Trust co | 8,899 | +466 | $357.7K | -$299.2K | 5.5% |
| ABN AMRO INVESTMENT SOLUTIONS | 21,955 | +14,452 | $882.6K | +$298.1K | 192.6% |
| Callan Family Office, LLC | 18,819 | +12,913 | $756.5K | +$296.4K | 218.6% |
| Delta Investment Management, LLC | 7,787 | +24 | $313.0K | -$291.7K | 0.3% |
| Prestige Wealth Management Group LLC | 4,071 | +3,777 | $308.8K | +$285.9K | 1284.7% |
| ROTHSCHILD INVESTMENT LLC | 10,581 | +1,573 | $425.3K | -$276.4K | 17.5% |
| Convergence Investment Partners, LLC | 32,388 | +19,153 | $1.3M | +$271.0K | 144.7% |
| LOOMIS SAYLES & CO L P | 402,148 | +198,088 | $16.2M | +$270.1K | 97.1% |
| Register Financial Advisors LLC | 29,288 | +10,738 | $1.2M | -$267.6K | 57.9% |
| AlTi Global, Inc. | 9,897 | +1,438 | $397.9K | -$261.0K | 17.0% |
| Valeo Financial Advisors, LLC | 7,513 | +297 | $302.0K | -$260.1K | 4.1% |
| Legacy Trust | 98,894 | +51,097 | $4.0M | +$252.2K | 106.9% |
| Farther Finance Advisors, LLC | 9,648 | +1,456 | $387.8K | -$250.3K | 17.8% |
| CITIZENS FINANCIAL GROUP INC/RI | 29,633 | +17,550 | $1.2M | +$249.9K | 145.2% |
| CIDEL ASSET MANAGEMENT INC | 7,573 | +566 | $304.4K | -$241.4K | 8.1% |
| STOCK YARDS BANK & TRUST CO | 8,981 | +1,277 | $361.0K | -$239.1K | 16.6% |
| TD PRIVATE CLIENT WEALTH LLC | 6,525 | +134 | $262.3K | -$235.6K | 2.1% |
| Tempus Wealth Planning, LLC | 6,579 | +163 | $264.5K | -$235.3K | 2.5% |
| Equitable Holdings, Inc. | 9,686 | +1,673 | $389.4K | -$234.8K | 20.9% |
| B. Riley Wealth Advisors, Inc. | 6,356 | +74 | $255.5K | -$233.8K | 1.2% |
| Intrua Financial, LLC | 6,645 | +217 | $267.1K | -$233.6K | 3.4% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 6,448 | +130 | $259.2K | -$232.9K | 2.0% |
| Freestone Capital Holdings, LLC | 6,299 | +74 | $253.2K | -$231.7K | 1.2% |
| SMITH, MOORE & CO. | 6,844 | +368 | $275.1K | -$229.4K | 5.7% |
| FIDELIS CAPITAL PARTNERS, LLC | 5,996 | +29 | $241.0K | -$223.8K | 0.5% |
| Allegheny Financial Group | 5,877 | +76 | $236.3K | -$215.7K | 1.3% |
| Larson Financial Group LLC | 5,965 | +166 | $239.8K | -$211.9K | 2.9% |
| MISSION WEALTH MANAGEMENT, LP | 5,647 | +13 | $227.0K | -$211.9K | 0.2% |
| BENJAMIN EDWARDS INC | 6,673 | +513 | $268.3K | -$211.7K | 8.3% |
| CAPITAL ADVISORS INC/OK | 6,300 | +346 | $253.3K | -$210.6K | 5.8% |
| VICTORY FINANCIAL GROUP, LLC | 5,731 | +72 | $230.4K | -$210.4K | 1.3% |
| Ausdal Financial Partners, Inc. | 5,613 | +42 | $225.6K | -$208.4K | 0.8% |
| GROUP ONE TRADING LLC | 21,080 | +7,530 | $847.4K | -$208.1K | 55.6% |
| Investment Management Corp of Ontario | 32,875 | +13,244 | $1.3M | -$207.7K | 67.5% |
| TRANSCEND CAPITAL ADVISORS, LLC | 5,946 | +263 | $239.0K | -$203.7K | 4.6% |
| Global Retirement Partners, LLC | 9,468 | +7,132 | $380.6K | +$198.7K | 305.3% |
| NorthCrest Asset Manangement, LLC | 12,012 | +3,165 | $504.6K | -$193.2K | 35.8% |
| FIRST NATIONAL BANK OF OMAHA | 5,900 | +2,950 | $422.6K | +$192.8K | 100.0% |
| Sentry LLC | 5,502 | +195 | $221.2K | -$192.2K | 3.7% |
| Aaron Wealth Advisors LLC | 12,613 | +3,637 | $507.0K | -$192.2K | 40.5% |
| Caerus Investment Advisors, LLC | 6,722 | +811 | $270.2K | -$190.2K | 13.7% |
| Brevan Howard Capital Management LP | 102,622 | +47,233 | $4.1M | -$189.4K | 85.3% |
| Aptus Capital Advisors, LLC | 6,386 | +671 | $256.7K | -$188.5K | 11.7% |
| Texas Capital Bank Wealth Management Services Inc | 6,475 | +715 | $260.3K | -$188.4K | 12.4% |
| Hillman Capital Management, Inc. | 133,248 | +62,074 | $5.4M | -$187.9K | 87.2% |
| CERTUITY, LLC | 6,801 | +881 | $273.4K | -$187.7K | 14.9% |
| LGT Group Foundation | 37,400 | +20,332 | $1.5M | +$186.4K | 119.1% |
| Canal Capital Management, LLC | 16,761 | +305 | $994.5K | -$184.2K | 1.9% |
| Kovack Advisors, Inc. | 7,725 | +1,381 | $310.5K | -$183.7K | 21.8% |
| Clarius Group, LLC | 6,273 | +698 | $252.2K | -$182.1K | 12.5% |
| Optas, LLC | 7,526 | +1,388 | $302.5K | -$175.6K | 22.6% |
| Beta Wealth Group, Inc. | 7,713 | +1,500 | $310.1K | -$173.9K | 24.1% |
| SIGNATUREFD, LLC | 5,686 | +526 | $228.6K | -$173.4K | 10.2% |
| PERSONAL CFO SOLUTIONS, LLC | 9,134 | +2,207 | $367.2K | -$172.4K | 31.9% |
| MATHER GROUP, LLC. | 9,754 | +2,511 | $392.1K | -$172.1K | 34.7% |
| SUMITOMO LIFE INSURANCE CO | 4,665 | +51 | $187.5K | -$171.9K | 1.1% |
| EVOKE WEALTH, LLC | 5,952 | +697 | $239.3K | -$170.1K | 13.3% |
| FIRST CITIZENS BANK & TRUST CO | 5,591 | +530 | $224.8K | -$169.5K | 10.5% |
| Focus Financial Network, Inc. | 5,480 | +492 | $220.3K | -$168.2K | 9.9% |
| Independence Bank of Kentucky | 4,483 | +85 | $180.2K | -$162.4K | 1.9% |
| Everhart Financial Group, Inc. | 6,219 | +956 | $250.0K | -$160.0K | 18.2% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 4,986 | +187 | $216.6K | -$159.5K | 3.9% |
| Lido Advisors, LLC | 29,156 | +668 | $2.1M | -$156.6K | 2.3% |
| HBK Sorce Advisory LLC | 6,598 | +702 | $308.3K | -$154.7K | 11.9% |
| UMB Bank, n.a. | 8,125 | +2,063 | $326.6K | -$145.6K | 34.0% |
| Geneos Wealth Management Inc. | 3,784 | +1 | $152.1K | -$142.6K | 0.0% |
| Crestwood Advisors Group, LLC | 13,041 | +4,506 | $524.3K | -$140.7K | 52.8% |
| Sivia Capital Partners, LLC | 6,981 | +1,578 | $280.7K | -$140.3K | 29.2% |
| Cornerstone Wealth Group, LLC | 6,505 | +1,366 | $261.5K | -$138.8K | 26.6% |
| EverSource Wealth Advisors, LLC | 4,376 | +369 | $175.9K | -$136.3K | 9.2% |
| Baker Avenue Asset Management, LP | 8,696 | +2,495 | $349.6K | -$133.4K | 40.2% |
| Parkside Financial Bank & Trust | 3,476 | +24 | $139.7K | -$129.2K | 0.7% |
| Ransom Advisory, Ltd | 2,085 | +1,585 | $167.8K | +$128.8K | 317.0% |
| Leo Wealth, LLC | 10,962 | +3,691 | $440.7K | -$125.7K | 50.8% |
| Sage Mountain Advisors LLC | 5,049 | +864 | $203.0K | -$123.0K | 20.6% |
| SAGESPRING WEALTH PARTNERS, LLC | 5,078 | +920 | $204.1K | -$119.7K | 22.1% |
| PRIVATE TRUST CO NA | 3,379 | +106 | $135.8K | -$119.1K | 3.2% |
| BNP PARIBAS | 21,588 | +8,947 | $867.8K | -$116.9K | 70.8% |
| SageView Advisory Group, LLC | 3,027 | +3 | $121.7K | -$113.9K | 0.1% |
| Smartleaf Asset Management LLC | 5,054 | +940 | $205.6K | -$111.4K | 22.8% |
| Avior Wealth Management, LLC | 6,808 | +1,879 | $273.7K | -$110.3K | 38.1% |
| Rossmore Private Capital | 17,075 | +6,870 | $686.4K | -$108.6K | 67.3% |
| Essex Financial Services, Inc. | 9,865 | +3,465 | $396.6K | -$102.0K | 54.1% |
| AlphaCore Capital LLC | 15,689 | +8,895 | $630.7K | +$101.4K | 130.9% |
| Rosenberg Matthew Hamilton | 2,573 | +7 | $103.4K | -$96.5K | 0.3% |
| Diversified Enterprises, LLC | 9,149 | +3,299 | $367.8K | -$87.9K | 56.4% |
| Versant Capital Management, Inc | 7,924 | +2,720 | $318.5K | -$86.8K | 52.3% |
| Integrated Advisors Network LLC | 6,956 | +2,267 | $279.6K | -$85.6K | 48.3% |
| Advisors Asset Management, Inc. | 2,918 | +2,494 | $117.3K | +$84.3K | 588.2% |
| Bogart Wealth, LLC | 2,329 | +73 | $93.6K | -$82.1K | 3.2% |
| LRI Investments, LLC | 2,330 | +156 | $93.7K | -$75.7K | 7.2% |
| MUFG Securities EMEA plc | 17,185 | +9,170 | $690.8K | +$66.5K | 114.4% |
| Asset Planning,Inc | 1,724 | +5 | $69.3K | -$64.6K | 0.3% |
| SBI Securities Co., Ltd. | 1,786 | +68 | $71.8K | -$62.0K | 4.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2,998 | +2,241 | $120.5K | +$61.5K | 296.0% |
| Newman Dignan & Sheerar, Inc. | 5,015 | +1,648 | $201.6K | -$60.7K | 48.9% |
| ALLSTATE CORP | 29,560 | +15,082 | $1.2M | +$60.5K | 104.2% |
| CoreCap Advisors, LLC | 2,104 | +243 | $84.6K | -$60.5K | 13.1% |
| True Wealth Design, LLC | 1,744 | +69 | $70.1K | -$60.4K | 4.1% |
| Center for Financial Planning, Inc. | 1,542 | +14 | $62.0K | -$57.0K | 0.9% |
| ASSETMARK, INC | 2,554 | +537 | $102.7K | -$54.5K | 26.6% |
| Westside Investment Management, Inc. | 1,430 | +11 | $57.5K | -$53.1K | 0.8% |
| Krilogy Financial LLC | 10,381 | +124 | $458.8K | +$52.4K | 1.2% |
| Colonial Trust Co / SC | 1,350 | +3 | $54.3K | -$50.7K | 0.2% |
| PATTON FUND MANAGEMENT, INC. | 5,313 | +1,960 | $213.6K | -$47.6K | 58.5% |
| AMERIFLEX GROUP, INC. | 1,208 | +1,188 | $48.6K | +$47.0K | 5940.0% |
| Gladwyn Financial Advisors, Inc. | 1,187 | +1 | $47.7K | -$44.7K | 0.1% |
| Wealthspire Advisors, LLC | 8,741 | +4,786 | $351.4K | +$43.3K | 121.0% |
| FIRST HORIZON CORP | 3,617 | +1,201 | $145.4K | -$42.8K | 49.7% |
| Private Wealth Asset Management, LLC | 1,186 | +28 | $47.7K | -$42.5K | 2.4% |
| BARRETT & COMPANY, INC. | 1,111 | +3 | $44.7K | -$41.6K | 0.3% |
| CYBER HORNET ETFs LLC | 1,239 | +70 | $49.8K | -$41.3K | 6.0% |
| Washington Trust Advisors, Inc. | 1,426 | +182 | $57.3K | -$39.6K | 14.6% |
| Crewe Advisors LLC | 1,068 | +13 | $42.9K | -$39.3K | 1.2% |
| Princeton Global Asset Management LLC | 1,552 | +1,247 | $62.4K | +$38.6K | 408.9% |
| Pinnacle Bancorp, Inc. | 1,249 | +157 | $50.2K | -$34.9K | 14.4% |
| KEYBANK NATIONAL ASSOCIATION/OH | 158,712 | +76,384 | $6.4M | -$33.1K | 92.8% |
| CALDWELL SUTTER CAPITAL, INC. | 858 | +1 | $34.5K | -$32.3K | 0.1% |
| First Command Advisory Services, Inc. | 2,017 | +578 | $81.1K | -$31.0K | 40.2% |
| Winch Advisory Services, LLC | 809 | +4 | $32.5K | -$30.2K | 0.5% |
| Cambridge Financial Group, LLC | 3,313 | +454 | $252.6K | +$29.9K | 15.9% |
| Quent Capital, LLC | 849 | +45 | $34.1K | -$28.5K | 5.6% |
| Westfuller Advisors, LLC | 894 | +69 | $36.0K | -$28.3K | 8.4% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 88,618 | +43,237 | $3.6M | +$27.3K | 95.3% |
| Bridgewater Advisors Inc. | 7,875 | +31 | $329.7K | +$26.2K | 0.4% |
| WPG Advisers, LLC | 1,494 | +1,035 | $60.1K | +$24.3K | 225.5% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 741 | +59 | $29.8K | -$23.3K | 8.7% |
| AlphaQuest LLC | 1,212 | +287 | $48.7K | -$23.3K | 31.0% |
| Dunhill Financial, LLC | 618 | +5 | $24.8K | -$22.9K | 0.8% |
| Quaker Wealth Management, LLC | 596 | +2 | $24.0K | -$22.3K | 0.3% |
| Colonial Trust Advisors | 923 | +166 | $37.1K | -$21.9K | 21.9% |
| Richardson Capital Management LLC | 603 | +21 | $24.2K | -$21.1K | 3.6% |
| KELLEHER FINANCIAL ADVISORS | 9,679 | +4,915 | $389.1K | +$18.0K | 103.2% |
| EXCHANGE TRADED CONCEPTS, LLC | 1,451 | +473 | $58.3K | -$17.9K | 48.4% |
| Nemes Rush Group LLC | 535 | +33 | $21.5K | -$17.6K | 6.6% |
| Tower Research Capital LLC (TRC) | 17,310 | +8,554 | $695.9K | +$13.8K | 97.7% |
| SITTNER & NELSON, LLC | 579 | +76 | $27.1K | -$12.1K | 15.1% |
| HARBOR INVESTMENT ADVISORY, LLC | 1,877 | +755 | $75.5K | -$11.9K | 67.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 413,881 | +345,613 | $16.6K | +$11.3K | 506.3% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314,277 | +24,081 | $12.6K | -$10.0K | 8.3% |
| Bare Financial Services, Inc | 260 | +3 | $10.5K | -$9.6K | 1.2% |
| CHILTON CAPITAL MANAGEMENT LLC | 269 | +8 | $10.8K | -$9.5K | 3.1% |
| State of Wyoming | 443 | +93 | $17.8K | -$9.5K | 26.6% |
| MJT & Associates Financial Advisory Group, Inc. | 358 | +285 | $14.4K | +$8.7K | 390.4% |
| MEEDER ASSET MANAGEMENT INC | 209 | +208 | $8.4K | +$8.3K | 20800.0% |
| Curat Global, LLC | 210 | +1 | $8.5K | -$7.9K | 0.5% |
| NATIXIS ADVISORS, LLC | 221,206 | +7,096 | $8.9K | -$7.8K | 3.3% |
| Measured Wealth Private Client Group, LLC | 566 | +177 | $22.8K | -$7.5K | 45.5% |
| NBC SECURITIES, INC. | 5,307 | +2,475 | $213.4K | -$7.3K | 87.4% |
| Kera Capital Partners, Inc. | 13,268 | +5,700 | $582.7K | -$6.8K | 75.3% |
| Canada Post Corp Registered Pension Plan | 12,824 | +6,220 | $515.5K | +$6.8K | 94.2% |
| New England Capital Financial Advisors LLC | 181 | +1 | $7.3K | -$6.7K | 0.6% |
| Newton One Investments LLC | 180 | +1 | $7.2K | -$6.7K | 0.6% |
| Janney Montgomery Scott LLC | 165,402 | +8,151 | $6.6K | -$5.6K | 5.2% |
| Trust Co | 412 | +271 | $16.6K | +$5.6K | 192.2% |
| Fortitude Family Office, LLC | 142 | +4 | $5.7K | -$5.0K | 2.9% |
| Interchange Capital Partners, LLC | 5,412 | +2,557 | $217.6K | -$4.8K | 89.6% |
| Rialto Wealth Management, LLC | 134 | +3 | $5.4K | -$4.8K | 2.3% |
| CITIZENS & NORTHERN CORP | 22,119 | +10,645 | $889.2K | -$4.6K | 92.8% |
| TD Capital Management LLC | 121 | +1 | $4.8K | -$4.5K | 0.8% |
| SG Americas Securities, LLC | 165,945 | +136,792 | $6.7K | +$4.4K | 469.2% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 119 | +2 | $4.8K | -$4.3K | 1.7% |
| Fourth Dimension Wealth, LLC | 141 | +16 | $5.7K | -$4.1K | 12.8% |
| PEAPACK GLADSTONE FINANCIAL CORP | 112,029 | +3,457 | $4.5K | -$4.0K | 3.2% |
| Strengthening Families & Communities, LLC | 128 | +14 | $5.1K | -$3.8K | 12.3% |
| Grove Bank & Trust | 1,188 | +533 | $47.8K | -$3.3K | 81.4% |
| CWM, LLC | 110,097 | +14,546 | $4.4K | -$3.0K | 15.2% |
| AMALGAMATED BANK | 81,132 | +1,430 | $3.3K | -$2.9K | 1.8% |
| TOMPKINS FINANCIAL CORP | 254 | +158 | $10.2K | +$2.7K | 164.6% |
| Daiwa Securities Group Inc. | 67,864 | +2,318 | $2.7K | -$2.4K | 3.5% |
| Cornerstone Planning Group LLC | 85 | +58 | $3.8K | +$2.3K | 214.8% |
| VAN ECK ASSOCIATES CORP | 105,367 | +23,941 | $4.2K | -$2.1K | 29.4% |
| Cambridge Investment Research Advisors, Inc. | 100,002 | +21,539 | $4.0K | -$2.1K | 27.4% |
| Bank of Jackson Hole Trust | 413 | +225 | $16.6K | +$2.0K | 119.7% |
| Bell Investment Advisors, Inc | 172 | +59 | $6.9K | -$1.9K | 52.2% |
| Abound Wealth Management | 53 | +4 | $2.1K | -$1.7K | 8.2% |
| American Capital Advisory, LLC | 50 | +4 | $2.0K | -$1.6K | 8.7% |
| Cherry Tree Wealth Management, LLC | 297 | +127 | $11.9K | -$1.3K | 74.7% |
| ORG Partners LLC | 401 | +206 | $16.1K | +$932 | 105.6% |
| APPLETON PARTNERS INC/MA | 32,314 | +4,261 | $1.3K | -$886 | 15.2% |
| Janney Capital Management LLC | 249,528 | +109,624 | $10.0K | -$868 | 78.3% |
| NVWM, LLC | 30 | +5 | $1.2K | -$742 | 20.0% |
| HIGHLINE WEALTH PARTNERS LLC | 67 | +25 | $2.7K | -$559 | 59.5% |
| Triumph Capital Management | 31 | +21 | $1.2K | +$467 | 210.0% |
| Global X Japan Co., Ltd. | 380 | +178 | $15.3K | -$460 | 88.1% |
| PARK AVENUE SECURITIES LLC | 15,644 | +2,400 | $629 | -$403 | 18.1% |
| Marquette Asset Management, LLC | 104 | +55 | $4.2K | +$363 | 112.2% |
| Reynders McVeigh Capital Management, LLC | 8,525 | +158 | $343 | -$309 | 1.9% |
| Bay Harbor Wealth Management, LLC | 41 | +16 | $1.6K | -$299 | 64.0% |
| LGT Financial Advisors LLC | 201 | +94 | $8.1K | -$260 | 87.8% |
| Turning Point Benefit Group, Inc. | 51 | +28 | $2.0K | +$251 | 121.7% |
| Smithfield Trust Co | 5,386 | +500 | $217 | -$163 | 10.2% |
| Capital Analysts, LLC | 7,163 | +1,511 | $288 | -$152 | 26.7% |
| PRAXIS INVESTMENT MANAGEMENT INC | 10,233 | +3,105 | $411 | -$144 | 43.6% |
| VALLEY NATIONAL ADVISERS INC | 418 | +20 | $16 | -$15 | 5.0% |
| Roble, Belko & Company, Inc | 971 | +332 | $39 | -$11 | 52.0% |