13F QoQ Ownership Changes
DUKB Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 264 new · 975 added · 1092 reduced · 204 exited
New Positions(264)
Added To(975)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 78,258,757 | +1,957,592 | $9.17B | -$269.6M | 2.6% |
| BlackRock, Inc. | 68,890,640 | +1,645,544 | $8.07B | -$246.9M | 2.4% |
| CITADEL ADVISORS LLC | 2,885,609 | +1,477,470 | $338.2M | +$164.0M | 104.9% |
| UBS Group AG | 4,557,006 | +1,072,108 | $534.1M | +$102.9M | 30.8% |
| Amundi | 2,662,460 | +965,808 | $312.1M | +$101.0M | 56.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 19,292,633 | +230,375 | $2.27B | -$95.0M | 1.2% |
| Energy Income Partners, LLC | 1,110,993 | +721,335 | $130.2M | +$82.0M | 185.1% |
| STATE STREET CORP | 43,953,400 | +1,695,638 | $5.15B | -$77.6M | 4.0% |
| BARCLAYS PLC | 3,024,905 | +679,281 | $356.9M | +$66.7M | 28.9% |
| FRANKLIN RESOURCES INC | 8,236,893 | +954,907 | $965.4M | +$64.3M | 13.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8,931,127 | +58,375 | $1.05B | -$50.9M | 0.7% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 513,905 | +420,005 | $60.2M | +$48.6M | 447.3% |
| DEUTSCHE BANK AG\ | 2,047,842 | +416,045 | $240.0M | +$38.1M | 25.5% |
| Gotham Asset Management, LLC | 561,222 | +335,269 | $65.8M | +$37.8M | 148.4% |
| Bank Julius Baer & Co. Ltd, Zurich | 505,891 | +323,991 | $59.4M | +$36.9M | 178.1% |
| Capital Research Global Investors | 5,041,923 | +8,698 | $591.0M | -$31.9M | 0.2% |
| Man Group plc | 356,024 | +270,332 | $41.7M | +$31.1M | 315.5% |
| BANK OF AMERICA CORP /DE/ | 8,743,218 | +221,308 | $1.02B | -$29.8M | 2.6% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 282,754 | +235,448 | $35.4M | +$29.5M | 497.7% |
| CITIGROUP INC | 1,458,458 | +306,704 | $170.9M | +$28.4M | 26.6% |
| Connor, Clark & Lunn Investment Management Ltd. | 216,347 | +210,642 | $25.4M | +$24.7M | 3692.2% |
| CapWealth Advisors, LLC | 416,931 | +209,896 | $50.2M | +$24.6M | 101.4% |
| Bank of New York Mellon Corp | 4,947,964 | +72,925 | $580.0M | -$23.3M | 1.5% |
| BANK OF MONTREAL /CAN/ | 1,481,805 | +261,269 | $173.7M | +$22.6M | 21.4% |
| IFM Investors Pty Ltd | 187,425 | +5,058 | $22.0K | -$22.4M | 2.8% |
| FIL Ltd | 635,291 | +199,424 | $74.5M | +$20.5M | 45.8% |
| INTECH INVESTMENT MANAGEMENT LLC | 247,392 | +175,398 | $29.0M | +$20.1M | 243.6% |
| CIBC Private Wealth Group LLC | 225,280 | +170,289 | $26.4M | +$19.6M | 309.7% |
| Balyasny Asset Management L.P. | 179,384 | +148,575 | $21.0M | +$17.2M | 482.2% |
| NATIONAL BANK OF CANADA /FI/ | 364,628 | +156,221 | $42.7M | +$16.9M | 75.0% |
| Mitsubishi UFJ Trust & Banking Corp | 2,531,181 | +10,184 | $296.7M | -$15.3M | 0.4% |
| Hudson Bay Capital Management LP | 136,504 | +128,994 | $16.0M | +$15.1M | 1717.6% |
| National Pension Service | 2,057,991 | +7,480 | $241.2M | -$12.5M | 0.4% |
| Jefferies Financial Group Inc. | 200,520 | +111,450 | $23.5M | +$12.5M | 125.1% |
| Capital Wealth Planning, LLC | 2,678,696 | +234,810 | $314.3M | +$11.8M | 9.6% |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 383,050 | +108,420 | $44.9M | +$10.9M | 39.5% |
| SEI INVESTMENTS CO | 553,760 | +116,803 | $64.9M | +$10.8M | 26.7% |
| WELLS FARGO & COMPANY/MN | 3,760,399 | +112,004 | $440.8M | -$10.7M | 3.1% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 248,452 | +92,163 | $29.1M | +$9.8M | 59.0% |
| LMR Partners LLP | 125,393 | +83,293 | $14.7M | +$9.5M | 197.8% |
| Rakuten Investment Management, Inc. | 102,299 | +86,113 | $12.0M | +$9.3M | 532.0% |
| RENAISSANCE TECHNOLOGIES LLC | 317,850 | +90,000 | $37.3M | +$9.1M | 39.5% |
| Quantinno Capital Management LP | 358,740 | +82,061 | $42.0M | +$7.8M | 29.6% |
| Invesco Ltd. | 4,662,760 | +187,908 | $546.5M | -$7.2M | 4.2% |
| Empower Advisory Group, LLC | 1,295,190 | +10,754 | $151.8M | -$7.1M | 0.8% |
| CIBC Asset Management Inc | 380,636 | +72,955 | $44.6M | +$6.5M | 23.7% |
| Cyndeo Wealth Partners, LLC | 62,164 | +56,023 | $7.3M | +$6.5M | 912.3% |
| Zimmer Partners, LP | 642,929 | +86,400 | $75.4M | +$6.5M | 15.5% |
| LPL Financial LLC | 2,362,052 | +74,053 | $276.9M | -$6.3M | 3.2% |
| TOWER BRIDGE ADVISORS | 78,049 | +54,597 | $9.1M | +$6.2M | 232.8% |
| CAPITAL FUND MANAGEMENT S.A. | 266,677 | +64,326 | $31.3M | +$6.2M | 31.8% |
| Consolidated Planning Corp | 53,710 | +51,750 | $6.3M | +$6.1M | 2640.3% |
| Mariner, LLC | 1,159,494 | +12,980 | $135.9M | -$6.0M | 1.1% |
| Illinois Municipal Retirement Fund | 294,156 | +60,497 | $34.5M | +$5.6M | 25.9% |
| Mediolanum International Funds Ltd | 67,682 | +47,768 | $8.0M | +$5.5M | 239.9% |
| FEDERATED HERMES, INC. | 3,633,204 | +148,114 | $425.8M | -$5.4M | 4.2% |
| JONES FINANCIAL COMPANIES LLLP | 974,546 | +90,416 | $114.2M | +$5.4M | 10.2% |
| Vinva Investment Management Ltd | 88,505 | +41,389 | $10.4M | +$4.6M | 87.8% |
| HighTower Advisors, LLC | 785,632 | +4,523 | $92.1M | -$4.6M | 0.6% |
| Clark Capital Management Group, Inc. | 735,398 | +2,155 | $86.2M | -$4.5M | 0.3% |
| Banque Cantonale Vaudoise | 38,185 | +1,172 | $4.5M | +$4.5M | 3.2% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 256,437 | +50,436 | $30.0M | +$4.5M | 24.5% |
| HARBOUR INVESTMENTS, INC. | 59,067 | +38,352 | $6.9M | +$4.4M | 185.1% |
| MARTINGALE ASSET MANAGEMENT L P | 141,548 | +42,426 | $16.6M | +$4.3M | 42.8% |
| MACKENZIE FINANCIAL CORP | 2,604,736 | +167,170 | $305.9M | +$4.3M | 6.8% |
| PNC Financial Services Group, Inc. | 669,784 | +1,596 | $78.5M | -$4.2M | 0.2% |
| ANTIPODES PARTNERS Ltd | 770,972 | +73,577 | $90.4M | +$4.1M | 10.6% |
| DIMENSIONAL FUND ADVISORS LP | 2,033,317 | +75,943 | $238.3M | -$3.9M | 3.9% |
| Aberdeen Group plc | 445,781 | +51,501 | $52.2M | +$3.8M | 13.1% |
| AlphaQuest LLC | 39,046 | +29,919 | $4.6M | +$3.4M | 327.8% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 711,317 | +57,517 | $83.7M | +$3.4M | 8.8% |
| ABN AMRO INVESTMENT SOLUTIONS | 32,006 | +27,952 | $3.8M | +$3.4M | 689.5% |
| ALLSTATE CORP | 59,097 | +30,543 | $6.9M | +$3.4M | 107.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 592,671 | +4,004 | $69.5M | -$3.4M | 0.7% |
| Ransom Advisory, Ltd | 41,748 | +32,553 | $4.4M | +$3.2M | 354.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 374,313 | +44,978 | $43.9M | +$3.1M | 13.7% |
| AMERIPRISE FINANCIAL INC | 930,852 | +25,344 | $109.1M | -$3.0M | 2.8% |
| BANK OF NOVA SCOTIA | 135,054 | +30,536 | $15.8M | +$2.9M | 29.2% |
| Squarepoint Ops LLC | 175,923 | +32,681 | $20.6M | +$2.9M | 22.8% |
| Pictet Asset Management Holding SA | 469,888 | +1,655 | $55.1M | -$2.9M | 0.3% |
| Woodline Partners LP | 132,682 | +29,910 | $15.6M | +$2.8M | 29.1% |
| GAM Holding AG | 39,571 | +24,316 | $4.6M | +$2.8M | 159.4% |
| 1832 Asset Management L.P. | 42,987 | +23,662 | $5.0M | +$2.6M | 122.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 735,080 | +24,082 | $86.7M | -$2.6M | 3.4% |
| PRINCIPAL FINANCIAL GROUP INC | 1,046,543 | +35,096 | $122.7M | -$2.5M | 3.5% |
| Korea Investment CORP | 686,293 | +56,100 | $80.4M | +$2.5M | 8.9% |
| Corient Private Wealth LLC | 639,383 | +298,275 | $38.7M | -$2.4M | 87.4% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 137,993 | +26,152 | $16.2M | +$2.3M | 23.4% |
| NewEdge Advisors, LLC | 223,151 | +30,484 | $26.2M | +$2.3M | 15.8% |
| Magellan Asset Management Ltd | 336,279 | +36,122 | $39.4M | +$2.3M | 12.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 165,024 | +26,664 | $19.3M | +$2.2M | 19.3% |
| Mirae Asset Global Investments Co., Ltd. | 132,530 | +24,497 | $15.5M | +$2.2M | 22.7% |
| STATE OF WISCONSIN INVESTMENT BOARD | 413,730 | +4,642 | $48.5M | -$2.1M | 1.1% |
| Focus Partners Wealth | 1,021,996 | +61,347 | $120.9M | +$2.0M | 6.4% |
| TD Asset Management Inc | 360,524 | +3,136 | $42.3M | -$2.0M | 0.9% |
| CRAWFORD INVESTMENT COUNSEL INC | 323,207 | +1,217 | $37.9M | -$2.0M | 0.4% |
| MUFG Securities EMEA plc | 31,890 | +17,006 | $3.7M | +$1.9M | 114.3% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 211,710 | +25,404 | $24.8M | +$1.8M | 13.6% |
| Silvercrest Asset Management Group LLC | 191,188 | +24,264 | $22.4M | +$1.8M | 14.5% |
| AMERICAN NATIONAL BANK & TRUST | 23,106 | +14,930 | $2.7M | +$1.7M | 182.6% |
| CAPTRUST FINANCIAL ADVISORS | 462,474 | +10,892 | $54.2M | -$1.7M | 2.4% |
| CI INVESTMENTS INC. | 14,087 | +2,571 | $1.7M | +$1.6M | 22.3% |
| Indie Asset Partners, LLC | 17,933 | +14,114 | $2.1M | +$1.6M | 369.6% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 17,858 | +13,773 | $2.1M | +$1.6M | 337.2% |
| Cerity Partners LLC | 361,974 | +6,103 | $42.4M | -$1.6M | 1.7% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 469,948 | +11,977 | $55.1M | -$1.6M | 2.6% |
| LAZARD ASSET MANAGEMENT LLC | 47,878 | +15,379 | $5.6M | +$1.6M | 47.3% |
| GUGGENHEIM CAPITAL LLC | 343,810 | +31,013 | $40.3M | +$1.6M | 9.9% |
| Cetera Investment Advisers | 660,862 | +22,084 | $77.5M | -$1.6M | 3.5% |
| Sciencast Management LP | 50,024 | +15,127 | $5.9M | +$1.5M | 43.3% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 244,470 | +525 | $28.7M | -$1.5M | 0.2% |
| Investment Management Corp of Ontario | 74,461 | +16,197 | $8.7M | +$1.5M | 27.8% |
| FIFTH THIRD BANCORP | 479,284 | +13,142 | $56.2M | -$1.5M | 2.8% |
| NorthCrest Asset Manangement, LLC | 170,060 | +254 | $19.9M | -$1.5M | 0.1% |
| Tidal Investments LLC | 26,054 | +13,026 | $3.1M | +$1.4M | 100.0% |
| Global Retirement Partners, LLC | 62,821 | +14,365 | $7.4M | +$1.4M | 29.6% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 29,201 | +12,165 | $3.4M | +$1.3M | 71.4% |
| GODSEY & GIBB, INC | 203,338 | +176 | $23.8M | -$1.3M | 0.1% |
| RKL Wealth Management LLC | 14,689 | +11,201 | $1.7M | +$1.3M | 321.1% |
| NWAM LLC | 15,934 | +10,669 | $2.0M | +$1.3M | 202.6% |
| Envestnet Portfolio Solutions, Inc. | 147,762 | +17,883 | $17.3M | +$1.2M | 13.8% |
| NOMURA ASSET MANAGEMENT CO LTD | 292,098 | +5,481 | $34.2M | -$1.2M | 1.9% |
| HUNTINGTON NATIONAL BANK | 237,457 | +2,741 | $27.8M | -$1.2M | 1.2% |
| Farther Finance Advisors, LLC | 53,861 | +12,219 | $6.3M | +$1.2M | 29.3% |
| AlphaCore Capital LLC | 20,151 | +10,341 | $2.4M | +$1.1M | 105.4% |
| ASSETMARK, INC | 123,669 | +15,775 | $14.5M | +$1.1M | 14.6% |
| Crossmark Global Holdings, Inc. | 49,077 | +11,795 | $5.8M | +$1.1M | 31.6% |
| Ameritas Advisory Services, LLC | 15,727 | +9,989 | $1.8M | +$1.1M | 174.1% |
| KINGSWOOD WEALTH ADVISORS, LLC | 34,134 | +10,937 | $4.0M | +$1.1M | 47.1% |
| &PARTNERS | 201,265 | +19,484 | $23.6M | +$1.1M | 10.7% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,653,940 | +93,376 | $194.2M | +$1.1M | 6.0% |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 42,287 | +11,249 | $5.0M | +$1.1M | 36.2% |
| Clarity Financial LLC | 191,138 | +19,071 | $22.4M | +$1.1M | 11.1% |
| Creative Planning | 367,918 | +10,581 | $43.1M | -$1.1M | 3.0% |
| Rice Partnership, LLC | 41,473 | +10,830 | $4.9M | +$1.1M | 35.3% |
| Concurrent Investment Advisors, LLC | 62,701 | +11,742 | $7.3M | +$1.0M | 23.0% |
| MARINER INVESTMENT GROUP LLC | 76,250 | +11,250 | $6.0M | +$1.0M | 17.3% |
| WCG Wealth Advisors LLC | 22,705 | +9,428 | $2.7M | +$1.0M | 71.0% |
| MML INVESTORS SERVICES, LLC | 432,717 | +30,912 | $50.7M | +$995.3K | 7.7% |
| Vise Technologies, Inc. | 42,863 | +10,294 | $5.0M | +$993.5K | 31.6% |
| Prime Capital Investment Advisors, LLC | 34,779 | +9,487 | $4.1M | +$946.5K | 37.5% |
| J.W. COLE ADVISORS, INC. | 92,571 | +2,464 | $10.2M | -$940.3K | 2.7% |
| Machina Capital S.A.S. | 24,008 | +8,725 | $2.8M | +$922.7K | 57.1% |
| Wealthfront Advisers LLC | 153,842 | +15,527 | $18.0M | +$915.3K | 11.2% |
| MOSELEY INVESTMENT MANAGEMENT INC | 9,749 | +7,887 | $1.1M | +$912.2K | 423.6% |
| Rockefeller Capital Management L.P. | 233,094 | +5,499 | $27.3M | -$843.6K | 2.4% |
| Trust Co of the South | 15,397 | +7,624 | $1.8M | +$842.8K | 98.1% |
| StoneX Group Inc. | 24,489 | +8,084 | $2.9M | +$840.9K | 49.3% |
| Private Advisor Group, LLC | 89,501 | +11,428 | $10.5M | +$829.0K | 14.6% |
| BROADWATER CAPITAL MANAGEMENT LLC | 461,916 | +432,588 | $3.7M | +$825.0K | 1475.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 216,507 | +18,098 | $25.4M | +$823.7K | 9.1% |
| Retirement Planning Group, LLC | 28,799 | +8,150 | $3.4M | +$820.3K | 39.5% |
| Orion Porfolio Solutions, LLC | 163,014 | +2,001 | $19.1M | -$818.6K | 1.2% |
| NISA INVESTMENT ADVISORS, LLC | 44,261 | +8,762 | $5.2M | +$794.8K | 24.7% |
| Waverly Advisors, LLC | 105,647 | +12,002 | $12.4M | +$794.3K | 12.8% |
| Colonial Trust Advisors | 137,069 | +829 | $16.1M | -$793.8K | 0.6% |
| Golden State Equity Partners | 13,369 | +7,083 | $1.6M | +$789.1K | 112.7% |
| BCS Wealth Management | 14,666 | +7,150 | $1.7M | +$788.9K | 95.1% |
| Smartleaf Asset Management LLC | 24,390 | +7,431 | $2.9M | +$787.7K | 43.8% |
| Independent Advisor Alliance | 137,623 | +939 | $16.1M | -$784.0K | 0.7% |
| Leo Wealth, LLC | 25,898 | +7,516 | $3.0M | +$760.8K | 40.9% |
| Empowered Funds, LLC | 42,937 | +8,415 | $5.0M | +$760.5K | 24.4% |
| WESBANCO BANK INC | 176,940 | +15,417 | $20.7M | +$750.6K | 9.5% |
| Blackston Financial Advisory Group, LLC | 9,012 | +6,073 | $1.1M | +$728.7K | 206.6% |
| WOODMONT INVESTMENT COUNSEL LLC | 155,430 | +2,347 | $18.2M | -$726.1K | 1.5% |
| Sound Income Strategies, LLC | 7,798 | +6,003 | $929.7K | +$705.8K | 334.4% |
| Vestmark Advisory Solutions, Inc. | 11,999 | +6,319 | $1.4M | +$703.5K | 111.3% |
| Tower Research Capital LLC (TRC) | 17,855 | +6,616 | $2.1M | +$702.0K | 58.9% |
| Wealthcare Advisory Partners LLC | 22,801 | +6,790 | $2.7M | +$691.2K | 42.4% |
| Stamos Capital Partners, L.P. | 19,964 | +6,594 | $2.3M | +$685.4K | 49.3% |
| BOWEN HANES & CO INC | 7,143 | +1,600 | $837 | -$685.1K | 28.9% |
| Thomasville National Bank | 239,983 | +7,194 | $28.1M | -$679.2K | 3.1% |
| Kingsview Wealth Management, LLC | 62,308 | +8,761 | $7.3M | +$676.7K | 16.4% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 324,287 | +11,756 | $38.0M | -$666.0K | 3.8% |
| HARBOR INVESTMENT ADVISORY, LLC | 7,620 | +5,709 | $893.2K | +$656.6K | 298.7% |
| Texas Capital Bank Wealth Management Services Inc | 9,688 | +5,640 | $1.1M | +$634.6K | 139.3% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 115,512 | +1,046 | $13.5M | -$626.0K | 0.9% |
| Te Ahumairangi Investment Management Ltd | 28,659 | +6,510 | $3.4M | +$618.2K | 29.4% |
| EXCHANGE TRADED CONCEPTS, LLC | 359,829 | +14,137 | $42.2M | -$603.8K | 4.1% |
| NewEdge Wealth, LLC | 11,374 | +5,408 | $1.3M | +$594.8K | 90.6% |
| ARS Wealth Advisors Group, LLC | 146,222 | +2,974 | $17.1M | -$588.2K | 2.1% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 22,771 | +5,935 | $2.7M | +$585.5K | 35.3% |
| Randolph Co Inc | 123,940 | +1,873 | $14.5M | -$578.8K | 1.5% |
| Equitable Holdings, Inc. | 39,571 | +6,767 | $4.6M | +$578.6K | 20.6% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 106,667 | +1,019 | $12.5M | -$571.5K | 1.0% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 89,020 | +100 | $10.4M | -$569.8K | 0.1% |
| Royal Fund Management, LLC | 33,304 | +6,287 | $3.9M | +$562.9K | 23.3% |
| FIRST TRUST ADVISORS LP | 1,051,941 | +60,077 | $123.3M | +$554.8K | 6.0% |
| Modera Wealth Management, LLC | 28,214 | +5,891 | $3.3M | +$544.4K | 26.4% |
| Vest Financial, LLC | 39,071 | +6,442 | $4.6M | +$541.7K | 19.7% |
| KKM Financial LLC | 44,627 | +6,728 | $5.2M | +$540.7K | 17.8% |
| LOWE BROCKENBROUGH & CO INC | 99,563 | +980 | $11.7M | -$529.9K | 1.0% |
| ANGELES WEALTH MANAGEMENT, LLC | 7,085 | +4,624 | $830.4K | +$525.9K | 187.9% |
| Linscomb Wealth, Inc. | 92,107 | +680 | $10.8M | -$518.3K | 0.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 185,138 | +5,649 | $21.7M | -$511.7K | 3.1% |
| United Asset Strategies, Inc. | 109,335 | +1,739 | $12.8M | -$499.8K | 1.6% |
| TOMPKINS FINANCIAL CORP | 83,234 | +406 | $9.8M | -$494.1K | 0.5% |
| Foundations Investment Advisors, LLC | 25,699 | +5,322 | $3.0M | +$490.5K | 26.1% |
| Anchor Investment Management, LLC | 82,786 | +450 | $9.7M | -$485.7K | 0.5% |
| CULLINAN ASSOCIATES INC | 29,648 | +5,489 | $3.5M | +$485.3K | 22.7% |
| DOLIVER ADVISORS, LP | 12,433 | +4,556 | $1.5M | +$482.5K | 57.8% |
| Compound Planning, Inc. | 20,031 | +4,945 | $2.3M | +$480.9K | 32.8% |
| BIP Wealth, LLC | 6,924 | +4,127 | $811.6K | +$465.5K | 147.6% |
| Savvy Advisors, Inc. | 11,706 | +4,319 | $1.4M | +$457.9K | 58.5% |
| INTACT INVESTMENT MANAGEMENT INC. | 82,800 | +700 | $9.7M | -$454.9K | 0.8% |
| FIRST CITIZENS BANK & TRUST CO | 98,162 | +1,588 | $11.5M | -$445.5K | 1.6% |
| ProShare Advisors LLC | 146,098 | +11,260 | $17.1M | +$437.9K | 8.3% |
| Wealthspire Advisors, LLC | 26,584 | +4,918 | $3.1M | +$434.8K | 22.7% |
| Siemens Fonds Invest GmbH | 22,125 | +4,486 | $2.6M | +$420.8K | 25.4% |
| Bogart Wealth, LLC | 101,665 | +2,002 | $11.9M | -$417.1K | 2.0% |
| RWA WEALTH PARTNERS, LLC | 58,944 | +6,476 | $6.9M | +$415.9K | 12.3% |
| BCWM, LLC | 112,106 | +2,596 | $13.1M | -$412.0K | 2.4% |
| Czech National Bank | 205,053 | +7,552 | $24.0M | -$406.5K | 3.8% |
| DAVENPORT & Co LLC | 226,094 | +8,669 | $26.5M | -$404.5K | 4.0% |
| MGO ONE SEVEN LLC | 38,448 | +5,295 | $4.5M | +$403.9K | 16.0% |
| Horizon Investments, LLC | 63,652 | +111 | $7.5M | -$402.5K | 0.2% |
| Sargent Investment Group, LLC | 33,679 | +5,029 | $3.9M | +$402.1K | 17.6% |
| Revisor Wealth Management LLC | 10,984 | +3,835 | $1.3M | +$399.3K | 53.6% |
| Stonebridge Capital Advisors LLC | 117,765 | +3,062 | $13.8M | -$391.3K | 2.7% |
| Winthrop Advisory Group LLC | 5,436 | +3,336 | $636.7K | +$376.9K | 158.8% |
| CAMDEN NATIONAL BANK | 72,866 | +820 | $8.5M | -$375.1K | 1.1% |
| Turtle Creek Wealth Advisors, LLC | 38,656 | +5,055 | $4.5M | +$372.8K | 15.0% |
| Aventail Capital Group, LP | 102,447 | +2,447 | $12.0M | -$367.2K | 2.4% |
| AGF MANAGEMENT LTD | 67,979 | +655 | $8.0M | -$363.5K | 1.0% |
| Aaron Wealth Advisors LLC | 14,117 | +3,640 | $1.7M | +$358.1K | 34.7% |
| Arkadios Wealth Advisors | 41,256 | +5,060 | $4.8M | +$356.3K | 14.0% |
| New Republic Capital, LLC | 7,640 | +3,281 | $895.5K | +$356.1K | 75.3% |
| Ashton Thomas Private Wealth, LLC | 25,399 | +4,195 | $3.0M | +$353.0K | 19.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 133,983 | +4,241 | $15.7M | -$351.5K | 3.3% |
| UniSuper Management Pty Ltd | 63,141 | +548 | $7.4M | -$345.1K | 0.9% |
| Yaupon Capital Management LP | 443,963 | +26,233 | $52.0M | +$342.8K | 6.3% |
| Federation des caisses Desjardins du Quebec | 32,085 | +4,429 | $3.8M | +$338.6K | 16.0% |
| STRATEGIC PLANNING GROUP, LLC | 61,678 | +5,959 | $7.2M | +$334.1K | 10.7% |
| NEOS Investment Management LLC | 106,334 | +2,932 | $12.5M | -$332.6K | 2.8% |
| SevenBridge Financial Group, LLC | 45,393 | +4,537 | $5.4M | +$329.7K | 11.1% |
| Lido Advisors, LLC | 56,870 | +2,939 | $7.0M | +$324.5K | 5.4% |
| Annis Gardner Whiting Capital Advisors, LLC | 4,647 | +2,833 | $544.7K | +$320.2K | 156.2% |
| Atria Investments, Inc | 60,499 | +635 | $7.1M | -$317.1K | 1.1% |
| Quadcap Wealth Management, LLC | 48,488 | +36 | $5.7M | -$312.5K | 0.1% |
| May Hill Capital, LLC | 5,798 | +2,776 | $679.5K | +$305.6K | 91.8% |
| Asio Capital, LLC | 29,363 | +4,009 | $3.4M | +$304.1K | 15.8% |
| Kovack Advisors, Inc. | 8,861 | +2,912 | $1.0M | +$302.4K | 48.9% |
| CARY STREET PARTNERS FINANCIAL LLC | 38,115 | +4,434 | $4.5M | +$299.5K | 13.2% |
| Laurel Wealth Advisors LLC | 153,286 | +3,550 | $18.0M | +$297.8K | 2.4% |
| FineMark National Bank & Trust | 107,286 | +3,267 | $12.6M | -$297.4K | 3.1% |
| BENJAMIN EDWARDS INC | 79,891 | +1,859 | $9.4M | -$292.6K | 2.4% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 47,624 | +176 | $5.6M | -$289.8K | 0.4% |
| JOHNSON INVESTMENT COUNSEL INC | 45,956 | +87 | $5.4M | -$289.7K | 0.2% |
| Argent Trust Co | 56,007 | +626 | $6.6M | -$288.8K | 1.1% |
| Florida Trust Wealth Management Co | 76,744 | +1,742 | $9.0M | -$286.3K | 2.3% |
| ALPS ADVISORS INC | 13,157 | +2,998 | $1.5M | +$285.0K | 29.5% |
| EARNED WEALTH ADVISORS, LLC | 4,890 | +2,528 | $573.2K | +$280.9K | 107.0% |
| Visionary Wealth Advisors | 71,393 | +1,505 | $8.4M | -$280.7K | 2.1% |
| Fayez Sarofim & Co | 137,139 | +4,987 | $16.1M | -$279.8K | 3.8% |
| Biltmore Family Office, LLC | 14,472 | +2,974 | $1.7M | +$273.4K | 25.9% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 41,526 | +9 | $4.9M | -$270.5K | 0.0% |
| D.A. DAVIDSON & CO. | 250,095 | +11,050 | $29.3M | -$268.2K | 4.6% |
| Csenge Advisory Group | 54,111 | +5,017 | $6.3M | +$267.0K | 10.2% |
| PRIVATE TRUST CO NA | 19,142 | +3,158 | $2.2M | +$265.6K | 19.8% |
| one8zero8, LLC | 43,425 | +166 | $5.1M | -$263.5K | 0.4% |
| M&T Bank Corp | 364,129 | +17,116 | $42.7M | -$261.5K | 4.9% |
| Founders Financial Alliance, LLC | 58,251 | +966 | $6.8M | -$261.3K | 1.7% |
| Metis Global Partners, LLC | 84,276 | +2,347 | $9.9M | -$260.7K | 2.9% |
| Callan Family Office, LLC | 19,574 | +3,140 | $2.3M | +$260.6K | 19.1% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 45,645 | +4,517 | $5.4M | +$260.5K | 11.0% |
| FIRST MERCHANTS CORP | 4,132 | +2,300 | $484.3K | +$257.6K | 125.5% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2,197 | +2,187 | $257.5K | +$256.3K | 21870.0% |
| INSPIRE TRUST CO, N.A. | 19,000 | +3,000 | $2.2M | +$247.0K | 18.8% |
| BENEDICT FINANCIAL ADVISORS INC | 49,268 | +617 | $5.8M | -$245.8K | 1.3% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 33,435 | +3,723 | $3.9M | +$242.0K | 12.5% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 52,252 | +812 | $6.1M | -$241.4K | 1.6% |
| International Private Wealth Advisors LLC | 8,956 | +2,411 | $1.0M | +$239.8K | 36.8% |
| Gilman Hill Asset Management, LLC | 4,791 | +2,146 | $561.6K | +$234.3K | 81.1% |
| Aptus Capital Advisors, LLC | 216,439 | +9,548 | $25.4M | -$233.9K | 4.6% |
| Sigma Planning Corp | 38,100 | +130 | $4.5M | -$233.2K | 0.3% |
| TECTONIC ADVISORS LLC | 85,469 | +6,400 | $10.0M | +$233.1K | 8.1% |
| RMR Wealth Builders | 21,867 | +3,034 | $2.6M | +$232.4K | 16.1% |
| TRUST CO OF TOLEDO NA /OH/ | 36,121 | +48 | $4.2M | -$230.3K | 0.1% |
| AXXCESS WEALTH MANAGEMENT, LLC | 35,582 | +21 | $4.2M | -$230.1K | 0.1% |
| Whitener Capital Management, Inc. | 53,111 | +4,626 | $6.2M | +$225.1K | 9.5% |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 39,530 | +272 | $4.6M | -$224.8K | 0.7% |
| DELTA FINANCIAL ADVISORS LLC | 20,528 | +2,887 | $2.4M | +$223.0K | 16.4% |
| ROTHSCHILD INVESTMENT LLC | 34,409 | +38 | $4.0M | -$220.3K | 0.1% |
| HUDSON EDGE INVESTMENT PARTNERS INC. | 63,317 | +1,600 | $7.4M | -$216.1K | 2.6% |
| Midwest Trust Co | 135,091 | +5,403 | $15.8M | -$214.9K | 4.2% |
| Capital Investment Advisory Services, LLC | 82,182 | +2,651 | $9.6M | -$209.4K | 3.3% |
| ATALANTA SOSNOFF CAPITAL, LLC | 5,313 | +1,967 | $622.7K | +$208.7K | 58.8% |
| VestGen Advisors, LLC | 12,705 | +2,351 | $1.5M | +$207.8K | 22.7% |
| Stablepoint Partners, LLC | 41,075 | +495 | $4.8M | -$207.4K | 1.2% |
| Constitution Capital LLC | 37,438 | +335 | $4.4M | -$203.4K | 0.9% |
| TIAA TRUST, NATIONAL ASSOCIATION | 166,300 | +7,144 | $19.5M | -$203.0K | 4.5% |
| Aull & Monroe Investment Management Corp | 39,559 | +470 | $4.6M | -$200.6K | 1.2% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 59,360 | +1,539 | $7.0M | -$197.7K | 2.7% |
| FARMERS TRUST CO | 41,578 | +604 | $4.9M | -$197.2K | 1.5% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 24,595 | +2,892 | $2.9M | +$197.0K | 13.3% |
| AE Wealth Management LLC | 50,126 | +1,058 | $5.9M | -$196.8K | 2.1% |
| KMG FIDUCIARY PARTNERS, LLC | 62,057 | +1,695 | $7.3M | -$196.1K | 2.8% |
| Guardian Partners Inc. | 125,364 | +2,211 | $15.3M | +$195.6K | 1.8% |
| MBL Wealth, LLC | 12,017 | +2,204 | $1.4M | +$194.2K | 22.5% |
| Weaver Capital Management LLC | 13,966 | +2,289 | $1.6M | +$191.9K | 19.6% |
| Empire Financial Management Company, LLC | 29,625 | +20 | $3.5M | -$191.3K | 0.1% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 49,406 | +1,076 | $5.8M | -$190.0K | 2.2% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 38,804 | +532 | $4.5M | -$187.9K | 1.4% |
| Greystone Financial Group, LLC | 100,585 | +6,819 | $11.8M | +$186.0K | 7.3% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,576 | +34 | $3.3M | -$182.7K | 0.1% |
| Advisors Asset Management, Inc. | 46,774 | +3,945 | $5.5M | +$182.3K | 9.2% |
| BXM Wealth LLC | 6,263 | +2,198 | $322.0K | -$181.0K | 54.1% |
| Golden State Wealth Management, LLC | 6,344 | +1,789 | $743.6K | +$179.9K | 39.3% |
| EVENTIDE ASSET MANAGEMENT, LLC | 46,832 | +3,419 | $5.5M | +$179.9K | 7.9% |
| Diversified Enterprises, LLC | 4,066 | +1,649 | $476.6K | +$177.5K | 68.2% |
| Virtue Capital Management, LLC | 15,253 | +10,663 | $744.9K | +$176.9K | 232.3% |
| Capital Management Associates, Inc | 4,215 | +1,649 | $494.0K | +$176.5K | 64.3% |
| Red Door Wealth Management, LLC | 56,791 | +1,586 | $6.7M | -$175.3K | 2.9% |
| Mutual Advisors, LLC | 20,767 | +270 | $2.4M | -$174.4K | 1.3% |
| Pacer Advisors, Inc. | 70,723 | +5,136 | $8.3M | +$173.1K | 7.8% |
| Capital Investment Advisors, LLC | 64,147 | +2,018 | $7.5M | -$169.7K | 3.2% |
| FIRST HORIZON CORP | 62,679 | +1,942 | $7.3M | -$169.6K | 3.2% |
| Mill Capital Management, LLC | 25,986 | +6 | $3.0M | -$169.2K | 0.0% |
| SAX WEALTH ADVISORS, LLC | 3,472 | +1,544 | $407.0K | +$168.4K | 80.1% |
| Providence Capital Advisors, LLC | 48,608 | +1,233 | $5.7M | -$165.3K | 2.6% |
| Fiduciary Alliance LLC | 28,890 | +193 | $3.4M | -$165.0K | 0.7% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 6,544 | +1,678 | $767.0K | +$164.9K | 34.5% |
| Tradewinds, LLC. | 25,758 | +31 | $3.0M | -$164.7K | 0.1% |
| WHITTIER TRUST CO | 7,708 | +1,694 | $907.5K | +$164.6K | 28.2% |
| Oak Grove Capital LLC | 119,750 | +5,000 | $14.0M | -$164.4K | 4.3% |
| WealthShield Partners, LLC | 25,512 | +52 | $3.0M | -$160.4K | 0.2% |
| WHITTIER TRUST CO OF NEVADA INC | 7,502 | +1,636 | $883.3K | +$158.6K | 27.9% |
| Live Oak Private Wealth LLC | 24,190 | +1 | $2.8M | -$158.0K | 0.0% |
| Old North State Wealth Management, LLC | 28,700 | +247 | $3.4M | -$157.5K | 0.9% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 24,848 | +64 | $2.9M | -$154.6K | 0.3% |
| Hills Bank & Trust Co | 7,663 | +1,629 | $898.2K | +$151.5K | 27.0% |
| Counterweight Ventures, LLC | 24,865 | +101 | $2.9M | -$150.1K | 0.4% |
| PRINCIPAL SECURITIES, INC. | 54,941 | +4,112 | $6.4M | +$149.6K | 8.1% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,087 | +1,302 | $830.7K | +$148.0K | 22.5% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 22,050 | +2,350 | $2.6M | +$146.6K | 11.9% |
| Cornerstone Wealth Group, LLC | 22,787 | +32 | $2.7M | -$145.1K | 0.1% |
| NAPLES GLOBAL ADVISORS, LLC | 25,022 | +164 | $2.9M | -$143.3K | 0.7% |
| Bank & Trust Co | 22,784 | +58 | $2.7M | -$141.8K | 0.3% |
| SHEETS SMITH WEALTH MANAGEMENT | 27,999 | +365 | $3.3M | -$138.0K | 1.3% |
| JANUS HENDERSON GROUP PLC | 51,095 | +1,586 | $6.0M | -$135.9K | 3.2% |
| Marks Group Wealth Management, Inc | 16,408 | +1,946 | $1.9M | +$133.5K | 13.4% |
| Prestige Wealth Management Group LLC | 1,417 | +1,179 | $162.3K | +$132.8K | 495.4% |
| TI-TRUST, INC | 20,837 | +42 | $2.4M | -$131.1K | 0.2% |
| Freestone Capital Holdings, LLC | 5,780 | +1,362 | $677.5K | +$130.7K | 30.8% |
| Revere Asset Management, Inc | 3,290 | +1,462 | $354.5K | +$128.3K | 80.0% |
| Schonfeld Strategic Advisors LLC | 3,674 | +1,230 | $430.6K | +$128.2K | 50.3% |
| CITIZENS FINANCIAL GROUP INC/RI | 19,561 | +2 | $2.3M | -$127.7K | 0.0% |
| DAYMARK WEALTH PARTNERS, LLC | 45,899 | +3,453 | $5.4M | +$127.2K | 8.1% |
| CIBC WORLD MARKET INC. | 19,408 | +12 | $2.3M | -$125.4K | 0.1% |
| Argyle Capital Management, LLC | 31,034 | +641 | $3.6M | -$123.6K | 2.1% |
| QRG CAPITAL MANAGEMENT, INC. | 150,901 | +6,985 | $17.7M | -$122.5K | 4.8% |
| FIDELIS CAPITAL PARTNERS, LLC | 8,982 | +1,450 | $1.1M | +$120.7K | 19.3% |
| SIGNATUREFD, LLC | 20,541 | +111 | $2.4M | -$120.7K | 0.5% |
| GWN SECURITIES INC. | 36,313 | +3,070 | $4.3M | +$119.9K | 9.2% |
| Global Assets Advisory, LLC | 2,764 | +1,115 | $324.0K | +$119.9K | 67.6% |
| Fairscale Capital, LLC | 1,691 | +1,051 | $198.2K | +$119.0K | 164.2% |
| TWIN CAPITAL MANAGEMENT INC | 31,256 | +699 | $3.7M | -$117.9K | 2.3% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 19,705 | +94 | $2.3M | -$117.2K | 0.5% |
| Nicholas Hoffman & Company, LLC. | 18,839 | +57 | $2.2M | -$116.2K | 0.3% |
| Wills Financial Group LLC | 8,543 | +1,388 | $1.0M | +$115.9K | 19.4% |
| TSP Capital Management Group, LLC | 17,614 | +7 | $2.1M | -$114.3K | 0.0% |
| Chesley Taft & Associates LLC | 11,796 | +1,541 | $1.4M | +$113.6K | 15.0% |
| Richard C. Young & CO., LTD. | 46,039 | +3,350 | $5.4M | +$113.5K | 7.8% |
| Evercore Wealth Management, LLC | 24,587 | +390 | $2.9M | -$112.5K | 1.6% |
| ASPIRIANT, LLC | 4,484 | +1,143 | $525.7K | +$112.2K | 34.2% |
| Hardin Capital Partners, LLC | 21,143 | +215 | $2.5M | -$111.7K | 1.0% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 17,362 | +26 | $2.0M | -$110.4K | 0.1% |
| MCF Advisors LLC | 4,209 | +1,113 | $493.3K | +$110.2K | 35.9% |
| Bedel Financial Consulting, Inc. | 4,620 | +1,135 | $541.5K | +$110.2K | 32.6% |
| Benin Management CORP | 3,034 | +1,050 | $355.6K | +$110.1K | 52.9% |
| Certified Advisory Corp | 20,443 | +197 | $2.4M | -$109.3K | 1.0% |
| Fisher Asset Management, LLC | 8,136 | +1,309 | $953.7K | +$108.8K | 19.2% |
| Heritage Wealth Management, Inc. | 16,671 | +2 | $2.0M | -$108.7K | 0.0% |
| WHITE PINE CAPITAL LLC | 3,668 | +1,065 | $429.9K | +$107.8K | 40.9% |
| Shoker Investment Counsel, Inc. | 24,952 | +450 | $2.9M | -$107.6K | 1.8% |
| Alaethes Wealth, LLC | 16,705 | +29 | $2.0M | -$105.7K | 0.2% |
| Keeler Thomas Management LLC | 17,046 | +48 | $2.0M | -$105.7K | 0.3% |
| COURIER CAPITAL LLC | 17,186 | +58 | $2.0M | -$105.2K | 0.3% |
| Washington Trust Bank | 67,795 | +2,738 | $7.9M | -$104.6K | 4.2% |
| BFSG, LLC | 14,199 | +1,593 | $1.7M | +$104.2K | 12.6% |
| Capital Square, LLC | 6,556 | +1,187 | $768.4K | +$104.0K | 22.1% |
| STRATEGY ASSET MANAGERS LLC | 44,579 | +3,193 | $5.2M | +$103.7K | 7.7% |
| Roundview Capital LLC | 6,061 | +1,146 | $710.4K | +$102.2K | 23.3% |
| Fox Hill Wealth Management | 29,102 | +716 | $3.4M | -$101.7K | 2.5% |
| Griffith & Werner, Inc. | 26,063 | +387 | $3.1M | -$101.6K | 1.5% |
| Smith Salley Wealth Management | 56,806 | +2,184 | $6.7M | -$101.2K | 4.0% |
| Vectors Research Management, LLC | 20,998 | +301 | $2.5M | -$100.1K | 1.4% |
| Gateway Wealth Partners, LLC | 3,359 | +981 | $393.7K | +$99.5K | 41.3% |
| Canada Post Corp Registered Pension Plan | 62,352 | +3,640 | $7.3M | +$98.4K | 6.2% |
| SG Americas Securities, LLC | 840,906 | +834,864 | $98.6K | +$97.8K | 13817.7% |
| Sowell Financial Services LLC | 33,554 | +987 | $3.9M | -$97.4K | 3.0% |
| Perigon Wealth Management, LLC | 15,333 | +44 | $1.8M | -$94.9K | 0.3% |
| Cresset Asset Management, LLC | 14,652 | +9 | $1.7M | -$94.7K | 0.1% |
| Capital Investment Counsel, Inc | 14,572 | +5 | $1.7M | -$94.6K | 0.0% |
| MARATHON CAPITAL MANAGEMENT | 4,141 | +979 | $485.4K | +$94.1K | 31.0% |
| TITLEIST ASSET MANAGEMENT, LLC | 3,770 | +957 | $441.9K | +$93.8K | 34.0% |
| Rafferty Asset Management, LLC | 85,635 | +3,774 | $10.0M | -$93.0K | 4.6% |
| NTV Asset Management LLC | 14,184 | +11 | $1.7M | -$91.4K | 0.1% |
| ORG Partners LLC | 1,554 | +809 | $182.1K | +$89.9K | 108.6% |
| apricus wealth, LLC | 22,371 | +460 | $2.6M | -$89.4K | 2.1% |
| Seven Springs Wealth Group, LLC | 37,274 | +1,248 | $4.4M | -$89.3K | 3.5% |
| MARINO, STRAM & ASSOCIATES LLC | 18,051 | +235 | $2.1M | -$89.0K | 1.3% |
| PLIMOTH TRUST CO LLC | 34,217 | +1,094 | $4.0M | -$88.4K | 3.3% |
| Essex Financial Services, Inc. | 16,387 | +155 | $1.9M | -$87.9K | 0.9% |
| LOOMIS SAYLES & CO L P | 80,430 | +4,950 | $9.4M | +$86.5K | 6.5% |
| COHEN & STEERS, INC. | 1,711,445 | +777,878 | $200.6K | +$85.1K | 83.3% |
| San Luis Wealth Advisors LLC | 7,633 | +1,080 | $894.7K | +$83.7K | 16.5% |
| Glenview Trust co | 29,838 | +903 | $3.5M | -$83.4K | 3.1% |
| Meridian Wealth Management, LLC | 16,040 | +1,515 | $1.9M | +$82.6K | 10.4% |
| Advisor OS, LLC | 16,575 | +211 | $1.9M | -$82.2K | 1.3% |
| InTrack Investment Management Inc | 15,273 | +1,465 | $1.8M | +$81.3K | 10.6% |
| Texas Yale Capital Corp. | 32,436 | +1,060 | $3.8M | -$81.0K | 3.4% |
| Patten Group, Inc. | 12,361 | +4 | $1.4M | -$80.4K | 0.0% |
| Merit Financial Group, LLC | 53,859 | +2,197 | $6.3M | -$80.3K | 4.3% |
| LongView Wealth Management | 11,850 | +26 | $1.4M | -$80.2K | 0.2% |
| FORTEM FINANCIAL GROUP, LLC | 3,400 | +824 | $398.5K | +$79.7K | 32.0% |
| Cullen/Frost Bankers, Inc. | 14,658 | +1,418 | $1.7M | +$79.6K | 10.7% |
| Occidental Asset Management, LLC | 41,610 | +1,559 | $4.9M | -$79.2K | 3.9% |
| IHT Wealth Management, LLC | 17,330 | +272 | $2.0M | -$79.2K | 1.6% |
| Symphony Financial, Ltd. Co. | 15,809 | +72 | $1.9M | -$78.4K | 0.5% |
| Regal Investment Advisors LLC | 45,407 | +3,032 | $5.3M | +$78.3K | 7.2% |
| Joel Isaacson & Co., LLC | 5,669 | +930 | $664.5K | +$78.0K | 19.6% |
| Trust Investment Advisors | 13,484 | +82 | $1.6M | -$77.9K | 0.6% |
| Forum Financial Management, LP | 3,614 | +820 | $423.6K | +$77.8K | 29.3% |
| XPONANCE, INC. | 123,340 | +7,144 | $14.5M | +$77.4K | 6.1% |
| JB Capital LLC | 3,837 | +826 | $449.7K | +$77.1K | 27.4% |
| EXCALIBUR MANAGEMENT CORP | 12,014 | +20 | $1.4M | -$76.1K | 0.2% |
| Stratos Investment Management, LLC | 18,368 | +357 | $2.2M | -$76.0K | 2.0% |
| Souders Financial Advisors | 12,257 | +38 | $1.4M | -$75.4K | 0.3% |
| AGP FRANKLIN, LLC | 15,752 | +224 | $1.8M | -$75.3K | 1.4% |
| FIRST MANHATTAN CO. LLC. | 13,295 | +103 | $1.6M | -$74.2K | 0.8% |
| CHOREO, LLC | 50,449 | +1,877 | $5.9M | -$74.0K | 3.9% |
| Ancora Advisors LLC | 8,971 | +1,072 | $1.1M | +$74.0K | 13.6% |
| Hobbs Group Advisors, LLC | 3,300 | +766 | $386.8K | +$73.2K | 30.2% |
| Coastal Bridge Advisors, LLC | 30,248 | +2,188 | $3.5M | +$72.9K | 7.8% |
| STOCK YARDS BANK & TRUST CO | 32,342 | +1,122 | $3.8M | -$72.7K | 3.6% |
| DOVER ADVISORS, LLC | 21,332 | +547 | $2.5M | -$71.8K | 2.6% |
| BURKETT FINANCIAL SERVICES, LLC | 12,049 | +60 | $1.4M | -$71.4K | 0.5% |
| B. Riley Wealth Advisors, Inc. | 11,104 | +14 | $1.3M | -$70.9K | 0.1% |
| TOWER TRUST & INVESTMENT Co | 819 | +612 | $96.0K | +$70.4K | 295.6% |
| Stokes Family Office, LLC | 2,583 | +698 | $302.8K | +$69.5K | 37.0% |
| DENALI ADVISORS LLC | 4,531 | +799 | $531.1K | +$69.2K | 21.4% |
| Apollon Financial, LLC | 26,365 | +835 | $3.1M | -$69.1K | 3.3% |
| Cypress Capital Group | 31,902 | +2,239 | $3.7M | +$68.4K | 7.5% |
| Keystone Financial Group | 11,227 | +42 | $1.3M | -$68.2K | 0.4% |
| Aprio Wealth Management, LLC | 7,560 | +951 | $886.1K | +$68.2K | 14.4% |
| Ritter Daniher Financial Advisory LLC / DE | 3,165 | +717 | $371.0K | +$68.1K | 29.3% |
| Steward Partners Investment Advisory, LLC | 193,987 | +10,802 | $22.7M | +$68.0K | 5.9% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 27,796 | +2,013 | $3.3M | +$67.3K | 7.8% |
| HBK Sorce Advisory LLC | 12,281 | +131 | $1.5M | -$66.8K | 1.1% |
| Comprehensive Financial Consultants Institutional, Inc. | 9,561 | +1,034 | $1.1M | +$65.4K | 12.1% |
| Old Port Advisors | 20,326 | +546 | $2.4M | -$65.4K | 2.8% |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 20,364 | +1,604 | $2.4M | +$65.3K | 8.6% |
| Bellecapital International Ltd. | 11,986 | +106 | $1.4M | -$65.3K | 0.9% |
| Van Hulzen Asset Management, LLC | 2,663 | +665 | $312.2K | +$64.9K | 33.3% |
| LCNB CORP | 11,432 | +80 | $1.3M | -$64.9K | 0.7% |
| Castleview Partners, LLC | 3,225 | +693 | $378.0K | +$64.7K | 27.4% |
| BROOKS, MOORE & ASSOCIATES, INC. | 12,582 | +150 | $1.5M | -$63.7K | 1.2% |
| INVESCO, LLC | 10,794 | +56 | $1.3M | -$63.7K | 0.5% |
| Widmann Financial Services, Inc. | 10,843 | +61 | $1.3M | -$63.4K | 0.6% |
| Portside Wealth Group, LLC | 12,932 | +174 | $1.5M | -$63.0K | 1.4% |
| Valmark Advisers, Inc. | 11,537 | +101 | $1.4M | -$62.9K | 0.9% |
| Western Wealth Management, LLC | 9,877 | +1,030 | $1.2M | +$62.9K | 11.6% |
| MSH Capital Advisors LLC | 14,121 | +238 | $1.7M | -$62.8K | 1.7% |
| Cornerstone Capital, Inc. | 15,584 | +320 | $1.8M | -$62.3K | 2.1% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 9,811 | +16 | $1.1M | -$62.2K | 0.2% |
| INTEGRITY ALLIANCE, LLC. | 7,827 | +913 | $917.4K | +$61.8K | 13.2% |
| Kellett Wealth Advisors, LLC | 9,522 | +4 | $1.1M | -$61.8K | 0.0% |
| Principle Wealth Partners LLC | 41,614 | +1,704 | $4.9M | -$61.3K | 4.3% |
| Focus Financial Network, Inc. | 13,432 | +215 | $1.6M | -$61.2K | 1.6% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 16,240 | +5 | $2.0M | -$60.9K | 0.0% |
| Beech Hill Advisors, Inc. | 11,345 | +120 | $1.3M | -$59.3K | 1.1% |
| Verity Asset Management, Inc. | 9,220 | +10 | $1.1M | -$59.0K | 0.1% |
| Taylor Hoffman Capital Management LLC | 10,375 | +72 | $1.2M | -$58.9K | 0.7% |
| Pines Wealth Management, LLC | 9,846 | +49 | $1.2M | -$58.4K | 0.5% |
| Roxbury Financial LLC | 10,531 | +88 | $1.2M | -$58.0K | 0.8% |
| MAI Capital Management | 41,040 | +1,701 | $4.8M | -$57.9K | 4.3% |
| DAVIS R M INC | 4,065 | +675 | $476.5K | +$56.9K | 19.9% |
| Voya Financial Advisors, Inc. | 12,478 | +74 | $1.5M | -$56.8K | 0.6% |
| OUTFITTER FINANCIAL LLC | 11,215 | +140 | $1.3M | -$56.0K | 1.3% |
| ROGCO, LP | 4,921 | +697 | $576.8K | +$54.1K | 16.5% |
| OAK HARBOR WEALTH PARTNERS, LLC | 16,237 | +1,292 | $1.9M | +$53.7K | 8.6% |
| Pegasus Asset Management, Inc. | 38,835 | +1,619 | $4.6M | -$53.6K | 4.3% |
| Interchange Capital Partners, LLC | 4,525 | +667 | $530.4K | +$53.0K | 17.3% |
| Plan Group Financial, LLC | 18,864 | +1,425 | $2.2M | +$53.0K | 8.2% |
| MONTAG A & ASSOCIATES INC | 27,503 | +1,030 | $3.2M | -$52.5K | 3.9% |
| OmniStar Financial Group, Inc. | 10,671 | +146 | $1.3M | -$51.6K | 1.4% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 23,821 | +843 | $2.8M | -$51.4K | 3.7% |
| Elm Partners Management LLC | 9,254 | +83 | $1.1M | -$50.3K | 0.9% |
| PETTYJOHN, WOOD & WHITE, INC | 14,713 | +376 | $1.7M | -$49.7K | 2.6% |
| MILLER HOWARD INVESTMENTS INC /NY | 19,801 | +1,448 | $2.3M | +$49.7K | 7.9% |
| Larson Financial Group LLC | 7,752 | +8 | $908.6K | -$49.6K | 0.1% |
| MFA WEALTH ADVISORS, LLC | 19,206 | +1,411 | $2.3M | +$48.9K | 7.9% |
| CHAPIN DAVIS, INC. | 8,010 | +30 | $938.9K | -$48.7K | 0.4% |
| Sequoia Financial Advisors, LLC | 47,962 | +2,143 | $5.6M | -$48.6K | 4.7% |
| EXENCIAL WEALTH ADVISORS, LLC | 13,640 | +329 | $1.6M | -$48.5K | 2.5% |
| GRIMES & COMPANY, INC. | 9,568 | +116 | $1.1M | -$48.3K | 1.2% |
| Code Waechter LLC | 4,846 | +25 | $568.0K | -$48.2K | 0.5% |
| SUMITOMO LIFE INSURANCE CO | 8,403 | +55 | $984.9K | -$48.1K | 0.7% |
| NOVARE CAPITAL MANAGEMENT LLC | 13,220 | +310 | $1.5M | -$48.0K | 2.4% |
| RITHOLTZ WEALTH MANAGEMENT | 15,579 | +440 | $1.8M | -$47.5K | 2.9% |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,791 | +1,270 | $2.0M | +$47.3K | 8.2% |
| Ellsworth Advisors, LLC | 51,925 | +3,575 | $6.2M | -$47.3K | 7.4% |
| ALLEN WEALTH MANAGEMENT, LLC | 11,952 | +1,012 | $1.4M | +$47.1K | 9.3% |
| Wagner Wealth Management, LLC | 17,407 | +540 | $2.0M | -$47.0K | 3.2% |
| Beacon Pointe Advisors, LLC | 39,449 | +1,706 | $4.6M | -$46.9K | 4.5% |
| Foster Group, Inc. | 3,227 | +549 | $378.2K | +$46.8K | 20.5% |
| Busey Bank | 5,830 | +686 | $683.3K | +$46.8K | 13.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | 8,627 | +87 | $1.0M | -$46.5K | 1.0% |
| Vident Advisory, LLC | 31,838 | +2,056 | $3.7M | +$46.3K | 6.9% |
| Mayflower Financial Advisors, LLC | 7,377 | +16 | $864.6K | -$46.3K | 0.2% |
| STABLEFORD CAPITAL II LLC | 9,278 | +117 | $1.1M | -$46.2K | 1.3% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 2,373 | +493 | $278.1K | +$45.5K | 26.2% |
| SWS Partners | 17,310 | +550 | $2.0M | -$45.1K | 3.3% |
| Meridian Financial Partners LLC | 14,136 | +307 | $1.7M | -$44.4K | 2.2% |
| Trust Co | 482 | +382 | $56.5K | +$44.1K | 382.0% |
| CoreCap Advisors, LLC | 6,267 | +687 | $734.5K | +$44.0K | 12.3% |
| Clear Creek Financial Management, LLC | 3,519 | +541 | $412.5K | +$43.9K | 18.2% |
| PRECEDENT WEALTH PARTNERS, LLC | 16,119 | +1,205 | $1.9M | +$43.7K | 8.1% |
| Powers Advisory Group, LLC | 7,354 | +40 | $862.0K | -$43.1K | 0.5% |
| First Command Advisory Services, Inc. | 8,225 | +91 | $964.1K | -$42.5K | 1.1% |
| HARMONY ASSET MANAGEMENT LLC | 11,903 | +970 | $1.4M | +$42.2K | 8.9% |
| Sky Investment Group LLC | 44,113 | +2,672 | $5.2M | +$42.2K | 6.4% |
| Challenger Wealth Management | 6,745 | +20 | $790.6K | -$41.6K | 0.3% |
| LOM Asset Management Ltd | 13,681 | +444 | $1.6M | +$41.5K | 3.4% |
| WASHINGTON TRUST Co | 6,867 | +698 | $804.9K | +$41.5K | 11.3% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 7,438 | +723 | $871.8K | +$40.8K | 10.8% |
| Triad Wealth Partners, LLC | 3,354 | +506 | $393.2K | +$40.8K | 17.8% |
| RDA Financial Network | 17,619 | +603 | $2.1M | -$40.6K | 3.5% |
| WOLFF WIESE MAGANA LLC | 18,147 | +1,286 | $2.1M | +$40.5K | 7.6% |
| BCS Private Wealth Management, Inc. | 9,205 | +160 | $1.1M | -$40.4K | 1.8% |
| Howard Capital Management Inc. | 6,604 | +27 | $774.1K | -$39.8K | 0.4% |
| AssuredPartners Investment Advisors, LLC | 15,690 | +510 | $1.8M | -$39.5K | 3.4% |
| OneAscent Financial Services LLC | 5,134 | +589 | $601.8K | +$39.3K | 12.9% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 34,191 | +1,490 | $4.0M | -$39.3K | 4.5% |
| Avidian Wealth Enterprises, LLC | 6,780 | +41 | $794.7K | -$39.3K | 0.6% |
| Guinness Asset Management LTD | 984 | +359 | $115.6K | +$38.9K | 57.4% |
| Hennion & Walsh Asset Management, Inc. | 36,443 | +1,612 | $4.3M | -$38.9K | 4.6% |
| Aspen Wealth Strategies, LLC | 5,974 | +3 | $700.2K | -$38.7K | 0.1% |
| Carnegie Investment Counsel | 11,973 | +942 | $1.4M | +$38.3K | 8.5% |
| Sachetta, LLC | 602 | +339 | $70.6K | +$38.0K | 128.9% |
| CROBAN | 7,942 | +115 | $930.8K | -$37.7K | 1.5% |
| TCV Trust & Wealth Management, Inc. | 10,684 | +260 | $1.3M | -$37.7K | 2.5% |
| Rithm Capital Corp. | 5,600 | +600 | $656.4K | +$37.6K | 12.0% |
| Cypress Wealth Services, LLC | 5,647 | +599 | $661.9K | +$37.3K | 11.9% |
| MCDANIEL TERRY & CO | 6,153 | +25 | $721.2K | -$37.1K | 0.4% |
| World Investment Advisors | 42,680 | +16,450 | $3.2M | -$37.0K | 62.7% |
| Archer Investment Corp | 6,989 | +71 | $819.2K | -$37.0K | 1.0% |
| Crescent Sterling, Ltd. | 6,118 | +25 | $717.1K | -$36.9K | 0.4% |
| Apella Capital, LLC | 5,511 | +151 | $646.0K | -$36.9K | 2.8% |
| GRIFFIN ASSET MANAGEMENT, INC. | 3,134 | +462 | $367.3K | +$36.7K | 17.3% |
| Bigelow Investment Advisors, LLC | 7,373 | +94 | $864.2K | -$36.6K | 1.3% |
| Global Wealth Management Investment Advisory, Inc. | 41,622 | +2,494 | $4.9M | +$36.5K | 6.4% |
| Cornerstone Advisory, LLC | 5,830 | +16 | $683.3K | -$36.1K | 0.3% |
| JT Stratford LLC | 12,595 | +376 | $1.5M | -$35.9K | 3.1% |
| Manchester Capital Management LLC | 6,872 | +73 | $805.5K | -$35.9K | 1.1% |
| CITY NATIONAL BANK OF FLORIDA /MSD | 5,778 | +593 | $677.2K | +$35.6K | 11.4% |
| Legacy Wealth Asset Management, LLC | 6,677 | +66 | $782.6K | -$35.5K | 1.0% |
| Live Oak Investment Partners | 4,277 | +512 | $501.3K | +$35.4K | 13.6% |
| WHALEROCK POINT PARTNERS, LLC | 10,732 | +285 | $1.3M | -$34.9K | 2.7% |
| Advisors Capital Management, LLC | 571,835 | +29,939 | $67.0M | -$34.9K | 5.5% |
| Atlantic Edge Private Wealth Management, LLC | 1,107 | +340 | $129.8K | +$34.8K | 44.3% |
| Simmons Bank | 33,629 | +2,058 | $3.9M | +$34.7K | 6.5% |
| Facet Wealth, Inc. | 2,061 | +339 | $247.8K | +$34.7K | 19.7% |
| Meiji Yasuda Asset Management Co Ltd. | 7,805 | +133 | $914.8K | -$34.6K | 1.7% |
| Traynor Capital Management, Inc. | 2,790 | +426 | $327.0K | +$34.4K | 18.0% |
| Ellis Investment Partners, LLC | 2,754 | +423 | $322.9K | +$34.3K | 18.1% |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 10,913 | +300 | $1.3M | -$34.2K | 2.8% |
| MADDEN SECURITIES Corp | 7,121 | +100 | $834.7K | -$34.2K | 1.4% |
| ARMSTRONG ADVISORY GROUP, INC | 6,365 | +63 | $746.1K | -$33.8K | 1.0% |
| Independence Bank of Kentucky | 5,670 | +28 | $664.6K | -$33.6K | 0.5% |
| Perennial Investment Advisors, LLC | 2,635 | +412 | $308.8K | +$33.6K | 18.5% |
| BCGM Wealth Management, LLC | 5,353 | +12 | $627.4K | -$33.6K | 0.2% |
| Kuhn & Co Investment Counsel | 5,676 | +31 | $665.3K | -$33.3K | 0.5% |
| SCS Capital Management LLC | 8,513 | +182 | $997.9K | -$33.2K | 2.2% |
| Cornerstone Planning Group LLC | 277 | +275 | $33.3K | +$32.8K | 13750.0% |
| Allred Capital Management, LLC | 8,843 | +203 | $1.0M | -$32.8K | 2.3% |
| Blake Schutter Theil Wealth Advisors, LLC | 6,359 | +74 | $745.3K | -$32.4K | 1.2% |
| ROI Financial Advisors, LLC | 13,567 | +978 | $1.6M | +$32.3K | 7.8% |
| Bill Few Associates, Inc. | 5,123 | +10 | $600.5K | -$32.3K | 0.2% |
| Trilogy Capital Inc. | 34,614 | +1,569 | $4.1M | -$32.2K | 4.7% |
| HUB Investment Partners, LLC | 17,655 | +674 | $2.1M | -$32.0K | 4.0% |
| Garrett Wealth Advisory Group, LLC | 5,764 | +48 | $675.5K | -$31.8K | 0.8% |
| Baird Financial Group, Inc. | 616,355 | +32,317 | $72.2M | -$31.8K | 5.5% |
| Cordatus Wealth Management LLC | 5,180 | +18 | $607.0K | -$31.7K | 0.3% |
| Beacon Capital Management, LLC | 4,175 | +476 | $489.4K | +$31.6K | 12.9% |
| Costello Asset Management, INC | 4,859 | +2 | $569.5K | -$31.6K | 0.0% |
| PETRA FINANCIAL ADVISORS INC | 5,103 | +15 | $598.1K | -$31.6K | 0.3% |
| Allegiance Financial Group Advisory Services LLC | 3,066 | +417 | $359.3K | +$31.6K | 15.7% |
| Huntleigh Advisors, Inc. | 8,128 | +174 | $952.8K | -$31.6K | 2.2% |
| MidWestOne Financial Group, Inc. | 8,029 | +171 | $941.0K | -$31.3K | 2.2% |
| Southeast Asset Advisors, LLC | 4,896 | +7 | $573.9K | -$31.1K | 0.1% |
| ADIRONDACK TRUST CO | 4,990 | +13 | $584.8K | -$31.0K | 0.3% |
| BEARING POINT CAPITAL, LLC | 6,151 | +75 | $721.0K | -$30.9K | 1.2% |
| FAS Wealth Partners, Inc. | 37,956 | +1,760 | $4.4M | -$30.4K | 4.9% |
| Lineweaver Wealth Advisors, LLC | 20,112 | +1,308 | $2.4M | +$30.4K | 7.0% |
| TRUST CO OF VERMONT | 13,481 | +470 | $1.6M | -$30.0K | 3.6% |
| Novak & Powell Financial Services, Inc. | 4,588 | +4 | $537.7K | -$29.6K | 0.1% |
| Transamerica Financial Advisors, LLC | 1,533 | +320 | $179.7K | +$29.6K | 26.4% |
| Financial Security Advisor, Inc. | 4,918 | +21 | $576.5K | -$29.5K | 0.4% |
| First Financial Group Corp | 5,429 | +50 | $636.4K | -$29.3K | 0.9% |
| Alpha Cubed Investments, LLC | 5,420 | +55 | $635.3K | -$28.7K | 1.0% |
| Premier Path Wealth Partners, LLC | 5,023 | +35 | $588.7K | -$28.5K | 0.7% |
| O'ROURKE & COMPANY, Inc | 4,564 | +13 | $534.9K | -$28.3K | 0.3% |
| CFS Investment Advisory Services, LLC | 10,446 | +612 | $1.2M | -$28.2K | 6.2% |
| Crewe Advisors LLC | 5,301 | +54 | $621.3K | -$28.0K | 1.0% |
| Phoenix Wealth Advisors | 1,958 | +326 | $229.5K | +$27.5K | 20.0% |
| Westhampton Capital, LLC | 3,503 | +406 | $410.6K | +$27.3K | 13.1% |
| Atlanta Consulting Group Advisors, LLC | 7,500 | +176 | $879.1K | -$27.3K | 2.4% |
| Walker Asset Management, LLC | 4,888 | +38 | $572.9K | -$27.3K | 0.8% |
| Haverford Trust Co | 10,017 | +310 | $1.2M | -$27.1K | 3.2% |
| Sovereign Financial Group, Inc. | 2,968 | +376 | $347.9K | +$27.1K | 14.5% |
| Lantz Financial LLC | 6,969 | +150 | $816.8K | -$27.0K | 2.2% |
| Associated Banc-Corp | 4,188 | +3 | $490.9K | -$27.0K | 0.1% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 22,104 | +952 | $2.6M | -$26.7K | 4.5% |
| Smith Thornton Advisors LLC | 6,552 | +130 | $768.0K | -$26.7K | 2.0% |
| Treasurer of the State of North Carolina | 590,587 | +240,797 | $69.2K | +$25.9K | 68.8% |
| ST GERMAIN D J CO INC | 4,256 | +15 | $498.9K | -$25.9K | 0.3% |
| Robertson Stephens Wealth Management, LLC | 2,128 | +322 | $249.5K | +$25.9K | 17.8% |
| Hodges Capital Management Inc. | 4,396 | +23 | $515.3K | -$25.9K | 0.5% |
| KCM INVESTMENT ADVISORS LLC | 9,872 | +731 | $1.2M | +$25.9K | 8.0% |
| RICHARDSON FINANCIAL SERVICES INC. | 2,916 | +34 | $330.8K | -$25.8K | 1.2% |
| Northstar Advisory Group, LLC | 4,683 | +39 | $548.9K | -$25.8K | 0.8% |
| EVOLUTION WEALTH MANAGEMENT INC. | 236 | +218 | $27.8K | +$25.6K | 1211.1% |
| PRINCETON CAPITAL MANAGEMENT LLC | 4,641 | +39 | $544.0K | -$25.5K | 0.8% |
| Breakwater Capital Group | 3,882 | +2 | $455.0K | -$25.1K | 0.1% |
| Truvestments Capital LLC | 4,150 | +17 | $486.4K | -$25.1K | 0.4% |
| Columbia Asset Management | 12,434 | +457 | $1.5M | -$24.8K | 3.8% |
| Parkside Financial Bank & Trust | 6,241 | +130 | $731.5K | -$24.7K | 2.1% |
| INSIGNEO ADVISORY SERVICES, LLC | 10,962 | +383 | $1.3M | -$24.3K | 3.6% |
| WPG Advisers, LLC | 1,044 | +251 | $122.4K | +$24.2K | 31.6% |
| Mowery & Schoenfeld Wealth Management, LLC | 280 | +210 | $32.8K | +$24.2K | 300.0% |
| Nemes Rush Group LLC | 1,447 | +272 | $169.6K | +$24.1K | 23.1% |
| Objectivity Squared, LLC | 3,724 | +2 | $436.5K | -$24.1K | 0.1% |
| ADAPT WEALTH ADVISORS, LLC | 6,925 | +172 | $811.7K | -$24.0K | 2.5% |
| FIRETHORN WEALTH PARTNERS, LLC | 4,072 | +21 | $477.3K | -$24.0K | 0.5% |
| Cornerstone Wealth Management, LLC | 15,975 | +1,037 | $1.9M | +$23.9K | 6.9% |
| KEYBANK NATIONAL ASSOCIATION/OH | 391,761 | +20,513 | $45.9M | -$23.9K | 5.5% |
| First Heartland Consultants, Inc. | 3,410 | +372 | $399.7K | +$23.8K | 12.2% |
| GABLES CAPITAL MANAGEMENT INC. | 10,254 | +350 | $1.2M | -$23.7K | 3.5% |
| Pinnacle Wealth Management Advisory Group, LLC | 4,927 | +69 | $577.5K | -$23.7K | 1.4% |
| Gryphon Financial Partners LLC | 6,918 | +175 | $810.9K | -$23.5K | 2.6% |
| MONEY CONCEPTS CAPITAL CORP | 55,713 | +3,133 | $6.5M | +$23.5K | 6.0% |
| Victrix Investment Advisors | 14,270 | +567 | $1.7M | -$23.2K | 4.1% |
| Quent Capital, LLC | 3,924 | +22 | $459.9K | -$22.9K | 0.6% |
| TRUE Private Wealth Advisors | 3,587 | +9 | $420.4K | -$22.5K | 0.3% |
| Wellspring Financial Advisors, LLC | 2,361 | +304 | $276.8K | +$22.2K | 14.8% |
| Avior Wealth Management, LLC | 3,517 | +365 | $412.2K | +$22.2K | 11.6% |
| Asset Planning,Inc | 3,449 | +6 | $404.2K | -$21.8K | 0.2% |
| Moors & Cabot, Inc. | 49,463 | +2,789 | $5.8M | +$21.7K | 6.0% |
| OMC Financial Services LTD | 3,388 | +3 | $397.1K | -$21.7K | 0.1% |
| PEAK FINANCIAL ADVISORS LLC | 4,021 | +38 | $471.3K | -$21.6K | 0.9% |
| Monument Capital Management | 6,460 | +167 | $757.2K | -$21.6K | 2.6% |
| CONNING INC. | 3,839 | +30 | $450.0K | -$21.4K | 0.8% |
| GENESIS PRIVATE WEALTH, LLC | 3,677 | +22 | $431.0K | -$21.3K | 0.6% |
| YANKCOM Partnership | 3,480 | +12 | $407.9K | -$21.3K | 0.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 55,620 | +3,110 | $6.5M | +$21.1K | 5.9% |
| D.B. Root & Company, LLC | 4,760 | +422 | $558.0K | +$21.1K | 9.7% |
| Lantern Wealth Advisors, LLC | 3,959 | +39 | $464.0K | -$21.1K | 1.0% |
| Timonier Family Office, LTD. | 3,240 | +2 | $379.7K | -$21.0K | 0.1% |
| Pine Harbor Wealth Management, LLC | 3,241 | +2 | $379.9K | -$21.0K | 0.1% |
| Kozak & Associates, Inc. | 2,620 | +9 | $306.0K | -$20.9K | 0.3% |
| CVFG LLC | 3,599 | +358 | $421.9K | +$20.8K | 11.0% |
| NovaPoint Capital, LLC | 10,849 | +740 | $1.3M | +$20.6K | 7.3% |
| McGowan Group Asset Management, Inc. | 3,166 | +2 | $371.1K | -$20.4K | 0.1% |
| BAKER BOYER NATIONAL BANK | 3,382 | +340 | $396.4K | +$20.0K | 11.2% |
| Onyx Bridge Wealth Group LLC | 3,175 | +8 | $372.2K | -$19.7K | 0.3% |
| Soltis Investment Advisors LLC | 6,542 | +187 | $766.8K | -$19.6K | 2.9% |
| Syntegra Private Wealth Group, LLC | 3,091 | +5 | $362.3K | -$19.6K | 0.2% |
| Welch Group, LLC | 13,370 | +549 | $1.6M | -$19.6K | 4.3% |
| SIERRA SUMMIT ADVISORS LLC | 5,153 | +115 | $604.0K | -$19.5K | 2.3% |
| SCOTIA CAPITAL INC. | 11,532 | +454 | $1.4M | -$19.3K | 4.1% |
| MEANS INVESTMENT CO., INC. | 3,087 | +8 | $361.8K | -$19.2K | 0.3% |
| INTRUST BANK NA | 8,174 | +277 | $958.1K | -$19.2K | 3.5% |
| Argentarii, LLC | 1,930 | +254 | $226.2K | +$18.8K | 15.2% |
| BEACON INVESTMENT ADVISORS LLC | 3,413 | +29 | $400.1K | -$18.8K | 0.8% |
| Uncommon Cents Investing LLC | 3,609 | +40 | $423.0K | -$18.7K | 1.1% |
| GATEWAY INVESTMENT ADVISERS LLC | 4,636 | +395 | $543.4K | +$18.6K | 9.3% |
| Centurion Wealth Management LLC | 3,000 | +9 | $351.6K | -$18.6K | 0.3% |
| Essex Savings Bank | 7,882 | +268 | $923.8K | -$18.4K | 3.5% |
| D'Orazio & Associates, Inc. | 2,979 | +9 | $349.1K | -$18.4K | 0.3% |
| Accurate Wealth Management, LLC | 4,673 | +260 | $545.8K | -$18.3K | 5.9% |
| Summit Asset Management, LLC | 3,161 | +22 | $370.5K | -$17.9K | 0.7% |
| North Star Investment Management Corp. | 3,467 | +40 | $406.4K | -$17.7K | 1.2% |
| Goepper Burkhardt LLC | 6,452 | +200 | $756.2K | -$17.4K | 3.2% |
| WILKINS INVESTMENT COUNSEL INC | 5,309 | +140 | $622.3K | -$17.4K | 2.7% |
| Verus Financial Partners, Inc. | 3,519 | +2 | $418.0K | -$17.2K | 0.1% |
| Indiana Trust & Investment Management Co | 2,718 | +5 | $318.6K | -$17.2K | 0.2% |
| Destination Wealth Management | 4,444 | +97 | $520.9K | -$17.0K | 2.2% |
| Aspen Grove Capital, LLC | 3,785 | +63 | $443.7K | -$16.9K | 1.7% |
| ADVOCATE GROUP LLC | 75,070 | +4,104 | $8.8M | +$16.9K | 5.8% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4,170 | +75 | $489.5K | -$16.9K | 1.8% |
| SpringVest Wealth Management LLC | 2,681 | +7 | $314.2K | -$16.7K | 0.3% |
| Capital Advisors Wealth Management, LLC | 3,097 | +29 | $363.0K | -$16.7K | 0.9% |
| Prostatis Group LLC | 2,878 | +18 | $337.3K | -$16.7K | 0.6% |
| RiverFront Investment Group, LLC | 8,208 | +567 | $962.1K | +$16.5K | 7.4% |
| Brucke Financial, Inc. | 2,045 | +249 | $239.7K | +$16.4K | 13.9% |
| Maltin Wealth Management, Inc. | 2,501 | +1 | $293.1K | -$16.2K | 0.0% |
| Wealthcare Capital Partners, LLC | 2,849 | +20 | $334.0K | -$16.1K | 0.7% |
| McKinley Carter Wealth Services, Inc. | 4,994 | +133 | $585.4K | -$16.1K | 2.7% |
| UNIVEST FINANCIAL Corp | 2,602 | +8 | $305.0K | -$16.0K | 0.3% |
| Almanack Investment Partners, LLC. | 3,983 | +81 | $466.8K | -$16.0K | 2.1% |
| FORTRESS PRIVATE LEDGER, LLC | 10,620 | +432 | $1.2M | -$16.0K | 4.2% |
| Williams Jones Wealth Management, LLC. | 13,457 | +582 | $1.6M | -$16.0K | 4.5% |
| TrueWealth Advisors, LLC | 4,199 | +350 | $492.2K | +$15.8K | 9.1% |
| AlphaStar Capital Management, LLC | 44,655 | +2,487 | $5.2M | +$15.8K | 5.9% |
| TBH Global Asset Management, LLC | 4,465 | +110 | $523.3K | -$15.6K | 2.5% |
| Convergence Financial, LLC | 14,471 | +890 | $1.7M | +$15.5K | 6.5% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 3,021 | +35 | $354.1K | -$15.3K | 1.2% |
| Riverbend Wealth Management, LLC | 2,269 | +243 | $266.0K | +$15.3K | 12.0% |
| Rakuten Securities, Inc. | 165 | +132 | $19.3K | +$15.3K | 400.0% |
| Miller Financial Services LLC | 2,375 | +2 | $278.4K | -$15.3K | 0.1% |
| FAGAN ASSOCIATES, INC. | 3,197 | +47 | $374.7K | -$15.1K | 1.5% |
| GREATMARK INVESTMENT PARTNERS, INC. | 4,896 | +380 | $573.9K | +$15.0K | 8.4% |
| REXFORD CAPITAL INC | 2,425 | +7 | $284.2K | -$15.0K | 0.3% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 5,675 | +179 | $665.1K | -$15.0K | 3.3% |
| Cornerstone Management, Inc. | 2,343 | +3 | $274.7K | -$14.9K | 0.1% |
| TILIA FIDUCIARY PARTNERS, INC. | 2,298 | +1 | $269.4K | -$14.9K | 0.0% |
| Barnes Wealth Management Group, Inc | 2,610 | +18 | $305.9K | -$14.8K | 0.7% |
| Diversify Advisory Services, LLC | 5,405 | +314 | $644.4K | +$14.8K | 6.2% |
| AdvisorNet Financial, Inc | 6,615 | +230 | $775.4K | -$14.7K | 3.6% |
| HOWARD WEALTH MANAGEMENT, LLC | 2,427 | +10 | $284.5K | -$14.7K | 0.4% |
| KFG WEALTH MANAGEMENT, LLC | 2,338 | +5 | $274.0K | -$14.7K | 0.2% |
| Bleakley Financial Group, LLC | 29,601 | +1,446 | $3.5M | -$14.7K | 5.1% |
| WEATHERLY ASSET MANAGEMENT L. P. | 2,335 | +6 | $273.7K | -$14.6K | 0.3% |
| Curat Global, LLC | 2,360 | +3 | $276.6K | -$14.5K | 0.1% |
| Wealth Quarterback LLC | 2,623 | +22 | $307.4K | -$14.5K | 0.8% |
| WEST PACES ADVISORS INC. | 3,155 | +50 | $369.8K | -$14.4K | 1.6% |
| JOURNEY STRATEGIC WEALTH LLC | 9,970 | +644 | $1.2M | +$14.4K | 6.9% |
| Harbour Trust & Investment Management Co | 8,250 | +320 | $967.0K | -$14.4K | 4.0% |
| Cottage Street Advisors LLC | 2,344 | +10 | $274.7K | -$14.2K | 0.4% |
| LIBERTY WEALTH MANAGEMENT LLC | 2,062 | +223 | $241.7K | +$14.1K | 12.1% |
| TruWealth Advisors, LLC | 4,930 | +147 | $577.9K | -$14.0K | 3.1% |
| IFG Advisory, LLC | 42,213 | +2,120 | $4.9M | -$13.7K | 5.3% |
| Holcombe Financial, Inc. | 2,896 | +43 | $339.4K | -$13.6K | 1.5% |
| KRAEMATON INVESTMENT ADVISORS, INC | 2,399 | +17 | $281.2K | -$13.6K | 0.7% |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 2,235 | +17 | $261.1K | -$13.4K | 0.8% |
| Vantage Financial Partners, LLC | 2,191 | +9 | $256.8K | -$13.2K | 0.4% |
| Holistic Financial Partners | 3,433 | +75 | $402.4K | -$13.2K | 2.2% |
| Westmount Partners, LLC | 4,100 | +66 | $480.6K | -$13.1K | 1.6% |
| Clarion Wealth Managment Partners, LLC | 6,455 | +236 | $756.6K | -$13.0K | 3.8% |
| Sentinus, LLC | 2,653 | +244 | $311.0K | +$12.9K | 10.1% |
| SIGMA INVESTMENT COUNSELORS INC | 2,273 | +17 | $266.4K | -$12.9K | 0.8% |
| Capital Asset Advisory Services LLC | 3,269 | +55 | $384.8K | -$12.8K | 1.7% |
| Crew Capital Management, Ltd. | 1,831 | +200 | $214.6K | +$12.8K | 12.3% |
| Tradition Wealth Management, LLC | 2,466 | +28 | $289.0K | -$12.7K | 1.1% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,796 | +250 | $327.7K | +$12.7K | 9.8% |
| JFS WEALTH ADVISORS, LLC | 5,837 | +409 | $684.2K | +$12.5K | 7.5% |
| Physician Wealth Advisors, Inc. | 2,026 | +6 | $237.5K | -$12.5K | 0.3% |
| Fortis Capital Advisors, LLC | 1,969 | +3 | $230.8K | -$12.5K | 0.1% |
| CGN Advisors LLC | 28,458 | +1,605 | $3.3M | +$12.5K | 6.0% |
| Joule Financial, LLC | 2,289 | +20 | $268.3K | -$12.5K | 0.9% |
| Klingman & Associates, LLC | 2,503 | +233 | $293.4K | +$12.5K | 10.3% |
| Gleason Group, Inc. | 2,299 | +21 | $269.5K | -$12.4K | 0.9% |
| FWL INVESTMENT MANAGEMENT, LLC | 495 | +126 | $58.0K | +$12.4K | 34.1% |
| CHELSEA COUNSEL CO | 2,801 | +50 | $328.3K | -$12.1K | 1.8% |
| Beaird Harris Wealth Management, LLC | 830 | +140 | $97.3K | +$11.9K | 20.3% |
| Raleigh Capital Management Inc. | 13,194 | +601 | $1.5M | -$11.9K | 4.8% |
| MORTON COMMUNITY BANK | 37,778 | +991 | $4.6M | +$11.7K | 2.7% |
| Future Financial Wealth Managment LLC | 6,312 | +120 | $754.6K | -$11.7K | 1.9% |
| Tower Wealth Partners, Inc. | 1,995 | +11 | $233.9K | -$11.6K | 0.6% |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,031 | +10 | $361.4K | -$11.5K | 0.3% |
| Stephens Consulting, LLC | 1,789 | +2 | $209.7K | -$11.5K | 0.1% |
| MGB Wealth Management, LLC | 1,982 | +13 | $232.4K | -$11.3K | 0.7% |
| Leelyn Smith, LLC | 1,835 | +7 | $215.0K | -$11.2K | 0.4% |
| Jessup Wealth Management, Inc | 1,733 | +1 | $203.1K | -$11.1K | 0.1% |
| Secure Asset Management, LLC | 3,701 | +248 | $433.8K | +$11.1K | 7.2% |
| MILLER WEALTH ADVISORS, LLC | 200 | +100 | $23.4K | +$11.1K | 100.0% |
| Clearbridge Investments, LLC | 11,022 | +494 | $1.3M | -$11.0K | 4.7% |
| Princeton Global Asset Management LLC | 1,348 | +159 | $158.0K | +$10.9K | 13.4% |
| Abel Hall, LLC | 1,942 | +15 | $227.6K | -$10.8K | 0.8% |
| O'Keefe Stevens Advisory, Inc. | 10,359 | +460 | $1.2M | -$10.8K | 4.6% |
| Salvus Wealth Management, LLC | 2,892 | +66 | $339.0K | -$10.7K | 2.3% |
| Philip James Wealth Mangement, LLC | 1,786 | +8 | $209.4K | -$10.7K | 0.4% |
| Capital Planning Advisors, LLC | 2,216 | +32 | $259.7K | -$10.5K | 1.5% |
| Wilkins Miller Wealth Management, LLC | 1,713 | +6 | $200.8K | -$10.5K | 0.3% |
| Nilsine Partners, LLC | 6,751 | +272 | $791.3K | -$10.5K | 4.2% |
| Semus Wealth Partners LLC | 1,903 | +17 | $223.0K | -$10.4K | 0.9% |
| Optimize Financial Inc | 2,120 | +28 | $248.5K | -$10.4K | 1.3% |
| Fortitude Advisory Group L.L.C. | 1,732 | +8 | $203.0K | -$10.3K | 0.5% |
| MAGNOLIA CAPITAL ADVISORS LLC | 3,138 | +249 | $367.8K | +$10.3K | 8.6% |
| Fiduciary Group, LLC | 8,106 | +510 | $950.1K | +$10.1K | 6.7% |
| Belpointe Asset Management LLC | 9,394 | +578 | $1.1M | +$10.1K | 6.5% |
| Triumph Capital Management | 231 | +94 | $27.0K | +$10.0K | 68.6% |
| Atlas Wealth Partners, LLC | 3,682 | +275 | $431.6K | +$10.0K | 8.1% |
| SOUTH PLAINS FINANCIAL, INC. | 2,465 | +50 | $288.9K | -$9.9K | 2.1% |
| Kennebec Savings Bank | 2,275 | +40 | $266.7K | -$9.9K | 1.8% |
| Segment Wealth Management, LLC | 11,351 | +680 | $1.3M | +$9.9K | 6.4% |
| F/m Investments LLC | 2,639 | +60 | $309.3K | -$9.8K | 2.3% |
| BAILARD, INC. | 34,208 | +1,887 | $4.0M | +$9.8K | 5.8% |
| Kagan Cocozza Asset Management | 1,781 | +15 | $208.8K | -$9.8K | 0.8% |
| ACADIAN ASSET MANAGEMENT LLC | 86,272 | +83,511 | $10.1K | +$9.8K | 3024.7% |
| LCM Capital Management Inc | 2,618 | +60 | $306.9K | -$9.7K | 2.3% |
| Phillips Wealth Planners LLC | 11,185 | +373 | $1.3M | -$9.6K | 3.4% |
| Private Wealth Asset Management, LLC | 1,479 | +156 | $173.4K | +$9.6K | 11.8% |
| LAKE STREET PRIVATE WEALTH, LLC | 3,737 | +120 | $438.0K | -$9.6K | 3.3% |
| William Allan Corp | 2,694 | +67 | $315.8K | -$9.3K | 2.5% |
| Pflug Koory, LLC | 2,765 | +71 | $324.1K | -$9.3K | 2.6% |
| Heritage Trust Co | 1,731 | +18 | $202.9K | -$9.1K | 1.1% |
| Meridian Wealth Partners, LLC | 1,857 | +25 | $217.7K | -$9.1K | 1.4% |
| Planned Solutions, Inc. | 1,879 | +27 | $220.2K | -$8.9K | 1.4% |
| ELEVATION WEALTH PARTNERS, LLC | 1,762 | +22 | $206.5K | -$8.8K | 1.3% |
| Crown Wealth Group, LLC | 1,882 | +170 | $220.6K | +$8.7K | 9.9% |
| One Capital Management, LLC | 4,161 | +150 | $487.8K | -$8.7K | 3.7% |
| WESTWOOD HOLDINGS GROUP INC | 18,986 | +935 | $2.2M | -$8.7K | 5.2% |
| LEIGH BALDWIN & CO., LLC | 2,911 | +87 | $341.0K | -$8.5K | 3.1% |
| TCI Wealth Advisors, Inc. | 1,962 | +171 | $230.0K | +$8.3K | 9.5% |
| Legacy Wealth Managment, LLC/ID | 324 | +84 | $38.0K | +$8.3K | 35.0% |
| New England Capital Financial Advisors LLC | 1,269 | +1 | $148.7K | -$8.2K | 0.1% |
| IVC Wealth Advisors LLC | 1,720 | +25 | $201.6K | -$8.2K | 1.5% |
| IMG Wealth Management, Inc. | 1,639 | +22 | $192.1K | -$8.0K | 1.4% |
| UPTICK PARTNERS, LLC | 4,571 | +306 | $535.8K | +$7.9K | 7.2% |
| Eagle Strategies LLC | 1,884 | +36 | $220.8K | -$7.9K | 1.9% |
| Kestra Advisory Services, LLC | 180,792 | +9,618 | $21.2M | +$7.9K | 5.6% |
| Heartwood Wealth Advisors LLC | 3,123 | +102 | $366.0K | -$7.8K | 3.4% |
| Discipline Wealth Solutions, LLC | 1,874 | +37 | $219.6K | -$7.7K | 2.0% |
| Balance Wealth, LLC | 2,114 | +49 | $247.8K | -$7.7K | 2.4% |
| SILVER OAK SECURITIES, INCORPORATED | 15,129 | +680 | $1.8M | -$7.7K | 4.7% |
| Thrivent Financial for Lutherans | 1,317,434 | +8,129 | $154.4K | -$7.6K | 0.6% |
| City State Bank | 2,292 | +60 | $268.6K | -$7.6K | 2.7% |
| Root Financial Partners, LLC | 632 | +94 | $74.1K | +$7.5K | 17.5% |
| HHM Wealth Advisors, LLC | 5,000 | +204 | $586.0K | -$7.5K | 4.3% |
| Stratos Wealth Advisors, LLC | 7,099 | +316 | $832.2K | -$7.3K | 4.7% |
| Venture Visionary Partners LLC | 7,011 | +269 | $841.7K | +$7.3K | 4.0% |
| Warren Street Wealth Advisors, LLC | 1,729 | +33 | $202.7K | -$7.2K | 1.9% |
| SWAN Capital LLC | 200 | +66 | $23.4K | +$6.8K | 49.3% |
| A4 Wealth Advisors LLC | 2,597 | +82 | $304.4K | -$6.8K | 3.3% |
| Galvin, Gaustad & Stein, LLC | 1,857 | +44 | $217.7K | -$6.7K | 2.4% |
| SAPIENT CAPITAL LLC | 6,898 | +342 | $811.8K | +$6.7K | 5.2% |
| First Pacific Financial | 1,165 | +8 | $136.6K | -$6.6K | 0.7% |
| Balefire, LLC | 2,492 | +80 | $292.1K | -$6.4K | 3.3% |
| TD Capital Management LLC | 182 | +61 | $21.3K | +$6.3K | 50.4% |
| Compass Ion Advisors, LLC | 1,776 | +44 | $208.2K | -$6.2K | 2.5% |
| Thrive Wealth Management, LLC | 8,827 | +417 | $1.0M | -$6.1K | 5.0% |
| PATTON ALBERTSON MILLER GROUP, LLC | 4,808 | +303 | $563.5K | +$6.1K | 6.7% |
| IMA Advisory Services, Inc. | 56 | +50 | $6.6K | +$5.8K | 833.3% |
| Goldstein Advisors, LLC | 2,062 | +62 | $241.7K | -$5.8K | 3.1% |
| Miracle Mile Advisors, LLC | 2,903 | +106 | $340.3K | -$5.8K | 3.8% |
| SRH ADVISORS, LLC | 155 | +55 | $18.2K | +$5.8K | 55.0% |
| Legacy Trust | 2,928 | +108 | $343.2K | -$5.8K | 3.8% |
| Latitude Advisors, LLC | 3,359 | +131 | $393.7K | -$5.8K | 4.0% |
| Patriot Financial Group Insurance Agency, LLC | 9,196 | +440 | $1.1M | -$5.7K | 5.0% |
| Joseph Group Capital Management | 173 | +55 | $20.3K | +$5.7K | 46.6% |
| Ledyard National Bank | 1,772 | +48 | $207.7K | -$5.6K | 2.8% |
| Whipplewood Advisors, LLC | 992 | +7 | $116.3K | -$5.6K | 0.7% |
| LS Investment Advisors, LLC | 11,445 | +650 | $1.3M | +$5.6K | 6.0% |
| McIlrath & Eck, LLC | 1,535 | +36 | $179.9K | -$5.6K | 2.4% |
| Adams Wealth Management | 2,977 | +112 | $348.9K | -$5.6K | 3.9% |
| CacheTech Inc. | 2,977 | +112 | $348.9K | -$5.6K | 3.9% |
| Rather & Kittrell, Inc. | 1,722 | +46 | $201.8K | -$5.6K | 2.7% |
| Platform Technology Partners | 20,489 | +1,038 | $2.4M | -$5.5K | 5.3% |
| Caitlin John, LLC | 116 | +51 | $13.6K | +$5.5K | 78.5% |
| Level Wealth Management LLC | 4,684 | +204 | $549.0K | -$5.4K | 4.5% |
| Opal Wealth Advisors, LLC | 3,432 | +138 | $402.3K | -$5.4K | 4.2% |
| L2 Asset Management, LLC | 4,146 | +262 | $486.0K | +$5.3K | 6.7% |
| Grandview Asset Management LLC | 14,813 | +825 | $1.7M | +$5.3K | 5.9% |
| Focused Wealth Management, Inc | 3,842 | +245 | $450.3K | +$5.2K | 6.8% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 8,201 | +475 | $961.2K | +$5.1K | 6.1% |
| M. Kraus & Co | 2,312 | +83 | $271.0K | -$4.8K | 3.7% |
| Trivium Point Advisory, LLC | 11,304 | +634 | $1.3M | +$4.5K | 5.9% |
| Canopy Partners, LLC | 1,114 | +23 | $130.6K | -$4.4K | 2.1% |
| E Fund Management (Hong Kong) Co., Ltd. | 42 | +37 | $5.0K | +$4.4K | 740.0% |
| Beaumont Financial Advisors, LLC | 1,977 | +140 | $231.7K | +$4.4K | 7.6% |
| Hobart Private Capital, LLC | 1,866 | +133 | $218.7K | +$4.2K | 7.7% |
| Anfield Capital Management, LLC | 379 | +54 | $44.4K | +$4.2K | 16.6% |
| Luken Investment Analytics, LLC | 726 | +5 | $85.1K | -$4.1K | 0.7% |
| Diversified Trust Co | 13,239 | +733 | $1.6M | +$4.1K | 5.9% |
| POM Investment Strategies, LLC | 150 | +41 | $17.6K | +$4.1K | 37.6% |
| Capital Advisory Group Advisory Services, LLC | 2,952 | +189 | $346.0K | +$4.0K | 6.8% |
| Reyes Financial Architecture, Inc. | 1,939 | +135 | $227.3K | +$4.0K | 7.5% |
| MINDSET WEALTH MANAGEMENT, LLC | 3,570 | +220 | $418.5K | +$3.9K | 6.6% |
| PFS Partners, LLC | 674 | +5 | $79.1K | -$3.8K | 0.7% |
| Murphy & Mullick Capital Management Corp | 561 | +2 | $65.7K | -$3.7K | 0.3% |
| Vestcor Inc | 184,418 | +39,230 | $21.6K | +$3.6K | 27.0% |
| CALTON & ASSOCIATES, INC. | 6,405 | +309 | $750.7K | -$3.6K | 5.1% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 45,275 | +31,183 | $5.3K | +$3.6K | 221.3% |
| Saxony Capital Management, LLC | 4,393 | +206 | $514.9K | -$3.3K | 4.9% |
| FWG Holdings, LLC | 3,792 | +63 | $460.2K | -$3.2K | 1.7% |
| Fourth Dimension Wealth, LLC | 3,397 | +206 | $398.1K | +$3.2K | 6.5% |
| Investment Research & Advisory Group, Inc. | 704 | +65 | $84.3K | +$3.2K | 10.2% |
| Sunpointe, LLC | 2,513 | +158 | $294.5K | +$3.1K | 6.7% |
| LifePlan Financial, LLC | 10,751 | +543 | $1.3M | -$3.1K | 5.3% |
| Center for Financial Planning, Inc. | 1,473 | +103 | $172.7K | +$3.1K | 7.5% |
| Dakota Community Bank & Trust NA | 1,037 | +30 | $121.5K | -$3.1K | 3.0% |
| Stiles Financial Services Inc | 25,433 | +1,320 | $3.0M | -$3.0K | 5.5% |
| Quaker Wealth Management, LLC | 42 | +26 | $4.9K | +$2.9K | 162.5% |
| DecisionPoint Financial, LLC | 39 | +25 | $4.6K | +$2.9K | 178.6% |
| Global Wealth Strategies & Associates | 807 | +65 | $94.6K | +$2.8K | 8.8% |
| Cherry Tree Wealth Management, LLC | 496 | +5 | $58.1K | -$2.7K | 1.0% |
| SJS Investment Consulting Inc. | 796 | +21 | $93.3K | -$2.6K | 2.7% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 1,797 | +116 | $210.6K | +$2.6K | 6.9% |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 2,086 | +90 | $244.5K | -$2.5K | 4.5% |
| Quotient Wealth Partners, LLC | 4,066 | +235 | $476.5K | +$2.5K | 6.1% |
| Inscription Capital, LLC | 2,511 | +152 | $294.3K | +$2.5K | 6.4% |
| United Advisor Group, LLC | 2,982 | +177 | $349.5K | +$2.4K | 6.3% |
| BELLEVUE ASSET MANAGEMENT, LLC | 373 | +1 | $43.8K | -$2.3K | 0.3% |
| Persium Advisors, LLC | 6,989 | +351 | $819.2K | -$2.3K | 5.3% |
| Clearwater Capital Advisors, LLC | 2,159 | +132 | $253.1K | +$2.2K | 6.5% |
| Colonial River Investments, LLC | 2,493 | +114 | $292.2K | -$2.2K | 4.8% |
| Bangor Savings Bank | 969 | +34 | $113.6K | -$2.2K | 3.6% |
| PROATHLETE WEALTH MANAGEMENT LLC | 195 | +27 | $22.9K | +$2.1K | 16.1% |
| Turning Point Benefit Group, Inc. | 1,081 | +62 | $126.7K | +$2.0K | 6.1% |
| Strategic Advocates LLC | 224 | +27 | $26.4K | +$2.0K | 13.7% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 8,601 | +439 | $1.0M | -$1.9K | 5.4% |
| Redwood Park Advisors LLC | 342 | +3 | $40.1K | -$1.9K | 0.9% |
| TOTH FINANCIAL ADVISORY CORP | 351 | +4 | $41.1K | -$1.8K | 1.1% |
| Wealth Watch Advisors, INC | 452 | +9 | $53.0K | -$1.8K | 2.0% |
| N.E.W. Advisory Services LLC | 250 | +27 | $29.3K | +$1.7K | 12.1% |
| Addison Advisors LLC | 1,334 | +57 | $156.4K | -$1.7K | 4.5% |
| Bay Harbor Wealth Management, LLC | 48 | +15 | $5.6K | +$1.5K | 45.5% |
| Key Financial Inc | 876 | +49 | $102.7K | +$1.5K | 5.9% |
| Nova Wealth Management, Inc. | 350 | +30 | $41.0K | +$1.4K | 9.4% |
| M Holdings Securities, Inc. | 30,009 | +12,612 | $3.5K | +$1.4K | 72.5% |
| MOODY NATIONAL BANK TRUST DIVISION | 6,074 | +332 | $711.9K | +$1.4K | 5.8% |
| Winch Advisory Services, LLC | 251 | +3 | $29.4K | -$1.4K | 1.2% |
| Plante Moran Financial Advisors, LLC | 1,014 | +64 | $118.8K | +$1.3K | 6.7% |
| SOA Wealth Advisors, LLC. | 208 | +1 | $24.4K | -$1.2K | 0.5% |
| Janney Montgomery Scott LLC | 685,014 | +45,441 | $80.3K | +$1.1K | 7.1% |
| Moss Adams Wealth Advisors LLC | 3,207 | +179 | $375.9K | +$1.1K | 5.9% |
| High Note Wealth, LLC | 138 | +16 | $16.2K | +$1.1K | 13.1% |
| CANADA LIFE ASSURANCE Co | 471,078 | +12,650 | $55.2K | -$1.0K | 2.8% |
| American Capital Advisory, LLC | 183 | +2 | $21.4K | -$949 | 1.1% |
| Mn Services Vermogensbeheer B.V. | 303,306 | +9,406 | $35.5K | -$820 | 3.2% |
| CWM, LLC | 214,498 | +4,804 | $25.1K | -$809 | 2.3% |
| PayPay Securities Corp | 43 | +9 | $5.0K | +$799 | 26.5% |
| Bare Financial Services, Inc | 289 | +9 | $33.9K | -$777 | 3.2% |
| Aspect Partners, LLC | 73 | +10 | $8.6K | +$760 | 15.9% |
| Richard W. Paul & Associates, LLC | 149 | +2 | $17.5K | -$727 | 1.4% |
| Kapstone Financial Advisors LLC | 7,282 | +390 | $853.5K | +$638 | 5.7% |
| Daiwa Securities Group Inc. | 201,010 | +5,504 | $23.6K | -$634 | 2.8% |
| CBIZ Investment Advisory Services, LLC | 130 | +12 | $15.2K | +$634 | 10.2% |
| TWIN CITY PRIVATE WEALTH, LLC | 13,101 | +698 | $1.5M | +$601 | 5.6% |
| Mascoma Wealth Management LLC | 176 | +14 | $20.6K | +$581 | 8.6% |
| WealthCollab, LLC | 102 | +10 | $12.0K | +$571 | 10.9% |
| Strengthening Families & Communities, LLC | 18 | +5 | $2.1K | +$503 | 38.5% |
| Cambridge Investment Research Advisors, Inc. | 345,795 | +21,757 | $40.5K | +$431 | 6.7% |
| THOMPSON SIEGEL & WALMSLEY LLC | 64,669 | +200 | $7.6K | -$398 | 0.3% |
| Rossby Financial, LCC | 1,365 | +61 | $160.0K | +$395 | 4.7% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 5,334 | +285 | $625.2K | +$383 | 5.6% |
| Ranch Capital Advisors Inc. | 20,917 | +1,108 | $2.5M | +$378 | 5.6% |
| HOLLENCREST CAPITAL MANAGEMENT | 1,317 | +67 | $154.3K | -$369 | 5.4% |
| VICTORY FINANCIAL GROUP, LLC | 2,000 | +134 | $234.4K | -$333 | 7.2% |
| T. Rowe Price Investment Management, Inc. | 24,105 | +3,941 | $2.8K | +$330 | 19.5% |
| Sovran Advisors, LLC | 2,695 | +133 | $320.5K | -$314 | 5.2% |
| Y.D. More Investments Ltd | 1,841 | +822 | $676 | +$295 | 80.7% |
| LVM CAPITAL MANAGEMENT LTD/MI | 6,941 | +2,693 | $814 | +$288 | 63.4% |
| VAN ECK ASSOCIATES CORP | 309,888 | +18,669 | $36.3K | +$284 | 6.4% |
| NorthStar Asset Management LLC /NJ/ | 2,982 | +160 | $349.5K | +$272 | 5.7% |
| Premier Fund Managers Ltd | 12,500 | +2,500 | $1.5K | +$243 | 25.0% |
| Valued Wealth Advisors LLC | 12 | +2 | $1.4K | +$177 | 20.0% |
| Team Financial Group, LLC | 31 | +1 | $3.6K | -$165 | 3.3% |
| Stone House Investment Management, LLC | 55 | +4 | $6.4K | +$136 | 7.8% |
| PRAXIS INVESTMENT MANAGEMENT INC | 30,450 | +2,569 | $3.6K | +$119 | 9.2% |
| WEDBUSH SECURITIES INC | 20,312 | +163 | $2.4K | -$112 | 0.8% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 69,145 | +4,562 | $8.1K | +$112 | 7.1% |
| HANTZ FINANCIAL SERVICES, INC. | 4,374 | +993 | $513 | +$95 | 29.4% |
| Mountain Hill Investment Partners Corp. | 16 | +1 | $1.8K | -$84 | 6.7% |
| CX Institutional | 9,506 | +1,052 | $1.1K | +$68 | 12.4% |
| Community Bank & Trust, Waco, Texas | 19,861 | +594 | $2.3K | -$56 | 3.1% |
| Smithfield Trust Co | 2,731 | +575 | $320 | +$54 | 26.7% |
| GSA CAPITAL PARTNERS LLP | 2,324 | +550 | $272 | +$52 | 31.0% |
| Acorns Advisers, LLC | 3,532 | +577 | $414 | +$48 | 19.5% |
| Paradigm Capital Management, LLC/NV | 6,259 | +25 | $734 | -$37 | 0.4% |
| Reynders McVeigh Capital Management, LLC | 3,875 | +8 | $454 | -$25 | 0.2% |
| AM INVESTMENT STRATEGIES LLC | 3,657 | +7 | $429 | -$23 | 0.2% |
| Arete Wealth Advisors, LLC | 7,458 | +216 | $874 | -$22 | 3.0% |
| Investor's Fiduciary Advisor Network, LLC | 2,861 | +3 | $335 | -$18 | 0.1% |
| CYBER HORNET ETFs LLC | 2,231 | +118 | $261.5K | +$12 | 5.6% |
| VESTOR CAPITAL, LLC | 51,829 | +50,444 | $162 | -$9 | 3642.2% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1,979 | +41 | $232 | -$7 | 2.1% |
| Orca Wealth Management, LLC | 12,926 | +277 | $1.6M | -$6 | 2.2% |
| HAZLETT, BURT & WATSON, INC. | 2,038 | +68 | $240 | -$4 | 3.5% |
| TSFG, LLC | 446 | +1 | $52 | -$3 | 0.2% |
| Capital Advisors, Ltd. LLC | 949 | +80 | $111 | +$3 | 9.2% |
| Harel Insurance Investments & Financial Services Ltd. | 848 | +40 | $99 | -$1 | 5.0% |