13F QoQ Ownership Changes
ED Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 181 new · 487 added · 672 reduced · 130 exited
New Positions(181)
Added To(487)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| DEUTSCHE BANK AG\ | 3,617,361 | +1,820,877 | $359.3M | +$178.7M | 101.3% |
| NORGES BANK | 4,931,590 | +1,510,997 | $489.8M | +$133.6M | 44.2% |
| Assenagon Asset Management S.A. | 891,895 | +691,304 | $88.6M | +$68.4M | 344.6% |
| AQR CAPITAL MANAGEMENT LLC | 2,598,941 | +693,263 | $258.1M | +$67.6M | 36.4% |
| Amundi | 2,329,335 | +612,854 | $231.3M | +$60.9M | 35.7% |
| STATE STREET CORP | 24,905,440 | +854,868 | $2.47B | +$56.0M | 3.5% |
| GOLDMAN SACHS GROUP INC | 2,813,360 | +556,491 | $279.4M | +$52.6M | 24.6% |
| PANAGORA ASSET MANAGEMENT INC | 1,202,305 | +424,932 | $119.4M | +$41.3M | 54.7% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 508,222 | +339,790 | $50.5M | +$33.5M | 201.7% |
| FIRST TRUST ADVISORS LP | 1,378,250 | +261,761 | $136.9M | +$24.7M | 23.4% |
| Aware Super Pty Ltd as trustee of Aware Super | 253,718 | +219,380 | $25.2M | +$21.7M | 638.9% |
| ATLAS Infrastructure Partners (UK) Ltd. | 2,841,409 | +214,649 | $282.2M | +$18.2M | 8.2% |
| Robeco Institutional Asset Management B.V. | 1,453,761 | +182,491 | $144.4M | +$16.6M | 14.3% |
| LPL Financial LLC | 932,679 | +164,882 | $92.6M | +$15.5M | 21.5% |
| Verition Fund Management LLC | 247,168 | +145,748 | $24.5M | +$14.4M | 143.7% |
| LAZARD ASSET MANAGEMENT LLC | 6,165,594 | +205,041 | $612.4M | +$13.2M | 3.4% |
| Caisse de depot et placement du Quebec | 794,846 | +136,528 | $78.9M | +$12.8M | 20.7% |
| FMR LLC | 1,095,435 | +140,089 | $108.8M | +$12.8M | 14.7% |
| Man Group plc | 135,469 | +103,170 | $13.5M | +$10.2M | 319.4% |
| Allianz Asset Management GmbH | 853,470 | +110,202 | $84.8M | +$10.1M | 14.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 9,988,113 | +17,294 | $988.4M | -$10.0M | 0.2% |
| Quantinno Capital Management LP | 535,126 | +105,810 | $53.1M | +$10.0M | 24.6% |
| AMERIPRISE FINANCIAL INC | 252,111 | +99,911 | $25.0M | +$9.7M | 65.6% |
| BANK OF MONTREAL /CAN/ | 697,378 | +103,269 | $69.3M | +$9.5M | 17.4% |
| WELLINGTON MANAGEMENT GROUP LLP | 126,289 | +96,039 | $12.5M | +$9.5M | 317.5% |
| Invesco Ltd. | 3,713,279 | +129,856 | $368.8M | +$8.6M | 3.6% |
| CIBC Private Wealth Group LLC | 108,837 | +85,258 | $10.8M | +$8.4M | 361.6% |
| VANGUARD GROUP INC | 45,636,041 | +461,108 | $4.53B | -$8.4M | 1.0% |
| CAPITAL FUND MANAGEMENT S.A. | 405,523 | +83,205 | $40.3M | +$7.9M | 25.8% |
| DNB Asset Management AS | 222,920 | +76,914 | $22.1M | +$7.5M | 52.7% |
| MACKENZIE FINANCIAL CORP | 181,549 | +70,832 | $18.1M | +$7.0M | 64.0% |
| CITADEL ADVISORS LLC | 1,321,844 | +83,024 | $131.3M | +$6.8M | 6.7% |
| Korea Investment CORP | 341,497 | +69,200 | $33.9M | +$6.5M | 25.4% |
| Greenland Capital Management LP | 88,350 | +61,209 | $8.8M | +$6.0M | 225.5% |
| Mediolanum International Funds Ltd | 82,335 | +59,495 | $8.2M | +$6.0M | 260.5% |
| Creative Planning | 197,701 | +56,565 | $19.6M | +$5.4M | 40.1% |
| DANSKE BANK A/S | 528,391 | +59,000 | $52.5M | +$5.3M | 12.6% |
| Gotham Asset Management, LLC | 130,914 | +52,617 | $13.0M | +$5.1M | 67.2% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 531,643 | +49,611 | $53.1M | +$5.1M | 10.3% |
| Vinva Investment Management Ltd | 93,766 | +49,689 | $9.4M | +$5.0M | 112.7% |
| National Pension Service | 454,249 | +51,852 | $45.1M | +$4.7M | 12.9% |
| BNP PARIBAS FINANCIAL MARKETS | 331,382 | +35,164 | $41.3M | +$4.6M | 11.9% |
| PRINCIPAL FINANCIAL GROUP INC | 546,386 | +49,109 | $54.3M | +$4.3M | 9.9% |
| CIBC Asset Management Inc | 208,733 | +35,709 | $20.7M | +$3.3M | 20.6% |
| Mariner, LLC | 133,372 | +31,416 | $13.2M | +$3.0M | 30.8% |
| PRUDENTIAL PLC | 74,703 | +27,495 | $7.4M | +$2.7M | 58.2% |
| Federation des caisses Desjardins du Quebec | 108,184 | +26,697 | $10.7M | +$2.6M | 32.8% |
| AVIVA PLC | 547,791 | +31,770 | $54.4M | +$2.5M | 6.2% |
| Focus Partners Wealth | 80,871 | +25,041 | $8.0M | +$2.4M | 44.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 199,484 | +26,564 | $19.8M | +$2.4M | 15.4% |
| Walleye Trading LLC | 128,455 | +25,569 | $12.8M | +$2.4M | 24.9% |
| Quadrature Capital Ltd | 29,954 | +22,974 | $3.0M | +$2.3M | 329.1% |
| Sienna Gestion | 77,327 | +18,188 | $7.7M | +$2.3M | 30.8% |
| ASSETMARK, INC | 702,037 | +30,549 | $69.7M | +$2.2M | 4.5% |
| Dakota Wealth Management | 45,036 | +22,058 | $4.5M | +$2.2M | 96.0% |
| AMERICAN CENTURY COMPANIES INC | 282,115 | +22,465 | $28.0M | +$1.9M | 8.7% |
| Skandinaviska Enskilda Banken AB (publ) | 86,249 | +19,606 | $8.6M | +$1.9M | 29.4% |
| NATIONAL BANK OF CANADA /FI/ | 261,434 | +21,529 | $26.0M | +$1.8M | 9.0% |
| Empower Advisory Group, LLC | 121,198 | +18,866 | $12.0M | +$1.8M | 18.4% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 796,321 | +19,788 | $79.6M | +$1.6M | 2.5% |
| FIL Ltd | 22,953 | +15,664 | $2.3M | +$1.5M | 214.9% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 253,230 | +20,972 | $24.9M | +$1.5M | 9.0% |
| Varma Mutual Pension Insurance Co | 139,915 | +16,700 | $13.9M | +$1.5M | 13.6% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 25,049 | +16,287 | $2.4M | +$1.5M | 185.9% |
| Volterra Technologies LP | 71,100 | +15,500 | $7.1M | +$1.5M | 27.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 312,494 | +16,656 | $31.0M | +$1.5M | 5.6% |
| Magellan Asset Management Ltd | 313,902 | +18,140 | $31.2M | +$1.4M | 6.1% |
| Generali Asset Management SPA SGR | 54,869 | +14,524 | $5.4M | +$1.4M | 36.0% |
| Woodline Partners LP | 61,577 | +13,913 | $6.1M | +$1.3M | 29.2% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 91,965 | +14,236 | $9.1M | +$1.3M | 18.3% |
| MML INVESTORS SERVICES, LLC | 178,258 | +15,254 | $17.7M | +$1.3M | 9.3% |
| Cetera Investment Advisers | 140,233 | +14,792 | $13.9M | +$1.3M | 11.8% |
| SEI INVESTMENTS CO | 234,599 | +15,903 | $23.3M | +$1.3M | 7.3% |
| ALLSTATE CORP | 26,584 | +13,428 | $2.6M | +$1.3M | 102.1% |
| State of Tennessee, Department of Treasury | 71,149 | +8,624 | $7.6M | +$1.3M | 13.8% |
| DARK FOREST CAPITAL MANAGEMENT LP | 25,775 | +12,649 | $2.6M | +$1.2M | 96.4% |
| Ransom Advisory, Ltd | 18,000 | +13,400 | $1.7M | +$1.2M | 291.3% |
| CI INVESTMENTS INC. | 12,145 | +3,094 | $1.2M | +$1.2M | 34.2% |
| FRANKLIN RESOURCES INC | 262,084 | +14,500 | $26.0M | +$1.1M | 5.8% |
| Wealthfront Advisers LLC | 142,786 | +13,067 | $14.2M | +$1.1M | 10.1% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 63,831 | +12,050 | $6.3M | +$1.1M | 23.3% |
| Mirae Asset Global Investments Co., Ltd. | 85,100 | +12,281 | $8.5M | +$1.1M | 16.9% |
| Cerity Partners LLC | 128,858 | +12,707 | $12.8M | +$1.1M | 10.9% |
| Vise Technologies, Inc. | 20,491 | +10,756 | $2.0M | +$1.1M | 110.5% |
| B. Metzler seel. Sohn & Co. AG | 30,159 | +10,024 | $3.0M | +$974.1K | 49.8% |
| Banco Santander, S.A. | 79,141 | +9,950 | $7.9M | +$905.2K | 14.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,413,914 | +19,946 | $239.7M | -$891.7K | 0.8% |
| NUANCE INVESTMENTS, LLC | 49,246 | +9,284 | $4.9M | +$874.1K | 23.2% |
| Corient Private Wealth LLC | 344,229 | +211,042 | $12.5M | -$864.0K | 158.4% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 11,788 | +8,717 | $1.2M | +$862.1K | 283.8% |
| Pacer Advisors, Inc. | 38,682 | +8,269 | $3.8M | +$784.8K | 27.2% |
| Ethic Inc. | 153,808 | +9,577 | $15.3M | +$778.1K | 6.6% |
| MUFG Securities EMEA plc | 14,802 | +7,899 | $1.5M | +$776.2K | 114.4% |
| Foundations Investment Advisors, LLC | 14,206 | +7,594 | $1.4M | +$746.2K | 114.8% |
| CAPTRUST FINANCIAL ADVISORS | 52,918 | +8,016 | $5.3M | +$742.2K | 17.9% |
| MACQUARIE GROUP LTD | 268,477 | +10,283 | $26.7M | +$711.5K | 4.0% |
| Investment Management Corp of Ontario | 43,944 | +7,596 | $4.4M | +$710.8K | 20.9% |
| Wealthcare Advisory Partners LLC | 11,258 | +6,981 | $1.1M | +$688.3K | 163.2% |
| Jefferies Financial Group Inc. | 39,698 | +7,311 | $3.9M | +$687.3K | 22.6% |
| NEOS Investment Management LLC | 51,134 | +7,433 | $5.1M | +$685.8K | 17.0% |
| SIMPLEX TRADING, LLC | 6,884 | +2,735 | $683.7K | +$683.3K | 65.9% |
| Douglas Lane & Associates, LLC | 11,439 | +6,608 | $1.1M | +$650.5K | 136.8% |
| Candriam S.C.A. | 87,065 | +7,425 | $8.6M | +$642.3K | 9.3% |
| Sequoia Financial Advisors, LLC | 28,916 | +6,729 | $2.9M | +$641.7K | 30.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 93,681 | +7,345 | $9.3M | +$625.9K | 8.5% |
| TECTONIC ADVISORS LLC | 102,746 | +7,401 | $10.2M | +$620.6K | 7.8% |
| Ameritas Advisory Services, LLC | 8,582 | +6,260 | $852.4K | +$619.0K | 269.6% |
| Tidal Investments LLC | 18,053 | +6,356 | $1.8M | +$617.2K | 54.3% |
| NISA INVESTMENT ADVISORS, LLC | 125,994 | +7,335 | $12.5M | +$586.1K | 6.2% |
| QRG CAPITAL MANAGEMENT, INC. | 175,354 | +7,630 | $17.4M | +$556.6K | 4.5% |
| Empowered Funds, LLC | 26,394 | +5,808 | $2.6M | +$552.1K | 28.2% |
| AssuredPartners Investment Advisors, LLC | 11,723 | +5,530 | $1.2M | +$541.8K | 89.3% |
| Curi Capital, LLC | 8,675 | +5,308 | $861.6K | +$523.2K | 157.6% |
| Merit Financial Group, LLC | 20,026 | +5,419 | $2.0M | +$520.7K | 37.1% |
| Farther Finance Advisors, LLC | 16,458 | +5,315 | $1.6M | +$514.5K | 47.7% |
| &PARTNERS | 27,723 | +5,387 | $2.8M | +$513.5K | 24.1% |
| Clearbridge Investments, LLC | 22,170 | +5,332 | $2.2M | +$509.3K | 31.7% |
| JONES FINANCIAL COMPANIES LLLP | 21,849 | +4,908 | $2.2M | +$481.4K | 29.0% |
| ALLIANCEBERNSTEIN L.P. | 472,207 | +10,386 | $46.9M | +$477.4K | 2.2% |
| Perigon Wealth Management, LLC | 12,295 | +4,763 | $1.2M | +$464.0K | 63.2% |
| Private Advisor Group, LLC | 54,101 | +5,109 | $5.4M | +$448.7K | 10.4% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 392,139 | +328 | $38.9M | -$437.6K | 0.1% |
| Walleye Capital LLC | 47,255 | +4,834 | $4.7M | +$429.2K | 11.4% |
| Legal & General Group Plc | 4,399,844 | +48,314 | $437.0M | -$423.3K | 1.1% |
| denkapparat Operations GmbH | 7,584 | +4,280 | $753.2K | +$421.1K | 129.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16,931 | +4,190 | $1.7M | +$400.9K | 32.9% |
| DIMENSIONAL FUND ADVISORS LP | 1,440,270 | +13,001 | $143.1M | -$399.3K | 0.9% |
| SWS Partners | 21,888 | +4,200 | $2.2M | +$395.9K | 23.7% |
| Edgestream Partners, L.P. | 7,824 | +3,985 | $777.1K | +$391.2K | 103.8% |
| INTEGRITY ALLIANCE, LLC. | 13,120 | +3,937 | $1.3M | +$380.0K | 42.9% |
| Siemens Fonds Invest GmbH | 10,701 | +3,604 | $1.1M | +$355.5K | 50.8% |
| Ascent Group, LLC | 10,815 | +3,554 | $1.1M | +$344.3K | 48.9% |
| Beacon Pointe Advisors, LLC | 24,245 | +3,638 | $2.4M | +$336.5K | 17.6% |
| Aaron Wealth Advisors LLC | 20,550 | +3,590 | $2.0M | +$336.2K | 21.2% |
| Kovack Advisors, Inc. | 10,436 | +3,412 | $1.0M | +$330.4K | 48.6% |
| VICTORY CAPITAL MANAGEMENT INC | 461,732 | +8,755 | $45.9M | +$326.0K | 1.9% |
| CANADA PENSION PLAN INVESTMENT BOARD | 602,421 | +4,183 | $59.8M | -$302.4K | 0.7% |
| MAI Capital Management | 15,260 | +3,071 | $1.5M | +$290.3K | 25.2% |
| RD Lewis Holdings, Inc. | 18,787 | +1,531 | $2.0M | +$289.8K | 8.9% |
| Wealthspire Advisors, LLC | 14,122 | +3,050 | $1.4M | +$289.5K | 27.5% |
| Concurrent Investment Advisors, LLC | 11,797 | +3,009 | $1.2M | +$288.3K | 34.2% |
| ALPS ADVISORS INC | 11,932 | +2,985 | $1.2M | +$285.7K | 33.4% |
| Moors & Cabot, Inc. | 22,746 | +2,977 | $2.3M | +$271.9K | 15.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23,468 | +2,936 | $2.3M | +$266.9K | 14.3% |
| Prestige Wealth Management Group LLC | 3,222 | +2,685 | $319.1K | +$265.1K | 500.0% |
| HB Wealth Management, LLC | 15,573 | +2,818 | $1.5M | +$264.6K | 22.1% |
| Sage Mountain Advisors LLC | 6,560 | +2,675 | $651.5K | +$261.0K | 68.8% |
| Northwest & Ethical Investments L.P. | 47,912 | +3,165 | $4.8M | +$260.7K | 7.1% |
| Advisors Asset Management, Inc. | 29,593 | +2,885 | $2.9M | +$254.5K | 10.8% |
| M&T Bank Corp | 58,370 | +3,221 | $5.8M | +$254.2K | 5.8% |
| New Age Alpha Advisors, LLC | 2,816 | +2,556 | $279.7K | +$253.6K | 983.1% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7,769 | +2,548 | $771.7K | +$245.4K | 48.8% |
| Czech National Bank | 95,173 | +3,574 | $9.5M | +$245.1K | 3.9% |
| Baird Financial Group, Inc. | 16,232 | +2,598 | $1.6M | +$241.7K | 19.1% |
| Vanguard Personalized Indexing Management, LLC | 76,175 | +3,223 | $7.6M | +$232.0K | 4.4% |
| Kera Capital Partners, Inc. | 5,080 | +1,999 | $541.7K | +$231.9K | 64.9% |
| JOURNEY STRATEGIC WEALTH LLC | 7,177 | +2,358 | $712.8K | +$228.4K | 48.9% |
| FEDERATED HERMES, INC. | 8,968 | +2,373 | $890.7K | +$227.8K | 36.0% |
| HAMEL ASSOCIATES, INC. | 50,897 | +2,840 | $5.1M | +$224.4K | 5.9% |
| Swedbank AB | 331,793 | +6,112 | $33.0M | +$216.2K | 1.9% |
| NEW YORK STATE COMMON RETIREMENT FUND | 284,779 | +1,255 | $28.3M | -$215.6K | 0.4% |
| Cornerstone Capital, Inc. | 6,957 | +2,192 | $691.0K | +$212.0K | 46.0% |
| Kestra Advisory Services, LLC | 69,089 | +2,921 | $6.9M | +$210.7K | 4.4% |
| NEUBERGER BERMAN GROUP LLC | 40,451 | +2,550 | $4.0M | +$207.8K | 6.7% |
| Allspring Global Investments Holdings, LLC | 22,957 | +1,671 | $2.3M | +$205.8K | 7.8% |
| AE Wealth Management LLC | 16,653 | +2,238 | $1.7M | +$204.9K | 15.5% |
| Motiv8 Investments LLC | 2,168 | +136 | $215 | -$204.0K | 6.7% |
| KINGSWOOD WEALTH ADVISORS, LLC | 4,413 | +2,002 | $438.3K | +$196.0K | 83.0% |
| Glenview Trust co | 8,955 | +2,051 | $889.4K | +$195.4K | 29.7% |
| Cornerstone Wealth Management, LLC | 55,347 | +2,589 | $5.5M | +$193.8K | 4.9% |
| PEAK6 LLC | 4,800 | +1,955 | $476.7K | +$190.8K | 68.7% |
| Canada Post Corp Registered Pension Plan | 7,595 | +1,910 | $754.3K | +$188.3K | 33.6% |
| Metis Global Partners, LLC | 39,308 | +2,306 | $3.9M | +$184.6K | 6.2% |
| BROWN BROTHERS HARRIMAN & CO | 4,205 | +1,866 | $417.6K | +$182.5K | 79.8% |
| Windle Wealth, LLC | 82,461 | +2,747 | $8.2M | +$177.2K | 3.4% |
| SUMMITRY LLC | 5,783 | +1,826 | $574.4K | +$176.6K | 46.1% |
| Crestwood Advisors Group, LLC | 5,348 | +1,767 | $531.2K | +$171.2K | 49.3% |
| Patriot Financial Group Insurance Agency, LLC | 3,816 | +1,728 | $379.0K | +$169.1K | 82.8% |
| Maryland State Retirement & Pension System | 358,556 | +5,936 | $35.6M | +$166.4K | 1.7% |
| MISSION WEALTH MANAGEMENT, LP | 5,788 | +1,677 | $574.8K | +$161.6K | 40.8% |
| D.A. DAVIDSON & CO. | 20,742 | +1,853 | $2.1M | +$161.3K | 9.8% |
| CoreCap Advisors, LLC | 3,842 | +1,648 | $381.5K | +$160.9K | 75.1% |
| Aptus Capital Advisors, LLC | 13,116 | +1,739 | $1.3M | +$159.1K | 15.3% |
| SYON CAPITAL LLC | 11,446 | +1,653 | $1.1M | +$152.4K | 16.9% |
| Leo Wealth, LLC | 15,784 | +1,691 | $1.6M | +$151.0K | 12.0% |
| WELLS FARGO & COMPANY/MN | 318,180 | +5,278 | $31.6M | +$148.7K | 1.7% |
| Crossmark Global Holdings, Inc. | 28,417 | +1,816 | $2.8M | +$148.4K | 6.8% |
| WHITTIER TRUST CO OF NEVADA INC | 5,928 | +1,438 | $588.8K | +$145.1K | 32.0% |
| Norinchukin Bank, The | 23,743 | +1,719 | $2.4M | +$144.3K | 7.8% |
| Callan Family Office, LLC | 6,597 | +1,503 | $655.2K | +$143.1K | 29.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 244,677 | +4,316 | $24.3M | +$140.5K | 1.8% |
| Global Retirement Partners, LLC | 4,702 | +1,407 | $467.0K | +$135.8K | 42.7% |
| Y-Intercept (Hong Kong) Ltd | 49,847 | +1,917 | $5.0M | +$132.9K | 4.0% |
| Parallax Volatility Advisers, L.P. | 29,674 | +1,674 | $2.9M | +$132.7K | 6.0% |
| GATEWAY INVESTMENT ADVISERS LLC | 188,003 | +939 | $18.7M | -$131.2K | 0.5% |
| Rafferty Asset Management, LLC | 39,746 | +1,774 | $3.9M | +$130.6K | 4.7% |
| Stratos Investment Management, LLC | 24,068 | +1,579 | $2.4M | +$129.9K | 7.0% |
| GREENLEAF TRUST | 12,488 | +1,423 | $1.2M | +$128.1K | 12.9% |
| Versant Capital Management, Inc | 3,181 | +1,306 | $315.9K | +$127.4K | 69.7% |
| EXENCIAL WEALTH ADVISORS, LLC | 6,479 | +1,317 | $643.5K | +$124.6K | 25.5% |
| GREAT VALLEY ADVISOR GROUP, INC. | 25,561 | +1,494 | $2.5M | +$119.1K | 6.2% |
| TD PRIVATE CLIENT WEALTH LLC | 4,542 | +1,238 | $451.1K | +$119.0K | 37.5% |
| SECURED RETIREMENT ADVISORS, LLC | 33,634 | +1,551 | $3.3M | +$115.6K | 4.8% |
| Summit Trail Advisors, LLC | 44,554 | +1,604 | $4.4M | +$107.8K | 3.7% |
| Pinnacle Wealth Management Advisory Group, LLC | 4,155 | +1,116 | $412.7K | +$107.2K | 36.7% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 11,241 | +1,159 | $1.1M | +$103.0K | 11.5% |
| Savvy Advisors, Inc. | 4,033 | +1,031 | $400.6K | +$98.8K | 34.3% |
| Ellevest, Inc. | 7,110 | +1,044 | $706.2K | +$96.4K | 17.2% |
| CITIZENS FINANCIAL GROUP INC/RI | 18,583 | +1,173 | $1.8M | +$95.6K | 6.7% |
| SAX WEALTH ADVISORS, LLC | 4,383 | +994 | $435.3K | +$94.7K | 29.3% |
| Busey Bank | 154,664 | +913 | $15.4M | -$93.8K | 0.6% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,246 | +1,032 | $918.3K | +$92.6K | 12.6% |
| ROTHSCHILD INVESTMENT LLC | 30,218 | +1,282 | $3.0M | +$92.6K | 4.4% |
| Smartleaf Asset Management LLC | 3,026 | +909 | $302.3K | +$91.5K | 42.9% |
| Arkadios Wealth Advisors | 5,413 | +943 | $537.6K | +$88.3K | 21.1% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 17,259 | +1,014 | $1.7M | +$84.0K | 6.2% |
| Welch Group, LLC | 528,169 | +5,472 | $52.5M | -$83.8K | 1.0% |
| Klingman & Associates, LLC | 6,951 | +910 | $690.4K | +$83.1K | 15.1% |
| AlphaCore Capital LLC | 8,895 | +906 | $883.5K | +$80.4K | 11.3% |
| Sovran Advisors, LLC | 3,667 | +653 | $376.2K | +$80.2K | 21.7% |
| Ballentine Partners, LLC | 6,460 | +872 | $641.6K | +$79.9K | 15.6% |
| Continuum Advisory, LLC | 7,734 | +886 | $768.1K | +$79.8K | 12.9% |
| Lifeworks Advisors, LLC | 5,494 | +823 | $545.6K | +$76.1K | 17.6% |
| Venturi Wealth Management, LLC | 6,309 | +830 | $626.6K | +$75.9K | 15.1% |
| QUADRANT CAPITAL GROUP LLC | 6,047 | +815 | $600.6K | +$74.7K | 15.6% |
| Monument Capital Management | 10,777 | +856 | $1.1M | +$73.1K | 8.6% |
| Meeder Advisory Services, Inc. | 11,764 | +864 | $1.2M | +$72.7K | 7.9% |
| Bridgewater Advisors Inc. | 6,635 | +105 | $689.0K | +$70.5K | 1.6% |
| RITHOLTZ WEALTH MANAGEMENT | 3,684 | +735 | $365.9K | +$69.5K | 24.9% |
| HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 3,083 | +700 | $306.2K | +$66.7K | 29.4% |
| OFI INVEST ASSET MANAGEMENT | 2,084 | +787 | $176.2K | +$65.3K | 60.7% |
| Larson Financial Group LLC | 4,452 | +697 | $442.2K | +$64.7K | 18.6% |
| LVW Advisors, LLC | 4,994 | +677 | $496.0K | +$62.1K | 15.7% |
| KEYBANK NATIONAL ASSOCIATION/OH | 9,374 | +728 | $931.0K | +$61.9K | 8.4% |
| OmniStar Financial Group, Inc. | 23,309 | +886 | $2.3M | +$61.1K | 4.0% |
| CARY STREET PARTNERS FINANCIAL LLC | 24,625 | +876 | $2.4M | +$58.5K | 3.7% |
| CWA Asset Management Group, LLC | 36,487 | +1,010 | $3.6M | +$57.7K | 2.8% |
| MIZUHO SECURITIES USA LLC | 26,281 | +13 | $2.6M | +$57.2K | 0.0% |
| CERTUITY, LLC | 5,880 | +639 | $584.1K | +$57.2K | 12.2% |
| TRUSTMARK BANK TRUST DEPARTMENT | 12,398 | +716 | $1.2M | +$57.1K | 6.1% |
| Orion Porfolio Solutions, LLC | 20,226 | +809 | $2.0M | +$57.1K | 4.2% |
| Tradewinds, LLC. | 3,205 | +600 | $318.3K | +$56.5K | 23.0% |
| ROCKLAND TRUST CO | 90,505 | +1,633 | $9.0M | +$55.5K | 1.8% |
| Envestnet Portfolio Solutions, Inc. | 11,590 | +678 | $1.2M | +$54.3K | 6.2% |
| GAMMA Investing LLC | 12,854 | +663 | $1.3M | +$51.2K | 5.4% |
| Erste Asset Management GmbH | 4,642 | +514 | $462.1K | +$51.0K | 12.4% |
| ACADIAN ASSET MANAGEMENT LLC | 1,062,810 | +512,846 | $105.5K | +$50.3K | 93.3% |
| Waverly Advisors, LLC | 15,204 | +681 | $1.5M | +$50.2K | 4.7% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 55,856 | +1,163 | $5.5M | +$49.9K | 2.1% |
| Capital Investment Advisors, LLC | 24,457 | +780 | $2.4M | +$49.1K | 3.3% |
| BROWN ADVISORY INC | 19,200 | +708 | $1.9M | +$48.1K | 3.8% |
| Balboa Wealth Partners | 3,651 | +521 | $362.6K | +$48.0K | 16.6% |
| ELEVATION WEALTH PARTNERS, LLC | 503 | +480 | $50.0K | +$47.6K | 2086.9% |
| SG Americas Securities, LLC | 543,644 | +466,715 | $54.0K | +$46.3K | 606.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5,200,840 | +514,178 | $516.5K | +$45.4K | 11.0% |
| WHITTIER TRUST CO | 664 | +450 | $65.9K | +$44.8K | 210.3% |
| SBI Securities Co., Ltd. | 44,135 | +84 | $4.4M | -$44.5K | 0.2% |
| Bleakley Financial Group, LLC | 21,820 | +694 | $2.2M | +$43.6K | 3.3% |
| B. Riley Wealth Advisors, Inc. | 9,149 | +525 | $908.6K | +$41.7K | 6.1% |
| Caprock Group, LLC | 26,449 | +384 | $2.6M | +$41.4K | 1.5% |
| Financial Engines Advisors L.L.C. | 3,757 | +455 | $373.1K | +$41.2K | 13.8% |
| Kinloch Capital, LLC | 39,750 | +65 | $3.9M | -$41.2K | 0.2% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 11,104 | +541 | $1.1M | +$41.1K | 5.1% |
| BASSO CAPITAL MANAGEMENT, L.P. | 1,042 | +400 | $103.5K | +$39.0K | 62.3% |
| DRW Securities, LLC | 2,880 | +404 | $286.0K | +$38.6K | 16.3% |
| Sound View Wealth Advisors Group, LLC | 36,540 | +815 | $3.6M | +$38.1K | 2.3% |
| PRINCIPAL SECURITIES, INC. | 6,800 | +449 | $675.4K | +$37.0K | 7.1% |
| Lansforsakringar Fondforvaltning AB (publ) | 124,057 | +1,846 | $12.3M | +$36.7K | 1.5% |
| Riverbend Wealth Management, LLC | 2,561 | +385 | $254.3K | +$35.6K | 17.7% |
| Cornerstone Wealth Group, LLC | 2,415 | +370 | $239.9K | +$34.3K | 18.1% |
| Lido Advisors, LLC | 51,189 | +354 | $5.1M | +$33.2K | 0.7% |
| DRIVE WEALTH MANAGEMENT, LLC | 4,043 | +371 | $401.5K | +$32.4K | 10.1% |
| Calamos Wealth Management LLC | 10,483 | +442 | $1.0M | +$31.9K | 4.4% |
| CIBC WORLD MARKET INC. | 31,600 | +75 | $3.1M | -$30.4K | 0.2% |
| Prosperity Consulting Group, LLC | 6,109 | +370 | $606.7K | +$29.8K | 6.4% |
| PINNACLE ASSOCIATES LTD | 35,861 | +724 | $3.6M | +$29.7K | 2.1% |
| Brookstone Capital Management | 24,516 | +580 | $2.4M | +$28.8K | 2.4% |
| HighPoint Advisor Group LLC | 15,271 | +460 | $1.5M | +$27.9K | 3.1% |
| Rossby Financial, LCC | 3,125 | +244 | $310.4K | +$27.5K | 8.5% |
| HBK Sorce Advisory LLC | 2,265 | +152 | $243.1K | +$27.0K | 7.2% |
| TRUST CO OF VERMONT | 6,609 | +345 | $656.4K | +$26.7K | 5.5% |
| CFS Investment Advisory Services, LLC | 3,572 | +288 | $354.8K | +$26.2K | 8.8% |
| JANUS HENDERSON GROUP PLC | 39,230 | +724 | $3.9M | +$25.7K | 1.9% |
| Joel Isaacson & Co., LLC | 22,142 | +10 | $2.2M | -$25.6K | 0.0% |
| Marshall Financial Group, LLC | 29,075 | +588 | $2.9M | +$24.3K | 2.1% |
| Onyx Bridge Wealth Group LLC | 14,771 | +404 | $1.5M | +$22.9K | 2.8% |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 60,003 | +492 | $6.0M | -$22.5K | 0.8% |
| DAYMARK WEALTH PARTNERS, LLC | 5,481 | +287 | $544.4K | +$22.2K | 5.5% |
| Independent Advisor Alliance | 29,457 | +134 | $2.9M | -$22.0K | 0.5% |
| Canal Capital Management, LLC | 5,335 | +90 | $533.1K | -$20.1K | 1.7% |
| Bey-Douglas LLC | 2,735 | +230 | $271.6K | +$19.8K | 9.2% |
| Magnus Financial Group LLC | 6,464 | +271 | $642.0K | +$19.5K | 4.4% |
| RWA WEALTH PARTNERS, LLC | 3,504 | +234 | $348.0K | +$19.3K | 7.2% |
| FIDUCIARY FINANCIAL GROUP, LLC | 3,103 | +225 | $308.2K | +$18.9K | 7.8% |
| Harrington Investments, INC | 27,658 | +150 | $2.7M | -$18.1K | 0.5% |
| TRANSCEND CAPITAL ADVISORS, LLC | 2,730 | +211 | $271.1K | +$17.9K | 8.4% |
| CreativeOne Wealth, LLC | 5,756 | +244 | $571.8K | +$17.7K | 4.4% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 430 | +180 | $42.7K | +$17.6K | 72.0% |
| Gladstone Institutional Advisory LLC | 2,640 | +198 | $262.3K | +$16.9K | 8.1% |
| Valeo Financial Advisors, LLC | 4,101 | +216 | $407.3K | +$16.8K | 5.5% |
| Summit Financial, LLC | 4,251 | +214 | $422.2K | +$16.5K | 5.3% |
| Legacy Wealth Managment, LLC/ID | 181 | +165 | $18.0K | +$16.4K | 1031.3% |
| SAGESPRING WEALTH PARTNERS, LLC | 6,814 | +242 | $676.8K | +$16.2K | 3.7% |
| Quent Capital, LLC | 3,239 | +198 | $321.7K | +$16.1K | 6.5% |
| Sound Income Strategies, LLC | 1,992 | +95 | $206.8K | +$15.6K | 5.0% |
| Western Wealth Management, LLC | 14,796 | +26 | $1.5M | -$15.1K | 0.2% |
| Apella Capital, LLC | 5,701 | +245 | $566.2K | +$14.8K | 4.5% |
| Empire Financial Management Company, LLC | 14,145 | +25 | $1.4M | -$14.5K | 0.2% |
| Real Talk Capital, LLC | 3,207 | +181 | $318.6K | +$14.4K | 6.0% |
| Frisch Financial Group, Inc. | 13,953 | +26 | $1.4M | -$14.1K | 0.2% |
| Shepherd Financial Partners LLC | 15,047 | +318 | $1.5M | +$13.9K | 2.1% |
| Herold Advisors, Inc. | 17,238 | +76 | $1.7M | -$13.5K | 0.4% |
| Occidental Asset Management, LLC | 10,088 | +254 | $1.0M | +$13.4K | 2.6% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 55,206 | +791 | $5.5M | +$13.3K | 1.4% |
| Cullen/Frost Bankers, Inc. | 1,011 | +144 | $100.4K | +$13.3K | 16.6% |
| CARRET ASSET MANAGEMENT, LLC | 11,154 | +2 | $1.1M | -$13.2K | 0.0% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 11,383 | +6 | $1.1M | -$13.2K | 0.1% |
| HARBOUR INVESTMENTS, INC. | 3,409 | +167 | $338.6K | +$12.7K | 5.2% |
| WealthCollab, LLC | 315 | +128 | $31.3K | +$12.5K | 68.4% |
| Sigma Planning Corp | 13,723 | +42 | $1.4M | -$12.3K | 0.3% |
| Turtle Creek Wealth Advisors, LLC | 2,262 | +147 | $224.7K | +$12.1K | 7.0% |
| TIAA TRUST, NATIONAL ASSOCIATION | 21,610 | +376 | $2.1M | +$12.1K | 1.8% |
| Freestone Capital Holdings, LLC | 2,527 | +147 | $251.0K | +$11.8K | 6.2% |
| CBIZ Investment Advisory Services, LLC | 185 | +119 | $18.4K | +$11.7K | 180.3% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 47,234 | +678 | $4.7M | +$11.5K | 1.4% |
| SageView Advisory Group, LLC | 2,487 | +139 | $247.1K | +$11.1K | 5.9% |
| STEPHENS INC /AR/ | 14,067 | +276 | $1.4M | +$10.9K | 2.0% |
| Clearstead Trust, LLC | 9,606 | +220 | $954.0K | +$10.5K | 2.3% |
| AVISO WEALTH MANAGEMENT | 8,761 | +1 | $870.2K | -$10.3K | 0.0% |
| World Investment Advisors | 31,871 | +18,764 | $1.3M | -$10.1K | 143.2% |
| CALDWELL SUTTER CAPITAL, INC. | 3,831 | +146 | $380.5K | +$10.1K | 4.0% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 11,532 | +38 | $1.1M | -$10.0K | 0.3% |
| Sovereign Financial Group, Inc. | 20,523 | +153 | $2.0M | -$9.3K | 0.8% |
| Asset Planning,Inc | 8,671 | +12 | $861.2K | -$9.1K | 0.1% |
| Kagan Cocozza Asset Management | 9,319 | +201 | $925.6K | +$9.0K | 2.2% |
| Jacobi Capital Management LLC | 4,349 | +141 | $431.9K | +$8.9K | 3.4% |
| Mutual Advisors, LLC | 8,925 | +216 | $886.4K | +$8.9K | 2.5% |
| STRS OHIO | 8,634 | +15 | $857.5K | -$8.9K | 0.2% |
| EARNED WEALTH ADVISORS, LLC | 2,384 | +113 | $236.8K | +$8.6K | 5.0% |
| Presima Securities ULC | 10,326 | +206 | $1.0M | +$8.3K | 2.0% |
| Joseph P. Lucia & Associates, LLC | 7,764 | +12 | $771.2K | -$8.2K | 0.1% |
| EVOLUTION WEALTH MANAGEMENT INC. | 88 | +82 | $8.7K | +$8.1K | 1366.7% |
| SIGNATUREFD, LLC | 14,455 | +251 | $1.4M | +$7.9K | 1.8% |
| Ancora Advisors LLC | 890 | +87 | $88.4K | +$7.6K | 10.8% |
| MCF Advisors LLC | 762 | +83 | $75.7K | +$7.4K | 12.2% |
| Clear Point Advisors Inc. | 9,921 | +47 | $985.4K | -$7.2K | 0.5% |
| Mayflower Financial Advisors, LLC | 3,870 | +117 | $384.4K | +$7.1K | 3.1% |
| Rydar Equities, Inc. | 3,530 | +30 | $350.6K | +$7.0K | 0.8% |
| RDA Financial Network | 3,968 | +116 | $394.1K | +$6.9K | 3.0% |
| Cross Staff Investments Inc | 6,898 | +150 | $685.1K | +$6.8K | 2.2% |
| Archer Investment Corp | 5,524 | +1 | $548.7K | -$6.5K | 0.0% |
| Manchester Capital Management LLC | 381 | +68 | $37.8K | +$6.4K | 21.7% |
| MARINO, STRAM & ASSOCIATES LLC | 19,307 | +167 | $1.9M | -$6.3K | 0.9% |
| Breakwater Capital Group | 7,631 | +29 | $757.9K | -$6.2K | 0.4% |
| N.E.W. Advisory Services LLC | 467 | +67 | $46.4K | +$6.2K | 16.8% |
| United Financial Planning Group LLC | 8,081 | +37 | $802.6K | -$5.9K | 0.5% |
| Turning Point Benefit Group, Inc. | 378 | +54 | $37.5K | +$5.7K | 16.7% |
| Mystic Asset Management, Inc. | 8,924 | +50 | $886.3K | -$5.7K | 0.6% |
| Raleigh Capital Management Inc. | 209 | +57 | $20.8K | +$5.5K | 37.5% |
| Clearstead Advisors, LLC | 11,656 | +87 | $1.2M | -$5.3K | 0.8% |
| CYBER HORNET ETFs LLC | 1,000 | +64 | $99.3K | +$5.2K | 6.8% |
| IMA Advisory Services, Inc. | 54 | +52 | $5.4K | +$5.2K | 2600.0% |
| Prospera Financial Services Inc | 8,909 | +156 | $885.1K | +$5.1K | 1.8% |
| Trust Co | 180 | +53 | $17.9K | +$5.1K | 41.7% |
| Compound Planning, Inc. | 6,000 | +120 | $596.0K | +$4.9K | 2.0% |
| Insight Advisors, LLC/ PA | 4,405 | +5 | $437.5K | -$4.8K | 0.1% |
| McAdam, LLC | 3,393 | +88 | $337.0K | +$4.7K | 2.7% |
| Cornerstone Planning Group LLC | 457 | +15 | $48.1K | +$4.7K | 3.4% |
| EASTERN BANK | 3,902 | +1 | $387.5K | -$4.6K | 0.0% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 401 | +50 | $39.8K | +$4.5K | 14.2% |
| Meadowbrook Wealth Management, LLC | 4,687 | +100 | $465.5K | +$4.4K | 2.2% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 5,500 | +109 | $546.3K | +$4.4K | 2.0% |
| Southland Equity Partners LLC | 3,135 | +80 | $311.4K | +$4.3K | 2.6% |
| Retirement Planning Co of New England, Inc. | 2,724 | +75 | $270.5K | +$4.3K | 2.8% |
| Patrick Mauro Investment Advisor, INC. | 5,144 | +19 | $510.9K | -$4.3K | 0.4% |
| Evercore Wealth Management, LLC | 8,261 | +141 | $820.5K | +$4.3K | 1.7% |
| Modera Wealth Management, LLC | 12,592 | +192 | $1.3M | +$4.2K | 1.5% |
| Venture Visionary Partners LLC | 5,606 | +108 | $556.9K | +$4.1K | 2.0% |
| Clarity Capital Advisors, LLC | 3,779 | +5 | $375.3K | -$4.0K | 0.1% |
| Allred Capital Management, LLC | 3,314 | +1 | $329.1K | -$4.0K | 0.0% |
| Key Client Fiduciary Advisors, LLC | 5,356 | +25 | $531.9K | -$3.9K | 0.5% |
| Cooper Financial Group | 2,860 | +73 | $284.0K | +$3.9K | 2.6% |
| Geneos Wealth Management Inc. | 10,330 | +85 | $1.0M | -$3.9K | 0.8% |
| Quotient Wealth Partners, LLC | 3,953 | +11 | $392.6K | -$3.7K | 0.3% |
| Root Financial Partners, LLC | 1,171 | +49 | $116.3K | +$3.5K | 4.4% |
| Haverford Trust Co | 3,340 | +5 | $331.7K | -$3.5K | 0.1% |
| Asset Dedication, LLC | 3,043 | +1 | $302.3K | -$3.5K | 0.0% |
| Activest Wealth Management | 160 | +36 | $15.9K | +$3.4K | 29.0% |
| COURIER CAPITAL LLC | 3,393 | +7 | $337.0K | -$3.4K | 0.2% |
| JFS WEALTH ADVISORS, LLC | 450 | +38 | $44.7K | +$3.3K | 9.2% |
| Crewe Advisors LLC | 46 | +33 | $4.6K | +$3.3K | 253.8% |
| CORA CAPITAL ADVISORS LLC | 3,141 | +7 | $312.0K | -$3.1K | 0.2% |
| RB Capital Management, LLC | 3,277 | +9 | $325.5K | -$3.0K | 0.3% |
| Able Wealth Management LLC | 4,004 | +77 | $396.6K | +$2.9K | 2.0% |
| PRIVATE TRUST CO NA | 2,547 | +2 | $253.0K | -$2.9K | 0.1% |
| Marquette Asset Management, LLC | 51 | +29 | $5.1K | +$2.9K | 131.8% |
| Revolve Wealth Partners, LLC | 3,859 | +18 | $383.3K | -$2.8K | 0.5% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 5,324 | +36 | $528.8K | -$2.8K | 0.7% |
| SIGMA INVESTMENT COUNSELORS INC | 2,694 | +5 | $267.5K | -$2.8K | 0.2% |
| IVC Wealth Advisors LLC | 2,611 | +58 | $259.3K | +$2.7K | 2.3% |
| Golden State Wealth Management, LLC | 896 | +37 | $89.0K | +$2.7K | 4.3% |
| Intrua Financial, LLC | 2,435 | +56 | $241.8K | +$2.7K | 2.4% |
| Samalin Investment Counsel, LLC | 2,926 | +9 | $290.6K | -$2.6K | 0.3% |
| Ledyard National Bank | 6,578 | +53 | $653.3K | -$2.6K | 0.8% |
| JNBA Financial Advisors | 827 | +34 | $82.1K | +$2.4K | 4.3% |
| HANCOCK WHITNEY CORP | 2,907 | +11 | $288.7K | -$2.4K | 0.4% |
| OxenFree Capital LLC | 3,631 | +31 | $360.6K | -$2.3K | 0.9% |
| North Star Investment Management Corp. | 3,286 | +16 | $326.4K | -$2.3K | 0.5% |
| First Command Advisory Services, Inc. | 255 | +26 | $25.3K | +$2.3K | 11.3% |
| Bryn Mawr Trust Advisors, LLC | 2,496 | +7 | $247.9K | -$2.3K | 0.3% |
| PLIMOTH TRUST CO LLC | 11,896 | +120 | $1.2M | -$2.2K | 1.0% |
| Palumbo Wealth Management LLC | 3,199 | +8 | $317.7K | +$2.2K | 0.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 208 | +24 | $20.7K | +$2.2K | 13.0% |
| Sage Capital Management, LLC | 2,852 | +10 | $283.5K | -$2.1K | 0.3% |
| CHOREO, LLC | 13,688 | +65 | $1.4M | -$2.1K | 0.5% |
| WEALTHSPAN PARTNERS, LLC | 2,299 | +7 | $228.3K | -$2.1K | 0.3% |
| Focused Wealth Management, Inc | 3,767 | +26 | $374.1K | -$2.0K | 0.7% |
| COMMONS CAPITAL, LLC | 2,033 | +5 | $201.9K | -$1.9K | 0.2% |
| FARMERS & MERCHANTS INVESTMENTS INC | 2,035 | +5 | $202.1K | -$1.9K | 0.2% |
| iA Global Asset Management Inc. | 29,069 | +19,508 | $2.9K | +$1.9K | 204.0% |
| MassMutual Private Wealth & Trust, FSB | 1,557 | +37 | $154.6K | +$1.9K | 2.4% |
| True Wealth Design, LLC | 521 | +24 | $51.7K | +$1.8K | 4.8% |
| SFMG, LLC | 2,019 | +7 | $200.5K | -$1.7K | 0.3% |
| Howard Capital Management Inc. | 2,484 | +13 | $246.7K | -$1.7K | 0.5% |
| David J Yvars Group | 8,015 | +113 | $796.0K | +$1.7K | 1.4% |
| Clarius Group, LLC | 2,699 | +16 | $268.1K | -$1.6K | 0.6% |
| Stone House Investment Management, LLC | 149 | +17 | $14.7K | +$1.5K | 12.9% |
| Transamerica Financial Advisors, LLC | 34 | +15 | $3.4K | +$1.5K | 78.9% |
| Jackson, Grant Investment Advisers, Inc. | 1,857 | +8 | $184.4K | -$1.5K | 0.4% |
| Princeton Global Asset Management LLC | 3,514 | +28 | $349.0K | -$1.4K | 0.8% |
| Hurley Capital, LLC | 752 | +23 | $74.7K | +$1.4K | 3.1% |
| BOKF, NA | 1,662 | +6 | $165.1K | -$1.4K | 0.4% |
| Bare Financial Services, Inc | 70 | +14 | $7.0K | +$1.3K | 25.0% |
| Newbridge Financial Services Group, Inc. | 1,571 | +7 | $156.0K | -$1.2K | 0.4% |
| Rialto Wealth Management, LLC | 28 | +12 | $2.8K | +$1.2K | 75.0% |
| D'Orazio & Associates, Inc. | 3,144 | +26 | $312.3K | -$1.2K | 0.8% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 3,370 | +29 | $334.7K | -$1.1K | 0.9% |
| RFG Advisory, LLC | 4,637 | +66 | $460.6K | +$1.1K | 1.4% |
| High Note Wealth, LLC | 168 | +13 | $16.7K | +$1.1K | 8.4% |
| Platform Technology Partners | 8,490 | +112 | $843.3K | +$1.1K | 1.3% |
| G&S Capital LLC | 8,986 | +118 | $892.5K | +$1.1K | 1.3% |
| Grandview Asset Management LLC | 2,353 | +17 | $233.7K | -$1.1K | 0.7% |
| ShoreHaven Wealth Partners, LLC | 3,186 | +27 | $316.5K | -$1.1K | 0.8% |
| Bay Harbor Wealth Management, LLC | 29 | +10 | $2.9K | +$971 | 52.6% |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,046 | +15 | $203.3K | -$918 | 0.7% |
| NVWM, LLC | 18 | +8 | $1.8K | +$783 | 80.0% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2,331 | +20 | $231.5K | -$771 | 0.9% |
| Cromwell Holdings LLC | 1,117 | +21 | $110.9K | +$769 | 1.9% |
| bLong Financial, LLC | 7,775 | +100 | $772.2K | +$722 | 1.3% |
| VAN ECK ASSOCIATES CORP | 147,303 | +8,557 | $14.6K | +$683 | 6.2% |
| FIDELIS CAPITAL PARTNERS, LLC | 9,317 | +118 | $925.4K | +$681 | 1.3% |
| Fortitude Family Office, LLC | 540 | +13 | $53.6K | +$659 | 2.5% |
| SATOVSKY ASSET MANAGEMENT LLC | 3,749 | +50 | $372.3K | +$555 | 1.4% |
| CVA Family Office, LLC | 519 | +11 | $51.5K | +$483 | 2.2% |
| Bogart Wealth, LLC | 48 | +5 | $4.8K | +$445 | 11.6% |
| PEAPACK GLADSTONE FINANCIAL CORP | 30,453 | +4,313 | $3.0K | +$396 | 16.5% |
| Vermillion Wealth Management, Inc. | 587 | +4 | $58.3K | -$322 | 0.7% |
| Wealth Architects, LLC | 5,696 | +71 | $565.7K | +$302 | 1.3% |
| Gleason Group, Inc. | 752 | +6 | $74.7K | -$250 | 0.8% |
| PFS Partners, LLC | 734 | +7 | $72.9K | -$243 | 1.0% |
| Dunhill Financial, LLC | 87 | +3 | $8.7K | +$242 | 3.6% |
| Coston, McIsaac & Partners | 63,486 | +2,482 | $6.3K | +$174 | 4.1% |
| HFM Investment Advisors, LLC | 486 | +5 | $48.2K | -$170 | 1.0% |
| Abound Wealth Management | 33 | +2 | $3.3K | +$170 | 6.5% |
| Barnes Wealth Management Group, Inc | 2,465 | +28 | $244.8K | -$142 | 1.1% |
| CWM, LLC | 257,418 | +1,841 | $25.6K | -$124 | 0.7% |
| SJS Investment Consulting Inc. | 1,181 | +13 | $117.3K | -$110 | 1.1% |
| SILVER OAK SECURITIES, INCORPORATED | 3,103 | +21 | $309.9K | +$101 | 0.7% |
| PARK AVENUE SECURITIES LLC | 25,013 | +1,304 | $2.5K | +$101 | 5.5% |
| Covestor Ltd | 1,978 | +945 | $197 | +$93 | 91.5% |
| CENTAURUS FINANCIAL, INC. | 6,260 | +851 | $622 | +$78 | 15.7% |
| TD Capital Management LLC | 205 | +2 | $20.4K | -$68 | 1.0% |
| Quaker Wealth Management, LLC | 223 | +2 | $22.1K | -$66 | 0.9% |
| TOTH FINANCIAL ADVISORY CORP | 38 | +1 | $3.8K | +$55 | 2.7% |
| Daiwa Securities Group Inc. | 69,206 | +1,119 | $6.9K | +$30 | 1.6% |
| SlateStone Wealth, LLC | 19,933 | +517 | $2.0K | +$28 | 2.7% |
| Thrivent Financial for Lutherans | 28,052 | +520 | $2.8K | +$21 | 1.9% |
| BESSEMER GROUP INC | 8,468 | +257 | $841 | +$16 | 3.1% |
| Darwin Wealth Management, LLC | 528 | +6 | $52.5K | -$14 | 1.1% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 31,112 | +506 | $3.1K | +$13 | 1.6% |
| THOMPSON SIEGEL & WALMSLEY LLC | 2,442 | +126 | $243 | +$10 | 5.4% |
| GW&K Investment Management, LLC | 419 | +93 | $42 | +$9 | 28.5% |
| HANTZ FINANCIAL SERVICES, INC. | 1,916 | +69 | $190 | +$4 | 3.7% |
| WEDBUSH SECURITIES INC | 6,498 | +53 | $645 | -$3 | 0.8% |
| Harel Insurance Investments & Financial Services Ltd. | 394 | +19 | $39 | +$1 | 5.1% |
| TSFG, LLC | 593 | +2 | $59 | $0 | 0.3% |
| VALLEY NATIONAL ADVISERS INC | 408 | +5 | $40 | $0 | 1.2% |