13F QoQ Ownership Changes
ELV Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 231 new · 491 added · 820 reduced · 186 exited
New Positions(231)
Added To(491)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 8,289,976 | +1,668,679 | $2.91B | +$766.6M | 25.2% |
| HARRIS ASSOCIATES L P | 4,794,445 | +1,604,821 | $1.68B | +$650.1M | 50.3% |
| VANGUARD GROUP INC | 23,019,518 | +20,873 | $8.07B | +$638.2M | 0.1% |
| Invesco Ltd. | 3,903,878 | +1,306,390 | $1.37B | +$529.2M | 50.3% |
| NORGES BANK | 3,018,586 | +42,424 | $1.06B | -$489.4M | 1.4% |
| Bank of New York Mellon Corp | 2,408,704 | +1,065,065 | $844.4M | +$410.2M | 79.3% |
| CITADEL ADVISORS LLC | 2,360,669 | +943,383 | $827.5M | +$369.6M | 66.6% |
| Artisan Partners Limited Partnership | 5,032,751 | +455,946 | $1.76B | +$285.4M | 10.0% |
| 8 KNOTS MANAGEMENT, LLC | 511,585 | +333,635 | $179.3M | +$121.8M | 187.5% |
| Manning & Napier Advisors LLC | 368,426 | +344,237 | $129.2M | +$121.3M | 1423.1% |
| MILLENNIUM MANAGEMENT LLC | 514,820 | +327,598 | $180.5M | +$120.0M | 175.0% |
| First Eagle Investment Management, LLC | 4,022,874 | +24,271 | $1.41B | +$118.2M | 0.6% |
| BNP PARIBAS FINANCIAL MARKETS | 453,979 | +252,156 | $160.1M | +$93.8M | 124.9% |
| GOLDMAN SACHS GROUP INC | 1,570,538 | +144,149 | $550.6M | +$89.7M | 10.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2,275,342 | +61,472 | $797.5M | +$82.1M | 2.8% |
| FMR LLC | 1,479,271 | +103,856 | $518.6M | +$74.1M | 7.5% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,531,090 | +7,640 | $887.3M | +$71.9M | 0.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,737,722 | +51,502 | $609.2M | +$64.3M | 3.0% |
| JANUS HENDERSON GROUP PLC | 412,897 | +160,594 | $144.7M | +$63.2M | 63.6% |
| Nuveen, LLC | 1,975,317 | +27,199 | $692.4M | +$63.0M | 1.4% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2,051,150 | +5,670 | $719.0M | +$58.1M | 0.3% |
| EMINENCE CAPITAL, LP | 487,147 | +120,358 | $170.8M | +$52.3M | 32.8% |
| BARCLAYS PLC | 595,574 | +39,853 | $231.7M | +$52.1M | 7.2% |
| DEUTSCHE BANK AG\ | 889,836 | +47,130 | $311.9M | +$39.6M | 5.6% |
| Assenagon Asset Management S.A. | 529,508 | +76,970 | $185.6M | +$39.4M | 17.0% |
| Walleye Capital LLC | 191,883 | +94,415 | $67.3M | +$35.8M | 96.9% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 276,785 | +81,871 | $97.0M | +$34.0M | 42.0% |
| Ninety One UK Ltd | 499,455 | +45,380 | $175.1M | +$28.4M | 10.0% |
| Sumitomo Mitsui Trust Group, Inc. | 949,000 | +5,933 | $332.7M | +$27.9M | 0.6% |
| SummitTX Capital, L.P. | 79,502 | +78,756 | $27.9M | +$27.6M | 10557.1% |
| National Pension Service | 580,727 | +30,530 | $203.6M | +$25.8M | 5.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 164,040 | +62,878 | $57.5M | +$24.8M | 62.1% |
| 1832 Asset Management L.P. | 762,196 | +11,460 | $267.2M | +$24.6M | 1.5% |
| BANK OF NOVA SCOTIA | 133,786 | +63,637 | $46.9M | +$24.2M | 90.7% |
| Jefferies Financial Group Inc. | 78,397 | +65,288 | $27.5M | +$23.2M | 498.0% |
| California Public Employees Retirement System | 580,575 | +22,439 | $203.5M | +$23.2M | 4.0% |
| ROCKLAND TRUST CO | 64,308 | +63,538 | $22.5M | +$22.3M | 8251.7% |
| High Ground Investment Management LLP | 326,081 | +36,849 | $114.3M | +$20.9M | 12.7% |
| BROWN ADVISORY INC | 499,939 | +19,760 | $175.3M | +$20.1M | 4.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 470,386 | +15,375 | $166.6M | +$19.6M | 3.4% |
| Point72 Asset Management, L.P. | 56,800 | +54,400 | $19.9M | +$19.1M | 2266.7% |
| DEPRINCE RACE & ZOLLO INC | 112,600 | +48,580 | $39.5M | +$18.8M | 75.9% |
| TIAA TRUST, NATIONAL ASSOCIATION | 56,020 | +51,098 | $19.6M | +$18.0M | 1038.2% |
| Twin Tree Management, LP | 81,465 | +46,265 | $28.6M | +$17.2M | 131.4% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 505,539 | +8,199 | $177.2M | +$16.5M | 1.6% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 204,593 | +33,145 | $71.7M | +$16.3M | 19.3% |
| NATIONAL BANK OF CANADA /FI/ | 185,774 | +31,179 | $65.1M | +$15.2M | 20.2% |
| Coronation Fund Managers Ltd. | 159,249 | +31,754 | $55.8M | +$14.6M | 24.9% |
| Aberdeen Group plc | 288,976 | +16,540 | $101.3M | +$14.0M | 6.1% |
| Capitolis Liquid Global Markets LLC | 75,000 | +37,000 | $26.3M | +$14.0M | 97.4% |
| PEAK6 LLC | 126,173 | +31,751 | $44.2M | +$13.7M | 33.6% |
| MOORE CAPITAL MANAGEMENT, LP | 65,000 | +35,026 | $22.8M | +$13.1M | 116.8% |
| REDWOOD CAPITAL MANAGEMENT, LLC | 84,800 | +32,300 | $29.7M | +$12.8M | 61.5% |
| DNB Asset Management AS | 74,306 | +32,048 | $26.0M | +$12.4M | 75.8% |
| Mawer Investment Management Ltd. | 207,095 | +20,438 | $72.6M | +$12.3M | 10.9% |
| BANK OF MONTREAL /CAN/ | 241,221 | +15,995 | $84.6M | +$11.8M | 7.1% |
| Focus Partners Wealth | 54,941 | +18,223 | $19.3M | +$11.7M | 49.6% |
| ARGA Investment Management, LP | 277,755 | +12,285 | $97.4M | +$11.6M | 4.6% |
| Volterra Technologies LP | 52,311 | +31,131 | $18.3M | +$11.5M | 147.0% |
| Empowered Funds, LLC | 92,122 | +27,651 | $32.3M | +$11.5M | 42.9% |
| Quantinno Capital Management LP | 80,483 | +23,785 | $28.2M | +$9.9M | 42.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 324,375 | +2,584 | $113.7M | +$9.7M | 0.8% |
| CIBC Asset Management Inc | 59,002 | +24,928 | $20.7M | +$9.7M | 73.2% |
| Ranmore Fund Management Ltd | 113,000 | +19,000 | $39.6M | +$9.2M | 20.2% |
| ASSETMARK, INC | 105,688 | +18,913 | $37.0M | +$9.0M | 21.8% |
| AVIVA PLC | 191,983 | +11,284 | $67.3M | +$8.9M | 6.2% |
| 683 Capital Management, LLC | 42,000 | +24,000 | $14.7M | +$8.9M | 133.3% |
| KLP KAPITALFORVALTNING AS | 102,918 | +17,240 | $36.1M | +$8.4M | 20.1% |
| SECTOR GAMMA AS | 32,546 | +22,943 | $11.4M | +$8.3M | 238.9% |
| EXCHANGE TRADED CONCEPTS, LLC | 52,295 | +19,339 | $18.3M | +$7.7M | 58.7% |
| DANSKE BANK A/S | 127,730 | +12,212 | $44.8M | +$7.4M | 10.6% |
| SEI INVESTMENTS CO | 178,826 | +7,268 | $62.7M | +$7.2M | 4.2% |
| Moran Wealth Management, LLC | 32,302 | +19,625 | $11.3M | +$7.2M | 154.8% |
| Silvercrest Asset Management Group LLC | 73,859 | +13,921 | $25.9M | +$6.5M | 23.2% |
| EASTERLY INVESTMENT PARTNERS LLC | 43,110 | +15,998 | $15.1M | +$6.4M | 59.0% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 102,699 | +10,599 | $36.0M | +$6.2M | 11.5% |
| Cerity Partners LLC | 95,932 | +9,495 | $33.6M | +$5.7M | 11.0% |
| Persistent Asset Partners Ltd | 23,039 | +15,233 | $8.1M | +$5.6M | 195.1% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 101,424 | +8,567 | $35.6M | +$5.6M | 9.2% |
| FIRST MANHATTAN CO. LLC. | 18,317 | +14,205 | $6.4M | +$5.1M | 345.4% |
| FORSTA AP-FONDEN | 95,220 | +7,520 | $33.4M | +$5.0M | 8.6% |
| Integral Health Asset Management, LLC | 60,000 | +10,000 | $21.0M | +$4.9M | 20.0% |
| Summit Street Capital Management, LLC | 62,896 | +9,704 | $22.0M | +$4.9M | 18.2% |
| MAI Capital Management | 44,512 | +10,992 | $15.6M | +$4.8M | 32.8% |
| Hosking Partners LLP | 144,548 | +2,166 | $50.7M | +$4.7M | 1.5% |
| CAMBIAR INVESTORS LLC | 167,958 | +178 | $58.9M | +$4.7M | 0.1% |
| Trajan Wealth LLC | 92,237 | +5,966 | $32.3M | +$4.5M | 6.9% |
| CREDIT AGRICOLE S A | 89,722 | +6,089 | $31.5M | +$4.4M | 7.3% |
| Vident Advisory, LLC | 91,770 | +5,364 | $32.2M | +$4.3M | 6.2% |
| Wealthfront Advisers LLC | 44,072 | +9,030 | $15.4M | +$4.1M | 25.8% |
| ZWJ INVESTMENT COUNSEL INC | 98,898 | +3,912 | $34.7M | +$4.0M | 4.1% |
| Corient Private Wealth LLC | 87,355 | +27,409 | $23.3M | +$3.9M | 45.7% |
| Palmer Knight Co | 20,432 | +10,162 | $7.2M | +$3.8M | 98.9% |
| Tamar Securities, LLC | 87,406 | +4,393 | $30.6M | +$3.8M | 5.3% |
| Capital Research Global Investors | 120,527 | +841 | $42.3M | +$3.6M | 0.7% |
| Balyasny Asset Management L.P. | 66,168 | +4,565 | $23.2M | +$3.3M | 7.4% |
| PNC Financial Services Group, Inc. | 79,016 | +3,440 | $27.7M | +$3.3M | 4.5% |
| Illinois Municipal Retirement Fund | 63,820 | +4,711 | $22.4M | +$3.3M | 8.0% |
| ALLSTATE CORP | 16,837 | +8,445 | $5.9M | +$3.2M | 100.6% |
| JONES FINANCIAL COMPANIES LLLP | 70,837 | +3,068 | $24.8M | +$3.2M | 4.5% |
| Cetera Investment Advisers | 80,956 | +2,751 | $28.4M | +$3.1M | 3.5% |
| NOMURA ASSET MANAGEMENT CO LTD | 85,171 | +1,898 | $29.9M | +$2.9M | 2.3% |
| NISA INVESTMENT ADVISORS, LLC | 81,147 | +1,917 | $28.4M | +$2.8M | 2.4% |
| Pekin Hardy Strauss, Inc. | 9,618 | +7,863 | $3.4M | +$2.8M | 448.0% |
| Alberta Investment Management Corp | 17,200 | +6,700 | $6.0M | +$2.6M | 63.8% |
| Crossmark Global Holdings, Inc. | 55,394 | +3,392 | $19.4M | +$2.6M | 6.5% |
| Delta Investment Management, LLC | 28,692 | +5,080 | $10.1M | +$2.4M | 21.5% |
| NEOS Investment Management LLC | 33,604 | +4,633 | $11.8M | +$2.4M | 16.0% |
| Ethic Inc. | 37,253 | +4,245 | $13.1M | +$2.4M | 12.9% |
| FIRETRAIL INVESTMENTS PTY LTD | 30,755 | +4,291 | $10.8M | +$2.3M | 16.2% |
| Mariner, LLC | 79,757 | +466 | $28.0M | +$2.3M | 0.6% |
| Mediolanum International Funds Ltd | 12,963 | +5,851 | $4.5M | +$2.2M | 82.3% |
| Lansforsakringar Fondforvaltning AB (publ) | 73,310 | +696 | $25.7M | +$2.2M | 0.9% |
| Ransom Advisory, Ltd | 5,175 | +3,975 | $2.5M | +$2.1M | 331.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 29,269 | +4,069 | $10.3M | +$2.1M | 16.1% |
| Investment Management Corp of Ontario | 20,655 | +4,661 | $7.2M | +$2.1M | 29.1% |
| Czech National Bank | 58,602 | +1,411 | $20.5M | +$2.1M | 2.5% |
| Mirae Asset Global Investments Co., Ltd. | 42,176 | +2,686 | $14.8M | +$2.0M | 6.8% |
| MGO ONE SEVEN LLC | 9,118 | +5,483 | $3.2M | +$2.0M | 150.8% |
| Canada Post Corp Registered Pension Plan | 43,494 | +1,846 | $15.2M | +$1.9M | 4.4% |
| MEEDER ASSET MANAGEMENT INC | 20,031 | +4,155 | $7.0M | +$1.9M | 26.2% |
| Immersion Capital LLP | 14,400 | +4,300 | $5.0M | +$1.8M | 42.6% |
| Farther Finance Advisors, LLC | 8,607 | +4,517 | $3.0M | +$1.7M | 110.4% |
| Pathstone Holdings, LLC | 34,616 | +2,268 | $12.1M | +$1.7M | 7.0% |
| Allen Mooney & Barnes Investment Advisors LLC | 48,242 | +1,020 | $16.9M | +$1.7M | 2.2% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 8,861 | +4,192 | $3.1M | +$1.6M | 89.8% |
| CAISSE DES DEPOTS ET CONSIGNATIONS | 6,293 | +4,326 | $2.2M | +$1.6M | 219.9% |
| Sienna Gestion | 18,686 | +1,976 | $6.5M | +$1.6M | 11.8% |
| Diversified Trust Co | 35,926 | +1,775 | $12.6M | +$1.6M | 5.2% |
| Asio Capital, LLC | 21,457 | +2,979 | $7.5M | +$1.6M | 16.1% |
| Advisors Asset Management, Inc. | 37,025 | +1,480 | $13.0M | +$1.5M | 4.2% |
| XPONANCE, INC. | 36,318 | +1,533 | $12.7M | +$1.5M | 4.4% |
| ProShare Advisors LLC | 43,157 | +904 | $15.1M | +$1.5M | 2.1% |
| GREATMARK INVESTMENT PARTNERS, INC. | 36,777 | +1,294 | $12.9M | +$1.4M | 3.6% |
| M&T Bank Corp | 21,931 | +2,546 | $7.7M | +$1.4M | 13.1% |
| Taikang Asset Management (Hong Kong) Co Ltd | 32,280 | +1,647 | $11.3M | +$1.4M | 5.4% |
| CAPTRUST FINANCIAL ADVISORS | 43,217 | +564 | $15.1M | +$1.4M | 1.3% |
| Timelo Investment Management Inc. | 16,000 | +2,000 | $5.6M | +$1.4M | 14.3% |
| Prestige Wealth Management Group LLC | 3,591 | +2,971 | $1.5M | +$1.3M | 479.2% |
| Unison Asset Management LLC | 27,745 | +1,824 | $9.7M | +$1.3M | 7.0% |
| Meiji Yasuda Asset Management Co Ltd. | 6,004 | +3,562 | $2.1M | +$1.3M | 145.9% |
| ProVise Management Group, LLC | 25,004 | +1,938 | $8.8M | +$1.3M | 8.4% |
| Virtue Capital Management, LLC | 11,094 | +10,263 | $1.6M | +$1.3M | 1235.0% |
| Johnson Financial Group, Inc. | 14,727 | +2,640 | $5.2M | +$1.3M | 21.8% |
| Tower Research Capital LLC (TRC) | 5,227 | +3,420 | $1.8M | +$1.2M | 189.3% |
| Timber Creek Capital Management LLC | 18,716 | +2,064 | $6.6M | +$1.2M | 12.4% |
| Aptus Capital Advisors, LLC | 32,629 | +809 | $11.4M | +$1.2M | 2.5% |
| Parallax Volatility Advisers, L.P. | 16,976 | +1,976 | $6.0M | +$1.1M | 13.2% |
| Vanguard Personalized Indexing Management, LLC | 30,380 | +750 | $10.6M | +$1.1M | 2.5% |
| SCOTIA CAPITAL INC. | 29,174 | +868 | $10.2M | +$1.1M | 3.1% |
| USS Investment Management Ltd | 36,182 | +93 | $12.7M | +$1.0M | 0.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 44,266 | +1,144 | $16.4M | +$1.0M | 2.6% |
| &PARTNERS | 12,236 | +2,166 | $4.3M | +$1.0M | 21.5% |
| HOWE & RUSLING INC | 31,374 | +484 | $11.0M | +$1.0M | 1.6% |
| Howard Capital Management Inc. | 4,727 | +2,664 | $1.7M | +$990.6K | 129.1% |
| World Investment Advisors | 28,290 | +1,597 | $9.6M | +$981.1K | 6.0% |
| Allianz SE | 15,535 | +1,678 | $5.4M | +$968.3K | 12.1% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,524 | +233 | $11.4M | +$967.4K | 0.7% |
| Creative Planning | 30,361 | +363 | $10.6M | +$950.0K | 1.2% |
| B. Metzler seel. Sohn & Co. AG | 22,757 | +923 | $8.0M | +$922.5K | 4.2% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 28,796 | +290 | $10.1M | +$883.6K | 1.0% |
| Ironwood Investment Counsel, LLC | 9,768 | +1,877 | $3.4M | +$874.3K | 23.8% |
| Horizon Investments, LLC | 16,660 | +1,145 | $5.8M | +$827.0K | 7.4% |
| Venator Management LLC | 27,630 | +100 | $9.7M | +$790.2K | 0.4% |
| Kestra Advisory Services, LLC | 12,764 | +1,190 | $4.5M | +$734.6K | 10.3% |
| Generali Asset Management SPA SGR | 18,635 | +676 | $6.5M | +$729.6K | 3.8% |
| PINKERTON WEALTH, LLC | 12,620 | +1,176 | $4.4M | +$726.4K | 10.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 7,446,185 | +1,607,274 | $2.6M | +$723.6K | 27.5% |
| Sequoia Financial Advisors, LLC | 8,952 | +1,435 | $3.1M | +$709.1K | 19.1% |
| Wealthspire Advisors, LLC | 2,890 | +1,948 | $1.0M | +$708.5K | 206.8% |
| QRG CAPITAL MANAGEMENT, INC. | 11,388 | +1,191 | $4.0M | +$697.1K | 11.7% |
| Alphadyne Asset Management LP | 6,556 | +1,540 | $2.3M | +$677.4K | 30.7% |
| Callan Family Office, LLC | 5,337 | +1,601 | $1.9M | +$663.8K | 42.9% |
| Vise Technologies, Inc. | 8,088 | +1,359 | $2.8M | +$661.0K | 20.2% |
| Anchor Investment Management, LLC | 9,155 | +1,267 | $3.2M | +$660.4K | 16.1% |
| Norinchukin Bank, The | 14,263 | +829 | $5.0M | +$659.1K | 6.2% |
| AlphaCore Capital LLC | 2,850 | +1,779 | $999.0K | +$653.0K | 166.1% |
| Sowell Financial Services LLC | 2,835 | +1,664 | $993.8K | +$615.4K | 142.1% |
| Evergreen Wealth Management, LLC | 17,664 | +381 | $6.2M | +$607.6K | 2.2% |
| Signal Advisors Wealth, LLC | 7,605 | +1,176 | $2.7M | +$588.7K | 18.3% |
| Argent Trust Co | 15,794 | +407 | $5.5M | +$564.7K | 2.6% |
| Integrated Advisors Network LLC | 4,955 | +1,325 | $1.7M | +$563.8K | 36.5% |
| NewEdge Advisors, LLC | 15,621 | +397 | $5.5M | +$557.1K | 2.6% |
| Allen Capital Group, LLC | 13,784 | +524 | $4.8M | +$547.4K | 4.0% |
| Vontobel Holding Ltd. | 9,042 | +923 | $3.2M | +$546.3K | 11.4% |
| GTS SECURITIES LLC | 2,552 | +1,465 | $894.6K | +$543.4K | 134.8% |
| Legacy Financial Advisors, Inc. | 3,816 | +1,340 | $1.3M | +$537.6K | 54.1% |
| GAMMA Investing LLC | 3,964 | +1,304 | $1.4M | +$530.1K | 49.0% |
| EADS & HEALD WEALTH MANAGEMENT | 1,508 | +277 | $528.6K | +$528.2K | 22.5% |
| Vestmark Advisory Solutions, Inc. | 4,528 | +1,157 | $1.6M | +$498.1K | 34.3% |
| CHOREO, LLC | 5,452 | +1,107 | $1.9M | +$497.6K | 25.5% |
| Concurrent Investment Advisors, LLC | 3,334 | +1,122 | $1.2M | +$454.2K | 50.7% |
| HARBOUR INVESTMENTS, INC. | 2,819 | +1,140 | $988.2K | +$445.7K | 67.9% |
| Regal Investment Advisors LLC | 11,239 | +401 | $3.9M | +$437.7K | 3.7% |
| Global Retirement Partners, LLC | 4,728 | +932 | $1.7M | +$431.1K | 24.6% |
| New Age Alpha Advisors, LLC | 8,752 | +590 | $3.1M | +$430.7K | 7.2% |
| Florida Trust Wealth Management Co | 2,310 | +1,126 | $809.8K | +$427.2K | 95.1% |
| Chemistry Wealth Management LLC | 14,940 | +23 | $5.2M | +$417.4K | 0.1% |
| CenterBook Partners LP | 12,323 | +245 | $4.3M | +$417.2K | 2.0% |
| Ameritas Advisory Services, LLC | 1,496 | +1,148 | $524.3K | +$412.0K | 329.9% |
| TD PRIVATE CLIENT WEALTH LLC | 3,979 | +926 | $1.4M | +$408.4K | 30.3% |
| Waverly Advisors, LLC | 7,213 | +627 | $2.5M | +$400.6K | 9.5% |
| Weaver C. Barksdale & Associates, Inc. | 5,133 | +757 | $1.8M | +$385.5K | 17.3% |
| Asset Dedication, LLC | 3,526 | +880 | $1.2M | +$381.1K | 33.3% |
| INTRUST BANK NA | 4,159 | +781 | $1.5M | +$366.4K | 23.1% |
| Forum Financial Management, LP | 3,766 | +795 | $1.3M | +$360.3K | 26.8% |
| PARUS FINANCE (UK) Ltd | 11,239 | +150 | $3.9M | +$356.8K | 1.4% |
| Krilogy Financial LLC | 2,471 | +657 | $931.5K | +$354.4K | 36.2% |
| Everhart Financial Group, Inc. | 2,050 | +920 | $718.6K | +$353.5K | 81.4% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 11,144 | +70 | $3.9M | +$341.1K | 0.6% |
| Beacon Pointe Advisors, LLC | 5,842 | +541 | $2.0M | +$335.1K | 10.2% |
| BAILARD, INC. | 4,717 | +632 | $1.7M | +$333.6K | 15.5% |
| PROFUND ADVISORS LLC | 3,615 | +712 | $1.3M | +$329.2K | 24.5% |
| HOWARD BAILEY SECURITIES, LLC | 1,289 | +649 | $535.8K | +$329.0K | 101.4% |
| Joel Isaacson & Co., LLC | 2,561 | +796 | $897.8K | +$327.5K | 45.1% |
| KINGSWOOD WEALTH ADVISORS, LLC | 7,063 | +382 | $2.5M | +$317.2K | 5.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8,051 | +298 | $2.8M | +$317.1K | 3.8% |
| BENJAMIN EDWARDS INC | 3,976 | +618 | $1.4M | +$308.4K | 18.4% |
| Merit Financial Group, LLC | 7,290 | +318 | $2.6M | +$302.6K | 4.6% |
| Brookstone Capital Management | 2,744 | +704 | $961.7K | +$302.4K | 34.5% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 7,432 | +286 | $2.6M | +$296.3K | 4.0% |
| POWER WEALTH MANAGEMENT LLC | 5,454 | +443 | $1.9M | +$292.8K | 8.8% |
| KEYBANK NATIONAL ASSOCIATION/OH | 9,104 | +132 | $3.2M | +$292.4K | 1.5% |
| BENEDICT FINANCIAL ADVISORS INC | 8,894 | +145 | $3.1M | +$291.1K | 1.6% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,764 | +155 | $3.1M | +$290.5K | 1.8% |
| HANCOCK WHITNEY CORP | 8,198 | +201 | $2.9M | +$289.8K | 2.5% |
| U.S. Capital Wealth Advisors, LLC | 2,113 | +711 | $740.7K | +$287.7K | 50.7% |
| Summit Financial, LLC | 3,427 | +599 | $1.2M | +$287.5K | 21.2% |
| Smartleaf Asset Management LLC | 3,093 | +601 | $1.1M | +$282.2K | 24.1% |
| MCF Advisors LLC | 1,044 | +777 | $366.1K | +$279.8K | 291.0% |
| AMI INVESTMENT MANAGEMENT INC | 6,856 | +283 | $2.4M | +$279.5K | 4.3% |
| Granite Harbor Advisors, Inc. | 4,844 | +401 | $1.7M | +$262.3K | 9.0% |
| Verus Financial Partners, Inc. | 2,125 | +457 | $800.9K | +$262.0K | 27.4% |
| Revisor Wealth Management LLC | 1,528 | +709 | $554.2K | +$260.9K | 86.6% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 8,210 | +110 | $2.9M | +$260.7K | 1.4% |
| OneDigital Investment Advisors LLC | 6,025 | +287 | $2.1M | +$258.0K | 5.0% |
| 44 WEALTH MANAGEMENT LLC | 4,299 | +433 | $1.5M | +$257.9K | 11.2% |
| Clearstead Advisors, LLC | 7,849 | +96 | $2.8M | +$246.3K | 1.2% |
| Larson Financial Group LLC | 1,414 | +630 | $495.6K | +$242.1K | 80.3% |
| Valeo Financial Advisors, LLC | 3,885 | +415 | $1.4M | +$240.8K | 11.9% |
| Focus Partners Advisor Solutions, LLC | 3,688 | +278 | $1.3M | +$240.3K | 8.2% |
| AE Wealth Management LLC | 3,058 | +468 | $1.1M | +$235.2K | 18.1% |
| D.A. DAVIDSON & CO. | 5,620 | +231 | $2.0M | +$228.5K | 4.3% |
| Tweedy, Browne Co LLC | 3,128 | +432 | $1.1M | +$225.4K | 16.0% |
| TWIN CITY PRIVATE WEALTH, LLC | 4,767 | +289 | $1.7M | +$224.1K | 6.5% |
| Family Legacy, Inc. | 7,439 | +55 | $2.6M | +$221.8K | 0.7% |
| Unison Advisors LLC | 7,398 | +35 | $2.6M | +$214.2K | 0.5% |
| Bedel Financial Consulting, Inc. | 2,678 | +427 | $938.7K | +$211.4K | 19.0% |
| Dynamic Advisor Solutions LLC | 6,170 | +115 | $2.2M | +$206.2K | 1.9% |
| TRANSCEND CAPITAL ADVISORS, LLC | 2,087 | +426 | $731.6K | +$194.9K | 25.6% |
| CIDEL ASSET MANAGEMENT INC | 3,666 | +272 | $1.3M | +$188.5K | 8.0% |
| Blume Capital Management, Inc. | 6,185 | +40 | $2.2M | +$182.6K | 0.7% |
| Perpetual Ltd | 1,500 | +435 | $525.8K | +$181.7K | 40.8% |
| Field & Main Bank | 1,934 | +392 | $678.0K | +$179.8K | 25.4% |
| OLD NATIONAL BANCORP /IN/ | 5,983 | +47 | $2.1M | +$179.3K | 0.8% |
| Lido Advisors, LLC | 4,860 | +510 | $1.6M | +$179.2K | 11.7% |
| Dorsey & Whitney Trust CO LLC | 3,520 | +253 | $1.2M | +$178.4K | 7.7% |
| BROWN BROTHERS HARRIMAN & CO | 1,723 | +402 | $604.0K | +$177.2K | 30.4% |
| OmniStar Financial Group, Inc. | 1,966 | +378 | $689.5K | +$176.3K | 23.8% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 2,599 | +322 | $911.2K | +$175.3K | 14.1% |
| HighPoint Advisor Group LLC | 4,685 | +144 | $1.6M | +$175.1K | 3.2% |
| Uncommon Cents Investing LLC | 4,515 | +155 | $1.6M | +$173.9K | 3.5% |
| AXXCESS WEALTH MANAGEMENT, LLC | 1,767 | +384 | $619.4K | +$172.5K | 27.8% |
| Aaron Wealth Advisors LLC | 2,550 | +290 | $893.9K | +$163.7K | 12.8% |
| Crestwood Advisors Group, LLC | 1,441 | +383 | $505.1K | +$163.4K | 36.2% |
| TOTH FINANCIAL ADVISORY CORP | 5,388 | +46 | $1.9M | +$162.7K | 0.9% |
| PETTYJOHN, WOOD & WHITE, INC | 4,438 | +119 | $1.6M | +$160.2K | 2.8% |
| Octavia Wealth Advisors, LLC | 2,202 | +306 | $770.5K | +$157.7K | 16.1% |
| LRI Investments, LLC | 1,999 | +313 | $700.6K | +$155.8K | 18.6% |
| MONEY CONCEPTS CAPITAL CORP | 2,904 | +235 | $1.0M | +$155.7K | 8.8% |
| Wedmont Private Capital | 1,913 | +373 | $701.6K | +$150.9K | 24.2% |
| Clear Creek Financial Management, LLC | 1,586 | +328 | $556.0K | +$149.5K | 26.1% |
| Sivia Capital Partners, LLC | 1,430 | +340 | $501.3K | +$149.1K | 31.2% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 837 | +378 | $293.4K | +$145.1K | 82.3% |
| Chesley Taft & Associates LLC | 3,906 | +102 | $1.4M | +$140.1K | 2.7% |
| Keystone Financial Group | 1,924 | +275 | $674.3K | +$139.0K | 16.7% |
| Capula Management Ltd | 1,000 | +337 | $350.6K | +$136.3K | 50.8% |
| Foundations Investment Advisors, LLC | 2,843 | +159 | $996.6K | +$129.2K | 5.9% |
| Western Wealth Management, LLC | 1,222 | +292 | $428.3K | +$127.7K | 31.4% |
| Pinnacle Wealth Management Advisory Group, LLC | 1,963 | +210 | $688.1K | +$121.7K | 12.0% |
| Plancorp, LLC | 1,831 | +215 | $641.9K | +$119.7K | 13.3% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 3,002 | +115 | $1.1M | +$119.5K | 4.0% |
| Capital Investment Advisors, LLC | 1,194 | +267 | $418.7K | +$119.1K | 28.8% |
| AMG National Trust Bank | 3,952 | +26 | $1.4M | +$116.8K | 0.7% |
| Stanley-Laman Group, Ltd. | 938 | +272 | $328.8K | +$113.6K | 40.8% |
| Resonant Capital Advisors, LLC | 1,162 | +250 | $407.3K | +$112.7K | 27.4% |
| MassMutual Private Wealth & Trust, FSB | 1,035 | +260 | $362.8K | +$112.4K | 33.5% |
| Fifth Third Wealth Advisors LLC | 3,546 | +38 | $1.2M | +$109.7K | 1.1% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,745 | +185 | $611.7K | +$107.6K | 11.8% |
| CreativeOne Wealth, LLC | 1,747 | +178 | $612.4K | +$105.5K | 11.3% |
| FIRST HORIZON CORP | 705 | +265 | $247.1K | +$105.0K | 60.2% |
| Avior Wealth Management, LLC | 1,489 | +195 | $521.8K | +$103.8K | 15.1% |
| Hofer & Associates. Inc | 3,736 | +2 | $1.3M | +$103.4K | 0.1% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 9,401 | +668 | $3.3M | -$101.3K | 7.6% |
| OFI INVEST ASSET MANAGEMENT | 646 | +312 | $192.8K | +$101.0K | 93.4% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 3,530 | +10 | $1.2M | +$100.1K | 0.3% |
| Simplicity Wealth,LLC | 1,220 | +203 | $427.6K | +$98.8K | 20.0% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 3,125 | +39 | $1.1M | +$98.2K | 1.3% |
| Gerber Kawasaki Wealth & Investment Management | 1,580 | +161 | $554.1K | +$95.5K | 11.3% |
| First Bank & Trust | 979 | +212 | $343.2K | +$95.4K | 27.6% |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,100 | +200 | $385.6K | +$94.8K | 22.2% |
| Kathmere Capital Management, LLC | 1,628 | +154 | $570.8K | +$94.5K | 10.4% |
| BECK MACK & OLIVER LLC | 943 | +212 | $330.6K | +$94.4K | 29.0% |
| BANK OF NOVA SCOTIA TRUST CO | 977 | +199 | $342.5K | +$91.1K | 25.6% |
| SAGESPRING WEALTH PARTNERS, LLC | 1,341 | +168 | $470.1K | +$90.9K | 14.3% |
| Lifeworks Advisors, LLC | 1,614 | +144 | $565.8K | +$90.8K | 9.8% |
| Michels Family Financial, LLC | 2,378 | +72 | $833.5K | +$88.5K | 3.1% |
| ALPS ADVISORS INC | 3,088 | +10 | $1.1M | +$87.9K | 0.3% |
| Wealth Architects, LLC | 3,099 | +9 | $1.1M | +$87.9K | 0.3% |
| Compound Planning, Inc. | 1,060 | +176 | $371.8K | +$86.0K | 19.9% |
| AMERICAN NATIONAL BANK & TRUST | 400 | +230 | $140.2K | +$85.3K | 135.3% |
| Premier Path Wealth Partners, LLC | 849 | +189 | $297.7K | +$84.4K | 28.6% |
| Parallel Advisors, LLC | 2,285 | +67 | $801.0K | +$84.3K | 3.0% |
| CVFG LLC | 1,538 | +123 | $539.1K | +$81.9K | 8.7% |
| SG Americas Securities, LLC | 235,253 | +231,541 | $82.5K | +$81.3K | 6237.6% |
| HARBOR INVESTMENT ADVISORY, LLC | 491 | +206 | $172.1K | +$80.0K | 72.3% |
| Robertson Stephens Wealth Management, LLC | 2,729 | +3 | $956.7K | +$75.8K | 0.1% |
| UMB Bank, n.a. | 2,113 | +53 | $740.7K | +$75.1K | 2.6% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,108 | +138 | $388.4K | +$75.0K | 14.2% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 3,355 | +220 | $1.1M | +$73.3K | 7.0% |
| Convergence Financial, LLC | 2,371 | +24 | $831.3K | +$72.9K | 1.0% |
| PDS Planning, Inc | 1,898 | +62 | $665.3K | +$72.1K | 3.4% |
| Waterloo Capital, L.P. | 922 | +136 | $323.2K | +$69.3K | 17.3% |
| Advisor OS, LLC | 1,830 | +58 | $641.7K | +$69.0K | 3.3% |
| Trueblood Wealth Management, LLC | 2,368 | +12 | $830.1K | +$68.7K | 0.5% |
| Nilsine Partners, LLC | 1,959 | +41 | $686.9K | +$67.0K | 2.1% |
| Barden Capital Management, Inc. | 1,990 | +34 | $697.6K | +$65.6K | 1.7% |
| WEALTH ALLIANCE, LLC | 1,655 | +63 | $580.1K | +$65.5K | 4.0% |
| Clark Capital Management Group, Inc. | 844 | +130 | $295.9K | +$65.2K | 18.2% |
| CATALYST FINANCIAL PARTNERS LLC | 844 | +130 | $295.9K | +$65.2K | 18.2% |
| Prime Capital Investment Advisors, LLC | 1,300 | +88 | $455.6K | +$64.0K | 7.3% |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,433 | +74 | $502.3K | +$63.3K | 5.4% |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 1,718 | +46 | $602.2K | +$62.0K | 2.8% |
| SUMITOMO LIFE INSURANCE CO | 1,989 | +22 | $697.2K | +$61.7K | 1.1% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 260,133 | +164,801 | $91.2K | +$60.5K | 172.9% |
| Tranquilli Financial Advisor LLC | 1,633 | +48 | $572.4K | +$60.3K | 3.0% |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2,084 | +8 | $730.5K | +$59.7K | 0.4% |
| Confluence Wealth Services, Inc. | 1,387 | +62 | $486.2K | +$58.1K | 4.7% |
| Hurlow Wealth Management Group, Inc. | 1,346 | +62 | $471.8K | +$57.0K | 4.8% |
| Beutel, Goodman & Co Ltd. | 817,896 | +100,074 | $286.7K | +$54.8K | 13.9% |
| Frisch Financial Group, Inc. | 1,889 | +8 | $662.4K | +$54.7K | 0.4% |
| Gryphon Financial Partners LLC | 1,081 | +75 | $378.9K | +$54.0K | 7.5% |
| EVERPAR ADVISORS LLC | 881 | +92 | $308.8K | +$53.9K | 11.7% |
| Manchester Capital Management LLC | 881 | +92 | $308.8K | +$53.8K | 11.7% |
| CVA Family Office, LLC | 618 | +106 | $216.6K | +$51.2K | 20.7% |
| MJP ASSOCIATES INC /ADV | 1,726 | +11 | $605.2K | +$51.0K | 0.6% |
| Busey Bank | 1,741 | +10 | $610.3K | +$51.0K | 0.6% |
| Kuhn & Co Investment Counsel | 1,067 | +67 | $374.0K | +$50.9K | 6.7% |
| CWA Asset Management Group, LLC | 1,091 | +62 | $382.5K | +$50.0K | 6.0% |
| Ancora Advisors LLC | 264 | +132 | $92.5K | +$49.9K | 100.0% |
| Centurion Wealth Management LLC | 1,389 | +37 | $486.8K | +$49.9K | 2.7% |
| LongView Wealth Management | 930 | +4 | $348.6K | +$49.5K | 0.4% |
| BROGAN FINANCIAL, INC. | 1,694 | +8 | $594.0K | +$49.2K | 0.5% |
| Deseret Mutual Benefit Administrators | 818 | +82 | $286.8K | +$48.9K | 11.1% |
| Bank Pictet & Cie (Europe) AG | 1,225 | +45 | $429.4K | +$48.1K | 3.8% |
| FIDELIS CAPITAL PARTNERS, LLC | 1,578 | +15 | $553.2K | +$48.1K | 0.9% |
| Perigon Wealth Management, LLC | 1,371 | +29 | $480.6K | +$46.9K | 2.2% |
| Physician Wealth Advisors, Inc. | 206 | +124 | $72.2K | +$45.7K | 151.2% |
| Glenview Trust co | 1,578 | +6 | $553.2K | +$45.2K | 0.4% |
| SILVER OAK SECURITIES, INCORPORATED | 1,658 | +8 | $578.3K | +$45.2K | 0.5% |
| Edgestream Partners, L.P. | 1,037 | +51 | $363.5K | +$44.9K | 5.2% |
| Americana Partners, LLC | 1,249 | +33 | $437.8K | +$44.9K | 2.7% |
| Turtle Creek Wealth Advisors, LLC | 918 | +60 | $321.9K | +$44.6K | 7.0% |
| WADDELL & ASSOCIATES, LLC | 1,241 | +32 | $435.0K | +$44.4K | 2.6% |
| Fielder Capital Group LLC | 1,216 | +30 | $426.3K | +$43.0K | 2.5% |
| Hartford Funds Management Co LLC | 718 | +72 | $252.3K | +$42.9K | 11.1% |
| IHT Wealth Management, LLC | 711 | +71 | $249.3K | +$42.6K | 11.1% |
| Pines Wealth Management, LLC | 1,052 | +41 | $368.8K | +$42.1K | 4.0% |
| Hardy Reed LLC | 1,335 | +13 | $468.0K | +$40.8K | 1.0% |
| CANADA LIFE ASSURANCE Co | 382,194 | +90,209 | $134.0K | +$40.7K | 30.9% |
| MARATHON CAPITAL MANAGEMENT | 990 | +41 | $347.0K | +$40.4K | 4.3% |
| HORAN Wealth, LLC | 1,213 | +20 | $425.3K | +$39.8K | 1.7% |
| Ballentine Partners, LLC | 1,402 | +4 | $491.3K | +$39.7K | 0.3% |
| Lakeridge Wealth Management LLC | 792 | +54 | $277.8K | +$39.4K | 7.3% |
| Fulton Bank, N.A. | 855 | +48 | $299.7K | +$39.0K | 5.9% |
| Foresight Global Investors, Inc. | 865 | +46 | $303.2K | +$38.6K | 5.6% |
| Weinberger Asset Management, Inc | 1,180 | +19 | $413.6K | +$38.5K | 1.6% |
| FINANCIAL CONSULATE, INC | 156 | +105 | $54.5K | +$38.0K | 205.9% |
| B. Riley Wealth Advisors, Inc. | 1,195 | +15 | $418.8K | +$37.6K | 1.3% |
| Midwest Trust Co | 898 | +40 | $314.8K | +$37.6K | 4.7% |
| Legacy Capital Group California, Inc. | 1,228 | +11 | $430.5K | +$37.2K | 0.9% |
| Sound View Wealth Advisors Group, LLC | 1,011 | +29 | $354.5K | +$37.1K | 3.0% |
| Savvy Advisors, Inc. | 979 | +30 | $343.3K | +$36.7K | 3.2% |
| McLean Asset Management Corp | 648 | +61 | $241.7K | +$36.3K | 10.4% |
| Circle Wealth Management, LLC | 951 | +29 | $333.4K | +$35.5K | 3.1% |
| Shoker Investment Counsel, Inc. | 688 | +50 | $241.2K | +$35.0K | 7.8% |
| AdvisorNet Financial, Inc | 950 | +25 | $333.0K | +$34.1K | 2.7% |
| Pettinga Financial Advisors LLC | 812 | +37 | $284.6K | +$34.1K | 4.8% |
| Alliance Wealth Advisors, LLC | 894 | +26 | $313.4K | +$32.9K | 3.0% |
| Choate Investment Advisors | 763 | +37 | $267.5K | +$32.9K | 5.1% |
| Sompo Asset Management Co., Ltd. | 1,060 | +10 | $371.6K | +$32.3K | 0.9% |
| Abacus Planning Group, Inc. | 671 | +43 | $235.1K | +$32.3K | 6.8% |
| FULTON BREAKEFIELD BROENNIMAN LLC | 825 | +29 | $289.2K | +$32.0K | 3.6% |
| WILLNER & HELLER, LLC | 1,096 | +6 | $384.1K | +$31.8K | 0.6% |
| Haverford Trust Co | 1,110 | +3 | $389.1K | +$31.4K | 0.3% |
| EVOKE WEALTH, LLC | 884 | +22 | $309.8K | +$31.0K | 2.5% |
| Accurate Wealth Management, LLC | 768 | +39 | $286.4K | +$30.8K | 5.3% |
| CYBER HORNET ETFs LLC | 668 | +37 | $234.2K | +$30.3K | 5.9% |
| Ashton Thomas Private Wealth, LLC | 657 | +35 | $230.2K | +$29.3K | 5.6% |
| Basepoint Wealth LLC | 793 | +23 | $278.0K | +$29.1K | 3.0% |
| SwitchPoint Financial Planning, LLC | 726 | +24 | $254.4K | +$27.4K | 3.4% |
| Atlatl Advisers LLC | 783 | +18 | $274.5K | +$27.3K | 2.4% |
| Root Financial Partners, LLC | 136 | +72 | $47.7K | +$27.0K | 112.5% |
| Rossby Financial, LCC | 156 | +72 | $54.7K | +$26.7K | 85.7% |
| Parkside Financial Bank & Trust | 677 | +24 | $237.3K | +$26.3K | 3.7% |
| First Western Trust Bank | 929 | +2 | $325.7K | +$26.1K | 0.2% |
| RETIREMENT PLANNING GROUP, LLC / NY | 882 | +4 | $309.4K | +$25.6K | 0.5% |
| CoreCap Advisors, LLC | 557 | +32 | $195.3K | +$25.6K | 6.1% |
| TRUST CO OF VERMONT | 231 | +59 | $81.0K | +$25.4K | 34.3% |
| FSM Wealth Advisors, LLC | 820 | +5 | $287.5K | +$24.3K | 0.6% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 763 | +9 | $267.5K | +$23.8K | 1.2% |
| Red Door Wealth Management, LLC | 786 | +7 | $275.5K | +$23.8K | 0.9% |
| SJS Investment Consulting Inc. | 702 | +14 | $246.1K | +$23.8K | 2.0% |
| Elser Financial Planning, Inc | 894 | +41 | $313.4K | +$23.2K | 4.8% |
| Seneca House Advisors | 662 | +14 | $232.2K | +$22.8K | 2.2% |
| ORG Partners LLC | 108 | +59 | $37.9K | +$22.0K | 120.4% |
| Kaufman Rossin Wealth, LLC | 654 | +12 | $229.3K | +$21.8K | 1.9% |
| Freestone Capital Holdings, LLC | 754 | +3 | $264.3K | +$21.7K | 0.4% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 662 | +10 | $232.2K | +$21.4K | 1.5% |
| Harbor Group, Inc. | 737 | +4 | $258.3K | +$21.3K | 0.5% |
| Sound Income Strategies, LLC | 859 | +19 | $322.0K | +$21.2K | 2.3% |
| Mutual Advisors, LLC | 2,290 | +32 | $802.8K | +$20.9K | 1.4% |
| North Star Investment Management Corp. | 532 | +19 | $186.5K | +$20.7K | 3.7% |
| First National Trust Co | 634 | +9 | $222.2K | +$20.3K | 1.4% |
| OAKWORTH CAPITAL, INC. | 301 | +37 | $105.5K | +$20.2K | 14.0% |
| Strategic Advisors LLC | 700 | +3 | $245.6K | +$20.2K | 0.4% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 703 | +2 | $246.6K | +$20.1K | 0.3% |
| Vantage Financial Partners, LLC | 643 | +4 | $225.3K | +$18.7K | 0.6% |
| Aldebaran Financial Inc. | 687 | +1 | $239.6K | +$17.9K | 0.1% |
| Annis Gardner Whiting Capital Advisors, LLC | 191 | +38 | $67.0K | +$17.5K | 24.8% |
| Convergence Investment Partners, LLC | 635 | +1 | $222.4K | +$17.4K | 0.1% |
| N.E.W. Advisory Services LLC | 64 | +45 | $22.5K | +$16.4K | 236.8% |
| Salomon & Ludwin, LLC | 265 | +36 | $96.3K | +$16.1K | 15.7% |
| Westfuller Advisors, LLC | 435 | +12 | $152.6K | +$15.7K | 2.8% |
| New England Capital Financial Advisors LLC | 544 | +1 | $190.8K | +$15.5K | 0.2% |
| NATIXIS ADVISORS, LLC | 267,062 | +22,267 | $93.6K | +$14.5K | 9.1% |
| Private Wealth Management Group, LLC | 63 | +38 | $22.1K | +$14.0K | 152.0% |
| LSV ASSET MANAGEMENT | 46,664 | +38,400 | $16.4K | +$13.7K | 464.7% |
| Roxbury Financial LLC | 448 | +1 | $157.2K | +$12.8K | 0.2% |
| HFM Investment Advisors, LLC | 253 | +12 | $88.4K | +$10.5K | 5.0% |
| HBK Sorce Advisory LLC | 794 | +51 | $269.1K | +$9.5K | 6.9% |
| DiNuzzo Private Wealth, Inc. | 151 | +14 | $52.9K | +$9.3K | 10.2% |
| Kozak & Associates, Inc. | 212 | +1 | $78.9K | +$9.1K | 0.5% |
| Clearstead Trust, LLC | 258 | +5 | $90.4K | +$8.7K | 2.0% |
| Parkwood LLC | 72,785 | +18,733 | $25.5K | +$8.1K | 34.6% |
| Dogwood Wealth Management LLC | 33 | +19 | $11.6K | +$7.0K | 135.7% |
| Wiser Advisor Group LLC | 233 | +1 | $81.8K | +$6.8K | 0.4% |
| First Command Advisory Services, Inc. | 167 | +5 | $58.5K | +$6.2K | 3.1% |
| Apella Capital, LLC | 1,986 | +3 | $696.3K | +$5.9K | 0.1% |
| CBIZ Investment Advisory Services, LLC | 85 | +11 | $29.8K | +$5.9K | 14.9% |
| Cornerstone Planning Group LLC | 53 | +14 | $18.1K | +$5.6K | 35.9% |
| Legacy Wealth Managment, LLC/ID | 16 | +14 | $5.6K | +$5.0K | 700.0% |
| Stephens Consulting, LLC | 165 | +1 | $57.8K | +$4.8K | 0.6% |
| Fortitude Family Office, LLC | 79 | +8 | $27.7K | +$4.8K | 11.3% |
| Bay Harbor Wealth Management, LLC | 15 | +13 | $5.3K | +$4.6K | 650.0% |
| Marquette Asset Management, LLC | 32 | +11 | $11.2K | +$4.4K | 52.4% |
| Bogart Wealth, LLC | 109 | +4 | $38.2K | +$4.3K | 3.8% |
| NBC SECURITIES, INC. | 136 | +1 | $47.7K | +$4.1K | 0.7% |
| VAN ECK ASSOCIATES CORP | 28,033 | +8,127 | $9.8K | +$3.4K | 40.8% |
| Mn Services Vermogensbeheer B.V. | 88,537 | +2,937 | $31.0K | +$3.4K | 3.4% |
| Financial Management Professionals, Inc. | 62 | +5 | $21.7K | +$3.3K | 8.8% |
| Mascoma Wealth Management LLC | 78 | +3 | $27.3K | +$3.1K | 4.0% |
| ELEVATION WEALTH PARTNERS, LLC | 19 | +7 | $6.7K | +$2.8K | 58.3% |
| Evelyn Partners Asset Management Ltd | 12 | +8 | $4.2K | +$2.7K | 200.0% |
| WINNOW WEALTH LLC | 9 | +7 | $3.2K | +$2.5K | 350.0% |
| Valued Wealth Advisors LLC | 10 | +6 | $3.5K | +$2.2K | 150.0% |
| WPG Advisers, LLC | 49 | +2 | $17.2K | +$2.0K | 4.3% |
| Wealth Watch Advisors, INC | 10 | +5 | $3.5K | +$1.9K | 100.0% |
| Rialto Wealth Management, LLC | 38 | +2 | $13.3K | +$1.7K | 5.5% |
| Aspect Partners, LLC | 23 | +3 | $8.1K | +$1.6K | 15.0% |
| Vestcor Inc | 45,060 | +700 | $15.8K | +$1.5K | 1.6% |
| Daiwa Securities Group Inc. | 41,115 | +767 | $14.4K | +$1.4K | 1.9% |
| Crewe Advisors LLC | 24 | +2 | $8.4K | +$1.3K | 9.1% |
| Stone House Investment Management, LLC | 18 | +2 | $6.3K | +$1.1K | 12.5% |
| THOMPSON SIEGEL & WALMSLEY LLC | 21,230 | +1,475 | $7.4K | +$1.1K | 7.5% |
| Cambridge Investment Research Advisors, Inc. | 27,752 | +634 | $9.7K | +$966 | 2.3% |
| Hughes Financial Services, LLC | 14 | +1 | $4.9K | +$959 | 7.7% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 5,431 | +2,471 | $1.9K | +$947 | 83.5% |
| Strengthening Families & Communities, LLC | 7 | +2 | $2.5K | +$838 | 40.0% |
| Dunhill Financial, LLC | 7 | +2 | $2.5K | +$802 | 40.0% |
| PARK AVENUE SECURITIES LLC | 11,332 | +1,121 | $4.0K | +$674 | 11.0% |
| CWM, LLC | 19,482 | +394 | $6.8K | +$661 | 2.1% |
| NVWM, LLC | 7 | +1 | $2.5K | +$515 | 16.7% |
| American Capital Advisory, LLC | 6 | +1 | $2.1K | +$488 | 20.0% |
| PayPay Securities Corp | 6 | +1 | $2.1K | +$457 | 20.0% |
| TFC Financial Management, Inc. | 4 | +1 | $1.4K | +$433 | 33.3% |
| Seneschal Advisors, LLC | 2 | +1 | $702 | +$378 | 100.0% |
| EVOLUTION WEALTH MANAGEMENT INC. | 2 | +1 | $674 | +$351 | 100.0% |
| HANTZ FINANCIAL SERVICES, INC. | 1,064 | +347 | $373 | +$141 | 48.4% |
| Capital Advisors, Ltd. LLC | 262 | +11 | $92 | +$11 | 4.4% |
| GW&K Investment Management, LLC | 192 | +7 | $67 | +$7 | 3.8% |