13F QoQ Ownership Changes
EMR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 253 new · 736 added · 1193 reduced · 149 exited
New Positions(253)
Added To(736)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 54,909,180 | +578,242 | $7.29B | +$160.4M | 1.1% |
| BlackRock, Inc. | 40,624,262 | +649,688 | $5.39B | +$147.8M | 1.6% |
| UBS Group AG | 6,332,618 | +1,007,606 | $840.5M | +$141.9M | 18.9% |
| BANK OF AMERICA CORP /DE/ | 17,639,789 | +848,253 | $2.34B | +$138.4M | 5.0% |
| Fisher Asset Management, LLC | 7,191,118 | +928,548 | $954.4M | +$132.9M | 14.8% |
| Bank of New York Mellon Corp | 6,198,148 | +938,051 | $822.6M | +$132.6M | 17.8% |
| Bank Julius Baer & Co. Ltd, Zurich | 1,707,873 | +843,526 | $227.8M | +$114.4M | 97.6% |
| STATE STREET CORP | 27,483,440 | +541,887 | $3.65B | +$113.4M | 2.0% |
| Clean Energy Transition LLP | 1,351,224 | +711,664 | $179.3M | +$95.4M | 111.3% |
| JANUS HENDERSON GROUP PLC | 1,128,042 | +679,706 | $149.7M | +$90.9M | 151.6% |
| GOLDMAN SACHS GROUP INC | 4,089,289 | +600,568 | $542.7M | +$85.1M | 17.2% |
| 1832 Asset Management L.P. | 3,413,318 | +575,970 | $453.0M | +$80.8M | 20.3% |
| Assenagon Asset Management S.A. | 548,823 | +491,883 | $72.8M | +$65.4M | 863.9% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 7,461,727 | +256,158 | $990.3M | +$45.1M | 3.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,116,556 | +318,505 | $148.2M | +$43.5M | 39.9% |
| NewEdge Advisors, LLC | 406,652 | +314,607 | $54.0M | +$41.9M | 341.8% |
| Rockefeller Capital Management L.P. | 1,178,886 | +314,182 | $153.3M | +$39.8M | 36.3% |
| Schonfeld Strategic Advisors LLC | 294,611 | +291,848 | $39.1M | +$38.7M | 10562.7% |
| SCOPUS ASSET MANAGEMENT, L.P. | 340,327 | +274,477 | $45.2M | +$36.5M | 416.8% |
| KEYBANK NATIONAL ASSOCIATION/OH | 985,640 | +255,999 | $130.8M | +$35.1M | 35.1% |
| WELLS FARGO & COMPANY/MN | 10,840,109 | +134,049 | $1.44B | +$34.3M | 1.3% |
| Tidal Investments LLC | 835,708 | +245,317 | $110.9M | +$33.5M | 41.5% |
| DIMENSIONAL FUND ADVISORS LP | 3,857,999 | +191,117 | $512.1M | +$31.2M | 5.2% |
| Point72 Asset Management, L.P. | 230,500 | +227,900 | $30.6M | +$30.3M | 8765.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 12,328,324 | +76,488 | $1.63B | +$29.3M | 0.6% |
| Walleye Capital LLC | 240,271 | +200,871 | $31.9M | +$26.7M | 509.8% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 630,609 | +193,330 | $83.7M | +$26.3M | 44.2% |
| BARCLAYS PLC | 1,098,332 | +179,212 | $146.4M | +$25.9M | 19.5% |
| Swedbank AB | 3,110,797 | +149,278 | $412.9M | +$24.4M | 5.0% |
| DEUTSCHE BANK AG\ | 1,610,344 | +159,178 | $213.7M | +$23.4M | 11.0% |
| BNP PARIBAS FINANCIAL MARKETS | 946,523 | +154,931 | $139.9M | +$22.3M | 19.6% |
| Focus Partners Wealth | 358,193 | +142,181 | $47.5M | +$19.2M | 65.8% |
| CITADEL ADVISORS LLC | 897,530 | +122,613 | $119.1M | +$17.5M | 15.8% |
| Legal & General Group Plc | 4,114,470 | +84,064 | $546.1M | +$17.4M | 2.1% |
| Sarasin & Partners LLP | 2,249,935 | +65,836 | $298.6M | +$16.3M | 3.0% |
| ZEVIN ASSET MANAGEMENT LLC | 108,251 | +685 | $14.4M | +$14.4M | 0.6% |
| NATIONAL BANK OF CANADA /FI/ | 325,218 | +104,005 | $43.2M | +$14.1M | 47.0% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,214,230 | +58,469 | $164.9M | +$13.3M | 5.0% |
| ProShare Advisors LLC | 1,321,912 | +85,747 | $175.4M | +$13.3M | 6.9% |
| FIRST TRUST ADVISORS LP | 569,828 | +87,669 | $75.6M | +$12.4M | 18.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,459,937 | +50,080 | $459.2M | +$11.9M | 1.5% |
| Quantinno Capital Management LP | 420,902 | +81,606 | $55.9M | +$11.4M | 24.1% |
| PEAK6 LLC | 276,900 | +82,900 | $36.8M | +$11.3M | 42.7% |
| FORBES J M & CO LLP | 95,811 | +83,721 | $12.7M | +$11.1M | 692.5% |
| BANK OF MONTREAL /CAN/ | 741,686 | +75,883 | $98.4M | +$11.1M | 11.4% |
| DANSKE BANK A/S | 458,476 | +75,639 | $60.8M | +$10.6M | 19.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,327,524 | +52,950 | $309.0M | +$10.6M | 2.3% |
| JANE STREET GROUP, LLC | 475,950 | +73,968 | $63.2M | +$10.4M | 18.4% |
| Amundi | 2,208,747 | +110,540 | $293.1M | +$10.4M | 5.3% |
| SCOTIA CAPITAL INC. | 802,214 | +64,236 | $106.5M | +$9.7M | 8.7% |
| FIRST NATIONAL BANK OF OMAHA | 74,866 | +69,544 | $10.1M | +$9.4M | 1306.7% |
| TRUIST FINANCIAL CORP | 1,185,160 | +52,440 | $157.3M | +$8.7M | 4.6% |
| JONES FINANCIAL COMPANIES LLLP | 444,497 | +47,164 | $59.0M | +$7.8M | 11.9% |
| Visionary Wealth Advisors | 101,053 | +56,768 | $13.4M | +$7.6M | 128.2% |
| Mariner, LLC | 549,039 | +41,365 | $72.9M | +$6.3M | 8.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 342,108 | +22,260 | $48.1M | +$6.2M | 7.0% |
| AE Wealth Management LLC | 155,932 | +42,900 | $20.7M | +$5.9M | 38.0% |
| FEDERATED HERMES, INC. | 180,078 | +42,144 | $23.9M | +$5.8M | 30.6% |
| CIBC Asset Management Inc | 132,488 | +42,531 | $17.6M | +$5.8M | 47.3% |
| D. E. Shaw & Co., Inc. | 73,362 | +42,662 | $9.7M | +$5.7M | 139.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 337,079 | +372 | $49.5M | +$5.2M | 0.1% |
| Cerity Partners LLC | 783,721 | +30,163 | $104.0M | +$5.2M | 4.0% |
| KLP KAPITALFORVALTNING AS | 347,213 | +34,500 | $46.1M | +$5.1M | 11.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 54,325 | +35,189 | $7.2M | +$4.7M | 183.9% |
| Rakuten Investment Management, Inc. | 73,947 | +4,667 | $10.0M | +$4.7M | 6.7% |
| Allianz Asset Management GmbH | 357,321 | +30,298 | $47.4M | +$4.5M | 9.3% |
| Asset Management One Co., Ltd. | 281,359 | +25,019 | $38.0M | +$4.3M | 9.8% |
| STRS OHIO | 305,621 | +28,756 | $40.6M | +$4.2M | 10.4% |
| &PARTNERS | 309,493 | +28,137 | $41.1M | +$4.2M | 10.0% |
| Ransom Advisory, Ltd | 50,896 | +38,148 | $5.8M | +$4.2M | 299.2% |
| Candriam S.C.A. | 518,034 | +24,814 | $68.8M | +$4.1M | 5.0% |
| AVIVA PLC | 475,716 | +24,750 | $63.1M | +$4.0M | 5.5% |
| Baird Financial Group, Inc. | 681,415 | +21,910 | $90.4M | +$3.9M | 3.3% |
| WESTPAC BANKING CORP | 45,308 | +29,192 | $6.0M | +$3.9M | 181.1% |
| Guardian Partners Inc. | 133,483 | +2,186 | $20.9M | +$3.7M | 1.7% |
| James Hambro & Partners LLP | 206,591 | +24,922 | $27.4M | +$3.6M | 13.7% |
| NOMURA ASSET MANAGEMENT CO LTD | 470,496 | +20,614 | $62.4M | +$3.4M | 4.6% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 72,822 | +23,979 | $9.7M | +$3.3M | 49.1% |
| DNB Asset Management AS | 873,898 | +14,391 | $116.0M | +$3.2M | 1.7% |
| BOWEN HANES & CO INC | 24,309 | +114 | $3.2K | -$3.2M | 0.5% |
| HUNTINGTON NATIONAL BANK | 921,709 | +11,347 | $122.3M | +$2.9M | 1.2% |
| ALLSTATE CORP | 41,760 | +21,467 | $5.5M | +$2.9M | 105.8% |
| FIL Ltd | 31,517 | +21,466 | $4.2M | +$2.9M | 213.6% |
| Foster Victor Wealth Advisors, LLC | 133,541 | +6,339 | $20.0M | +$2.8M | 5.0% |
| NWAM LLC | 29,783 | +19,955 | $4.1M | +$2.8M | 203.0% |
| Covea Finance | 329,669 | +17,000 | $43.8M | +$2.7M | 5.4% |
| Carnegie Investment Counsel | 127,410 | +19,067 | $16.9M | +$2.7M | 17.6% |
| J. Safra Sarasin Holding AG | 708,577 | +11,944 | $94.0M | +$2.7M | 1.7% |
| Quilter Plc | 804,338 | +10,740 | $106.8M | +$2.6M | 1.4% |
| Sawyer & Company, Inc | 19,247 | +212 | $2.6M | +$2.6M | 1.1% |
| Mirae Asset Global Investments Co., Ltd. | 103,501 | +17,580 | $13.7M | +$2.5M | 20.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 459,792 | +12,588 | $61.0M | +$2.4M | 2.8% |
| Pictet Asset Management Holding SA | 262,995 | +14,135 | $34.9M | +$2.3M | 5.7% |
| Creative Planning | 235,080 | +14,401 | $31.2M | +$2.3M | 6.5% |
| Foundations Investment Advisors, LLC | 97,186 | +15,681 | $12.9M | +$2.2M | 19.2% |
| CAPTRUST FINANCIAL ADVISORS | 245,824 | +13,828 | $32.6M | +$2.2M | 6.0% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 95,149 | +14,850 | $12.6M | +$2.1M | 18.5% |
| AQR CAPITAL MANAGEMENT LLC | 132,898 | +13,139 | $17.6M | +$2.1M | 11.0% |
| GAM Holding AG | 73,439 | +14,828 | $9.7M | +$2.1M | 25.3% |
| Connor, Clark & Lunn Investment Management Ltd. | 43,036 | +14,669 | $5.7M | +$2.0M | 51.7% |
| NorthCrest Asset Manangement, LLC | 149,838 | +2,119 | $21.4M | +$2.0M | 1.4% |
| BLAIR WILLIAM & CO/IL | 381,205 | +10,256 | $50.6M | +$1.9M | 2.8% |
| California Public Employees Retirement System | 1,038,664 | +1,908 | $137.9M | +$1.8M | 0.2% |
| Vontobel Holding Ltd. | 171,447 | +12,059 | $22.8M | +$1.8M | 7.6% |
| Crossmark Global Holdings, Inc. | 175,231 | +11,986 | $23.3M | +$1.8M | 7.3% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 150,313 | +12,169 | $19.9M | +$1.8M | 8.8% |
| BECKER CAPITAL MANAGEMENT INC | 95,670 | +12,146 | $12.7M | +$1.7M | 14.5% |
| Federation des caisses Desjardins du Quebec | 136,820 | +11,590 | $18.2M | +$1.7M | 9.3% |
| STRATEGY ASSET MANAGERS LLC | 103,970 | +11,801 | $13.8M | +$1.7M | 12.8% |
| Jump Financial, LLC | 19,917 | +12,719 | $2.6M | +$1.7M | 176.7% |
| Banque Cantonale Vaudoise | 12,797 | +1,775 | $1.7M | +$1.7M | 16.1% |
| Investment Management Corp of Ontario | 68,339 | +11,750 | $9.1M | +$1.6M | 20.8% |
| MUFG Securities EMEA plc | 23,031 | +12,259 | $3.1M | +$1.6M | 113.8% |
| LGT Group Foundation | 319,717 | +2,344 | $43.3M | +$1.6M | 0.7% |
| Vest Financial, LLC | 395,526 | +7,232 | $52.5M | +$1.6M | 1.9% |
| Capital Research Global Investors | 703,547 | +3,510 | $93.4M | +$1.5M | 0.5% |
| Groupe la Francaise | 111,575 | +10,428 | $14.8M | +$1.5M | 10.3% |
| NEUBERGER BERMAN GROUP LLC | 821,522 | +1,767 | $109.0M | +$1.5M | 0.2% |
| Callan Family Office, LLC | 25,600 | +10,968 | $3.4M | +$1.5M | 75.0% |
| ZACKS INVESTMENT MANAGEMENT | 178,886 | +9,116 | $23.7M | +$1.5M | 5.4% |
| ASR Vermogensbeheer N.V. | 86,125 | +9,939 | $11.4M | +$1.4M | 13.0% |
| RNC CAPITAL MANAGEMENT LLC | 464,613 | +5,193 | $61.7M | +$1.4M | 1.1% |
| Woodline Partners LP | 57,002 | +9,661 | $7.6M | +$1.4M | 20.4% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 46,467 | +32,346 | $505.6K | -$1.3M | 229.1% |
| LITTLE HOUSE CAPITAL LLC | 17,770 | +9,841 | $2.4M | +$1.3M | 124.1% |
| Royal Fund Management, LLC | 37,501 | +9,376 | $5.0M | +$1.3M | 33.3% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 296,783 | +6,172 | $39.4M | +$1.3M | 2.1% |
| Wealthfront Advisers LLC | 63,105 | +8,786 | $8.4M | +$1.2M | 16.2% |
| DEPRINCE RACE & ZOLLO INC | 351,114 | +5,254 | $46.6M | +$1.2M | 1.5% |
| HighTower Advisors, LLC | 696,463 | +1,197 | $92.4M | +$1.2M | 0.2% |
| Cetera Investment Advisers | 326,113 | +5,395 | $43.3M | +$1.2M | 1.7% |
| Capital Management Associates, Inc | 11,402 | +9,002 | $1.5M | +$1.2M | 375.1% |
| Kestra Advisory Services, LLC | 237,892 | +5,205 | $31.6M | +$1.0M | 2.2% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 166,941 | +5,867 | $22.2M | +$1.0M | 3.6% |
| Tower Research Capital LLC (TRC) | 15,471 | +7,612 | $2.1M | +$1.0M | 96.8% |
| CAXTON ASSOCIATES LLP | 9,599 | +7,613 | $1.3M | +$1.0M | 383.3% |
| Savvy Advisors, Inc. | 14,460 | +7,434 | $1.9M | +$997.4K | 105.8% |
| TRUST CO OF VERMONT | 163,786 | +5,633 | $21.7M | +$991.2K | 3.6% |
| JB Capital LLC | 113,340 | +5,933 | $15.0M | +$952.9K | 5.5% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 9,471 | +7,139 | $1.3M | +$951.3K | 306.1% |
| BROWN BROTHERS HARRIMAN & CO | 57,452 | +6,505 | $7.6M | +$941.8K | 12.8% |
| NewEdge Wealth, LLC | 24,500 | +6,986 | $3.3M | +$931.8K | 39.9% |
| Teamwork Financial Advisors, LLC | 120,899 | +5,524 | $16.0M | +$910.6K | 4.8% |
| Czech National Bank | 148,139 | +5,199 | $19.7M | +$910.1K | 3.6% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 144,353 | +5,143 | $19.2M | +$897.0K | 3.7% |
| Vise Technologies, Inc. | 20,684 | +6,579 | $2.7M | +$894.9K | 46.6% |
| TRUST CO OF TOLEDO NA /OH/ | 23,914 | +6,352 | $3.2M | +$870.1K | 36.2% |
| NISA INVESTMENT ADVISORS, LLC | 209,731 | +4,076 | $27.8M | +$857.7K | 2.0% |
| Integrated Investment Consultants, LLC | 14,289 | +6,364 | $1.9M | +$856.8K | 80.3% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 37,933 | +6,021 | $5.0M | +$848.2K | 18.9% |
| Advisors Capital Management, LLC | 88,182 | +5,421 | $11.7M | +$846.8K | 6.5% |
| Texas Capital Bank Wealth Management Services Inc | 11,283 | +6,312 | $1.5M | +$845.4K | 127.0% |
| Moors & Cabot, Inc. | 98,174 | +5,107 | $13.0M | +$821.1K | 5.5% |
| Hills Bank & Trust Co | 17,250 | +5,947 | $2.3M | +$806.7K | 52.6% |
| BIP Wealth, LLC | 7,957 | +5,977 | $1.1M | +$796.3K | 301.9% |
| Balyasny Asset Management L.P. | 9,234 | +5,951 | $1.2M | +$794.9K | 181.3% |
| Waverly Advisors, LLC | 29,736 | +5,641 | $3.9M | +$785.8K | 23.4% |
| ADELL HARRIMAN & CARPENTER INC | 117,520 | +4,577 | $15.6M | +$781.4K | 4.0% |
| VestGen Advisors, LLC | 28,583 | +5,586 | $3.8M | +$776.7K | 24.3% |
| SEI INVESTMENTS CO | 138,782 | +3,902 | $18.4M | +$726.8K | 2.9% |
| AXXCESS WEALTH MANAGEMENT, LLC | 48,233 | +4,842 | $6.4M | +$709.5K | 11.2% |
| U.S. Capital Wealth Advisors, LLC | 163,310 | +3,489 | $21.7M | +$709.2K | 2.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 123,493 | +3,948 | $16.4M | +$708.1K | 3.3% |
| DAVENPORT & Co LLC | 97,952 | +3,644 | $13.0M | +$708.0K | 3.9% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 94,633 | +4,199 | $12.6M | +$696.6K | 4.6% |
| NICOLET BANKSHARES INC | 8,019 | +5,205 | $1.1M | +$695.1K | 185.0% |
| Kingsview Wealth Management, LLC | 83,650 | +4,310 | $11.1M | +$694.3K | 5.4% |
| XPONANCE, INC. | 86,461 | +4,169 | $11.5M | +$680.0K | 5.1% |
| Capital Asset Advisory Services LLC | 32,027 | +1,502 | $4.7M | +$659.5K | 4.9% |
| PANAGORA ASSET MANAGEMENT INC | 9,072 | +4,772 | $1.2M | +$640.0K | 111.0% |
| Aprio Wealth Management, LLC | 6,148 | +3,529 | $967.6K | +$624.0K | 134.7% |
| Concurrent Investment Advisors, LLC | 54,582 | +4,088 | $7.2M | +$620.4K | 8.1% |
| Beacon Pointe Advisors, LLC | 90,741 | +3,656 | $12.0M | +$619.4K | 4.2% |
| Winthrop Advisory Group LLC | 8,982 | +4,575 | $1.2M | +$614.0K | 103.8% |
| AustralianSuper Pty Ltd | 11,746 | +4,503 | $1.6M | +$608.8K | 62.2% |
| GREAT VALLEY ADVISOR GROUP, INC. | 27,168 | +4,315 | $3.6M | +$608.2K | 18.9% |
| WHITTIER TRUST CO OF NEVADA INC | 53,255 | +86 | $7.8M | +$589.9K | 0.2% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 6,800 | +4,400 | $902.5K | +$587.7K | 183.3% |
| Sequoia Financial Advisors, LLC | 27,751 | +4,088 | $3.7M | +$579.0K | 17.3% |
| NICOLET ADVISORY SERVICES, LLC | 7,442 | +3,592 | $1.1M | +$575.6K | 93.3% |
| Farther Finance Advisors, LLC | 24,806 | +4,085 | $3.3M | +$574.0K | 19.7% |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 249,775 | +1,442 | $33.2M | +$573.8K | 0.6% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 300,402 | +819 | $39.9M | +$570.1K | 0.3% |
| Impax Asset Management Group plc | 123,070 | +2,877 | $16.3M | +$566.9K | 2.4% |
| GREENLEAF TRUST | 20,615 | +4,065 | $2.7M | +$565.0K | 24.6% |
| Vanguard Personalized Indexing Management, LLC | 96,581 | +3,133 | $12.8M | +$558.6K | 3.4% |
| MATTERN CAPITAL MANAGEMENT, LLC | 77,538 | +3,275 | $10.3M | +$549.0K | 4.4% |
| MAI Capital Management | 71,818 | +3,307 | $9.5M | +$544.4K | 4.8% |
| Cresset Asset Management, LLC | 173,334 | +2,092 | $23.0M | +$541.2K | 1.2% |
| Beta Wealth Group, Inc. | 5,108 | +501 | $67.8K | -$536.6K | 10.9% |
| Canoe Financial LP | 239,846 | +1,259 | $31.8M | +$534.5K | 0.5% |
| OPPENHEIMER & CO INC | 91,825 | +2,984 | $12.2M | +$532.9K | 3.4% |
| Empowered Funds, LLC | 24,450 | +3,593 | $3.2M | +$509.0K | 17.2% |
| Lansforsakringar Fondforvaltning AB (publ) | 218,856 | +1,306 | $29.0M | +$508.4K | 0.6% |
| Canada Post Corp Registered Pension Plan | 38,710 | +2,880 | $5.1M | +$506.6K | 8.0% |
| Prime Capital Investment Advisors, LLC | 38,535 | +3,354 | $5.1M | +$499.3K | 9.5% |
| Trueblood Wealth Management, LLC | 5,918 | +3,640 | $785.5K | +$486.6K | 159.8% |
| LAFFER TENGLER INVESTMENTS, INC. | 64,833 | +2,822 | $8.6M | +$470.0K | 4.5% |
| BNC WEALTH MANAGEMENT, LLC | 27,957 | +3,254 | $3.7M | +$469.9K | 13.2% |
| CHILTON CAPITAL MANAGEMENT LLC | 261,556 | +460 | $34.7M | +$463.1K | 0.2% |
| Rossmore Private Capital | 28,705 | +3,190 | $3.8M | +$462.7K | 12.5% |
| Kera Capital Partners, Inc. | 5,407 | +2,830 | $794.6K | +$456.6K | 109.8% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 33,396 | +3,039 | $4.4M | +$450.1K | 10.0% |
| Interchange Capital Partners, LLC | 5,162 | +3,366 | $685.1K | +$449.5K | 187.4% |
| Kesler, Norman & Wride, LLC | 42,814 | +512 | $5.7M | +$439.9K | 1.2% |
| S-Bank Fund Management Ltd | 28,000 | +3,000 | $3.7M | +$436.7K | 12.0% |
| May Hill Capital, LLC | 6,354 | +3,186 | $843.3K | +$427.7K | 100.6% |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 24,767 | +294 | $3.7M | +$425.8K | 1.2% |
| NOVARE CAPITAL MANAGEMENT LLC | 191,897 | +982 | $25.5M | +$424.3K | 0.5% |
| Soltis Investment Advisors LLC | 6,257 | +3,139 | $830.4K | +$421.4K | 100.7% |
| Lombard Odier Asset Management (Switzerland) SA | 18,526 | +2,994 | $2.5M | +$421.3K | 19.3% |
| NATIXIS | 65,381 | +2,436 | $8.7M | +$420.2K | 3.9% |
| TD Waterhouse Canada Inc. | 77,306 | +2,314 | $10.3M | +$416.6K | 3.1% |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 10,637 | +3,051 | $1.4M | +$416.6K | 40.2% |
| Snowden Capital Advisors LLC | 39,499 | +2,701 | $5.2M | +$415.2K | 7.3% |
| BENJAMIN EDWARDS INC | 41,055 | +2,649 | $5.4M | +$410.6K | 6.9% |
| GHP Investment Advisors, Inc. | 100,905 | +1,911 | $13.4M | +$406.1K | 1.9% |
| IEQ CAPITAL, LLC | 6,619 | +3,012 | $878.5K | +$405.3K | 83.5% |
| Prestige Wealth Management Group LLC | 3,988 | +3,390 | $473.3K | +$394.9K | 566.9% |
| Apella Capital, LLC | 13,340 | +2,638 | $1.8M | +$391.1K | 24.6% |
| SUMMITRY LLC | 60,494 | +2,266 | $8.0M | +$390.3K | 3.9% |
| Orion Porfolio Solutions, LLC | 53,753 | +2,308 | $7.1M | +$385.5K | 4.5% |
| StoneX Group Inc. | 31,836 | +2,480 | $4.2M | +$377.3K | 8.4% |
| Limestone Investment Advisors LP | 5,400 | +2,800 | $716.7K | +$375.6K | 107.7% |
| Petros Family Wealth, LLC | 12,260 | +2,669 | $1.6M | +$369.0K | 27.8% |
| Private Advisor Group, LLC | 68,932 | +1,956 | $9.1M | +$362.8K | 2.9% |
| Aaron Wealth Advisors LLC | 14,334 | +2,587 | $1.9M | +$361.4K | 22.0% |
| STEPHENS INC /AR/ | 98,436 | +1,784 | $13.1M | +$359.9K | 1.8% |
| RWA WEALTH PARTNERS, LLC | 33,351 | +2,327 | $4.4M | +$356.6K | 7.5% |
| TL Private Wealth | 4,400 | +2,200 | $634.5K | +$352.5K | 100.0% |
| Norinchukin Bank, The | 34,742 | +2,270 | $4.6M | +$351.3K | 7.0% |
| Global Retirement Partners, LLC | 17,666 | +2,464 | $2.3M | +$350.5K | 16.2% |
| Regal Investment Advisors LLC | 69,720 | +1,838 | $9.3M | +$348.5K | 2.7% |
| Waterloo Capital, L.P. | 16,995 | +2,423 | $2.3M | +$344.0K | 16.6% |
| Americana Partners, LLC | 8,376 | +2,512 | $1.1M | +$342.4K | 42.8% |
| Pettee Investors, Inc. | 11,370 | +2,447 | $1.5M | +$338.5K | 27.4% |
| HOWLAND CAPITAL MANAGEMENT LLC | 26,784 | +2,233 | $3.6M | +$334.2K | 9.1% |
| Whitener Capital Management, Inc. | 24,351 | +2,228 | $3.2M | +$329.9K | 10.1% |
| Smartleaf Asset Management LLC | 18,245 | +1,692 | $2.5M | +$328.9K | 10.2% |
| Richard C. Young & CO., LTD. | 121,799 | +1,073 | $16.2M | +$328.4K | 0.9% |
| FARMERS & MERCHANTS INVESTMENTS INC | 181,856 | +349 | $24.1M | +$325.8K | 0.2% |
| PRIVATE TRUST CO NA | 12,125 | +2,303 | $1.6M | +$320.8K | 23.4% |
| Western Wealth Management, LLC | 7,485 | +2,340 | $993.4K | +$318.5K | 45.5% |
| HBK Sorce Advisory LLC | 9,315 | +483 | $1.5M | +$315.4K | 5.5% |
| GTS SECURITIES LLC | 5,490 | +2,319 | $728.6K | +$312.7K | 73.1% |
| HB Wealth Management, LLC | 28,111 | +2,017 | $3.7M | +$307.9K | 7.7% |
| ASSETMARK, INC | 15,977 | +2,157 | $2.1M | +$307.5K | 15.6% |
| Trek Financial, LLC | 12,426 | +2,162 | $1.6M | +$302.8K | 21.1% |
| LMCG INVESTMENTS, LLC | 98,346 | +1,123 | $13.1M | +$298.8K | 1.1% |
| First Western Trust Bank | 19,507 | +2,013 | $2.6M | +$294.1K | 11.5% |
| FIRST CITIZENS BANK & TRUST CO | 17,010 | +2,015 | $2.3M | +$290.5K | 13.4% |
| PFG Investments, LLC | 19,230 | +1,943 | $2.6M | +$284.6K | 11.2% |
| Ethic Inc. | 76,995 | +1,197 | $10.2M | +$275.6K | 1.6% |
| BROWN, LISLE/CUMMINGS, INC. | 6,949 | +2,000 | $922.3K | +$273.1K | 40.4% |
| TITLEIST ASSET MANAGEMENT, LLC | 3,757 | +2,028 | $498.6K | +$271.8K | 117.3% |
| Capital Investment Counsel, LLC | 49,998 | +1,470 | $6.6M | +$269.8K | 3.0% |
| Bleakley Financial Group, LLC | 27,829 | +1,661 | $3.7M | +$260.7K | 6.3% |
| Occidental Asset Management, LLC | 40,020 | +1,481 | $5.3M | +$255.9K | 3.8% |
| M&G PLC | 30,459 | +1,488 | $4.1M | +$255.8K | 5.1% |
| World Investment Advisors | 22,897 | +2,412 | $2.9M | +$255.7K | 11.8% |
| Realta Investment Advisors | 6,468 | +1,865 | $858.5K | +$254.6K | 40.5% |
| Chicago Partners Investment Group LLC | 11,856 | +721 | $1.8M | +$253.1K | 6.5% |
| ALPS ADVISORS INC | 8,155 | +1,798 | $1.1M | +$248.4K | 28.3% |
| Vestmark Advisory Solutions, Inc. | 7,003 | +1,774 | $929.4K | +$243.5K | 33.9% |
| Banco Santander, S.A. | 37,799 | +1,408 | $5.0M | +$242.9K | 3.9% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 73,069 | +987 | $9.7M | +$242.0K | 1.4% |
| CAPITAL ADVISORS INC/OK | 88,417 | +759 | $11.7M | +$235.7K | 0.9% |
| Diversified Trust Co | 31,131 | +1,428 | $4.1M | +$235.3K | 4.8% |
| GATEWAY INVESTMENT ADVISERS LLC | 56,379 | +1,065 | $7.5M | +$226.5K | 1.9% |
| MCF Advisors LLC | 1,806 | +1,697 | $239.6K | +$225.3K | 1556.9% |
| BROWN ADVISORY INC | 140,216 | +65 | $18.6M | +$224.3K | 0.0% |
| ProVise Management Group, LLC | 4,575 | +1,655 | $607.2K | +$224.1K | 56.7% |
| MBL Wealth, LLC | 3,852 | +1,663 | $511.2K | +$224.1K | 76.0% |
| Procyon Advisors, LLC | 4,113 | +1,648 | $545.8K | +$222.5K | 66.8% |
| Miracle Mile Advisors, LLC | 26,412 | +1,376 | $3.5M | +$221.2K | 5.5% |
| WOODMONT INVESTMENT COUNSEL LLC | 54,444 | +1,034 | $7.2M | +$219.4K | 1.9% |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 18,504 | +1,450 | $2.5M | +$218.7K | 8.5% |
| Talbot Financial, LLC | 105,256 | +420 | $14.0M | +$217.3K | 0.4% |
| LEE DANNER & BASS INC | 3,598 | +1,572 | $477.5K | +$211.8K | 77.6% |
| BRIAN LOW FINANCIAL GROUP, LLC | 9,505 | +1,497 | $1.3M | +$211.0K | 18.7% |
| Crestwood Advisors Group, LLC | 46,904 | +1,040 | $6.2M | +$208.7K | 2.3% |
| Heartland Bank & Trust Co | 8,424 | +1,469 | $1.1M | +$205.7K | 21.1% |
| BAILARD, INC. | 34,814 | +1,124 | $4.6M | +$201.1K | 3.3% |
| HUB Investment Partners, LLC | 4,788 | +1,476 | $635.5K | +$201.0K | 44.6% |
| MSH Capital Advisors LLC | 16,712 | +1,329 | $2.2M | +$200.0K | 8.6% |
| Cambridge Financial Group, LLC | 4,248 | +1,600 | $544.7K | +$197.3K | 60.4% |
| Hilltop Partners LLC | 9,444 | +1,351 | $1.3M | +$191.8K | 16.7% |
| KINGSWOOD WEALTH ADVISORS, LLC | 7,485 | +1,351 | $993.7K | +$189.0K | 22.0% |
| OFI INVEST ASSET MANAGEMENT | 12,370 | +1,378 | $1.4M | +$185.4K | 12.5% |
| SHELTON WEALTH MANAGEMENT, LLC | 15,244 | +1,234 | $2.0M | +$185.3K | 8.8% |
| Bogart Wealth, LLC | 74,049 | +538 | $9.8M | +$184.6K | 0.7% |
| Avior Wealth Management, LLC | 4,668 | +1,349 | $619.6K | +$184.2K | 40.6% |
| RITHOLTZ WEALTH MANAGEMENT | 14,993 | +1,224 | $2.0M | +$183.6K | 8.9% |
| Belpointe Asset Management LLC | 3,667 | +1,354 | $486.8K | +$183.4K | 58.5% |
| FIDELIS CAPITAL PARTNERS, LLC | 17,678 | +1,186 | $2.3M | +$182.8K | 7.2% |
| GM Advisory Group, LLC | 4,096 | +1,326 | $543.6K | +$180.3K | 47.9% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2,932 | +1,296 | $389.1K | +$174.5K | 79.2% |
| Millstone Evans Group, LLC | 3,036 | +1,292 | $402.9K | +$174.2K | 74.1% |
| Stonebridge Financial Group, LLC | 38,834 | +865 | $5.2M | +$173.3K | 2.3% |
| Cardinal Capital Management | 89,171 | +258 | $11.8M | +$171.2K | 0.3% |
| SPINNAKER TRUST | 25,178 | +1,000 | $3.3M | +$170.0K | 4.1% |
| RiverFront Investment Group, LLC | 28,055 | +950 | $3.7M | +$167.8K | 3.5% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 23,123 | +1,358 | $3.1M | +$167.0K | 6.2% |
| Valeo Financial Advisors, LLC | 13,827 | +1,092 | $1.8M | +$164.5K | 8.6% |
| WOODSTOCK CORP | 95,908 | +111 | $12.7M | +$162.3K | 0.1% |
| Pathstone Holdings, LLC | 81,125 | +269 | $10.8M | +$160.0K | 0.3% |
| Parallel Advisors, LLC | 30,298 | +837 | $4.0M | +$156.5K | 2.8% |
| CENTRAL TRUST Co | 80,759 | +236 | $10.7M | +$155.3K | 0.3% |
| HBW ADVISORY SERVICES LLC | 4,275 | +1,088 | $567.4K | +$149.4K | 34.1% |
| Parkside Financial Bank & Trust | 16,061 | +947 | $2.1M | +$148.9K | 6.3% |
| Ascent Group, LLC | 11,973 | +990 | $1.6M | +$148.4K | 9.0% |
| CORRECT CAPITAL WEALTH MANAGEMENT | 16,092 | +938 | $2.1M | +$147.8K | 6.2% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 8,568 | +1,024 | $1.1M | +$147.6K | 13.6% |
| ROCKLAND TRUST CO | 63,484 | +374 | $8.4M | +$146.8K | 0.6% |
| Legacy Private Trust Co. | 20,711 | +838 | $2.7M | +$141.8K | 4.2% |
| Merit Financial Group, LLC | 28,696 | +717 | $3.8M | +$138.2K | 2.6% |
| QUADRANT CAPITAL GROUP LLC | 15,751 | +850 | $2.1M | +$135.8K | 5.7% |
| Bank of Jackson Hole Trust | 8,372 | +909 | $1.1M | +$132.1K | 12.2% |
| Stratos Wealth Partners, LTD. | 24,131 | +721 | $3.2M | +$131.7K | 3.1% |
| Biltmore Family Office, LLC | 18,701 | +779 | $2.5M | +$131.0K | 4.3% |
| Nicholson Wealth Management Group, LLC | 14,259 | +820 | $1.9M | +$129.5K | 6.1% |
| GAMMA Investing LLC | 13,919 | +807 | $1.8M | +$127.3K | 6.2% |
| 1900 WEALTH MANAGEMENT LLC | 3,336 | +929 | $442.8K | +$127.0K | 38.6% |
| DAYMARK WEALTH PARTNERS, LLC | 66,661 | +185 | $8.8M | +$126.9K | 0.3% |
| Community Bank, N.A. | 55,324 | +295 | $7.3M | +$123.9K | 0.5% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 5,633 | +841 | $747.6K | +$119.0K | 17.6% |
| Argent Trust Co | 52,743 | +284 | $7.0M | +$118.5K | 0.5% |
| Frank, Rimerman Advisors LLC | 5,350 | +821 | $710.1K | +$115.9K | 18.1% |
| Dakota Wealth Management | 3,682 | +839 | $488.7K | +$115.8K | 29.5% |
| ANGELES WEALTH MANAGEMENT, LLC | 2,967 | +830 | $393.8K | +$113.5K | 38.8% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5,428 | +949 | $720.4K | +$113.5K | 21.2% |
| Summit Financial, LLC | 28,165 | +533 | $3.7M | +$113.3K | 1.9% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 25,479 | +555 | $3.4M | +$112.1K | 2.2% |
| Processus Wealth & Capital Management, LLC | 18,989 | +629 | $2.5M | +$111.7K | 3.4% |
| Indiana Trust & Investment Management Co | 3,414 | +810 | $453.1K | +$111.5K | 31.1% |
| BANK OF NOVA SCOTIA TRUST CO | 44,325 | +328 | $5.9M | +$111.3K | 0.7% |
| Capula Management Ltd | 3,800 | +800 | $504.3K | +$110.8K | 26.7% |
| TRUE Private Wealth Advisors | 29,736 | +477 | $3.9M | +$108.3K | 1.6% |
| Rossby Financial, LCC | 827 | +810 | $109.8K | +$107.6K | 4764.7% |
| Vivid Wealth Management, LLC | 22,155 | +557 | $2.9M | +$107.2K | 2.6% |
| Wedmont Private Capital | 6,277 | +295 | $892.3K | +$105.7K | 4.9% |
| Trivium Point Advisory, LLC | 6,162 | +733 | $817.8K | +$105.6K | 13.5% |
| MGO ONE SEVEN LLC | 31,998 | +426 | $4.2M | +$105.1K | 1.3% |
| Meeder Advisory Services, Inc. | 17,613 | +593 | $2.3M | +$104.9K | 3.5% |
| GUARDIAN CAPITAL LP | 29,286 | +449 | $3.9M | +$104.0K | 1.6% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 7,640 | +691 | $1.0M | +$102.5K | 9.9% |
| Providence Wealth Advisors, LLC | 9,985 | +97 | $1.4M | +$101.7K | 1.0% |
| Revisor Wealth Management LLC | 4,691 | +158 | $694.2K | +$101.1K | 3.5% |
| Sky Investment Group LLC | 62,998 | +25 | $8.4M | +$100.3K | 0.0% |
| Dynasty Wealth Management, LLC | 6,014 | +693 | $798.2K | +$100.2K | 13.0% |
| Sara-Bay Financial | 24,064 | +5 | $3.3M | +$99.6K | 0.0% |
| AssuredPartners Investment Advisors, LLC | 2,519 | +729 | $334.3K | +$99.4K | 40.7% |
| NTV Asset Management LLC | 12,403 | +600 | $1.6M | +$97.8K | 5.1% |
| Private Wealth Asset Management, LLC | 12,114 | +600 | $1.6M | +$97.4K | 5.2% |
| 1620 INVESTMENT ADVISORS, INC. | 1,629 | +715 | $216.2K | +$96.3K | 78.2% |
| Integrated Advisors Network LLC | 25,133 | +428 | $3.3M | +$94.8K | 1.7% |
| Spire Wealth Management | 4,289 | +670 | $569.2K | +$94.5K | 18.5% |
| Legacy Trust | 3,381 | +666 | $448.7K | +$92.6K | 24.5% |
| 180 WEALTH ADVISORS, LLC | 28,789 | +360 | $3.8M | +$91.6K | 1.3% |
| Haverford Trust Co | 44,344 | +175 | $5.9M | +$91.2K | 0.4% |
| Abacus Wealth Partners, LLC | 2,613 | +664 | $346.8K | +$91.1K | 34.1% |
| COMPASS CAPITAL MANAGEMENT, INC | 2,459 | +659 | $326.4K | +$90.2K | 36.6% |
| Compound Planning, Inc. | 10,050 | +564 | $1.3M | +$89.4K | 5.9% |
| Pathway Financial Advisers, LLC | 20,457 | +382 | $2.7M | +$89.2K | 1.9% |
| Stokes Family Office, LLC | 6,885 | +598 | $913.8K | +$89.0K | 9.5% |
| Gryphon Financial Partners LLC | 4,701 | +621 | $623.9K | +$88.7K | 15.2% |
| Bridgewater Advisors Inc. | 4,425 | +54 | $661.8K | +$87.1K | 1.2% |
| Chesley Taft & Associates LLC | 32,648 | +275 | $4.3M | +$86.4K | 0.8% |
| Shoker Investment Counsel, Inc. | 25,966 | +318 | $3.4M | +$81.7K | 1.2% |
| Somerset Trust Co | 27,401 | +295 | $3.6M | +$80.9K | 1.1% |
| Mission Creek Capital Partners, Inc. | 20,870 | +367 | $2.8M | +$80.3K | 1.8% |
| Cullen/Frost Bankers, Inc. | 42,367 | +114 | $5.6M | +$80.2K | 0.3% |
| Thomasville National Bank | 43,908 | +95 | $5.8M | +$80.1K | 0.2% |
| Clark Capital Management Group, Inc. | 5,993 | +533 | $795.4K | +$79.1K | 9.8% |
| SYON CAPITAL LLC | 9,048 | +496 | $1.2M | +$79.0K | 5.8% |
| Sentinus, LLC | 3,835 | +545 | $509.0K | +$77.5K | 16.6% |
| Capital Investment Advisors, LLC | 23,393 | +315 | $3.1M | +$77.4K | 1.4% |
| Annis Gardner Whiting Capital Advisors, LLC | 3,645 | +544 | $483.8K | +$77.0K | 17.5% |
| SAPIENT CAPITAL LLC | 6,286 | +300 | $850.4K | +$76.7K | 5.0% |
| CHELSEA COUNSEL CO | 15,632 | +400 | $2.1M | +$76.5K | 2.6% |
| Drucker Wealth 3.0, LLC | 12,600 | +433 | $1.7M | +$76.3K | 3.5% |
| Stratos Investment Management, LLC | 2,785 | +545 | $369.7K | +$75.9K | 24.3% |
| AlphaCore Capital LLC | 8,536 | +475 | $1.1M | +$75.5K | 5.9% |
| MERIDIAN INVESTMENT COUNSEL INC. | 6,244 | +500 | $828.7K | +$75.2K | 8.7% |
| Knights of Columbus Asset Advisors LLC | 12,663 | +423 | $1.7M | +$75.0K | 3.5% |
| NORDEN GROUP LLC | 4,619 | +514 | $613.0K | +$74.5K | 12.5% |
| UPTICK PARTNERS, LLC | 3,290 | +521 | $436.6K | +$73.4K | 18.8% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 18,334 | +344 | $2.4M | +$73.4K | 1.9% |
| DAVIS R M INC | 11,791 | +420 | $1.6M | +$73.3K | 3.7% |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 29,804 | +208 | $4.0M | +$73.2K | 0.7% |
| Atlas Legacy Advisors, LLC | 4,425 | +504 | $587.6K | +$73.2K | 12.8% |
| Independent Advisor Alliance | 31,259 | +186 | $4.1M | +$72.5K | 0.6% |
| Aptus Capital Advisors, LLC | 16,888 | +354 | $2.2M | +$72.4K | 2.1% |
| Abbot Financial Management, Inc. | 17,935 | +341 | $2.4M | +$72.4K | 1.9% |
| Pekin Hardy Strauss, Inc. | 12,793 | +400 | $1.7M | +$72.2K | 3.2% |
| Triton Financial Group Inc | 12,933 | +391 | $1.7M | +$71.2K | 3.1% |
| Wealthcare Advisory Partners LLC | 22,051 | +284 | $2.9M | +$71.2K | 1.3% |
| SIGNATUREFD, LLC | 12,625 | +373 | $1.7M | +$68.3K | 3.0% |
| Accurate Wealth Management, LLC | 3,516 | +135 | $507.0K | +$68.3K | 4.0% |
| SIMON QUICK ADVISORS, LLC | 33,215 | +128 | $4.4M | +$67.9K | 0.4% |
| SageView Advisory Group, LLC | 13,817 | +354 | $1.8M | +$67.8K | 2.6% |
| Linscomb Wealth, Inc. | 36,964 | +78 | $4.9M | +$67.2K | 0.2% |
| Goldstone Financial Group, LLC | 6,044 | +425 | $802.2K | +$65.1K | 7.6% |
| Ignite Planners, LLC | 1,997 | +253 | $293.5K | +$64.7K | 14.5% |
| Relyea Zuckerberg Hanson LLC | 7,676 | +403 | $1.0M | +$64.7K | 5.5% |
| Forza Wealth Management, LLC | 17,750 | +282 | $2.4M | +$64.3K | 1.6% |
| Equitable Holdings, Inc. | 19,413 | +260 | $2.6M | +$64.0K | 1.4% |
| Advisory Alpha, LLC | 5,136 | +489 | $681.9K | +$63.5K | 10.5% |
| EverSource Wealth Advisors, LLC | 4,640 | +428 | $615.8K | +$63.2K | 10.2% |
| Autumn Glory Partners, LLC | 2,604 | +448 | $345.6K | +$62.8K | 20.8% |
| Anchor Investment Management, LLC | 31,493 | +106 | $4.2M | +$62.4K | 0.3% |
| Caprock Group, LLC | 25,777 | +438 | $3.4M | +$62.3K | 1.7% |
| FineMark National Bank & Trust | 32,000 | +86 | $4.2M | +$60.6K | 0.3% |
| Principle Wealth Partners LLC | 39,214 | +1 | $5.2M | +$60.5K | 0.0% |
| TRUST POINT INC. | 13,088 | +304 | $1.7M | +$60.0K | 2.4% |
| Cypress Capital Group | 8,913 | +347 | $1.2M | +$59.3K | 4.0% |
| Ashton Thomas Private Wealth, LLC | 20,736 | +208 | $2.8M | +$59.2K | 1.0% |
| Union Bancaire Privee, UBP SA | 6,980 | +206 | $813.4K | +$58.6K | 3.0% |
| Colonial Trust Co / SC | 1,548 | +428 | $205.5K | +$58.5K | 38.2% |
| SBI Securities Co., Ltd. | 2,712 | +411 | $360.1K | +$58.2K | 17.9% |
| Rooted Wealth Advisors, Inc. | 2,195 | +64 | $345.4K | +$58.2K | 3.0% |
| Crumly & Associates Inc. | 3,457 | +397 | $458.8K | +$57.4K | 13.0% |
| One Capital Management, LLC | 2,889 | +400 | $383.4K | +$56.9K | 16.1% |
| First Commonwealth Financial Corp /PA/ | 7,908 | +340 | $1.0M | +$56.8K | 4.5% |
| Trust Co | 667 | +422 | $88.5K | +$56.4K | 172.2% |
| TFC Financial Management, Inc. | 2,113 | +402 | $280.4K | +$56.0K | 23.5% |
| Cornell Pochily Investment Advisors, Inc. | 29,260 | +76 | $3.9M | +$55.0K | 0.3% |
| Hilltop National Bank | 883 | +405 | $117.2K | +$54.5K | 84.7% |
| LeConte Wealth Management, LLC | 2,336 | +387 | $310.0K | +$54.4K | 19.9% |
| Venturi Wealth Management, LLC | 6,356 | +337 | $843.6K | +$54.0K | 5.6% |
| NOVEM GROUP | 26,526 | +100 | $3.5M | +$54.0K | 0.4% |
| SG Americas Securities, LLC | 441,844 | +396,076 | $58.6K | +$52.6K | 865.4% |
| Charles Schwab Trust Co | 17,600 | +194 | $2.3M | +$52.6K | 1.1% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 23,818 | +119 | $3.2M | +$52.3K | 0.5% |
| Clear Harbor Asset Management, LLC | 15,781 | +201 | $2.1M | +$50.7K | 1.3% |
| GRIFFIN ASSET MANAGEMENT, INC. | 19,169 | +154 | $2.5M | +$49.7K | 0.8% |
| Brendel Financial Advisors LLC | 1,884 | +350 | $250.0K | +$48.8K | 22.8% |
| BALDWIN WEALTH PARTNERS LLC/MA | 12,850 | +220 | $1.7M | +$48.6K | 1.7% |
| SALEM INVESTMENT COUNSELORS INC | 15,980 | +180 | $2.1M | +$48.2K | 1.1% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 13,814 | +1 | $1.8M | +$48.0K | 0.0% |
| Apeiron RIA LLC | 1,950 | +63 | $289.8K | +$48.0K | 3.3% |
| Calamos Wealth Management LLC | 5,883 | +291 | $780.8K | +$47.2K | 5.2% |
| VeraBank, N.A. | 2,380 | +330 | $315.9K | +$47.0K | 16.1% |
| Apollon Wealth Management, LLC | 30,201 | +2 | $4.0M | +$46.7K | 0.0% |
| SFE Investment Counsel | 6,742 | +275 | $894.8K | +$46.5K | 4.3% |
| Legacy Advisors, LLC | 8,450 | +243 | $1.1M | +$44.9K | 3.0% |
| Unison Advisors LLC | 21,582 | +86 | $2.9M | +$44.5K | 0.4% |
| Davis Investment Partners, LLC | 5,260 | +153 | $714.4K | +$44.4K | 3.0% |
| SUMMIT SECURITIES GROUP LLC | 1,287 | +316 | $170.8K | +$43.4K | 32.5% |
| Cascade Investment Advisors, Inc. | 13,977 | +165 | $1.9M | +$43.2K | 1.2% |
| Sound Income Strategies, LLC | 1,439 | +132 | $215.1K | +$43.2K | 10.1% |
| JAG CAPITAL MANAGEMENT, LLC | 4,165 | +279 | $552.8K | +$43.0K | 7.2% |
| Everhart Financial Group, Inc. | 2,752 | +295 | $365.3K | +$43.0K | 12.0% |
| Ameritas Advisory Services, LLC | 4,058 | +278 | $538.6K | +$42.7K | 7.3% |
| Insight Inv LLC | 17,457 | +120 | $2.3M | +$42.6K | 0.7% |
| Proactive Wealth Strategies LLC | 5,322 | +261 | $706.3K | +$42.3K | 5.2% |
| Dorsey & Whitney Trust CO LLC | 19,316 | +96 | $2.6M | +$42.3K | 0.5% |
| Silver Lake Advisory, LLC | 23,002 | +48 | $3.1M | +$41.7K | 0.2% |
| Global X Japan Co., Ltd. | 4,437 | +258 | $588.9K | +$40.7K | 6.2% |
| Canopy Partners, LLC | 4,591 | +256 | $609.3K | +$40.7K | 5.9% |
| SPIREPOINT PRIVATE CLIENT, LLC | 22,082 | +49 | $2.9M | +$40.4K | 0.2% |
| Jacobi Capital Management LLC | 24,973 | +14 | $3.3M | +$40.3K | 0.1% |
| Telos Capital Management, Inc. | 8,650 | +204 | $1.1M | +$40.1K | 2.4% |
| FARMERS TRUST CO | 2,878 | +268 | $382.0K | +$39.6K | 10.3% |
| Fiduciary Group, LLC | 8,646 | +200 | $1.1M | +$39.6K | 2.4% |
| Icon Wealth Advisors, LLC | 5,464 | +163 | $734.9K | +$39.5K | 3.1% |
| MJT & Associates Financial Advisory Group, Inc. | 662 | +287 | $87.9K | +$38.7K | 76.5% |
| ORG Wealth Partners, LLC | 5,174 | +233 | $686.7K | +$38.5K | 4.7% |
| NBC SECURITIES, INC. | 5,894 | +222 | $782.4K | +$38.3K | 3.9% |
| SILVER OAK SECURITIES, INCORPORATED | 4,693 | +144 | $635.0K | +$38.3K | 3.2% |
| First Command Advisory Services, Inc. | 665 | +281 | $88.3K | +$37.9K | 73.2% |
| Silvant Capital Management LLC | 16,645 | +93 | $2.2M | +$37.8K | 0.6% |
| Ancora Advisors LLC | 5,472 | +223 | $726.3K | +$37.7K | 4.2% |
| Robertson Stephens Wealth Management, LLC | 8,230 | +190 | $1.1M | +$37.7K | 2.4% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 22,802 | +15 | $3.0M | +$37.1K | 0.1% |
| JFS WEALTH ADVISORS, LLC | 1,344 | +262 | $178.4K | +$36.4K | 24.2% |
| Gallagher Fiduciary Advisors, LLC | 3,586 | +236 | $475.9K | +$36.4K | 7.0% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,967 | +230 | $526.4K | +$36.3K | 6.2% |
| Stockman Wealth Management, Inc. | 6,482 | +200 | $860.3K | +$36.2K | 3.2% |
| RICHARDS, MERRILL & PETERSON, INC. | 8,407 | +176 | $1.1M | +$36.0K | 2.1% |
| Aull & Monroe Investment Management Corp | 14,872 | +100 | $2.0M | +$36.0K | 0.7% |
| InTrack Investment Management Inc | 1,866 | +248 | $247.7K | +$35.4K | 15.3% |
| CHAPIN DAVIS, INC. | 22,804 | +1 | $3.0M | +$35.3K | 0.0% |
| United Community Bank | 8,682 | +165 | $1.2M | +$35.0K | 1.9% |
| MONECO Advisors, LLC | 4,508 | +211 | $598.3K | +$34.6K | 4.9% |
| SCHULHOFF & CO INC | 22,205 | +2 | $2.9M | +$34.5K | 0.0% |
| BURNEY CO/ | 20,514 | +19 | $2.7M | +$34.0K | 0.1% |
| Clayton Financial Group LLC | 4,671 | +202 | $619.9K | +$33.7K | 4.5% |
| Sepio Capital, LP | 2,025 | +229 | $268.8K | +$33.1K | 12.8% |
| Baron Wealth Management LLC | 4,487 | +192 | $595.5K | +$32.0K | 4.5% |
| Focus Financial Network, Inc. | 3,512 | +200 | $466.2K | +$31.8K | 6.0% |
| Turtle Creek Wealth Advisors, LLC | 2,160 | +207 | $286.7K | +$30.5K | 10.6% |
| Aries Wealth Management | 6,820 | +151 | $905.1K | +$30.3K | 2.3% |
| Ausdal Financial Partners, Inc. | 3,053 | +196 | $405.2K | +$30.3K | 6.9% |
| L2 Asset Management, LLC | 3,130 | +194 | $415.4K | +$30.3K | 6.6% |
| Wellington Shields & Co., LLC | 6,959 | +149 | $923.5K | +$30.2K | 2.2% |
| Cornerstone Wealth Group, LLC | 1,847 | +208 | $245.2K | +$30.2K | 12.7% |
| Summit Asset Management, LLC | 17,967 | +16 | $2.4M | +$29.8K | 0.1% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 11,480 | +90 | $1.5M | +$29.5K | 0.8% |
| Stablepoint Partners, LLC | 2,091 | +200 | $277.5K | +$29.5K | 10.6% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 17,951 | +13 | $2.4M | +$29.4K | 0.1% |
| DOVER ADVISORS, LLC | 12,102 | +81 | $1.6M | +$29.3K | 0.7% |
| G&S Capital LLC | 7,147 | +133 | $948.6K | +$28.4K | 1.9% |
| Rosenberg Matthew Hamilton | 2,123 | +183 | $281.8K | +$27.3K | 9.4% |
| Prosperity Consulting Group, LLC | 3,209 | +169 | $426.0K | +$27.2K | 5.5% |
| Real Talk Capital, LLC | 5,356 | +144 | $710.9K | +$27.1K | 2.8% |
| CAPITAL CITY TRUST CO/FL | 16,483 | +10 | $2.2M | +$26.7K | 0.1% |
| Fiduciary Alliance LLC | 8,687 | +101 | $1.2M | +$26.7K | 1.2% |
| Quent Capital, LLC | 1,611 | +183 | $213.9K | +$26.5K | 12.8% |
| Badgley Phelps Wealth Managers, LLC | 10,252 | +81 | $1.4M | +$26.4K | 0.8% |
| Crestmont Private Wealth LLC | 2,743 | +160 | $364.1K | +$25.2K | 6.2% |
| Keystone Financial Group | 2,597 | +161 | $344.6K | +$25.1K | 6.6% |
| Avidian Wealth Enterprises, LLC | 3,366 | +151 | $446.8K | +$25.0K | 4.7% |
| CHATHAM CAPITAL GROUP, INC. | 2,189 | +163 | $290.5K | +$24.8K | 8.0% |
| Cadence Bank | 4,960 | +126 | $658.3K | +$24.2K | 2.6% |
| ALBERT D MASON INC | 13,094 | +30 | $1.7M | +$24.0K | 0.2% |
| MGB Wealth Management, LLC | 1,822 | +154 | $241.8K | +$23.6K | 9.2% |
| Pine Haven Investment Counsel, Inc | 11,437 | +45 | $1.5M | +$23.5K | 0.4% |
| Essex Savings Bank | 8,360 | +80 | $1.1M | +$23.4K | 1.0% |
| Westfuller Advisors, LLC | 1,421 | +161 | $188.6K | +$23.3K | 12.8% |
| CAPE ANN SAVINGS BANK | 2,476 | +147 | $328.6K | +$23.1K | 6.3% |
| Luken Investment Analytics, LLC | 10,369 | +53 | $1.4M | +$22.9K | 0.5% |
| MEEDER ASSET MANAGEMENT INC | 246 | +170 | $32.6K | +$22.7K | 223.7% |
| Empire Financial Management Company, LLC | 13,623 | +10 | $1.8M | +$22.3K | 0.1% |
| Sterling Investment Advisors, Ltd. | 14,036 | +4 | $1.9M | +$22.1K | 0.0% |
| Meadow Creek Wealth Advisors LLC | 5,364 | +12 | $711.9K | +$22.1K | 0.2% |
| River Wealth Advisors LLC | 1,697 | +147 | $225.3K | +$22.0K | 9.5% |
| Inscription Capital, LLC | 4,064 | +120 | $539.3K | +$21.9K | 3.0% |
| Tudor Financial Inc. | 3,480 | +125 | $461.9K | +$21.8K | 3.7% |
| Bryn Mawr Trust Advisors, LLC | 12,060 | +19 | $1.6M | +$21.1K | 0.1% |
| Versant Capital Management, Inc | 5,211 | +99 | $691.6K | +$21.0K | 1.9% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 750 | +150 | $99.5K | +$20.8K | 25.0% |
| PATRICK M SWEENEY & ASSOCIATES, INC | 5,350 | +95 | $710.1K | +$20.8K | 1.8% |
| GRIMES & COMPANY, INC. | 10,224 | +36 | $1.4M | +$20.5K | 0.3% |
| SJS Investment Consulting Inc. | 3,682 | +113 | $488.7K | +$20.5K | 3.2% |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 13,197 | +1 | $1.8M | +$20.5K | 0.0% |
| Enterprise Financial Services Corp | 10,659 | +28 | $1.4M | +$20.1K | 0.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,453,860 | +134,787 | $193.0K | +$19.9K | 10.2% |
| Great Lakes Retirement, Inc. | 3,450 | +109 | $457.8K | +$19.5K | 3.3% |
| Verdence Capital Advisors LLC | 11,982 | +12 | $1.6M | -$19.2K | 0.1% |
| Embree Financial Group | 1,925 | +123 | $255.5K | +$19.1K | 6.8% |
| Klingman & Associates, LLC | 5,680 | +78 | $753.9K | +$19.0K | 1.4% |
| Cassaday & Co Wealth Management LLC | 1,675 | +125 | $222.3K | +$19.0K | 8.1% |
| BROADWATER CAPITAL MANAGEMENT LLC | 113,064 | +106,664 | $848.9K | -$18.9K | 1666.6% |
| Tillman Hartley LLC | 1,684 | +124 | $223.5K | +$18.9K | 7.9% |
| City Center Advisors, LLC | 2,129 | +117 | $282.8K | +$18.8K | 5.8% |
| CHILDRESS CAPITAL ADVISORS, LLC | 2,572 | +113 | $341.3K | +$18.8K | 4.6% |
| Jackson, Grant Investment Advisers, Inc. | 11,478 | +7 | $1.5M | +$18.6K | 0.1% |
| DMC Group, LLC | 6,313 | +66 | $837.9K | +$18.4K | 1.1% |
| AMERICAN NATIONAL BANK & TRUST | 1,896 | +114 | $251.6K | +$17.9K | 6.4% |
| Iron Gate Global Advisors LLC | 8,559 | +4 | $1.1M | +$17.6K | 0.0% |
| Salvus Wealth Management, LLC | 3,289 | +94 | $436.5K | +$17.4K | 2.9% |
| Vermillion Wealth Management, Inc. | 168 | +129 | $22.3K | +$17.2K | 330.8% |
| CORDA Investment Management, LLC. | 8,996 | +24 | $1.2M | +$17.0K | 0.3% |
| Bell Investment Advisors, Inc | 1,492 | +112 | $198.0K | +$17.0K | 8.1% |
| Argentarii, LLC | 10,729 | +3 | $1.4M | +$16.9K | 0.0% |
| Claro Advisors LLC | 10,183 | +8 | $1.4M | +$16.7K | 0.1% |
| Annex Advisory Services, LLC | 1,771 | +104 | $235.1K | +$16.4K | 6.2% |
| Intellectus Partners, LLC | 2,082 | +100 | $276.3K | +$16.3K | 5.0% |
| Institute for Wealth Management, LLC. | 4,546 | +71 | $603.4K | +$16.3K | 1.6% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 2,273 | +96 | $301.7K | +$16.1K | 4.4% |
| Washington Trust Bank | 4,778 | +63 | $634.1K | +$15.6K | 1.3% |
| Windsor Capital Management, LLC | 5,941 | +49 | $788.5K | +$15.6K | 0.8% |
| Golden State Wealth Management, LLC | 488 | +111 | $64.8K | +$15.4K | 29.4% |
| AMERIFLEX GROUP, INC. | 438 | +112 | $58.1K | +$15.4K | 34.4% |
| Broadway Wealth Solutions, Inc. | 1,681 | +97 | $223.1K | +$15.3K | 6.1% |
| Balefire, LLC | 4,055 | +69 | $538.2K | +$15.3K | 1.7% |
| INTRUST BANK NA | 1,860 | +92 | $246.9K | +$14.9K | 5.2% |
| Columbia Asset Management | 9,538 | +1 | $1.3M | +$14.8K | 0.0% |
| Zhang Financial LLC | 2,892 | +76 | $383.8K | +$14.4K | 2.7% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3,098 | +72 | $411.1K | +$14.2K | 2.4% |
| CYBER HORNET ETFs LLC | 1,640 | +89 | $217.7K | +$14.2K | 5.7% |
| Triumph Capital Management | 177 | +104 | $23.5K | +$13.9K | 142.5% |
| Forum Financial Management, LP | 6,253 | +31 | $829.9K | +$13.7K | 0.5% |
| Root Financial Partners, LLC | 2,227 | +78 | $295.6K | +$13.7K | 3.6% |
| REAP Financial Group, LLC | 1,892 | +79 | $251.1K | +$13.2K | 4.3% |
| S.A. Mason LLC | 5,907 | +30 | $784.0K | +$13.0K | 0.5% |
| Integrity Financial Corp /WA | 3,137 | +62 | $416.3K | +$13.0K | 2.0% |
| JOURNEY STRATEGIC WEALTH LLC | 3,059 | +60 | $406.0K | +$12.6K | 2.0% |
| Center for Financial Planning, Inc. | 6,779 | +16 | $899.7K | +$12.5K | 0.2% |
| Segment Wealth Management, LLC | 7,879 | +3 | $1.0M | +$12.5K | 0.0% |
| Veracity Capital LLC | 5,506 | +30 | $730.8K | +$12.5K | 0.5% |
| Orca Investment Management, LLC | 4,180 | +46 | $554.8K | +$12.5K | 1.1% |
| RB Capital Management, LLC | 5,914 | +21 | $784.9K | +$11.9K | 0.3% |
| N.E.W. Advisory Services LLC | 326 | +85 | $43.3K | +$11.7K | 35.3% |
| Magnus Financial Group LLC | 2,129 | +60 | $282.6K | +$11.1K | 2.9% |
| Summit Financial Wealth Advisors, LLC | 2,408 | +56 | $319.6K | +$11.0K | 2.4% |
| Pinnacle Wealth Planning Services, Inc. | 5,387 | +19 | $715.0K | +$10.8K | 0.3% |
| Beaumont Financial Advisors, LLC | 2,347 | +51 | $311.5K | +$10.3K | 2.2% |
| Mowery & Schoenfeld Wealth Management, LLC | 107 | +77 | $14.2K | +$10.2K | 256.7% |
| CVA Family Office, LLC | 2,390 | +50 | $317.2K | +$10.2K | 2.1% |
| Unified Investment Management | 3,463 | +37 | $459.6K | +$10.2K | 1.1% |
| OPINICUS CAPITAL, INC. | 3,954 | +31 | $524.8K | +$10.2K | 0.8% |
| BARRETT & COMPANY, INC. | 5,750 | +9 | $763.2K | +$10.1K | 0.1% |
| RICHARDSON FINANCIAL SERVICES INC. | 160 | +75 | $21.3K | +$10.1K | 88.2% |
| MILLER WEALTH ADVISORS, LLC | 150 | +75 | $19.9K | +$10.1K | 100.0% |
| Abound Wealth Management | 140 | +75 | $18.6K | +$10.1K | 115.4% |
| Joel Isaacson & Co., LLC | 6,129 | +4 | $813.4K | +$10.0K | 0.1% |
| Portland Global Advisors LLC | 4,613 | +21 | $612.2K | +$9.9K | 0.5% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 4,284 | +24 | $568.6K | +$9.8K | 0.6% |
| North Star Investment Management Corp. | 2,796 | +42 | $371.1K | +$9.8K | 1.5% |
| WASHINGTON TRUST Co | 4,633 | +20 | $614.9K | +$9.8K | 0.4% |
| Traynor Capital Management, Inc. | 2,044 | +50 | $271.3K | +$9.7K | 2.5% |
| Coastal Bridge Advisors, LLC | 5,117 | +12 | $679.2K | +$9.5K | 0.2% |
| MN Wealth Advisors, LLC | 1,926 | +49 | $255.6K | +$9.4K | 2.6% |
| Cornerstone Advisory, LLC | 4,165 | +22 | $552.8K | +$9.3K | 0.5% |
| Simplicity Wealth,LLC | 4,614 | +17 | $612.3K | +$9.2K | 0.4% |
| PETTYJOHN, WOOD & WHITE, INC | 3,397 | +30 | $450.9K | +$9.2K | 0.9% |
| Sendero Wealth Management, LLC | 3,703 | +24 | $491.5K | +$8.9K | 0.7% |
| Quotient Wealth Partners, LLC | 2,846 | +33 | $377.7K | +$8.7K | 1.2% |
| INVESTMENT HOUSE LLC | 2,882 | +32 | $382.5K | +$8.6K | 1.1% |
| JEPPSON WEALTH MANAGEMENT, LLC | 5,224 | +4 | $693.3K | +$8.6K | 0.1% |
| Sovereign Financial Group, Inc. | 1,776 | +43 | $235.7K | +$8.4K | 2.5% |
| D'Orazio & Associates, Inc. | 2,632 | +33 | $349.3K | +$8.4K | 1.3% |
| Howard Capital Management Inc. | 3,587 | +19 | $476.1K | +$8.0K | 0.5% |
| Beacon Financial Advisory LLC | 2,672 | +29 | $354.6K | +$7.9K | 1.1% |
| Optimize Financial Inc | 2,419 | +32 | $321.1K | +$7.9K | 1.3% |
| Tortoise Investment Management, LLC | 3,694 | +17 | $490.2K | +$7.9K | 0.5% |
| STEINBERGANNA WEALTH MANAGEMENT | 1,713 | +40 | $227.4K | +$7.9K | 2.4% |
| Wealth Dimensions Group, Ltd. | 3,096 | +23 | $410.9K | +$7.8K | 0.7% |
| Joule Financial, LLC | 3,921 | +13 | $520.4K | +$7.7K | 0.3% |
| NORRIS PERNE & FRENCH LLP/MI | 1,700 | +39 | $225.6K | +$7.7K | 2.3% |
| GODSEY & GIBB, INC | 3,038 | +20 | $403.2K | +$7.3K | 0.7% |
| ORG Partners LLC | 1,750 | +37 | $232.3K | +$7.2K | 2.1% |
| FAS Wealth Partners, Inc. | 4,075 | +7 | $540.9K | +$7.2K | 0.2% |
| WEST PACES ADVISORS INC. | 3,064 | +18 | $406.7K | +$7.1K | 0.6% |
| JNBA Financial Advisors | 3,513 | +13 | $466.2K | +$7.1K | 0.4% |
| Stonebrook Private Inc. | 1,958 | +30 | $259.8K | +$6.9K | 1.6% |
| Moss Adams Wealth Advisors LLC | 1,956 | +29 | $259.6K | +$6.8K | 1.5% |
| Perennial Investment Advisors, LLC | 1,946 | +27 | $258.4K | +$6.6K | 1.4% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 4,132 | +1 | $548.5K | +$6.5K | 0.0% |
| Compass Ion Advisors, LLC | 3,148 | +12 | $417.9K | +$6.4K | 0.4% |
| Warther Private Wealth, LLC | 2,036 | +25 | $270.2K | +$6.4K | 1.2% |
| Buckley Wealth Management, LLC | 1,823 | +27 | $241.9K | +$6.3K | 1.5% |
| WEATHERLY ASSET MANAGEMENT L. P. | 3,826 | +2 | $507.8K | +$6.2K | 0.1% |
| Financial & Tax Architects, LLC | 3,533 | +6 | $468.9K | +$6.1K | 0.2% |
| OLD SECOND NATIONAL BANK OF AURORA | 145 | +45 | $19.2K | +$6.1K | 45.0% |
| WEBSTER BANK, N. A. | 2,614 | +16 | $346.9K | +$6.1K | 0.6% |
| Atlas Brown,Inc. | 3,227 | +8 | $428.4K | +$6.1K | 0.2% |
| Tradition Wealth Management, LLC | 2,525 | +16 | $335.1K | +$6.0K | 0.6% |
| High Note Wealth, LLC | 70 | +44 | $9.3K | +$5.9K | 169.2% |
| Salomon & Ludwin, LLC | 525 | +12 | $75.0K | +$5.9K | 2.3% |
| Northstar Financial Companies, Inc. | 2,585 | +14 | $343.1K | +$5.8K | 0.5% |
| Global View Capital Management LLC | 3,345 | +5 | $443.9K | +$5.8K | 0.1% |
| LAKE STREET PRIVATE WEALTH, LLC | 3,654 | +1 | $484.9K | +$5.7K | 0.0% |
| GUARDIAN INVESTMENT MANAGEMENT | 3,377 | +3 | $448.2K | +$5.6K | 0.1% |
| Members Trust Co | 2,232 | +16 | $296.2K | +$5.5K | 0.7% |
| IAG Wealth Partners, LLC | 170 | +40 | $22.6K | +$5.5K | 30.8% |
| Detalus Advisors, LLC | 3,337 | +2 | $442.9K | +$5.5K | 0.1% |
| Dogwood Wealth Management LLC | 268 | +38 | $35.6K | +$5.5K | 16.5% |
| Wilkins Miller Wealth Management, LLC | 3,378 | +2 | $448.4K | +$5.4K | 0.1% |
| LVZ, Inc. | 2,833 | +8 | $376.0K | +$5.4K | 0.3% |
| Charter Oak Capital Management, LLC | 1,699 | +21 | $225.5K | +$5.4K | 1.3% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,687 | +21 | $223.9K | +$5.4K | 1.3% |
| Mayflower Financial Advisors, LLC | 2,046 | +15 | $271.5K | +$5.1K | 0.7% |
| Pines Wealth Management, LLC | 1,720 | +18 | $228.3K | +$5.0K | 1.1% |
| YANKCOM Partnership | 277 | +34 | $36.8K | +$4.9K | 14.0% |
| United Advisor Group, LLC | 2,680 | +4 | $355.7K | +$4.7K | 0.1% |
| HILL ISLAND FINANCIAL LLC | 1,893 | +13 | $251.2K | +$4.6K | 0.7% |
| Hopwood Financial Services, Inc. | 2,775 | +2 | $368.3K | +$4.6K | 0.1% |
| Greater Midwest Financial Group, LLC | 2,223 | +9 | $295.1K | +$4.6K | 0.4% |
| Strategic Advocates LLC | 536 | +18 | $72.5K | +$4.6K | 3.5% |
| Westside Investment Management, Inc. | 133 | +33 | $17.7K | +$4.5K | 33.0% |
| Carson Advisory Inc. | 1,692 | +15 | $224.5K | +$4.5K | 0.9% |
| STUDIO INVESTMENT MANAGEMENT LLC | 1,646 | +14 | $218.5K | +$4.4K | 0.8% |
| CarsonAllaria Wealth Management, Ltd. | 2,567 | +3 | $340.7K | +$4.3K | 0.1% |
| Wellspring Financial Advisors, LLC | 2,033 | +8 | $269.9K | +$4.3K | 0.4% |
| Shulman DeMeo Asset Management LLC | 2,579 | +2 | $342.3K | +$4.2K | 0.1% |
| Stone House Investment Management, LLC | 38 | +31 | $5.0K | +$4.1K | 442.9% |
| Stiles Financial Services Inc | 2,150 | +3 | $285.4K | +$3.8K | 0.1% |
| Northwest Quadrant Wealth Management, LLC | 1,819 | +7 | $241.4K | +$3.8K | 0.4% |
| HORAN Wealth, LLC | 1,598 | +10 | $212.1K | +$3.8K | 0.6% |
| HFM Investment Advisors, LLC | 38 | +28 | $5.0K | +$3.7K | 280.0% |
| IMG Wealth Management, Inc. | 104 | +27 | $13.8K | +$3.7K | 35.1% |
| WOLFF WIESE MAGANA LLC | 461 | +22 | $61.2K | +$3.6K | 5.0% |
| Physician Wealth Advisors, Inc. | 600 | +20 | $79.6K | +$3.5K | 3.4% |
| Avalon Global Asset Management LLC | 95,000 | +25,000 | $12.6K | +$3.4K | 35.7% |
| Legacy Bridge, LLC | 400 | +20 | $53.1K | +$3.2K | 5.3% |
| Brown Miller Wealth Management, LLC | 1,932 | +1 | $256.4K | +$3.1K | 0.1% |
| Sivia Capital Partners, LLC | 1,555 | +5 | $206.4K | +$3.1K | 0.3% |
| VICUS CAPITAL | 1,840 | +1 | $244.2K | +$3.0K | 0.1% |
| Element Wealth, LLC | 1,736 | +2 | $230.3K | +$2.9K | 0.1% |
| Frisch Financial Group, Inc. | 1,731 | +1 | $229.8K | +$2.8K | 0.1% |
| SpringVest Wealth Management LLC | 1,602 | +2 | $212.6K | +$2.7K | 0.1% |
| Kozak & Associates, Inc. | 153 | +1 | $22.1K | +$2.7K | 0.7% |
| HHM Wealth Advisors, LLC | 1,640 | +1 | $217.6K | +$2.6K | 0.1% |
| Nemes Rush Group LLC | 217 | +17 | $28.8K | +$2.6K | 8.5% |
| Turning Point Benefit Group, Inc. | 20 | +19 | $2.7K | +$2.5K | 1900.0% |
| Mascoma Wealth Management LLC | 735 | +10 | $97.5K | +$2.4K | 1.4% |
| Bay Harbor Wealth Management, LLC | 46 | +17 | $6.1K | +$2.3K | 58.6% |
| Janney Montgomery Scott LLC | 658,386 | +8,442 | $87.4K | +$2.1K | 1.3% |
| SIT INVESTMENT ASSOCIATES INC | 92,844 | +13,755 | $12.3K | +$1.9K | 17.4% |
| HORIZON FINANCIAL SERVICES, LLC | 51 | +13 | $6.8K | +$1.8K | 34.2% |
| Quaker Wealth Management, LLC | 1,061 | +1 | $140.9K | +$1.8K | 0.1% |
| Dunhill Financial, LLC | 549 | +7 | $72.9K | +$1.8K | 1.3% |
| JGP Wealth Management, LLC | 5,190 | +26 | $688.8K | +$1.7K | 0.5% |
| Bare Financial Services, Inc | 64 | +10 | $8.5K | +$1.4K | 18.5% |
| CBIZ Investment Advisory Services, LLC | 285 | +7 | $37.8K | +$1.4K | 2.5% |
| WINNOW WEALTH LLC | 28 | +10 | $3.7K | +$1.3K | 55.5% |
| Whipplewood Advisors, LLC | 603 | +3 | $80.0K | +$1.3K | 0.5% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 504 | +4 | $66.9K | +$1.3K | 0.8% |
| Keystone Financial Group, Inc. | 673 | +1 | $89.4K | +$1.3K | 0.1% |
| Princeton Global Asset Management LLC | 288 | +6 | $38.2K | +$1.2K | 2.1% |
| Measured Wealth Private Client Group, LLC | 526 | +2 | $69.8K | +$1.1K | 0.4% |
| Empirical Asset Management, LLC | 13,258 | +6 | $38.8K | +$1.1K | 0.0% |
| ELEVATION WEALTH PARTNERS, LLC | 79 | +7 | $10.5K | +$1.0K | 9.7% |
| Mn Services Vermogensbeheer B.V. | 217,470 | +4,170 | $28.9K | +$882 | 1.9% |
| ARMSTRONG ADVISORY GROUP, INC | 552 | +1 | $73.2K | +$866 | 0.2% |
| Newton One Investments LLC | 395 | +1 | $52.5K | +$821 | 0.3% |
| WEDBUSH SECURITIES INC | 24,749 | +5,552 | $3.3K | +$767 | 28.9% |
| BURKETT FINANCIAL SERVICES, LLC | 361 | +1 | $48.0K | +$750 | 0.3% |
| Rialto Wealth Management, LLC | 83 | +4 | $11.0K | +$652 | 5.1% |
| MPWM ADVISORY SOLUTIONS, LLC | 309 | +1 | $41.0K | +$644 | 0.3% |
| PFS Partners, LLC | 274 | +1 | $36.4K | +$568 | 0.4% |
| VAN ECK ASSOCIATES CORP | 12,111 | +3,909 | $1.6K | +$531 | 47.6% |
| CWM, LLC | 27,930 | +3,690 | $3.7K | +$527 | 15.2% |
| TD Capital Management LLC | 243 | +1 | $32.3K | +$504 | 0.4% |
| Murphy & Mullick Capital Management Corp | 208 | +1 | $27.6K | +$452 | 0.5% |
| Compass Financial Services Inc | 201 | +1 | $26.7K | +$418 | 0.5% |
| Imprint Wealth LLC | 86 | +2 | $11.4K | +$395 | 2.4% |
| BESSEMER GROUP INC | 26,206 | +1,514 | $3.5K | +$238 | 6.1% |
| HANTZ FINANCIAL SERVICES, INC. | 3,418 | +1,332 | $454 | +$180 | 63.9% |
| Seneschal Advisors, LLC | 6 | +1 | $797 | +$141 | 20.0% |
| Thrivent Financial for Lutherans | 37,290 | +454 | $5.0K | +$128 | 1.2% |
| Reynders McVeigh Capital Management, LLC | 8,126 | +750 | $1.1K | +$110 | 10.2% |
| Mathes Company, Inc. | 21,665 | +550 | $2.9K | +$105 | 2.6% |
| BI Asset Management Fondsmaeglerselskab A/S | 25,773 | +246 | $3.4K | +$72 | 1.0% |
| HAZLETT, BURT & WATSON, INC. | 10,904 | +278 | $1.4K | +$51 | 2.6% |
| AM INVESTMENT STRATEGIES LLC | 2,138 | +158 | $284 | +$24 | 8.0% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 10,030 | +32 | $1.3K | +$20 | 0.3% |
| Summit Global Investments | 2,692 | +110 | $357 | +$18 | 4.3% |
| Main Management ETF Advisors, LLC | 4,698 | +48 | $624 | +$14 | 1.0% |
| BCR Wealth Strategies, LLC | 3,772 | +15 | $500 | +$8 | 0.4% |
| GW&K Investment Management, LLC | 556 | +6 | $74 | +$2 | 1.1% |
| Covestor Ltd | 232 | +6 | $31 | +$1 | 2.6% |
| Roble, Belko & Company, Inc | 177 | +1 | $23 | $0 | 0.6% |