13F QoQ Ownership Changes
ENNPF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 166 new · 489 added · 742 reduced · 131 exited
New Positions(166)
Added To(489)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 24,983,734 | +4,164,063 | $1.20B | +$349.9M | 20.0% |
| GOLDMAN SACHS GROUP INC | 16,730,027 | +5,062,802 | $800.2M | +$211.5M | 43.4% |
| VANGUARD GROUP INC | 100,364,993 | +2,067,516 | $4.80B | -$156.2M | 2.1% |
| Connor, Clark & Lunn Investment Management Ltd. | 9,870,464 | +2,651,531 | $472.3M | +$108.2M | 36.7% |
| CIBC WORLD MARKET INC. | 26,410,810 | +3,060,606 | $1.26B | +$86.3M | 13.1% |
| TORONTO DOMINION BANK | 20,122,159 | +2,723,670 | $962.9M | +$85.7M | 15.7% |
| Quadrature Capital Ltd | 2,206,300 | +1,702,200 | $105.7M | +$80.3M | 337.7% |
| PEAK6 LLC | 1,286,700 | +1,105,500 | $61.5M | +$52.4M | 610.1% |
| MORGAN STANLEY | 14,067,947 | +1,687,858 | $672.9M | +$48.2M | 13.6% |
| 1832 Asset Management L.P. | 30,581,879 | +951,887 | $1.46B | -$32.4M | 3.2% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11,213,052 | +1,169,041 | $536.6M | +$30.0M | 11.6% |
| SIG North Trading, ULC | 6,074,387 | +908,458 | $290.5M | +$29.9M | 17.6% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 2,569,739 | +670,189 | $123.0M | +$27.2M | 35.3% |
| AQR CAPITAL MANAGEMENT LLC | 742,990 | +576,409 | $35.6M | +$27.1M | 346.0% |
| Periscope Capital Inc. | 1,020,600 | +520,600 | $48.8M | +$23.6M | 104.1% |
| NATIONAL BANK OF CANADA /FI/ | 20,092,123 | +1,464,286 | $959.9M | +$21.6M | 7.9% |
| SCOTIA CAPITAL INC. | 14,716,110 | +346,161 | $702.8M | -$20.6M | 2.4% |
| GUARDIAN CAPITAL LP | 1,342,206 | +473,868 | $64.3M | +$20.4M | 54.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 21,421,826 | +1,415,995 | $1.05B | +$19.3M | 7.1% |
| BARCLAYS PLC | 1,297,478 | +502,976 | $58.8M | +$18.7M | 63.3% |
| MILLENNIUM MANAGEMENT LLC | 434,522 | +392,682 | $20.8M | +$18.7M | 938.5% |
| Amundi | 10,413,935 | +775,475 | $498.1M | +$18.4M | 8.0% |
| Orbis Allan Gray Ltd | 1,439,899 | +431,062 | $68.9M | +$18.0M | 42.7% |
| Federation des caisses Desjardins du Quebec | 8,220,909 | +162,406 | $392.9M | -$13.0M | 2.0% |
| Invesco Ltd. | 5,719,088 | +55,614 | $273.5M | -$12.2M | 1.0% |
| Waverly Advisors, LLC | 244,313 | +203,108 | $11.7M | +$9.6M | 492.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,422,590 | +137,139 | $307.7M | -$9.4M | 2.2% |
| TD Waterhouse Canada Inc. | 7,344,980 | +100,449 | $350.8M | -$9.2M | 1.4% |
| Nuveen, LLC | 3,917,020 | +19,229 | $187.6M | -$9.1M | 0.5% |
| THORNBURG INVESTMENT MANAGEMENT INC | 3,601,831 | +14,211 | $172.4M | -$8.6M | 0.4% |
| Investment Management Corp of Ontario | 462,647 | +186,703 | $22.1M | +$8.2M | 67.7% |
| Legal & General Group Plc | 19,677,864 | +858,323 | $942.8M | -$6.8M | 4.6% |
| INTACT INVESTMENT MANAGEMENT INC. | 987,976 | +183,163 | $47.3M | +$6.7M | 22.8% |
| Point72 Asset Management, L.P. | 159,900 | +138,500 | $7.6M | +$6.6M | 647.2% |
| NORTHERN TRUST CORP | 2,567,440 | +8,832 | $122.8M | -$6.3M | 0.3% |
| BlackRock, Inc. | 2,645,666 | +13,517 | $126.5M | -$6.3M | 0.5% |
| WESTWOOD HOLDINGS GROUP INC | 2,704,357 | +254,709 | $129.3M | +$5.7M | 10.4% |
| Harvest Portfolios Group Inc. | 633,547 | +141,326 | $30.3M | +$5.5M | 28.7% |
| AMERIPRISE FINANCIAL INC | 983,391 | +124,206 | $53.1M | +$5.4M | 14.4% |
| JONES FINANCIAL COMPANIES LLLP | 1,848,094 | +171,147 | $88.4M | +$5.2M | 10.2% |
| CAPITAL ADVISORS INC/OK | 1,105,903 | +154,130 | $52.9M | +$4.9M | 16.2% |
| DIMENSIONAL FUND ADVISORS LP | 3,070,941 | +63,778 | $146.9M | -$4.8M | 2.1% |
| Capital Wealth Planning, LLC | 322,615 | +107,200 | $15.5M | +$4.7M | 49.8% |
| DAVENPORT & Co LLC | 1,952,352 | +4,111 | $93.6M | -$4.3M | 0.2% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 121,776 | +87,679 | $5.8M | +$4.1M | 257.1% |
| Bank of New York Mellon Corp | 6,463,157 | +409,102 | $309.1M | +$3.6M | 6.8% |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 601,500 | +100,000 | $28.8M | +$3.5M | 19.9% |
| Quantinno Capital Management LP | 250,094 | +79,973 | $12.0M | +$3.4M | 47.0% |
| Aviso Financial Inc. | 1,503,302 | +16,878 | $71.9M | -$3.1M | 1.1% |
| MACKENZIE FINANCIAL CORP | 18,163,267 | +844,594 | $870.6M | -$2.9M | 4.9% |
| Parallax Volatility Advisers, L.P. | 94,856 | +61,266 | $4.5M | +$2.8M | 182.4% |
| Walleye Capital LLC | 111,800 | +60,150 | $5.3M | +$2.7M | 116.5% |
| RNC CAPITAL MANAGEMENT LLC | 1,446,697 | +22,637 | $69.2M | -$2.7M | 1.6% |
| Farther Finance Advisors, LLC | 86,298 | +56,075 | $4.1M | +$2.6M | 185.5% |
| AGF MANAGEMENT LTD | 3,127,756 | +243,737 | $164.0M | +$2.5M | 8.4% |
| VIKING FUND MANAGEMENT LLC | 236,000 | +61,500 | $11.3M | +$2.5M | 35.2% |
| Guardian Partners Inc. | 823,603 | +45,897 | $41.1M | +$2.5M | 5.9% |
| Aberdeen Group plc | 452,299 | +64,799 | $21.6M | +$2.4M | 16.7% |
| UBS Group AG | 6,226,915 | +370,487 | $297.8M | +$2.3M | 6.3% |
| BANK OF NOVA SCOTIA TRUST CO | 994,053 | +7,705 | $47.5M | -$2.2M | 0.8% |
| ANTIPODES PARTNERS Ltd | 1,891,021 | +139,141 | $90.6M | +$2.2M | 7.9% |
| MILLER HOWARD INVESTMENTS INC /NY | 1,099,664 | +13,537 | $52.6M | -$2.2M | 1.2% |
| Cetera Investment Advisers | 1,476,421 | +31,839 | $70.7M | -$2.2M | 2.2% |
| Ninepoint Partners LP | 322,950 | +60,290 | $15.4M | +$2.2M | 22.9% |
| Candriam S.C.A. | 53,683 | +45,190 | $2.6M | +$2.1M | 532.1% |
| GABELLI FUNDS LLC | 798,850 | +250 | $38.2M | -$2.1M | 0.0% |
| VICTORY CAPITAL MANAGEMENT INC | 50,600 | +23,900 | $3.3M | +$2.0M | 89.5% |
| Stamos Capital Partners, L.P. | 96,213 | +43,389 | $4.6M | +$1.9M | 82.1% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1,363,419 | +108,506 | $65.2M | +$1.9M | 8.6% |
| Gotham Asset Management, LLC | 60,981 | +40,058 | $2.9M | +$1.9M | 191.4% |
| Pictet Asset Management Holding SA | 967,602 | +11,994 | $46.4M | -$1.9M | 1.3% |
| FIRST TRUST ADVISORS LP | 785,584 | +5,992 | $37.6M | -$1.8M | 0.8% |
| Mariner, LLC | 351,333 | +52,385 | $16.8M | +$1.7M | 17.5% |
| Florida Trust Wealth Management Co | 655,697 | +4,213 | $31.4M | -$1.5M | 0.6% |
| CASTLEARK MANAGEMENT LLC | 50,340 | +31,030 | $2.4M | +$1.4M | 160.7% |
| PJT Investments Corp. | 718,316 | +9,803 | $34.4M | -$1.4M | 1.4% |
| HighTower Advisors, LLC | 612,618 | +5,429 | $29.3M | -$1.3M | 0.9% |
| BNP PARIBAS FINANCIAL MARKETS | 11,422 | +2,902 | $1.7M | +$1.3M | 34.1% |
| Virtue Capital Management, LLC | 32,109 | +24,089 | $1.7M | +$1.3M | 300.4% |
| Korea Investment CORP | 1,337,634 | +43,032 | $64.1M | -$1.2M | 3.3% |
| Triasima Portfolio Management inc. | 230,209 | +35,937 | $11.0M | +$1.2M | 18.5% |
| CWA Asset Management Group, LLC | 70,633 | +27,581 | $3.4M | +$1.2M | 64.1% |
| Orion Porfolio Solutions, LLC | 86,743 | +27,812 | $4.1M | +$1.2M | 47.2% |
| FRANKLIN RESOURCES INC | 1,250,227 | +42,330 | $59.8M | -$1.1M | 3.5% |
| Cullen Capital Management, LLC | 1,063,905 | +33,797 | $50.9M | -$1.1M | 3.3% |
| Trajan Wealth LLC | 870,135 | +65,874 | $41.6M | +$1.0M | 8.2% |
| Thomasville National Bank | 868,003 | +24,993 | $41.5M | -$1.0M | 3.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 894,807 | +25,006 | $42.9M | -$1.0M | 2.9% |
| America First Investment Advisors, LLC | 524,043 | +7,261 | $25.1M | -$1.0M | 1.4% |
| Assenagon Asset Management S.A. | 100,291 | +24,990 | $4.8M | +$1.0M | 33.2% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,077,238 | +34,563 | $51.6M | -$996.8K | 3.3% |
| Brookstone Capital Management | 73,316 | +22,137 | $3.5M | +$924.2K | 43.3% |
| Revisor Wealth Management LLC | 39,703 | +19,528 | $1.9M | +$923.8K | 96.8% |
| PNC Financial Services Group, Inc. | 356,532 | +403 | $17.1M | -$917.3K | 0.1% |
| Vise Technologies, Inc. | 58,117 | +21,100 | $2.8M | +$911.8K | 57.0% |
| BRADLEY FOSTER & SARGENT INC/CT | 499,593 | +8,710 | $23.9M | -$876.5K | 1.8% |
| Lombard Odier Asset Management (Switzerland) SA | 80,394 | +21,200 | $3.8M | +$861.6K | 35.8% |
| EXCHANGE TRADED CONCEPTS, LLC | 1,121,715 | +41,601 | $53.7M | -$850.9K | 3.9% |
| AMERICAN CENTURY COMPANIES INC | 324,805 | +31,978 | $15.5M | +$769.7K | 10.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 172,746 | +23,630 | $8.3M | +$738.0K | 15.8% |
| &PARTNERS | 321,085 | +30,899 | $15.4M | +$726.2K | 10.6% |
| Kestra Advisory Services, LLC | 118,843 | +19,515 | $5.7M | +$672.2K | 19.6% |
| Corient Private Wealth LLC | 255,787 | +8,076 | $11.8M | -$655.9K | 3.3% |
| Concurrent Investment Advisors, LLC | 66,769 | +16,291 | $3.2M | +$646.4K | 32.3% |
| Verity & Verity, LLC | 573,160 | +17,353 | $27.4M | -$631.8K | 3.1% |
| Compound Planning, Inc. | 64,607 | +15,601 | $3.1M | +$617.4K | 31.8% |
| Foundations Investment Advisors, LLC | 80,385 | +15,706 | $3.8M | +$581.1K | 24.3% |
| M&T Bank Corp | 604,092 | +20,264 | $28.9M | -$565.4K | 3.5% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 233,571 | +1,154 | $11.2M | -$556.1K | 0.5% |
| Baird Financial Group, Inc. | 209,822 | +21,530 | $10.0M | +$534.6K | 11.4% |
| Rockefeller Capital Management L.P. | 316,411 | +6,001 | $15.1M | -$529.4K | 1.9% |
| Nikulski Financial, Inc. | 15,185 | +11,150 | $726.3K | +$522.7K | 276.3% |
| Fisher Asset Management, LLC | 18,284 | +11,273 | $874.6K | +$520.7K | 160.8% |
| CLOVERFIELDS CAPITAL GROUP, LP | 76,410 | +14,208 | $3.7M | +$516.6K | 22.8% |
| Turtle Creek Wealth Advisors, LLC | 51,856 | +12,639 | $2.5M | +$501.4K | 32.2% |
| FARMERS & MERCHANTS INVESTMENTS INC | 280,005 | +4,678 | $13.4M | -$500.4K | 1.7% |
| Goelzer Investment Management, Inc. | 207,261 | +1,168 | $9.9M | -$486.2K | 0.6% |
| MAI Capital Management | 123,873 | +16,049 | $5.9M | +$484.0K | 14.9% |
| Beacon Pointe Advisors, LLC | 340,887 | +27,036 | $16.3M | +$467.7K | 8.6% |
| LGT Group Foundation | 252,190 | +122 | $12.1M | -$437.1K | 0.0% |
| PRINCIPAL FINANCIAL GROUP INC | 366,084 | +26,937 | $17.5M | +$426.1K | 7.9% |
| ProVise Management Group, LLC | 172,276 | +588 | $8.2M | -$423.4K | 0.3% |
| Americana Partners, LLC | 179,922 | +1,333 | $8.6M | -$405.9K | 0.7% |
| Stokes Family Office, LLC | 16,451 | +8,772 | $786.9K | +$399.4K | 114.2% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 13,158 | +8,490 | $629.3K | +$393.8K | 181.9% |
| U.S. Capital Wealth Advisors, LLC | 183,099 | +1,848 | $8.8M | -$388.3K | 1.0% |
| MARSHALL WACE, LLP | 12,371 | +8,088 | $591.7K | +$375.6K | 188.8% |
| QRG CAPITAL MANAGEMENT, INC. | 30,006 | +8,976 | $1.4M | +$374.2K | 42.7% |
| M. Kraus & Co | 142,848 | +105 | $6.8M | -$370.4K | 0.1% |
| Dixon Mitchell Investment Counsel Inc. | 7,821 | +7,710 | $383.0K | +$368.7K | 6945.9% |
| US BANCORP \DE\ | 387,410 | +13,223 | $18.5M | -$351.6K | 3.5% |
| Genus Capital Management Inc. | 139,547 | +13,073 | $6.7M | +$328.3K | 10.3% |
| MML INVESTORS SERVICES, LLC | 349,639 | +12,045 | $16.7M | -$311.7K | 3.6% |
| Telos Capital Management, Inc. | 144,647 | +1,385 | $6.9M | -$310.5K | 1.0% |
| Columbus Macro, LLC | 331,453 | +23,043 | $15.9M | +$309.1K | 7.5% |
| Interchange Capital Partners, LLC | 11,476 | +6,707 | $549.8K | +$309.1K | 140.6% |
| Creative Planning | 376,358 | +13,717 | $18.0M | -$297.5K | 3.8% |
| Kovack Advisors, Inc. | 32,594 | +7,296 | $1.6M | +$282.5K | 28.8% |
| Pathway Financial Advisers, LLC | 123,821 | +896 | $5.9M | -$273.9K | 0.7% |
| SUMMIT SECURITIES GROUP LLC | 6,900 | +5,600 | $330.0K | +$264.4K | 430.8% |
| Hilltop National Bank | 9,484 | +5,705 | $453.6K | +$262.9K | 151.0% |
| AVIVA PLC | 2,004,635 | +105,107 | $96.0M | +$260.0K | 5.5% |
| Kingsview Wealth Management, LLC | 130,331 | +11,737 | $6.2M | +$249.5K | 9.9% |
| ALPS ADVISORS INC | 36,263 | +6,828 | $1.7M | +$249.2K | 23.2% |
| Colonial Trust Co / SC | 15,723 | +5,606 | $752.0K | +$241.5K | 55.4% |
| PRIVATE TRUST CO NA | 16,357 | +5,629 | $782.4K | +$241.0K | 52.5% |
| Atria Investments, Inc | 109,714 | +985 | $5.2M | -$238.8K | 0.9% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 124,050 | +1,751 | $5.9M | -$237.9K | 1.4% |
| Callahan Advisors, LLC | 121,965 | +1,900 | $5.8M | -$224.9K | 1.6% |
| NEUBERGER BERMAN GROUP LLC | 1,455,243 | +78,929 | $69.7M | +$217.3K | 5.7% |
| Marks Group Wealth Management, Inc | 64,890 | +7,465 | $3.1M | +$206.0K | 13.0% |
| Ensign Peak Advisors, Inc | 88,850 | +400 | $4.3M | -$205.9K | 0.5% |
| TrueMark Investments, LLC | 206,664 | +14,826 | $9.9M | +$204.6K | 7.7% |
| INTECH INVESTMENT MANAGEMENT LLC | 74,792 | +7,755 | $3.6M | +$201.0K | 11.6% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 11,702 | +4,574 | $559.7K | +$200.0K | 64.2% |
| Envestnet Portfolio Solutions, Inc. | 86,443 | +515 | $4.1M | -$198.0K | 0.6% |
| Vontobel Holding Ltd. | 22,913 | +5,096 | $1.1M | +$197.8K | 28.6% |
| Tacita Capital Inc | 70,871 | +7,453 | $3.4M | +$192.0K | 11.8% |
| Equitable Holdings, Inc. | 74,597 | +7,672 | $3.6M | +$190.9K | 11.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 449,923 | +19,658 | $21.5M | -$184.6K | 4.6% |
| TECTONIC ADVISORS LLC | 326,189 | +13,385 | $15.6M | -$182.3K | 4.3% |
| Soltis Investment Advisors LLC | 184,381 | +13,182 | $8.8M | +$180.2K | 7.7% |
| Focus Partners Wealth | 341,145 | +21,112 | $16.3M | +$176.0K | 6.6% |
| BRIAN LOW FINANCIAL GROUP, LLC | 20,196 | +4,351 | $966.0K | +$166.4K | 27.4% |
| IFG Advisory, LLC | 68,432 | +329 | $3.3M | -$163.3K | 0.5% |
| HUTNER CAPITAL MANAGEMENT INC | 159,798 | +5,114 | $7.6M | -$162.2K | 3.3% |
| Freestone Capital Holdings, LLC | 17,782 | +4,042 | $850.5K | +$157.2K | 29.4% |
| MATHER GROUP, LLC. | 5,652 | +3,396 | $270.3K | +$156.5K | 150.5% |
| Stratos Wealth Partners, LTD. | 61,472 | +126 | $2.9M | -$155.3K | 0.2% |
| Kentucky Trust Co | 77,083 | +969 | $3.7M | -$153.8K | 1.3% |
| UniSuper Management Pty Ltd | 42,000 | +4,900 | $2.8M | +$153.8K | 13.2% |
| ADELL HARRIMAN & CARPENTER INC | 113,640 | +2,884 | $5.4M | -$153.3K | 2.6% |
| Rathbones Group PLC | 14,402 | +3,767 | $689.7K | +$153.1K | 35.4% |
| Caprock Group, LLC | 50,482 | +4,187 | $2.4M | +$144.9K | 9.0% |
| Mediolanum International Funds Ltd | 116,394 | +6,748 | $5.6M | +$143.7K | 6.2% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 72,034 | +932 | $3.4M | -$142.4K | 1.3% |
| Patriot Financial Group Insurance Agency, LLC | 52,403 | +5,531 | $2.5M | +$141.3K | 11.8% |
| Smith Salley Wealth Management | 68,613 | +817 | $3.3M | -$139.2K | 1.2% |
| Wealth Quarterback LLC | 23,792 | +3,966 | $1.1M | +$137.6K | 20.0% |
| Diversify Advisory Services, LLC | 23,849 | +2,431 | $1.1M | +$136.4K | 11.3% |
| Brooklyn Investment Group | 22,413 | +3,343 | $1.1M | +$136.0K | 17.5% |
| SYON CAPITAL LLC | 15,479 | +3,398 | $740.4K | +$130.8K | 28.1% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 163,891 | +6,030 | $7.8M | -$126.8K | 3.8% |
| Independent Advisor Alliance | 105,162 | +3,001 | $5.0M | -$125.1K | 2.9% |
| SCS Capital Management LLC | 48,606 | +52 | $2.3M | -$124.1K | 0.1% |
| Steward Partners Investment Advisory, LLC | 64,660 | +949 | $3.1M | -$122.2K | 1.5% |
| WOODSTOCK CORP | 47,117 | +36 | $2.3M | -$122.1K | 0.1% |
| Versant Capital Management, Inc | 8,836 | +2,842 | $423.3K | +$120.8K | 47.4% |
| Pathstone Holdings, LLC | 81,286 | +1,847 | $3.9M | -$120.6K | 2.3% |
| Kathmere Capital Management, LLC | 11,283 | +2,968 | $539.7K | +$120.1K | 35.7% |
| Geneos Wealth Management Inc. | 36,091 | +4,201 | $1.7M | +$117.1K | 13.2% |
| INTEGRITY ALLIANCE, LLC. | 10,855 | +2,825 | $519.6K | +$114.4K | 35.2% |
| Ted Buchan & Co | 61,794 | +886 | $3.0M | -$112.7K | 1.4% |
| BLAIR WILLIAM & CO/IL | 119,728 | +4,025 | $5.7M | -$111.8K | 3.5% |
| Pacifica Partners Inc. | 74,585 | +42 | $3.6M | -$111.4K | 0.1% |
| Wealthspire Advisors, LLC | 10,082 | +2,566 | $482.2K | +$103.0K | 34.1% |
| Smartleaf Asset Management LLC | 33,822 | +3,195 | $1.6M | +$102.4K | 10.4% |
| Value Partners Investments Inc. | 47,379 | +343 | $2.3M | -$101.8K | 0.7% |
| Gold Investment Management Ltd. | 76,490 | +1,931 | $3.7M | -$101.6K | 2.6% |
| Perigon Wealth Management, LLC | 10,534 | +2,555 | $503.8K | +$101.2K | 32.0% |
| Larson Financial Group LLC | 16,632 | +2,829 | $795.5K | +$99.0K | 20.5% |
| New Millennium Group LLC | 3,367 | +2,122 | $161.1K | +$98.2K | 170.4% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 22,037 | +3,008 | $1.1M | +$93.8K | 15.8% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 39,687 | +222 | $1.9M | -$93.2K | 0.6% |
| SouthState Corp | 4,275 | +2,051 | $204.5K | +$92.3K | 92.2% |
| BEACON INVESTMENT ADVISORS LLC | 36,677 | +90 | $1.8M | -$91.9K | 0.2% |
| World Investment Advisors | 36,411 | +11,164 | $1.2M | -$91.3K | 44.2% |
| HUB Investment Partners, LLC | 215,137 | +9,465 | $10.3M | -$88.2K | 4.6% |
| Chicago Partners Investment Group LLC | 70,162 | +88 | $3.4M | +$82.0K | 0.1% |
| Capital Investment Advisors, LLC | 50,218 | +1,001 | $2.4M | -$81.6K | 2.0% |
| Southeast Asset Advisors, LLC | 7,929 | +2,000 | $379.2K | +$80.1K | 33.7% |
| MFG WEALTH MANAGEMENT, INC. | 35,087 | +244 | $1.7M | -$80.0K | 0.7% |
| Merit Financial Group, LLC | 37,350 | +3,478 | $1.8M | +$77.3K | 10.3% |
| Portside Wealth Group, LLC | 34,140 | +308 | $1.6M | -$74.2K | 0.9% |
| QUADRANT CAPITAL GROUP LLC | 38,752 | +554 | $1.9M | -$74.0K | 1.4% |
| Focus Partners Advisor Solutions, LLC | 20,443 | +2,261 | $977.8K | +$72.3K | 12.4% |
| EXENCIAL WEALTH ADVISORS, LLC | 48,861 | +1,117 | $2.3M | -$72.2K | 2.3% |
| Agate Pass Investment Management, LLC | 38,105 | +560 | $1.8M | -$72.0K | 1.5% |
| CREDIT AGRICOLE S A | 53,392 | +4,183 | $2.6M | +$70.7K | 8.5% |
| OLD SECOND NATIONAL BANK OF AURORA | 47,463 | +1,085 | $2.3M | -$70.1K | 2.3% |
| Nicholas Hoffman & Company, LLC. | 11,631 | +1,969 | $556.3K | +$68.8K | 20.4% |
| HBK Sorce Advisory LLC | 12,993 | +700 | $653.8K | +$68.5K | 5.7% |
| NewEdge Wealth, LLC | 29,369 | +650 | $1.4M | +$67.6K | 2.3% |
| Lewis Asset Management, LLC | 30,064 | +240 | $1.4M | -$67.0K | 0.8% |
| apricus wealth, LLC | 26,900 | +2,715 | $1.3M | +$66.3K | 11.2% |
| SIGNATUREFD, LLC | 49,160 | +1,263 | $2.4M | -$65.6K | 2.6% |
| Applied Capital LLC/FL | 32,997 | +450 | $1.6M | -$64.1K | 1.4% |
| Astoria Portfolio Advisors LLC. | 6,215 | +881 | $325.4K | +$63.8K | 16.5% |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 12,253 | +1,900 | $586.1K | +$63.6K | 18.4% |
| Patten Group, Inc. | 27,189 | +154 | $1.3M | -$63.2K | 0.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 83,483 | +5,599 | $4.0M | +$63.0K | 7.2% |
| Autumn Glory Partners, LLC | 9,685 | +1,720 | $463.2K | +$61.3K | 21.6% |
| SBI Securities Co., Ltd. | 32,086 | +478 | $1.5M | -$60.3K | 1.5% |
| MSH Capital Advisors LLC | 19,686 | +2,209 | $941.6K | +$59.7K | 12.6% |
| Western Wealth Management, LLC | 8,099 | +1,572 | $387.4K | +$58.0K | 24.1% |
| SAX WEALTH ADVISORS, LLC | 5,936 | +1,456 | $283.9K | +$57.9K | 32.5% |
| HF Advisory Group, LLC | 26,864 | +264 | $1.3M | -$57.3K | 1.0% |
| Lido Advisors, LLC | 23,484 | +1,270 | $1.2M | +$56.9K | 5.7% |
| MARINO, STRAM & ASSOCIATES LLC | 24,417 | +150 | $1.2M | -$56.6K | 0.6% |
| AdvisorNet Financial, Inc | 9,429 | +1,605 | $451.0K | +$56.2K | 20.5% |
| Frazier Financial Advisors, LLC | 1,223 | +1,173 | $58.5K | +$56.0K | 2346.0% |
| ALBERT D MASON INC | 22,898 | +88 | $1.1M | -$55.8K | 0.4% |
| Jackson Hole Capital Partners, LLC | 61,573 | +2,122 | $2.9M | -$54.9K | 3.6% |
| HB Wealth Management, LLC | 26,954 | +2,456 | $1.3M | +$54.3K | 10.0% |
| Weaver Capital Management LLC | 38,673 | +946 | $1.8M | -$53.9K | 2.5% |
| Global Retirement Partners, LLC | 51,938 | +1,640 | $2.5M | -$53.9K | 3.3% |
| Clear Creek Financial Management, LLC | 21,023 | +36 | $1.0M | -$53.5K | 0.2% |
| HARBOR INVESTMENT ADVISORY, LLC | 8,289 | +1,476 | $397.2K | +$53.4K | 21.7% |
| Aprio Wealth Management, LLC | 9,835 | +1,569 | $470.4K | +$53.3K | 19.0% |
| Independent Solutions Wealth Management, LLC | 37,375 | +934 | $1.8M | -$51.2K | 2.6% |
| Savvy Advisors, Inc. | 5,708 | +1,306 | $273.0K | +$50.9K | 29.7% |
| Abundance Wealth Counselors | 29,821 | +558 | $1.4M | -$50.3K | 1.9% |
| Gilman Hill Asset Management, LLC | 147,711 | +8,695 | $7.1M | +$50.3K | 6.3% |
| MAGNOLIA CAPITAL ADVISORS LLC | 5,690 | +1,292 | $272.2K | +$50.2K | 29.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 26,547 | +2,372 | $1.3M | +$49.9K | 9.8% |
| Arkadios Wealth Advisors | 19,064 | +1,963 | $911.8K | +$48.9K | 11.5% |
| RFG Advisory, LLC | 21,089 | +2,062 | $1.0M | +$48.6K | 10.8% |
| Blue Trust, Inc. | 19,611 | +1,975 | $938.0K | +$48.1K | 11.2% |
| GREAT VALLEY ADVISOR GROUP, INC. | 23,427 | +273 | $1.1M | -$47.7K | 1.2% |
| DAYMARK WEALTH PARTNERS, LLC | 20,996 | +152 | $1.0M | -$47.6K | 0.7% |
| Bramshill Investments, LLC | 20,387 | +137 | $975.1K | -$46.7K | 0.7% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 39,686 | +1,144 | $1.9M | -$46.6K | 3.0% |
| STUDIO INVESTMENT MANAGEMENT LLC | 17,898 | +15 | $856.1K | -$46.3K | 0.1% |
| Peoples Bank/KS | 30,815 | +690 | $1.5M | -$46.2K | 2.3% |
| Wellington Shields & Co., LLC | 22,889 | +251 | $1.1M | -$46.2K | 1.1% |
| HARTLINE INVESTMENT CORP/ | 32,878 | +800 | $1.6M | -$46.1K | 2.5% |
| IHT Wealth Management, LLC | 17,255 | +1 | $825.3K | -$45.3K | 0.0% |
| Bleakley Financial Group, LLC | 24,101 | +2,129 | $1.2M | +$44.1K | 9.7% |
| GREENLEAF TRUST | 11,434 | +1,454 | $546.9K | +$43.3K | 14.6% |
| River Street Advisors LLC | 23,689 | +382 | $1.1M | -$43.0K | 1.6% |
| Pettinga Financial Advisors LLC | 6,413 | +1,175 | $306.7K | +$42.4K | 22.4% |
| Diversified Trust Co | 36,269 | +1,055 | $1.7M | -$42.2K | 3.0% |
| ProShare Advisors LLC | 246,953 | +11,878 | $11.8M | -$42.0K | 5.0% |
| Glenview Trust co | 43,314 | +1,478 | $2.1M | -$39.3K | 3.5% |
| Colonial Trust Advisors | 17,766 | +152 | $849.8K | -$39.0K | 0.9% |
| SUMITOMO LIFE INSURANCE CO | 18,621 | +205 | $890.6K | -$38.6K | 1.1% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,621 | +205 | $890.6K | -$38.6K | 1.1% |
| Founders Financial Alliance, LLC | 19,817 | +279 | $947.9K | -$38.0K | 1.4% |
| Old Port Advisors | 52,414 | +1,988 | $2.5M | -$37.5K | 3.9% |
| Diversified Portfolios, Inc. | 7,027 | +1,108 | $336.1K | +$37.4K | 18.7% |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 18,616 | +199 | $892.1K | -$37.4K | 1.1% |
| EQUITABLE TRUST CO | 16,447 | +122 | $786.7K | -$37.1K | 0.7% |
| Alliance Wealth Advisors, LLC | 20,010 | +315 | $957.1K | -$36.7K | 1.6% |
| Belpointe Asset Management LLC | 10,177 | +1,253 | $486.8K | +$36.5K | 14.0% |
| SMITH, MOORE & CO. | 46,200 | +3,130 | $2.2M | +$36.4K | 7.3% |
| Root Financial Partners, LLC | 6,632 | +1,061 | $317.2K | +$36.1K | 19.0% |
| Icon Wealth Advisors, LLC | 14,192 | +30 | $678.8K | -$35.8K | 0.2% |
| Montecito Bank & Trust | 20,436 | +358 | $977.5K | -$35.7K | 1.8% |
| J. Safra Sarasin Holding AG | 14,500 | +1,446 | $693.9K | +$35.2K | 11.1% |
| Global Wealth Management Investment Advisory, Inc. | 14,386 | +52 | $688.1K | -$35.2K | 0.4% |
| TOWER BRIDGE ADVISORS | 65,210 | +2,706 | $3.1M | -$35.0K | 4.3% |
| YANKCOM Partnership | 13,963 | +36 | $667.9K | -$34.9K | 0.3% |
| CFO4Life Group, LLC | 13,331 | +7 | $637.6K | -$34.7K | 0.1% |
| Keystone Financial Group | 23,260 | +525 | $1.1M | -$34.7K | 2.3% |
| GAMMA Investing LLC | 1,770 | +769 | $84.7K | +$34.1K | 76.8% |
| Glen Eagle Advisors, LLC | 2,118 | +784 | $101.4K | +$34.1K | 58.8% |
| Amplify Investments, LLC | 7,565 | +1,335 | $348.1K | +$33.8K | 21.4% |
| Wealth Alliance Advisory Group, LLC | 18,409 | +300 | $880.5K | -$33.3K | 1.6% |
| Bank & Trust Co | 29,025 | +862 | $1.4M | -$32.8K | 3.1% |
| PRINCIPAL SECURITIES, INC. | 88,202 | +3,947 | $4.2M | -$32.8K | 4.7% |
| Redwood Wealth Management Group, LLC | 16,468 | +211 | $787.7K | -$32.7K | 1.3% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 40,705 | +1,482 | $1.9M | -$32.3K | 3.8% |
| Fifth Third Wealth Advisors LLC | 20,119 | +425 | $962.3K | -$31.5K | 2.1% |
| BankPlus Trust Department | 49,819 | +1,973 | $2.4M | -$31.5K | 4.1% |
| Heritage Wealth Management, Inc. | 12,270 | +16 | $586.9K | -$31.5K | 0.1% |
| Aptus Capital Advisors, LLC | 18,936 | +1,610 | $905.7K | +$31.4K | 9.3% |
| Wealthcare Advisory Partners LLC | 14,104 | +113 | $674.6K | -$31.4K | 0.8% |
| Visionary Wealth Advisors | 8,419 | +1,060 | $402.7K | +$31.3K | 14.4% |
| Snowden Capital Advisors LLC | 36,652 | +1,248 | $1.8M | -$31.3K | 3.5% |
| ASSETMARK, INC | 693,992 | +35,556 | $33.2M | -$31.1K | 5.4% |
| GUGGENHEIM CAPITAL LLC | 27,078 | +800 | $1.3M | -$30.8K | 3.0% |
| ORG Partners LLC | 847 | +648 | $40.5K | +$30.5K | 325.6% |
| American Money Management, LLC | 6,718 | +944 | $321.3K | +$30.0K | 16.3% |
| ROGCO, LP | 14,325 | +167 | $685.2K | -$29.2K | 1.2% |
| PERSONAL CFO SOLUTIONS, LLC | 11,100 | +7 | $530.9K | -$28.8K | 0.1% |
| TIAA TRUST, NATIONAL ASSOCIATION | 23,126 | +1,776 | $1.1M | +$28.8K | 8.3% |
| Curi Capital, LLC | 12,002 | +60 | $574.1K | -$28.5K | 0.5% |
| D.A. DAVIDSON & CO. | 169,979 | +8,300 | $8.1M | -$28.2K | 5.1% |
| TITLEIST ASSET MANAGEMENT, LLC | 12,459 | +1,204 | $595.9K | +$28.0K | 10.7% |
| Meridian Wealth Management, LLC | 10,404 | +1,088 | $497.7K | +$27.6K | 11.7% |
| FourThought Financial Partners, LLC | 7,879 | +952 | $376.8K | +$27.3K | 13.7% |
| Prestige Wealth Management Group LLC | 786 | +655 | $33.9K | +$27.3K | 500.0% |
| BEARING POINT CAPITAL, LLC | 45,232 | +1,817 | $2.2M | -$27.3K | 4.2% |
| Coastal Bridge Advisors, LLC | 16,977 | +353 | $812.1K | -$26.8K | 2.1% |
| KINGSWOOD WEALTH ADVISORS, LLC | 14,464 | +239 | $691.8K | -$26.0K | 1.7% |
| O'Keefe Stevens Advisory, Inc. | 33,645 | +2,268 | $1.6M | +$26.0K | 7.2% |
| Balefire, LLC | 11,012 | +1,084 | $526.7K | +$25.7K | 10.9% |
| AlphaCore Capital LLC | 58,071 | +3,536 | $2.8M | +$25.7K | 6.5% |
| Ausdal Financial Partners, Inc. | 11,921 | +1,110 | $570.6K | +$25.1K | 10.3% |
| Accurate Wealth Management, LLC | 21,486 | +328 | $980.4K | -$25.0K | 1.6% |
| UPTICK PARTNERS, LLC | 15,359 | +1,278 | $735.5K | +$24.9K | 9.1% |
| Modera Wealth Management, LLC | 13,756 | +1,206 | $658.0K | +$24.7K | 9.6% |
| Trust Co | 714 | +517 | $34.2K | +$24.2K | 262.4% |
| Beaird Harris Wealth Management, LLC | 1,366 | +550 | $65.3K | +$24.2K | 67.4% |
| 49 WEALTH MANAGEMENT, LLC | 19,057 | +1,472 | $911.5K | +$24.2K | 8.4% |
| Venturi Wealth Management, LLC | 4,811 | +722 | $230.1K | +$23.7K | 17.6% |
| Sunpointe, LLC | 10,776 | +81 | $516.0K | -$23.7K | 0.8% |
| UMB Bank, n.a. | 21,073 | +1,554 | $1.0M | +$23.0K | 8.0% |
| TCV Trust & Wealth Management, Inc. | 13,415 | +250 | $641.6K | -$22.7K | 1.9% |
| Kennebec Savings Bank | 11,358 | +152 | $543.3K | -$22.2K | 1.4% |
| Roxbury Financial LLC | 8,964 | +32 | $428.8K | -$22.0K | 0.3% |
| Avantax Planning Partners, Inc. | 11,567 | +170 | $553.3K | -$21.8K | 1.5% |
| Acorn Wealth Advisors, LLC | 8,959 | +39 | $428.5K | -$21.6K | 0.4% |
| Shepherd Financial Partners LLC | 8,412 | +15 | $402.3K | -$21.4K | 0.2% |
| SFMG, LLC | 8,646 | +28 | $413.5K | -$21.3K | 0.3% |
| Lantz Financial LLC | 15,034 | +361 | $719.1K | -$21.3K | 2.5% |
| PDS Planning, Inc | 8,767 | +47 | $419.3K | -$20.7K | 0.5% |
| Cypress Wealth Services, LLC | 15,284 | +1,204 | $731.0K | +$20.6K | 8.6% |
| DRIVE WEALTH MANAGEMENT, LLC | 8,369 | +37 | $400.3K | -$20.2K | 0.4% |
| InTrack Investment Management Inc | 11,873 | +1,010 | $567.9K | +$19.7K | 9.3% |
| Reliant Investment Partners, LLC | 8,850 | +2 | $423.3K | -$19.7K | 0.0% |
| Foster Victor Wealth Advisors, LLC | 286,299 | +14,566 | $13.6M | +$19.3K | 5.4% |
| Prime Capital Investment Advisors, LLC | 7,591 | +19 | $363.1K | -$19.0K | 0.3% |
| Koshinski Asset Management, Inc. | 11,873 | +243 | $567.9K | -$19.0K | 2.1% |
| Wealthfront Advisers LLC | 8,714 | +85 | $416.8K | -$18.6K | 1.0% |
| Triumph Capital Management | 926 | +416 | $44.3K | +$18.6K | 81.6% |
| RMR Wealth Builders | 11,820 | +255 | $565.4K | -$18.2K | 2.2% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 18,883 | +49 | $906.8K | +$18.2K | 0.3% |
| Moody Aldrich Partners LLC | 6,873 | +1 | $328.7K | -$18.0K | 0.0% |
| ASHTON THOMAS SECURITIES, LLC | 8,520 | +74 | $408.3K | -$18.0K | 0.9% |
| AE Wealth Management LLC | 50,722 | +2,998 | $2.4M | +$17.8K | 6.3% |
| Aaron Wealth Advisors LLC | 10,711 | +207 | $512.3K | -$17.7K | 2.0% |
| Rosenberg Matthew Hamilton | 2,505 | +478 | $119.8K | +$17.5K | 23.6% |
| NBC SECURITIES, INC. | 12,736 | +321 | $609.2K | -$17.3K | 2.6% |
| FineMark National Bank & Trust | 12,626 | +1,000 | $603.9K | +$17.3K | 8.6% |
| Atlanta Consulting Group Advisors, LLC | 6,237 | +667 | $298.3K | +$17.3K | 12.0% |
| StoneX Group Inc. | 11,692 | +272 | $559.4K | -$16.9K | 2.4% |
| Tradewinds Capital Management, LLC | 8,314 | +100 | $397.7K | -$16.8K | 1.2% |
| GATEWAY INVESTMENT ADVISERS LLC | 7,749 | +74 | $370.6K | -$16.6K | 1.0% |
| FIRST CITIZENS BANK & TRUST CO | 8,749 | +778 | $418.5K | +$16.2K | 9.8% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 16,716 | +551 | $799.5K | -$16.2K | 3.4% |
| OAKWORTH CAPITAL, INC. | 2,133 | +429 | $102.0K | +$16.0K | 25.2% |
| LYELL WEALTH MANAGEMENT, LP | 6,220 | +640 | $297.5K | +$15.9K | 11.5% |
| CreativeOne Wealth, LLC | 9,522 | +184 | $455.4K | -$15.8K | 2.0% |
| Nemes Rush Group LLC | 1,434 | +383 | $68.6K | +$15.5K | 36.4% |
| Parkside Financial Bank & Trust | 457 | +329 | $21.9K | +$15.4K | 257.0% |
| ROTHSCHILD INVESTMENT LLC | 17,371 | +600 | $831.5K | -$14.9K | 3.6% |
| Guinness Asset Management LTD | 141,891 | +5,381 | $6.8M | -$14.8K | 3.9% |
| BROWN, LISLE/CUMMINGS, INC. | 19,711 | +1,319 | $942.8K | +$14.7K | 7.2% |
| SeaCrest Wealth Management, LLC | 4,657 | +71 | $210.6K | -$14.2K | 1.5% |
| DIVIDEND ASSETS CAPITAL, LLC | 231,827 | +11,805 | $11.1M | -$13.8K | 5.4% |
| Linscomb Wealth, Inc. | 12,452 | +390 | $595.6K | -$13.1K | 3.2% |
| Private Advisor Group, LLC | 137,861 | +6,936 | $6.6M | -$12.6K | 5.3% |
| REXFORD CAPITAL INC | 2,900 | +400 | $138.7K | +$12.6K | 16.0% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 35,118 | +1,582 | $1.7M | -$12.5K | 4.7% |
| Avidian Wealth Enterprises, LLC | 8,936 | +218 | $427.4K | -$12.5K | 2.5% |
| North Star Investment Management Corp. | 4,681 | +1 | $223.9K | -$12.3K | 0.0% |
| Inscription Capital, LLC | 6,669 | +109 | $319.0K | -$12.0K | 1.7% |
| KPP Advisory Services LLC | 7,272 | +141 | $347.8K | -$12.0K | 2.0% |
| Global Wealth Strategies & Associates | 1,264 | +300 | $60.5K | +$11.8K | 31.1% |
| Kellett Wealth Advisors, LLC | 14,046 | +500 | $671.8K | -$11.7K | 3.7% |
| GRIMES & COMPANY, INC. | 4,537 | +7 | $217.0K | -$11.6K | 0.1% |
| OUTFITTER FINANCIAL LLC | 17,875 | +710 | $855.0K | -$11.2K | 4.1% |
| JOURNEY STRATEGIC WEALTH LLC | 4,554 | +20 | $217.8K | -$11.0K | 0.4% |
| Bank of Jackson Hole Trust | 11,000 | +362 | $526.1K | -$10.7K | 3.4% |
| Huntleigh Advisors, Inc. | 4,263 | +12 | $203.9K | -$10.6K | 0.3% |
| Annis Gardner Whiting Capital Advisors, LLC | 3,274 | +374 | $156.6K | +$10.3K | 12.9% |
| SILVER OAK SECURITIES, INCORPORATED | 11,007 | +720 | $528.9K | +$9.8K | 7.0% |
| FAS Wealth Partners, Inc. | 4,663 | +50 | $223.0K | -$9.7K | 1.1% |
| Focus Financial Network, Inc. | 17,938 | +1,124 | $858.0K | +$9.5K | 6.7% |
| SJS Investment Consulting Inc. | 1,088 | +244 | $52.0K | +$9.5K | 28.9% |
| Fairvoy Private Wealth, LLC | 4,508 | +50 | $215.6K | -$9.3K | 1.1% |
| Summit Financial, LLC | 28,286 | +1,656 | $1.4M | +$9.2K | 6.2% |
| Bridgewater Advisors Inc. | 5,450 | +140 | $257.7K | +$8.8K | 2.6% |
| Manhattan West Asset Management, LLC | 23,752 | +1,401 | $1.1M | +$8.3K | 6.3% |
| MONTAG A & ASSOCIATES INC | 6,521 | +500 | $311.9K | +$8.1K | 8.3% |
| LOWE BROCKENBROUGH & CO INC | 4,604 | +81 | $220.2K | -$8.0K | 1.8% |
| Sowell Financial Services LLC | 12,107 | +474 | $579.1K | -$7.9K | 4.1% |
| EverSource Wealth Advisors, LLC | 13,836 | +564 | $661.8K | -$7.9K | 4.2% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 4,273 | +5 | $204.4K | -$7.8K | 0.1% |
| Capital Investment Advisory Services, LLC | 65,211 | +3,243 | $3.1M | -$7.8K | 5.2% |
| ROWLANDMILLER & PARTNERS.ADV | 2,851 | +300 | $136.4K | +$7.6K | 11.8% |
| 1620 INVESTMENT ADVISORS, INC. | 3,802 | +50 | $181.8K | -$7.5K | 1.3% |
| ARMSTRONG ADVISORY GROUP, INC | 7,823 | +552 | $374.2K | +$7.3K | 7.6% |
| Summit Financial Wealth Advisors, LLC | 6,079 | +71 | $290.8K | -$7.2K | 1.2% |
| Lifeworks Advisors, LLC | 5,755 | +158 | $275.2K | -$7.2K | 2.8% |
| Dakota Community Bank & Trust NA | 3,799 | +64 | $181.7K | -$6.8K | 1.7% |
| FLAGSHIP HARBOR ADVISORS, LLC | 6,851 | +227 | $327.7K | -$6.6K | 3.4% |
| CITIZENS FINANCIAL GROUP INC/RI | 10,257 | +653 | $490.6K | +$6.0K | 6.8% |
| INTRUST BANK NA | 18,068 | +830 | $864.2K | -$5.6K | 4.8% |
| Transamerica Financial Advisors, LLC | 931 | +155 | $44.5K | +$5.4K | 20.0% |
| LORD, ABBETT & CO. LLC | 2,098,532 | +3,662 | $100.4K | -$5.3K | 0.2% |
| Archer Investment Corp | 2,011 | +2 | $96.2K | -$5.2K | 0.1% |
| Lorne Steinberg Wealth Management Inc. | 4,419 | +119 | $211.8K | -$5.1K | 2.8% |
| Indiana Trust & Investment Management Co | 2,153 | +11 | $103.0K | -$5.1K | 0.5% |
| Valeo Financial Advisors, LLC | 6,377 | +429 | $305.0K | +$4.9K | 7.2% |
| Rossby Financial, LCC | 1,553 | +152 | $74.3K | +$4.8K | 10.8% |
| DecisionPoint Financial, LLC | 152 | +98 | $7.3K | +$4.6K | 181.5% |
| WealthCollab, LLC | 184 | +100 | $8.8K | +$4.6K | 119.0% |
| Forvis Mazars Wealth Advisors, LLC | 9,429 | +581 | $451.0K | +$4.5K | 6.6% |
| NISA INVESTMENT ADVISORS, LLC | 514 | +114 | $24.6K | +$4.4K | 28.5% |
| Summit Asset Management, LLC | 5,445 | +198 | $260.4K | -$4.3K | 3.8% |
| Morse Asset Management, Inc | 2,652 | +50 | $127.1K | -$4.2K | 1.9% |
| VERUS CAPITAL PARTNERS, LLC | 6,680 | +428 | $319.5K | +$4.0K | 6.8% |
| Fiduciary Group, LLC | 9,046 | +550 | $432.7K | +$4.0K | 6.5% |
| GODSEY & GIBB, INC | 597 | +100 | $28.6K | +$3.5K | 20.1% |
| Gleason Group, Inc. | 1,502 | +17 | $71.8K | -$3.1K | 1.1% |
| KEYBANK NATIONAL ASSOCIATION/OH | 22,256 | +1,101 | $1.1M | -$3.0K | 5.2% |
| ST GERMAIN D J CO INC | 1,629 | +142 | $77.9K | +$2.9K | 9.5% |
| PCJ Investment Counsel Ltd. | 111,310 | +5,760 | $5.3M | +$2.9K | 5.5% |
| MidWestOne Financial Group, Inc. | 4,906 | +203 | $234.7K | -$2.7K | 4.3% |
| GHP Investment Advisors, Inc. | 1,004 | +104 | $48.0K | +$2.6K | 11.6% |
| SAPIENT CAPITAL LLC | 11,281 | +342 | $541.4K | -$2.6K | 3.1% |
| ASPIRIANT, LLC | 5,790 | +353 | $276.9K | +$2.6K | 6.5% |
| FINANCIAL CONSULATE, INC | 482 | +76 | $23.1K | +$2.6K | 18.7% |
| FIRST HORIZON CORP | 1,606 | +129 | $76.8K | +$2.3K | 8.7% |
| Guinness Atkinson Asset Management Inc | 6,475 | +213 | $309.1K | -$2.3K | 3.4% |
| WASHINGTON TRUST Co | 6,286 | +283 | $300.7K | -$2.3K | 4.7% |
| D.B. Root & Company, LLC | 4,686 | +200 | $224.1K | -$2.2K | 4.5% |
| White Knight Strategic Wealth Advisors, LLC | 8,885 | +420 | $425.0K | -$2.2K | 5.0% |
| Cornerstone Planning Group LLC | 252 | +37 | $12.2K | +$2.1K | 17.2% |
| CANADA LIFE ASSURANCE Co | 3,136,127 | +73,891 | $150.1K | -$2.1K | 2.4% |
| Cullen/Frost Bankers, Inc. | 426 | +63 | $20.4K | +$2.1K | 17.4% |
| Border to Coast Pensions Partnership Ltd | 1,115,000 | +15,000 | $53.5K | -$2.0K | 1.4% |
| Miracle Mile Advisors, LLC | 5,225 | +235 | $249.9K | -$1.9K | 4.7% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 5,757 | +336 | $275.4K | +$1.8K | 6.2% |
| N.E.W. Advisory Services LLC | 1,390 | +108 | $66.5K | +$1.8K | 8.4% |
| Premier Fund Managers Ltd | 363,354 | +45,800 | $17.5K | +$1.7K | 14.4% |
| Strategic Advocates LLC | 328 | +48 | $15.8K | +$1.6K | 17.1% |
| MARATHON CAPITAL MANAGEMENT | 18,575 | +1,000 | $888.4K | +$1.6K | 5.7% |
| PFS Partners, LLC | 621 | +1 | $29.7K | -$1.6K | 0.2% |
| Meixler Investment Management, Ltd. | 37,205 | +1,910 | $1.8M | -$1.5K | 5.4% |
| Raleigh Capital Management Inc. | 52,727 | +2,719 | $2.5M | -$1.5K | 5.4% |
| Parkwood LLC | 201,624 | +38,842 | $9.6K | +$1.4K | 23.9% |
| HIGHLINE WEALTH PARTNERS LLC | 560 | +1 | $26.8K | -$1.4K | 0.2% |
| Hardin Capital Partners, LLC | 10,012 | +550 | $478.9K | +$1.4K | 5.8% |
| BARRETT & COMPANY, INC. | 512 | +1 | $24.5K | -$1.3K | 0.2% |
| NATIXIS ADVISORS, LLC | 881,229 | +19,506 | $42.1K | -$1.3K | 2.3% |
| Richard W. Paul & Associates, LLC | 601 | +7 | $28.7K | -$1.2K | 1.2% |
| Pure Financial Advisors, LLC | 6,838 | +338 | $327.1K | -$928 | 5.2% |
| TD Capital Management LLC | 452 | +6 | $21.6K | -$920 | 1.3% |
| Venture Visionary Partners LLC | 9,277 | +500 | $443.7K | +$832 | 5.7% |
| VAN ECK ASSOCIATES CORP | 919,151 | +63,228 | $44.0K | +$808 | 7.4% |
| Magnus Financial Group LLC | 5,571 | +275 | $266.5K | -$764 | 5.2% |
| Stone House Investment Management, LLC | 87 | +16 | $4.2K | +$578 | 22.5% |
| Winch Advisory Services, LLC | 279 | +4 | $13.3K | -$542 | 1.4% |
| Bare Financial Services, Inc | 174 | +3 | $8.3K | -$307 | 1.8% |
| PARK AVENUE SECURITIES LLC | 41,327 | +6,875 | $2.0K | +$241 | 19.9% |
| Curat Global, LLC | 105 | +1 | $5.0K | -$213 | 1.0% |
| Thrivent Financial for Lutherans | 64,663 | +496 | $3.1K | -$136 | 0.8% |
| LaSalle St. Investment Advisors, LLC | 32,162 | +473 | $1.5K | -$61 | 1.5% |
| INGALLS & SNYDER LLC | 106,864 | +4,611 | $5.1K | -$49 | 4.5% |
| CX Institutional | 2,681 | +953 | $128 | +$41 | 55.1% |
| CWM, LLC | 52,825 | +1,995 | $2.5K | -$38 | 3.9% |
| ALGERT GLOBAL LLC | 7,698 | +943 | $369 | +$29 | 14.0% |
| PEAPACK GLADSTONE FINANCIAL CORP | 10,863 | +348 | $519 | -$11 | 3.3% |
| HAZLETT, BURT & WATSON, INC. | 2,976 | +23 | $143 | -$6 | 0.8% |
| DILLON & ASSOCIATES INC | 5,237 | +150 | $251 | -$3 | 2.9% |
| Arete Wealth Advisors, LLC | 4,914 | +208 | $235 | -$2 | 4.4% |