13F QoQ Ownership Changes
ENO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 183 new · 457 added · 565 reduced · 116 exited
New Positions(183)
Added To(457)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 22,694,994 | +8,046,287 | $2.10B | +$732.6M | 54.9% |
| NORGES BANK | 5,715,816 | +4,264,556 | $528.3M | +$337.3M | 293.9% |
| MORGAN STANLEY | 10,651,436 | +1,986,369 | $984.5M | +$177.0M | 22.9% |
| RAYMOND JAMES FINANCIAL INC | 3,866,426 | +1,826,782 | $357.4M | +$167.3M | 89.6% |
| Pictet Asset Management Holding SA | 2,470,596 | +1,116,460 | $228.4M | +$102.2M | 82.4% |
| STATE STREET CORP | 24,356,461 | +1,018,503 | $2.25B | +$76.4M | 4.4% |
| Freestone Grove Partners LP | 787,603 | +606,481 | $72.8M | +$55.9M | 334.8% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 1,769,115 | +555,141 | $163.5M | +$50.4M | 45.7% |
| FMR LLC | 14,887,400 | +639,973 | $1.38B | +$48.3M | 4.5% |
| MILLENNIUM MANAGEMENT LLC | 705,534 | +520,295 | $65.2M | +$48.0M | 280.9% |
| BARCLAYS PLC | 1,463,967 | +616,659 | $121.7M | +$42.7M | 72.8% |
| TCW GROUP INC | 818,934 | +462,785 | $75.7M | +$42.5M | 129.9% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 898,316 | +341,980 | $83.0M | +$31.2M | 61.5% |
| BANK OF AMERICA CORP /DE/ | 16,498,928 | +464,190 | $1.52B | +$30.7M | 2.9% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1,634,838 | +335,410 | $151.1M | +$30.0M | 25.8% |
| NORDEA INVESTMENT MANAGEMENT AB | 800,258 | +318,221 | $74.5M | +$30.0M | 66.0% |
| Assenagon Asset Management S.A. | 262,692 | +213,070 | $24.3M | +$19.7M | 429.4% |
| FEDERATED HERMES, INC. | 256,566 | +204,070 | $23.7M | +$18.8M | 388.7% |
| Nuveen, LLC | 2,303,545 | +214,757 | $212.9M | +$18.3M | 10.3% |
| Amundi | 1,153,913 | +245,540 | $106.7M | +$18.1M | 27.0% |
| RENAISSANCE TECHNOLOGIES LLC | 762,900 | +190,900 | $70.5M | +$17.2M | 33.4% |
| TRUIST FINANCIAL CORP | 2,439,479 | +200,783 | $225.5M | +$16.9M | 9.0% |
| CITIGROUP INC | 428,553 | +183,152 | $39.6M | +$16.7M | 74.6% |
| Union Bancaire Privee, UBP SA | 221,865 | +165,219 | $20.6M | +$15.7M | 291.7% |
| AE Wealth Management LLC | 190,331 | +165,082 | $17.6M | +$15.2M | 653.8% |
| REAVES W H & CO INC | 2,446,593 | +158,226 | $226.1M | +$12.9M | 6.9% |
| LMR Partners LLP | 147,796 | +130,170 | $13.7M | +$12.0M | 738.5% |
| Korea Investment CORP | 527,222 | +123,713 | $48.7M | +$11.1M | 30.6% |
| Rockefeller Capital Management L.P. | 376,231 | +119,095 | $34.7M | +$10.7M | 46.3% |
| VANGUARD GROUP INC | 58,537,223 | +589,317 | $5.41B | +$10.4M | 1.0% |
| IFM Investors Pty Ltd | 111,966 | +550 | $10.3K | -$10.3M | 0.5% |
| AMERIPRISE FINANCIAL INC | 13,566,107 | +2,185 | $1.25B | -$10.1M | 0.0% |
| WELLS FARGO & COMPANY/MN | 1,222,540 | +109,758 | $113.0M | +$9.3M | 9.9% |
| NATIONAL BANK OF CANADA /FI/ | 236,399 | +97,058 | $21.8M | +$8.9M | 69.7% |
| BNP PARIBAS FINANCIAL MARKETS | 716,638 | +63,164 | $66.2M | -$8.5M | 9.7% |
| ExodusPoint Capital Management, LP | 460,790 | +93,271 | $42.6M | +$8.3M | 25.4% |
| Hudson Bay Capital Management LP | 421,663 | +91,068 | $39.0M | +$8.2M | 27.5% |
| Energy Income Partners, LLC | 1,306,463 | +98,223 | $120.8M | +$8.2M | 8.1% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 392,689 | +77,508 | $36.3M | +$6.9M | 24.6% |
| Cardinal Capital Management, Inc. | 148,190 | +19,360 | $18.8M | +$6.8M | 15.0% |
| Steward Partners Investment Advisory, LLC | 152,266 | +61,071 | $14.1M | +$5.6M | 67.0% |
| NEOS Investment Management LLC | 176,426 | +59,851 | $16.3M | +$5.4M | 51.3% |
| SEI INVESTMENTS CO | 797,335 | +64,868 | $73.7M | +$5.4M | 8.8% |
| DNB Asset Management AS | 311,855 | +60,219 | $28.8M | +$5.4M | 23.9% |
| National Pension Service | 744,432 | +57,600 | $68.8M | +$4.8M | 8.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 112,074 | +51,467 | $10.5M | +$4.6M | 84.9% |
| UBS Group AG | 2,933,395 | +73,069 | $271.1M | +$4.6M | 2.5% |
| TEMA ETFS LLC | 123,059 | +49,939 | $11.4M | +$4.6M | 68.3% |
| AMERICAN CENTURY COMPANIES INC | 266,534 | +50,542 | $24.6M | +$4.5M | 23.4% |
| LAZARD ASSET MANAGEMENT LLC | 428,542 | +50,909 | $39.6M | +$4.4M | 13.5% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 928,984 | +38,742 | $87.2M | +$4.2M | 4.3% |
| CIBC Asset Management Inc | 106,488 | +45,504 | $9.8M | +$4.2M | 74.6% |
| Resolution Capital Ltd | 169,320 | +45,708 | $15.7M | +$4.1M | 37.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 392,171 | +42,033 | $36.3M | +$3.7M | 12.0% |
| Baird Financial Group, Inc. | 141,975 | +37,971 | $13.1M | +$3.4M | 36.5% |
| JENNISON ASSOCIATES LLC | 2,618,834 | +58,146 | $242.1M | +$3.4M | 2.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 11,607,806 | +126,625 | $1.07B | +$3.2M | 1.1% |
| World Investment Advisors | 60,579 | +38,195 | $5.3M | +$3.2M | 170.6% |
| DANSKE BANK A/S | 505,747 | +37,915 | $46.7M | +$3.1M | 8.1% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1,579,455 | +46,403 | $146.0M | +$3.1M | 3.0% |
| BANK OF NOVA SCOTIA | 108,304 | +34,230 | $10.0M | +$3.1M | 46.2% |
| Quantinno Capital Management LP | 177,720 | +34,543 | $16.4M | +$3.1M | 24.1% |
| Rakuten Investment Management, Inc. | 58,742 | +32,135 | $5.5M | -$3.0M | 120.8% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 53,556 | +31,900 | $5.0M | +$2.9M | 147.3% |
| TD Asset Management Inc | 3,368,246 | +58,337 | $311.3M | +$2.9M | 1.8% |
| Creative Planning | 132,274 | +31,906 | $12.2M | +$2.9M | 31.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 151,854 | +31,617 | $14.0M | +$2.8M | 26.3% |
| QRG CAPITAL MANAGEMENT, INC. | 69,373 | +30,864 | $6.4M | +$2.8M | 80.1% |
| PATTON FUND MANAGEMENT, INC. | 63,168 | +27,161 | $5.8M | +$2.5M | 75.4% |
| Diameter Capital Partners LP | 208,000 | +28,000 | $19.2M | +$2.5M | 15.6% |
| Cullen/Frost Bankers, Inc. | 374,567 | +29,005 | $34.6M | +$2.4M | 8.4% |
| ING GROEP NV | 29,045 | +25,906 | $2.7M | +$2.4M | 825.3% |
| Blackstone Inc. | 34,951 | +24,344 | $3.2M | +$2.2M | 229.5% |
| Alyeska Investment Group, L.P. | 190,878 | +24,717 | $17.6M | +$2.2M | 14.9% |
| State of Tennessee, Department of Treasury | 223,846 | +15,345 | $21.5M | +$2.0M | 7.3% |
| BANK OF MONTREAL /CAN/ | 664,415 | +25,937 | $61.4M | +$1.9M | 4.1% |
| &PARTNERS | 59,561 | +20,667 | $5.5M | +$1.9M | 53.1% |
| Oak Thistle LLC | 24,856 | +20,175 | $2.3M | +$1.9M | 431.0% |
| Verition Fund Management LLC | 337,587 | +22,500 | $31.2M | +$1.8M | 7.1% |
| Sowell Financial Services LLC | 23,237 | +19,697 | $2.1M | +$1.8M | 556.4% |
| MACKENZIE FINANCIAL CORP | 111,665 | +17,704 | $10.4M | +$1.6M | 18.8% |
| EVENTIDE ASSET MANAGEMENT, LLC | 673,082 | +22,039 | $62.3M | +$1.6M | 3.4% |
| ALLSTATE CORP | 34,634 | +17,616 | $3.2M | +$1.6M | 103.5% |
| CREDIT AGRICOLE S A | 167,416 | +18,250 | $15.5M | +$1.6M | 12.2% |
| AVIVA PLC | 372,513 | +19,885 | $34.4M | +$1.6M | 5.6% |
| Federation des caisses Desjardins du Quebec | 37,278 | +16,934 | $3.4M | +$1.5M | 83.2% |
| Woodline Partners LP | 76,194 | +17,196 | $7.0M | +$1.5M | 29.1% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 113,730 | +17,478 | $10.5M | +$1.5M | 18.1% |
| Arrow Capital Pty Ltd | 75,000 | +15,000 | $6.9M | -$1.5M | 25.0% |
| VICTORY CAPITAL MANAGEMENT INC | 237,284 | +18,181 | $21.9M | +$1.5M | 8.3% |
| Tower Research Capital LLC (TRC) | 24,770 | +16,422 | $2.3M | +$1.5M | 196.7% |
| J.W. COLE ADVISORS, INC. | 33,578 | +1,544 | $1.5M | -$1.5M | 4.8% |
| FIRST TRUST ADVISORS LP | 1,016,930 | +23,599 | $94.0M | +$1.4M | 2.4% |
| Magellan Asset Management Ltd | 370,955 | +17,617 | $34.3M | +$1.4M | 5.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 79,077 | +14,929 | $7.3M | +$1.3M | 23.3% |
| Ameritas Advisory Services, LLC | 14,718 | +14,302 | $1.4M | +$1.3M | 3438.0% |
| Focus Partners Wealth | 104,641 | +14,315 | $9.7M | +$1.3M | 15.8% |
| Greenland Capital Management LP | 122,167 | +14,353 | $11.3M | +$1.2M | 13.3% |
| Mirae Asset Global Investments Co., Ltd. | 72,720 | +13,821 | $6.7M | +$1.2M | 23.5% |
| PICTON MAHONEY ASSET MANAGEMENT | 13,269 | +13,251 | $1.2M | +$1.2M | 73616.7% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 3,425,653 | +15,130 | $316.6M | -$1.2M | 0.4% |
| Farther Finance Advisors, LLC | 22,269 | +12,545 | $2.1M | +$1.2M | 129.0% |
| MGO ONE SEVEN LLC | 53,869 | +12,703 | $5.0M | +$1.1M | 30.9% |
| HARBOUR INVESTMENTS, INC. | 14,193 | +11,680 | $1.3M | +$1.1M | 464.8% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 544,323 | +15,920 | $50.3M | +$1.1M | 3.0% |
| Pathstone Holdings, LLC | 55,253 | +11,731 | $5.1M | +$1.1M | 26.9% |
| Callan Family Office, LLC | 28,476 | +10,865 | $2.6M | +$990.9K | 61.7% |
| Perpetual Ltd | 519,976 | +14,369 | $48.1M | +$943.9K | 2.8% |
| FWL INVESTMENT MANAGEMENT, LLC | 103,364 | +10,656 | $9.6M | +$914.5K | 11.5% |
| MUFG Securities EMEA plc | 18,322 | +9,777 | $1.7M | +$897.2K | 114.4% |
| Gotham Asset Management, LLC | 68,840 | +9,865 | $6.4M | +$867.0K | 16.7% |
| Tidal Investments LLC | 35,612 | +9,423 | $3.3M | +$851.1K | 36.0% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 56,972 | +9,368 | $5.3M | +$844.1K | 19.7% |
| Compound Planning, Inc. | 16,484 | +9,127 | $1.5M | +$838.0K | 124.0% |
| Investment Management Corp of Ontario | 30,178 | +9,213 | $2.8M | +$835.6K | 43.9% |
| KINGSWOOD WEALTH ADVISORS, LLC | 11,315 | +8,748 | $1.0M | +$806.6K | 340.8% |
| STATE OF WISCONSIN INVESTMENT BOARD | 244,098 | +10,553 | $22.6M | +$797.9K | 4.5% |
| NewEdge Advisors, LLC | 100,674 | +9,227 | $9.3M | +$783.4K | 10.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,900,304 | +31,954 | $268.1M | +$773.6K | 1.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 91,154 | +8,560 | $8.4M | +$728.4K | 10.4% |
| TWO SIGMA SECURITIES, LLC | 12,577 | +7,317 | $1.2M | +$672.3K | 139.1% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 15,845 | +7,085 | $1.5M | +$648.2K | 80.9% |
| Regal Investment Advisors LLC | 27,505 | +7,137 | $2.5M | +$644.2K | 35.0% |
| Aptus Capital Advisors, LLC | 18,169 | +6,724 | $1.7M | +$612.8K | 58.8% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 125,911 | +7,502 | $11.6M | +$603.4K | 6.3% |
| Walleye Trading LLC | 30,800 | +6,526 | $2.8M | +$584.8K | 26.9% |
| CAPTRUST FINANCIAL ADVISORS | 69,338 | +6,826 | $6.4M | +$583.4K | 10.9% |
| Ceredex Value Advisors LLC | 238,406 | +8,106 | $22.0M | +$574.2K | 3.5% |
| AGF MANAGEMENT LTD | 65,089 | +6,577 | $6.0M | +$563.4K | 11.2% |
| Qtron Investments LLC | 12,814 | +6,145 | $1.2M | +$562.9K | 92.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23,966 | +5,987 | $2.2M | +$539.8K | 33.3% |
| Mitsubishi UFJ Trust & Banking Corp | 199,294 | +7,327 | $18.4M | +$531.3K | 3.8% |
| AlphaQuest LLC | 6,970 | +5,719 | $644.2K | +$527.7K | 457.1% |
| Hennion & Walsh Asset Management, Inc. | 15,425 | +5,705 | $1.4M | +$519.9K | 58.7% |
| ProShare Advisors LLC | 86,107 | +6,250 | $8.0M | +$517.0K | 7.8% |
| Summit Trail Advisors, LLC | 20,978 | +5,664 | $1.9M | +$511.9K | 37.0% |
| COMERICA BANK | 88,148 | +6,091 | $8.1M | +$500.7K | 7.4% |
| Kestra Advisory Services, LLC | 21,625 | +5,508 | $2.0M | +$496.8K | 34.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 27,091 | +5,282 | $2.5M | +$471.6K | 24.2% |
| Global Retirement Partners, LLC | 20,973 | +5,222 | $1.9M | +$470.7K | 33.1% |
| OneDigital Investment Advisors LLC | 10,578 | +5,093 | $977.7K | +$466.6K | 92.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 277,054 | +7,195 | $25.6M | +$459.9K | 2.7% |
| TORONTO DOMINION BANK | 182,554 | +6,308 | $16.9M | +$447.4K | 3.6% |
| Balefire, LLC | 24,277 | +4,995 | $2.2M | +$447.0K | 25.9% |
| SummitTX Capital, L.P. | 185,446 | +6,283 | $17.1M | +$444.6K | 3.5% |
| CWA Asset Management Group, LLC | 36,500 | +4,924 | $3.4M | +$431.1K | 15.6% |
| ODDO BHF ASSET MANAGEMENT SAS | 33,606 | +4,791 | $3.1M | +$420.9K | 16.6% |
| MACQUARIE GROUP LTD | 324,588 | +6,983 | $30.0M | +$404.1K | 2.2% |
| BTC Capital Management, Inc. | 49,581 | +4,707 | $4.6M | +$397.9K | 10.5% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 22,823 | +2,211 | $2.1M | +$396.3K | 10.7% |
| Vise Technologies, Inc. | 11,219 | +4,324 | $1.0M | +$394.4K | 62.7% |
| State of Wyoming | 4,660 | +4,264 | $430.7K | +$393.8K | 1076.8% |
| Inspire Investing, LLC | 46,459 | +4,599 | $4.3M | +$393.3K | 11.0% |
| Stanley-Laman Group, Ltd. | 94,426 | +4,966 | $8.7M | +$391.0K | 5.5% |
| NEUBERGER BERMAN GROUP LLC | 92,840 | +4,895 | $8.6M | +$385.6K | 5.6% |
| Sequoia Financial Advisors, LLC | 14,383 | +3,911 | $1.3M | +$353.5K | 37.3% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 34,700 | +3,900 | $3.2M | +$337.1K | 12.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 29,517 | +3,819 | $2.7M | +$333.5K | 14.9% |
| Czech National Bank | 117,760 | +4,381 | $10.9M | +$318.8K | 3.9% |
| SAGESPRING WEALTH PARTNERS, LLC | 13,857 | +3,521 | $1.3M | +$317.6K | 34.1% |
| BRANDES INVESTMENT PARTNERS, LP | 394,372 | +6,603 | $36.5M | +$315.6K | 1.7% |
| M&T Bank Corp | 33,430 | +3,649 | $3.1M | +$315.3K | 12.3% |
| Wealthspire Advisors, LLC | 9,500 | +3,380 | $878.0K | +$307.7K | 55.2% |
| MIZUHO SECURITIES USA LLC | 32,518 | +5 | $3.2M | +$307.1K | 0.0% |
| Allspring Global Investments Holdings, LLC | 230,154 | +2,058 | $21.6M | +$298.1K | 0.9% |
| HB Wealth Management, LLC | 24,097 | +3,332 | $2.2M | +$292.2K | 16.0% |
| XPONANCE, INC. | 70,625 | +3,705 | $6.5M | +$291.6K | 5.5% |
| Fisher Asset Management, LLC | 17,556 | +3,210 | $1.6M | +$285.8K | 22.4% |
| Marks Group Wealth Management, Inc | 32,216 | +3,329 | $3.0M | +$285.7K | 11.5% |
| WHITTIER TRUST CO | 5,408 | +3,112 | $504.7K | +$285.7K | 135.5% |
| HighTower Advisors, LLC | 98,445 | +3,827 | $9.1M | +$281.7K | 4.0% |
| GRIMES & COMPANY, INC. | 9,530 | +3,055 | $880.8K | +$277.4K | 47.2% |
| Soltis Investment Advisors LLC | 95,040 | +3,665 | $8.8M | +$269.3K | 4.0% |
| Private Advisor Group, LLC | 34,771 | +3,099 | $3.2M | +$262.3K | 9.8% |
| STIFEL FINANCIAL CORP | 242,014 | +4,699 | $22.4M | +$254.0K | 2.0% |
| Trivium Point Advisory, LLC | 64,957 | +3,104 | $6.0M | +$239.9K | 5.0% |
| Prestige Wealth Management Group LLC | 5,255 | +2,822 | $465.6K | +$238.9K | 116.0% |
| BLAIR WILLIAM & CO/IL | 64,859 | +3,067 | $6.0M | +$236.5K | 5.0% |
| Quadcap Wealth Management, LLC | 53,322 | +2,971 | $4.9M | +$236.3K | 5.9% |
| Waverly Advisors, LLC | 12,132 | +2,631 | $1.1M | +$235.9K | 27.7% |
| Narwhal Capital Management | 14,095 | +2,595 | $1.3M | +$231.1K | 22.6% |
| Vanguard Personalized Indexing Management, LLC | 72,212 | +3,037 | $6.7M | +$227.9K | 4.4% |
| Candriam S.C.A. | 5,139 | +2,482 | $475.0K | +$227.4K | 93.4% |
| Argent Advisors, Inc. | 7,788 | +2,490 | $719.8K | +$226.1K | 47.0% |
| Acropolis Investment Management, LLC | 18,276 | +632 | $1.7M | +$222.6K | 3.6% |
| ALPS ADVISORS INC | 12,197 | +2,469 | $1.1M | +$220.8K | 25.4% |
| Meeder Advisory Services, Inc. | 14,348 | +2,456 | $1.3M | +$217.9K | 20.6% |
| Canada Post Corp Registered Pension Plan | 11,004 | +2,370 | $1.0M | +$209.4K | 27.4% |
| Turtle Creek Wealth Advisors, LLC | 87,229 | +2,894 | $8.1M | +$203.4K | 3.4% |
| Red Door Wealth Management, LLC | 5,157 | +2,118 | $476.7K | +$193.4K | 69.7% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 110,189 | +2,934 | $10.2M | +$189.7K | 2.7% |
| MILLER HOWARD INVESTMENTS INC /NY | 618,714 | +7,018 | $57.2M | +$183.8K | 1.1% |
| Crossmark Global Holdings, Inc. | 10,783 | +2,032 | $996.7K | +$181.2K | 23.2% |
| Diversified Enterprises, LLC | 5,742 | +1,984 | $530.7K | +$180.5K | 52.8% |
| Lido Advisors, LLC | 17,177 | +1,919 | $1.6M | +$176.5K | 12.6% |
| Arkadios Wealth Advisors | 18,945 | +2,001 | $1.8M | +$172.1K | 11.8% |
| Rafferty Asset Management, LLC | 49,180 | +2,189 | $4.5M | +$166.6K | 4.7% |
| Beacon Pointe Advisors, LLC | 12,400 | +1,801 | $1.1M | +$158.4K | 17.0% |
| Metis Global Partners, LLC | 47,846 | +1,976 | $4.4M | +$147.8K | 4.3% |
| SYON CAPITAL LLC | 6,391 | +1,634 | $590.7K | +$147.4K | 34.3% |
| CASTLEARK MANAGEMENT LLC | 3,220 | +1,590 | $297.6K | +$145.7K | 97.5% |
| Aaron Wealth Advisors LLC | 3,786 | +1,503 | $349.9K | +$137.2K | 65.8% |
| Ethic Inc. | 21,276 | +1,644 | $2.0M | +$137.0K | 8.4% |
| Horizon Investments, LLC | 18,369 | +1,609 | $1.7M | +$136.0K | 9.6% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4,431 | +1,477 | $409.6K | +$134.2K | 50.0% |
| Patriot Financial Group Insurance Agency, LLC | 16,338 | +1,571 | $1.5M | +$134.0K | 10.6% |
| Alamea Verwaltungs GmbH | 10,699 | +1,038 | $1.0M | +$125.6K | 10.7% |
| FIDELIS CAPITAL PARTNERS, LLC | 6,092 | +1,317 | $563.1K | +$118.1K | 27.6% |
| HighPoint Advisor Group LLC | 20,619 | +1,429 | $1.9M | +$117.5K | 7.4% |
| Envestnet Portfolio Solutions, Inc. | 8,315 | +1,311 | $768.6K | +$115.9K | 18.7% |
| Aprio Wealth Management, LLC | 4,727 | +1,267 | $436.9K | +$114.5K | 36.6% |
| BANK OF STOCKTON | 10,050 | +1,300 | $928.9K | +$113.5K | 14.8% |
| DAVENPORT & Co LLC | 5,715 | +1,200 | $528.3K | +$107.5K | 26.6% |
| OneAscent Financial Services LLC | 4,556 | +1,178 | $421.1K | +$106.2K | 34.9% |
| Dynasty Wealth Management, LLC | 16,193 | +1,260 | $1.5M | +$105.1K | 8.4% |
| FIRST HORIZON CORP | 3,835 | +1,159 | $354.5K | +$105.1K | 43.3% |
| Ranch Capital Advisors Inc. | 30,965 | +1,375 | $2.9M | +$104.6K | 4.6% |
| Corient Private Wealth LLC | 177,593 | +75,195 | $9.6M | +$103.2K | 73.4% |
| United Asset Strategies, Inc. | 142,674 | +2,270 | $13.2M | +$103.1K | 1.6% |
| Clark Capital Management Group, Inc. | 3,895 | +1,121 | $360.0K | +$101.5K | 40.4% |
| SIGNATUREFD, LLC | 8,415 | +1,128 | $777.8K | +$98.7K | 15.5% |
| Empowered Funds, LLC | 28,598 | +1,289 | $2.6M | +$98.4K | 4.7% |
| MFA Wealth Services | 3,946 | +1,055 | $364.7K | +$95.3K | 36.5% |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,645 | +56 | $238.9K | -$94.7K | 1.6% |
| StoneX Group Inc. | 48,121 | +1,376 | $4.4M | +$93.3K | 2.9% |
| JOURNEY STRATEGIC WEALTH LLC | 4,219 | +1,025 | $390.0K | +$92.3K | 32.1% |
| KEYBANK NATIONAL ASSOCIATION/OH | 7,406 | +1,019 | $684.5K | +$89.3K | 15.9% |
| STOCK YARDS BANK & TRUST CO | 6,982 | +1,000 | $645.3K | +$87.9K | 16.7% |
| NewEdge Wealth, LLC | 10,895 | +1,346 | $1.0M | +$87.7K | 14.1% |
| Quarry LP | 1,285 | +951 | $118.8K | +$87.6K | 284.7% |
| Ransom Advisory, Ltd | 1,280 | +800 | $131.8K | +$87.1K | 166.7% |
| Wellington Shields & Co., LLC | 1,300 | +900 | $120.2K | +$82.9K | 225.0% |
| Apollon Wealth Management, LLC | 8,154 | +948 | $753.7K | +$82.2K | 13.2% |
| HOWE & RUSLING INC | 6,994 | +929 | $646.4K | +$81.3K | 15.3% |
| Trilogy Capital Inc. | 4,021 | +881 | $371.6K | +$79.1K | 28.1% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,290 | +821 | $119.3K | +$75.6K | 175.1% |
| Sage Mountain Advisors LLC | 7,179 | +866 | $663.6K | +$75.2K | 13.7% |
| Revisor Wealth Management LLC | 11,219 | +1,088 | $1.0M | +$74.5K | 10.7% |
| GATEWAY INVESTMENT ADVISERS LLC | 4,270 | +824 | $394.7K | +$73.5K | 23.9% |
| CWS Financial Advisors, LLC | 7,165 | +846 | $662.3K | +$73.4K | 13.4% |
| Fox Hill Wealth Management | 24,942 | +985 | $2.3M | +$72.9K | 4.1% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,860 | +410 | $356.8K | +$72.0K | 11.9% |
| Inman Jager Wealth Management, LLC | 16,751 | +842 | $1.5M | +$65.7K | 5.3% |
| Crestwood Advisors Group, LLC | 7,571 | +763 | $699.8K | +$65.4K | 11.2% |
| Goelzer Investment Management, Inc. | 104,790 | +164 | $9.7M | -$64.4K | 0.1% |
| Texas Yale Capital Corp. | 3,800 | +720 | $351.2K | +$64.2K | 23.4% |
| MML INVESTORS SERVICES, LLC | 203,633 | +973 | $18.8M | -$64.1K | 0.5% |
| Clearstead Advisors, LLC | 1,370 | +684 | $126.6K | +$62.7K | 99.7% |
| Merit Financial Group, LLC | 13,545 | +777 | $1.3M | +$62.1K | 6.1% |
| NEW YORK STATE COMMON RETIREMENT FUND | 185,557 | +867 | $17.2M | -$60.2K | 0.5% |
| HighVista Strategies LLC | 10,328 | +728 | $954.6K | +$60.0K | 7.6% |
| Altshuler Shaham Ltd | 9,055 | +706 | $837.0K | +$58.9K | 8.4% |
| EXCHANGE TRADED CONCEPTS, LLC | 13,694 | +740 | $1.3M | +$58.6K | 5.7% |
| B. Riley Wealth Advisors, Inc. | 5,050 | +661 | $466.8K | +$57.7K | 15.1% |
| NOMURA ASSET MANAGEMENT CO LTD | 153,773 | +641 | $14.2M | -$57.1K | 0.4% |
| Ethos Financial Group, LLC | 13,865 | +723 | $1.3M | +$56.9K | 5.5% |
| Snowden Capital Advisors LLC | 4,654 | +627 | $430.2K | +$55.0K | 15.6% |
| Belpointe Asset Management LLC | 4,859 | +622 | $449.1K | +$54.3K | 14.7% |
| DAYMARK WEALTH PARTNERS, LLC | 3,575 | +597 | $330.4K | +$52.9K | 20.0% |
| Western Wealth Management, LLC | 5,016 | +603 | $463.6K | +$52.4K | 13.7% |
| FIFTH THIRD BANCORP | 14,131 | +674 | $1.3M | +$52.1K | 5.0% |
| Bleakley Financial Group, LLC | 21,099 | +729 | $2.0M | +$51.9K | 3.6% |
| Howard Capital Management Inc. | 67,193 | +14 | $6.2M | -$49.8K | 0.0% |
| COOKSON PEIRCE & CO INC | 19,341 | +691 | $1.8M | +$49.7K | 3.7% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 7,111 | +590 | $657.3K | +$49.5K | 9.0% |
| BOOTHBAY FUND MANAGEMENT, LLC | 31,496 | +771 | $2.9M | +$47.9K | 2.5% |
| Transamerica Financial Advisors, LLC | 790 | +520 | $73.0K | +$47.9K | 192.6% |
| Parkside Financial Bank & Trust | 2,771 | +523 | $256.1K | +$46.6K | 23.3% |
| BOK Financial Private Wealth, Inc. | 884 | +484 | $81.7K | +$44.4K | 121.0% |
| RFG Advisory, LLC | 3,688 | +506 | $340.8K | +$44.3K | 15.9% |
| EASTERN BANK | 1,920 | +473 | $177.5K | +$42.6K | 32.7% |
| Advisors Capital Management, LLC | 5,741 | +501 | $530.7K | +$42.3K | 9.6% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 43,221 | +803 | $4.0M | +$42.0K | 1.9% |
| GAMMA Investing LLC | 17,762 | +590 | $1.6M | +$41.5K | 3.4% |
| Prime Capital Investment Advisors, LLC | 33,595 | +718 | $3.1M | +$41.3K | 2.2% |
| Generali Asset Management SPA SGR | 15,264 | +563 | $1.4M | +$40.9K | 3.8% |
| TWIN CITY PRIVATE WEALTH, LLC | 30,310 | +673 | $2.8M | +$39.7K | 2.3% |
| CARY STREET PARTNERS FINANCIAL LLC | 11,591 | +520 | $1.1M | +$39.7K | 4.7% |
| CoreCap Advisors, LLC | 634 | +431 | $58.6K | +$39.7K | 212.3% |
| GWN SECURITIES INC. | 5,093 | +495 | $470.8K | +$38.5K | 10.8% |
| Sigma Planning Corp | 5,029 | +448 | $464.9K | +$38.0K | 9.8% |
| Alteri Wealth LLC | 5,576 | +447 | $515.4K | +$37.5K | 8.7% |
| CreativeOne Wealth, LLC | 5,133 | +444 | $474.5K | +$37.4K | 9.5% |
| ORG Wealth Partners, LLC | 2,182 | +419 | $201.7K | +$37.4K | 23.8% |
| BENJAMIN EDWARDS INC | 66,122 | +140 | $6.1M | -$37.1K | 0.2% |
| Smartleaf Asset Management LLC | 2,874 | +382 | $268.4K | +$35.2K | 15.3% |
| Spire Wealth Management | 2,229 | +394 | $206.1K | +$35.1K | 21.5% |
| Princeton Global Asset Management LLC | 111,213 | +1,283 | $10.3M | +$35.0K | 1.2% |
| Values First Advisors, Inc. | 3,371 | +391 | $311.6K | +$33.9K | 13.1% |
| FIRST AMERICAN TRUST, FSB | 46,421 | +27 | $4.3M | -$32.8K | 0.1% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 51,144 | +100 | $4.7M | -$29.6K | 0.2% |
| INTRUST BANK NA | 18,599 | +457 | $1.7M | +$28.5K | 2.5% |
| Elite Wealth Management, Inc. | 12,479 | +387 | $1.2M | +$26.6K | 3.2% |
| Wedmont Private Capital | 6,459 | +44 | $589.7K | -$25.9K | 0.7% |
| JONES FINANCIAL COMPANIES LLLP | 20,896 | +241 | $1.9M | +$25.1K | 1.2% |
| Parallel Advisors, LLC | 7,195 | +326 | $665.1K | +$24.9K | 4.7% |
| Sand Hill Global Advisors, LLC | 44,020 | +100 | $4.1M | -$24.2K | 0.2% |
| MAI Capital Management | 3,704 | +287 | $342.4K | +$24.0K | 8.4% |
| Baron Wealth Management LLC | 2,696 | +264 | $249.2K | +$22.6K | 10.8% |
| Rakuten Securities, Inc. | 254 | +242 | $23.5K | +$22.4K | 2016.7% |
| United Community Bank | 272 | +242 | $25.1K | +$22.3K | 806.7% |
| BROWN ADVISORY INC | 4,594 | +276 | $424.6K | +$22.2K | 6.4% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 7,252 | +289 | $670.3K | +$21.4K | 4.2% |
| Legacy Wealth Managment, LLC/ID | 605 | +231 | $55.9K | +$21.1K | 61.8% |
| Focus Financial Network, Inc. | 4,908 | +264 | $453.6K | +$20.9K | 5.7% |
| L2 Asset Management, LLC | 2,665 | +224 | $246.3K | +$18.8K | 9.2% |
| Concurrent Investment Advisors, LLC | 10,932 | +276 | $1.0M | +$17.4K | 2.6% |
| Independent Advisor Alliance | 32,910 | +455 | $3.0M | +$17.4K | 1.4% |
| Cottage Street Advisors LLC | 20,871 | +1 | $1.9M | -$17.0K | 0.0% |
| Florida Trust Wealth Management Co | 2,503 | +194 | $231.4K | +$16.2K | 8.4% |
| Fulton Bank, N.A. | 5,740 | +214 | $530.5K | +$15.6K | 3.9% |
| Oliver Luxxe Assets LLC | 91,005 | +906 | $8.4M | +$15.3K | 1.0% |
| Global Financial Private Client, LLC | 20,914 | +9 | $1.9M | -$15.1K | 0.0% |
| Palumbo Wealth Management LLC | 49,303 | +112 | $4.6M | -$14.7K | 0.2% |
| Avidian Wealth Enterprises, LLC | 3,055 | +181 | $282.3K | +$14.5K | 6.3% |
| AAFMAA Wealth Management & Trust LLC | 19,943 | +8 | $1.8M | -$14.4K | 0.0% |
| Cornerstone Wealth Group, LLC | 2,370 | +173 | $219.0K | +$14.3K | 7.9% |
| Washington Trust Advisors, Inc. | 283 | +154 | $26.2K | +$14.1K | 119.4% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,399 | +170 | $221.8K | +$14.1K | 7.6% |
| SMITH, MOORE & CO. | 7,083 | +200 | $654.7K | +$13.3K | 2.9% |
| PRINCIPAL FINANCIAL GROUP INC | 641,077 | +5,091 | $59.3M | -$12.8K | 0.8% |
| BROWN BROTHERS HARRIMAN & CO | 15,261 | +259 | $1.4M | +$12.5K | 1.7% |
| JOHNSON INVESTMENT COUNSEL INC | 3,699 | +158 | $341.9K | +$12.0K | 4.5% |
| GUIDANCE CAPITAL, INC | 14,285 | +329 | $1.3M | -$11.7K | 2.4% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,500 | +137 | $138.6K | +$11.6K | 10.1% |
| FIRST AMERICAN BANK | 38,823 | +192 | $3.6M | -$11.6K | 0.5% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 6,074 | +167 | $561.4K | +$10.9K | 2.8% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,189 | +125 | $109.9K | +$10.7K | 11.7% |
| Treasurer of the State of North Carolina | 786,227 | +121,117 | $72.7K | +$10.7K | 18.2% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 61,359 | +609 | $5.7M | +$10.1K | 1.0% |
| MARINO, STRAM & ASSOCIATES LLC | 13,106 | +3 | $1.2M | -$9.7K | 0.0% |
| Equitable Holdings, Inc. | 9,151 | +177 | $845.8K | +$9.5K | 2.0% |
| OAKWORTH CAPITAL, INC. | 1,543 | +109 | $142.6K | +$9.0K | 7.6% |
| Baker Avenue Asset Management, LP | 2,654 | +117 | $245.3K | +$8.9K | 4.6% |
| Inspire Advisors, LLC | 12,570 | +196 | $1.2M | +$8.8K | 1.6% |
| Mutual Advisors, LLC | 3,761 | +37 | $347.7K | -$8.6K | 1.0% |
| Element Wealth, LLC | 3,865 | +124 | $357.2K | +$8.6K | 3.3% |
| Summit Financial, LLC | 2,510 | +112 | $232.0K | +$8.5K | 4.7% |
| Pallas Capital Advisors LLC | 4,754 | +129 | $439.4K | +$8.4K | 2.8% |
| FOUNDERS FINANCIAL SECURITIES LLC | 3,993 | +121 | $369.1K | +$8.2K | 3.1% |
| Pinnacle Bancorp, Inc. | 248 | +87 | $22.9K | +$7.9K | 54.0% |
| QUADRANT CAPITAL GROUP LLC | 13,998 | +30 | $1.3M | -$7.8K | 0.2% |
| NICOLET ADVISORY SERVICES, LLC | 5,745 | +67 | $537.2K | -$7.8K | 1.2% |
| CORDA Investment Management, LLC. | 14,972 | +39 | $1.4M | -$7.7K | 0.3% |
| MONEY CONCEPTS CAPITAL CORP | 21,393 | +95 | $2.0M | -$7.4K | 0.4% |
| Aristotle Capital Management, LLC | 2,280 | +96 | $210.7K | +$7.2K | 4.4% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 57,541 | +392 | $5.3M | -$7.2K | 0.7% |
| LeClair Wealth Partners LLC | 2,302 | +96 | $212.8K | +$7.2K | 4.3% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 14,270 | +42 | $1.3M | -$6.9K | 0.3% |
| TKG Advisors, LLC | 61,757 | +577 | $5.7M | +$6.8K | 0.9% |
| Bell Investment Advisors, Inc | 198 | +74 | $18.3K | +$6.7K | 59.7% |
| Turning Point Benefit Group, Inc. | 82 | +70 | $7.6K | +$6.5K | 583.3% |
| CYBER HORNET ETFs LLC | 1,229 | +77 | $113.6K | +$6.2K | 6.7% |
| HARBOR INVESTMENT ADVISORY, LLC | 309 | +69 | $28.6K | +$6.2K | 28.8% |
| NISA INVESTMENT ADVISORS, LLC | 37,908 | +371 | $3.5M | +$5.8K | 1.0% |
| Perigon Wealth Management, LLC | 4,112 | +91 | $380.0K | +$5.4K | 2.3% |
| Hudock, Inc. | 7,645 | +6 | $706.6K | -$5.3K | 0.1% |
| CBIZ Investment Advisory Services, LLC | 235 | +58 | $21.7K | +$5.2K | 32.8% |
| Quent Capital, LLC | 1,353 | +65 | $125.0K | +$5.0K | 5.0% |
| IHT Wealth Management, LLC | 2,692 | +76 | $248.8K | +$5.0K | 2.9% |
| CFS Investment Advisory Services, LLC | 4,874 | +158 | $450.5K | -$5.0K | 3.4% |
| ZACKS INVESTMENT MANAGEMENT | 2,839 | +76 | $262.5K | +$5.0K | 2.8% |
| ROTHSCHILD INVESTMENT LLC | 773 | +59 | $71.5K | +$4.9K | 8.3% |
| Advisory Alpha, LLC | 2,447 | +82 | $226.3K | +$4.9K | 3.5% |
| TOTH FINANCIAL ADVISORY CORP | 1,071 | +60 | $99.0K | +$4.8K | 5.9% |
| StrongBox Wealth, LLC | 6,249 | +1 | $577.6K | -$4.7K | 0.0% |
| Stone House Investment Management, LLC | 107 | +50 | $9.9K | +$4.6K | 87.7% |
| GREENLEAF TRUST | 9,067 | +25 | $838.1K | -$4.6K | 0.3% |
| Bryn Mawr Trust Advisors, LLC | 4,304 | +83 | $397.8K | +$4.5K | 2.0% |
| Ballew Advisors, Inc | 2,225 | +8 | $209.9K | -$4.4K | 0.4% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,591 | +68 | $239.5K | +$4.4K | 2.7% |
| Thrive Wealth Management, LLC | 6,375 | +6 | $589.2K | -$4.3K | 0.1% |
| COHEN & STEERS, INC. | 2,878,982 | +69,392 | $266.1K | +$4.3K | 2.5% |
| LCM Capital Management Inc | 4,271 | +80 | $394.8K | +$4.2K | 1.9% |
| NORDEN GROUP LLC | 5,001 | +86 | $462.2K | +$4.2K | 1.7% |
| Fiduciary Alliance LLC | 3,876 | +75 | $358.3K | +$4.0K | 2.0% |
| JFS WEALTH ADVISORS, LLC | 457 | +45 | $42.2K | +$3.8K | 10.9% |
| RDA Financial Network | 2,505 | +61 | $231.5K | +$3.8K | 2.5% |
| FINANCIAL CONSULATE, INC | 50 | +41 | $4.6K | +$3.8K | 455.6% |
| Trueblood Wealth Management, LLC | 3,175 | +65 | $293.5K | +$3.7K | 2.1% |
| TRUST CO OF VERMONT | 1,646 | +52 | $152.1K | +$3.6K | 3.3% |
| ELEVATION WEALTH PARTNERS, LLC | 59 | +39 | $5.5K | +$3.6K | 195.0% |
| Segment Wealth Management, LLC | 7,950 | +103 | $734.8K | +$3.6K | 1.3% |
| IMG Wealth Management, Inc. | 215 | +39 | $19.9K | +$3.5K | 22.1% |
| New Age Alpha Advisors, LLC | 210 | +38 | $19.4K | +$3.4K | 22.1% |
| Fifth Third Wealth Advisors LLC | 10,634 | +122 | $982.9K | +$3.3K | 1.2% |
| Ameritas Investment Partners, Inc. | 4,498 | +3 | $415.7K | -$3.2K | 0.1% |
| Pinnacle Wealth Planning Services, Inc. | 2,981 | +57 | $275.5K | +$3.0K | 1.9% |
| Koshinski Asset Management, Inc. | 5,108 | +10 | $472.2K | -$2.9K | 0.2% |
| Reyes Financial Architecture, Inc. | 148 | +32 | $13.7K | +$2.9K | 27.6% |
| SBI Securities Co., Ltd. | 642 | +36 | $59.3K | +$2.9K | 5.9% |
| Premier Path Wealth Partners, LLC | 6,226 | +21 | $575.5K | -$2.8K | 0.3% |
| STEPHENS INC /AR/ | 32,149 | +290 | $3.0M | +$2.6K | 0.9% |
| CITIZENS FINANCIAL GROUP INC/RI | 4,069 | +8 | $376.1K | -$2.3K | 0.2% |
| SouthState Corp | 726 | +29 | $67.1K | +$2.2K | 4.2% |
| AdvisorNet Financial, Inc | 1,602 | +34 | $148.1K | +$2.0K | 2.2% |
| Vestcor Inc | 78,692 | +21,100 | $7.3K | +$1.9K | 36.6% |
| Essex Financial Services, Inc. | 3,068 | +46 | $283.6K | +$1.9K | 1.5% |
| NATIXIS ADVISORS, LLC | 385,256 | +22,694 | $35.6K | +$1.8K | 6.3% |
| YANKCOM Partnership | 558 | +24 | $51.6K | +$1.8K | 4.5% |
| Mustard Seed Financial, LLC | 2,572 | +1 | $237.8K | -$1.8K | 0.0% |
| Pinnacle Wealth Management Advisory Group, LLC | 2,533 | +3 | $234.1K | -$1.6K | 0.1% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 3,432 | +11 | $317.2K | -$1.6K | 0.3% |
| Smallwood Wealth Investment Management, LLC | 31 | +17 | $2.9K | +$1.6K | 121.4% |
| Optimize Financial Inc | 2,914 | +40 | $269.3K | +$1.5K | 1.4% |
| Optas, LLC | 3,746 | +16 | $346.2K | -$1.4K | 0.4% |
| Checchi Capital Advisers, LLC | 4,863 | +54 | $449.5K | +$1.3K | 1.1% |
| Successful Portfolios LLC | 2,874 | +4 | $268.8K | +$1.3K | 0.1% |
| FARMERS & MERCHANTS INVESTMENTS INC | 300 | +16 | $27.7K | +$1.3K | 5.6% |
| CHILTON CAPITAL MANAGEMENT LLC | 2,608 | +8 | $241.1K | -$1.2K | 0.3% |
| Prospera Financial Services Inc | 13,872 | +98 | $1.3M | -$1.2K | 0.7% |
| Bay Harbor Wealth Management, LLC | 36 | +13 | $3.3K | +$1.2K | 56.5% |
| CIBC Private Wealth Group LLC | 11,385 | +81 | $1.1M | -$1.1K | 0.7% |
| Janney Montgomery Scott LLC | 186,910 | +13,686 | $17.3K | +$1.1K | 7.9% |
| VAN ECK ASSOCIATES CORP | 176,767 | +13,088 | $16.3K | +$1.1K | 8.0% |
| Field & Main Bank | 6,150 | +60 | $568.4K | +$965 | 1.0% |
| Premier Fund Managers Ltd | 41,800 | +10,300 | $3.9K | +$957 | 32.7% |
| True North Advisors, LLC | 4,858 | +49 | $449.0K | +$922 | 1.0% |
| Root Financial Partners, LLC | 1,208 | +19 | $111.7K | +$886 | 1.6% |
| Wealthstar Advisors, LLC | 6,946 | +65 | $642.0K | +$707 | 0.9% |
| Geneos Wealth Management Inc. | 1,011 | +1 | $93.4K | -$694 | 0.1% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2,767 | +29 | $255.8K | +$599 | 1.1% |
| BOKF, NA | 2,713 | +28 | $250.8K | +$548 | 1.0% |
| TWIN CAPITAL MANAGEMENT INC | 6,425 | +47 | $593.9K | -$503 | 0.7% |
| Resonant Capital Advisors, LLC | 2,184 | +23 | $201.9K | +$483 | 1.1% |
| High Note Wealth, LLC | 9 | +5 | $832 | +$459 | 125.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 791,622 | +1,741 | $73.2K | -$439 | 0.2% |
| Crewe Advisors LLC | 1,430 | +7 | $132.2K | -$435 | 0.5% |
| Thrivent Financial for Lutherans | 2,109,003 | +13,082 | $194.9K | -$385 | 0.6% |
| Dunhill Financial, LLC | 105 | +4 | $9.7K | +$359 | 4.0% |
| Oxler Private Wealth LLC | 2,334 | +15 | $215.8K | -$348 | 0.6% |
| Kathmere Capital Management, LLC | 2,782 | +19 | $257.1K | -$344 | 0.7% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 2,192 | +15 | $202.6K | -$322 | 0.7% |
| North Star Investment Management Corp. | 212 | +5 | $19.6K | +$305 | 2.4% |
| Summit Financial Strategies, Inc. | 2,279 | +21 | $210.7K | +$256 | 0.9% |
| CWM, LLC | 26,034 | +2,950 | $2.4K | +$255 | 12.8% |
| CANADA LIFE ASSURANCE Co | 254,350 | +5,493 | $23.5K | +$240 | 2.2% |
| Versant Capital Management, Inc | 1,034 | +11 | $95.6K | +$240 | 1.1% |
| Quaker Wealth Management, LLC | 12 | +2 | $1.1K | +$178 | 20.0% |
| Retirement Wealth Solutions LLC | 19 | +2 | $1.8K | +$172 | 11.8% |
| Daiwa Securities Group Inc. | 72,360 | +2,431 | $6.7K | +$171 | 3.5% |
| Valued Wealth Advisors LLC | 20 | +2 | $1.8K | +$171 | 11.1% |
| CX Institutional | 3,968 | +1,339 | $367 | +$122 | 50.9% |
| Truvestments Capital LLC | 823 | +5 | $76.1K | -$115 | 0.6% |
| Abound Wealth Management | 86 | +2 | $7.9K | +$113 | 2.4% |
| American Capital Advisory, LLC | 14 | +1 | $1.3K | +$83 | 7.7% |
| WEDBUSH SECURITIES INC | 7,166 | +769 | $662 | +$66 | 12.0% |
| HANTZ FINANCIAL SERVICES, INC. | 792 | +469 | $73 | +$43 | 145.2% |
| DAGCO, INC. | 298 | +2 | $27.6K | -$42 | 0.7% |
| Winch Advisory Services, LLC | 162 | +1 | $15.0K | -$24 | 0.6% |
| VALLEY NATIONAL ADVISERS INC | 341 | +257 | $31 | +$24 | 305.9% |
| Howard Hughes Medical Institute | 96 | +1 | $8.9K | +$20 | 1.1% |
| Covestor Ltd | 357 | +80 | $33 | +$7 | 28.9% |
| Gulf International Bank (UK) Ltd | 24,110 | +141 | $2.2K | -$6 | 0.6% |
| PEAPACK GLADSTONE FINANCIAL CORP | 28,792 | +288 | $2.7K | +$4 | 1.0% |
| Harel Insurance Investments & Financial Services Ltd. | 487 | +23 | $45 | +$2 | 5.0% |
| Penserra Capital Management LLC | 39 | +3 | $3 | $0 | 8.3% |