13F QoQ Ownership Changes
ET-PI Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 148 new · 490 added · 585 reduced · 120 exited
New Positions(148)
Added To(490)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 86,310,272 | +25,366,594 | $1.42B | +$377.5M | 41.6% |
| Long Focus Capital Management, LLC | 9,577,200 | +3,766,800 | $157.9M | +$58.2M | 64.8% |
| ALPS ADVISORS INC | 83,843,087 | +6,192,066 | $1.38B | +$50.1M | 8.0% |
| NATIXIS | 20,484,524 | +2,900,000 | $337.8M | +$36.0M | 16.5% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 38,675,828 | +103,245 | $637.8M | -$24.1M | 0.3% |
| Jump Financial, LLC | 2,585,439 | +1,451,613 | $42.6M | +$23.2M | 128.0% |
| Militia Capital Partners, LP | 1,677,000 | +1,200,000 | $28.0M | +$19.8M | 251.6% |
| BNP PARIBAS FINANCIAL MARKETS | 12,705,798 | +1,640,021 | $211.2M | +$19.6M | 14.8% |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 3,028,233 | +1,090,165 | $49.9M | +$16.7M | 56.3% |
| RBF Capital, LLC | 2,000,000 | +1,000,000 | $33.0M | +$15.8M | 100.0% |
| Philosophy Capital Management LLC | 2,704,144 | +154,414 | $78.1M | +$14.8M | 6.0% |
| Energy Income Partners, LLC | 25,158,105 | +1,806,922 | $414.9M | +$14.2M | 7.7% |
| JANE STREET GROUP, LLC | 5,195,518 | +1,018,787 | $85.7M | +$14.0M | 24.4% |
| SIMPLEX TRADING, LLC | 732,464 | +402,579 | $12.1M | +$12.1M | 122.0% |
| BERKLEY W R CORP | 8,250,000 | +1,000,000 | $136.0M | +$11.6M | 13.8% |
| CIBC Private Wealth Group LLC | 15,366,720 | +28,105 | $253.4M | -$9.8M | 0.2% |
| NEOS Investment Management LLC | 735,261 | +593,647 | $12.1M | +$9.7M | 419.2% |
| GROUP ONE TRADING LLC | 1,366,202 | +609,593 | $22.5M | +$9.5M | 80.6% |
| BARCLAYS PLC | 2,708,733 | +331,673 | $49.1M | +$8.3M | 13.9% |
| TEMA ETFS LLC | 643,800 | +502,186 | $10.6M | +$8.2M | 354.6% |
| Cresset Asset Management, LLC | 695,612 | +475,531 | $11.5M | +$7.7M | 216.1% |
| WELLS FARGO & COMPANY/MN | 12,749,768 | +928,869 | $210.2M | +$7.4M | 7.8% |
| BLACKHILL CAPITAL INC | 1,160,000 | +460,000 | $19.1M | +$7.1M | 65.7% |
| BANK OF AMERICA CORP /DE/ | 29,299,749 | +729,908 | $483.2M | -$7.1M | 2.5% |
| Rockefeller Capital Management L.P. | 4,544,553 | +578,137 | $74.9M | +$6.9M | 14.6% |
| Forum Financial Management, LP | 430,948 | +328,988 | $7.1M | +$5.4M | 322.7% |
| COOPERMAN LEON G | 13,320,100 | +225,100 | $219.6M | -$5.1M | 1.7% |
| United Advisor Group, LLC | 296,163 | +272,444 | $4.9M | +$4.5M | 1148.6% |
| Americana Partners, LLC | 3,186,247 | +377,224 | $52.5M | +$4.3M | 13.4% |
| Chicago Partners Investment Group LLC | 3,383,649 | +44,143 | $60.9M | +$4.1M | 1.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 22,562,363 | +663,943 | $372.1M | -$3.7M | 3.0% |
| CAPTRUST FINANCIAL ADVISORS | 762,872 | +245,811 | $12.6M | +$3.7M | 47.5% |
| Garrett Wealth Advisory Group, LLC | 5,478,810 | +337 | $90.3M | -$3.7M | 0.0% |
| EAGLE GLOBAL ADVISORS LLC | 6,511,883 | +45,824 | $107.4M | -$3.6M | 0.7% |
| Empowered Funds, LLC | 1,332,685 | +244,134 | $22.0M | +$3.3M | 22.4% |
| Oak Grove Capital LLC | 422,500 | +199,200 | $7.0M | +$3.1M | 89.2% |
| EXCHANGE TRADED CONCEPTS, LLC | 1,860,369 | +253,543 | $30.7M | +$3.1M | 15.8% |
| STIFEL FINANCIAL CORP | 6,437,645 | +71,832 | $106.2M | -$3.1M | 1.1% |
| Patient Capital Management, LLC | 5,272,875 | +384,737 | $86.9M | +$3.1M | 7.9% |
| Empirical Finance, LLC | 752,045 | +203,550 | $12.4M | +$3.0M | 37.1% |
| Empire Financial Management Company, LLC | 316,698 | +172,661 | $5.2M | +$2.8M | 119.9% |
| Recurrent Investment Advisors LLC | 5,351,355 | +364,412 | $88.2M | +$2.7M | 7.3% |
| Callodine Capital Management, LP | 1,585,000 | +215,000 | $26.1M | +$2.6M | 15.7% |
| &PARTNERS | 943,201 | +189,647 | $15.6M | +$2.6M | 25.2% |
| Focus Partners Wealth | 476,492 | +162,802 | $7.9M | +$2.5M | 51.9% |
| Clearbridge Investments, LLC | 13,014,994 | +374,000 | $214.6M | -$2.3M | 3.0% |
| RAYMOND JAMES FINANCIAL INC | 7,451,529 | +418,427 | $122.9M | +$2.2M | 5.9% |
| IMC-Chicago, LLC | 205,617 | +124,208 | $3.4M | +$2.0M | 152.6% |
| CNA FINANCIAL CORP | 950,000 | +150,000 | $15.7M | +$1.9M | 18.8% |
| AMERIPRISE FINANCIAL INC | 615,463 | +132,778 | $10.1M | +$1.9M | 27.5% |
| Concurrent Investment Advisors, LLC | 333,306 | +116,531 | $5.5M | +$1.8M | 53.8% |
| Cannell & Spears LLC | 242,097 | +105,000 | $4.0M | +$1.6M | 76.6% |
| Kovack Advisors, Inc. | 143,017 | +95,858 | $2.4M | +$1.5M | 203.3% |
| Fortitude Family Office, LLC | 101,980 | +91,995 | $1.7M | +$1.5M | 921.3% |
| Virtue Capital Management, LLC | 97,147 | +63,240 | $2.0M | +$1.4M | 186.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 109,004 | +85,293 | $1.8M | +$1.4M | 359.7% |
| Sullivan Wood Capital Management LLC | 145,851 | +81,535 | $2.4M | +$1.3M | 126.8% |
| Caprock Group, LLC | 150,155 | +83,329 | $2.5M | +$1.3M | 124.7% |
| North Star Investment Management Corp. | 161,523 | +80,786 | $2.7M | +$1.3M | 100.1% |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | 2,047,500 | +10,000 | $33.8M | -$1.2M | 0.5% |
| NWAM LLC | 99,314 | +67,320 | $1.7M | +$1.2M | 210.4% |
| Avior Wealth Management, LLC | 90,160 | +73,359 | $1.5M | +$1.2M | 436.6% |
| Mariner, LLC | 1,825,681 | +1,674 | $30.1M | -$1.2M | 0.1% |
| Cetera Investment Advisers | 2,185,998 | +154,352 | $36.0M | +$1.2M | 7.6% |
| U.S. Capital Wealth Advisors, LLC | 1,560,110 | +129,489 | $25.7M | +$1.2M | 9.1% |
| Waverly Advisors, LLC | 1,410,878 | +122,070 | $23.3M | +$1.1M | 9.5% |
| LPL Financial LLC | 7,696,319 | +235,863 | $126.9M | -$1.1M | 3.2% |
| Maryland State Retirement & Pension System | 2,979,123 | +51,687 | $49.1M | -$1.1M | 1.8% |
| HWG Holdings LP | 92,302 | +61,066 | $1.5M | +$986.0K | 195.5% |
| Private Advisor Group, LLC | 970,181 | +230,029 | $11.7M | -$956.3K | 31.1% |
| Clear Harbor Asset Management, LLC | 109,627 | +55,990 | $1.8M | +$887.3K | 104.4% |
| Northside Capital Management, LLC | 2,106,079 | +31,462 | $34.7M | -$871.2K | 1.5% |
| Farther Finance Advisors, LLC | 136,978 | +56,040 | $2.3M | +$869.9K | 69.2% |
| Tidal Investments LLC | 73,961 | +52,574 | $1.2M | +$852.6K | 245.8% |
| Adams Asset Advisors, LLC | 1,422,619 | +6,125 | $23.5M | -$848.0K | 0.4% |
| Advisory Services Network, LLC | 436,723 | +65,691 | $7.2M | +$834.7K | 17.7% |
| CAMPBELL CAPITAL MANAGEMENT INC | 126,100 | +52,100 | $2.1M | +$809.5K | 70.4% |
| Kestra Advisory Services, LLC | 1,202,853 | +270 | $19.8M | -$801.3K | 0.0% |
| Bank of New York Mellon Corp | 275,564 | +56,461 | $4.5M | +$784.2K | 25.8% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 92,354 | +40,929 | $1.7M | +$783.1K | 79.6% |
| SCP Investment, LP | 118,800 | +49,200 | $2.0M | +$764.7K | 70.7% |
| JONES FINANCIAL COMPANIES LLLP | 831,772 | +89,858 | $13.7M | +$762.1K | 12.1% |
| Northstar Advisory Group, LLC | 80,957 | +47,443 | $1.3M | +$759.9K | 141.6% |
| CoreCap Advisors, LLC | 293,240 | +55,062 | $4.8M | +$748.4K | 23.1% |
| HB Wealth Management, LLC | 197,516 | +49,664 | $3.3M | +$719.9K | 33.6% |
| Stratos Wealth Partners, LTD. | 358,929 | +54,552 | $5.9M | +$695.6K | 17.9% |
| SIMON QUICK ADVISORS, LLC | 53,680 | +41,644 | $885.2K | +$678.6K | 346.0% |
| Merit Financial Group, LLC | 87,437 | +41,485 | $1.4M | +$653.3K | 90.3% |
| HUB Investment Partners, LLC | 195,384 | +45,392 | $3.2M | +$648.0K | 30.3% |
| Progeny 3, Inc. | 2,875,485 | +75,100 | $47.4M | -$637.9K | 2.7% |
| GABELLI FUNDS LLC | 1,310,925 | +14,725 | $21.6M | -$625.6K | 1.1% |
| Capital Investment Advisors, LLC | 386,101 | +50,674 | $6.4M | +$610.9K | 15.1% |
| Prospera Financial Services Inc | 1,057,943 | +5,967 | $17.4M | -$606.4K | 0.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 299,110 | +45,005 | $4.9M | +$571.9K | 17.7% |
| Maia Wealth LLC | 43,911 | +29,323 | $801.8K | +$558.3K | 201.0% |
| WCG Wealth Advisors LLC | 49,009 | +34,033 | $808.2K | +$551.2K | 227.3% |
| MAI Capital Management | 774,689 | +177 | $12.8M | -$516.0K | 0.0% |
| Equitable Holdings, Inc. | 183,066 | +35,537 | $3.0M | +$487.2K | 24.1% |
| ENVESTNET ASSET MANAGEMENT INC | 1,024,221 | +11,868 | $16.9M | -$482.6K | 1.2% |
| TECTONIC ADVISORS LLC | 726,693 | +55,624 | $12.0M | +$467.6K | 8.3% |
| MSH Capital Advisors LLC | 91,634 | +30,825 | $1.5M | +$467.6K | 50.7% |
| Ellsworth Advisors, LLC | 147,029 | +22,269 | $2.6M | +$458.7K | 17.8% |
| BANK OF MONTREAL /CAN/ | 2,891,026 | +139,336 | $47.7M | +$454.0K | 5.1% |
| Westend Capital Management, LLC | 799,308 | +5,868 | $13.2M | -$434.8K | 0.7% |
| FOURPATH CAPITAL MANAGEMENT, LLC | 884,279 | +9,430 | $14.6M | -$430.7K | 1.1% |
| Aptus Capital Advisors, LLC | 1,235,964 | +23,537 | $20.4M | -$424.2K | 1.9% |
| Texas Yale Capital Corp. | 1,311,965 | +75,700 | $21.6M | +$420.0K | 6.1% |
| Quantinno Capital Management LP | 452,929 | +41,745 | $7.5M | +$412.9K | 10.2% |
| CapWealth Advisors, LLC | 49,440 | +24,720 | $831.8K | +$407.6K | 100.0% |
| ProShare Advisors LLC | 295,084 | +34,742 | $4.9M | +$398.5K | 13.3% |
| CHILDRESS CAPITAL ADVISORS, LLC | 591,340 | +400 | $9.8M | -$389.3K | 0.1% |
| Pathstone Holdings, LLC | 930,054 | +58,623 | $15.3M | +$382.8K | 6.7% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 44,470 | +23,762 | $733.3K | +$378.0K | 114.7% |
| Strong Tower Advisory Services | 189,880 | +28,600 | $3.1M | +$363.5K | 17.7% |
| Newbridge Financial Services Group, Inc. | 88,447 | +22,909 | $1.5M | +$333.9K | 35.0% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 40,043 | +20,000 | $660.3K | +$316.4K | 99.8% |
| FIRST MANHATTAN CO. LLC. | 101,154 | +22,198 | $1.7M | +$313.1K | 28.1% |
| M&T Bank Corp | 321,471 | +30,430 | $5.3M | +$306.8K | 10.4% |
| AVENIR CORP | 451,327 | +310 | $7.4M | -$297.1K | 0.1% |
| World Investment Advisors | 114,499 | +16,781 | $1.4M | -$288.8K | 17.2% |
| INTEGRITY ALLIANCE, LLC. | 33,691 | +17,875 | $555.6K | +$284.2K | 113.0% |
| Private Wealth Partners, LLC | 96,500 | +20,000 | $1.6M | +$278.5K | 26.1% |
| McGowan Group Asset Management, Inc. | 899,349 | +18,913 | $14.8M | -$278.0K | 2.1% |
| Pekin Hardy Strauss, Inc. | 459,874 | +2,412 | $7.6M | -$266.7K | 0.5% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 877,757 | +19,030 | $14.5M | -$261.5K | 2.2% |
| Oxbow Advisors, LLC | 517,821 | +35,225 | $8.5M | +$257.5K | 7.3% |
| Fort Sheridan Advisors LLC | 395,499 | +729 | $6.5M | -$252.5K | 0.2% |
| Corient Private Wealth LLC | 1,936,780 | +89,501 | $30.7M | -$251.6K | 4.8% |
| Intellus Advisors LLC | 118,767 | +18,965 | $2.0M | +$245.9K | 19.0% |
| MAGNOLIA CAPITAL ADVISORS LLC | 50,597 | +16,247 | $834.3K | +$244.9K | 47.3% |
| Requisite Capital Management, LLC | 511,383 | +6,150 | $8.4M | -$237.1K | 1.2% |
| Trifecta Capital Advisors, LLC | 23,950 | +14,561 | $394.9K | +$233.8K | 155.1% |
| Summit Financial, LLC | 710,885 | +14,185 | $11.7M | -$232.9K | 2.0% |
| Steward Partners Investment Advisory, LLC | 290,089 | +24,026 | $4.8M | +$217.9K | 9.0% |
| Gladstone Institutional Advisory LLC | 86,102 | +15,920 | $1.4M | +$215.5K | 22.7% |
| BOKF, NA | 701,794 | +15,631 | $11.6M | -$202.0K | 2.3% |
| Argyle Capital Partners, LLC | 73,368 | +14,594 | $1.2M | +$201.3K | 24.8% |
| FOGEL CAPITAL MANAGEMENT, INC. | 500,996 | +7,941 | $8.3M | -$199.4K | 1.6% |
| Turtle Creek Wealth Advisors, LLC | 719,940 | +16,535 | $11.9M | -$198.6K | 2.4% |
| JEPPSON WEALTH MANAGEMENT, LLC | 32,681 | +12,817 | $538.9K | +$198.0K | 64.5% |
| Cumberland Partners Ltd | 380,005 | +3,300 | $6.3M | -$198.0K | 0.9% |
| Cascade Financial Partners, LLC | 61,755 | +13,700 | $1.0M | +$193.7K | 28.5% |
| Retirement Investment Advisors, Inc. | 28,213 | +12,158 | $465.2K | +$189.7K | 75.7% |
| NewEdge Advisors, LLC | 846,622 | +44,039 | $14.0M | +$188.4K | 5.5% |
| Delos Wealth Advisors, LLC | 62,043 | +13,129 | $1.0M | +$183.7K | 26.8% |
| Pacer Advisors, Inc. | 357,542 | +3,677 | $5.9M | -$176.5K | 1.0% |
| Moors & Cabot, Inc. | 435,070 | +6,917 | $7.2M | -$172.8K | 1.6% |
| CIBC WORLD MARKET INC. | 369,336 | +4,599 | $6.1M | -$168.5K | 1.3% |
| UMB Bank, n.a. | 15,428 | +10,323 | $254.4K | +$166.8K | 202.2% |
| CAMBIAR INVESTORS LLC | 262,523 | +580 | $4.3M | -$165.9K | 0.2% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 102,308 | +141 | $1.7M | -$165.2K | 0.1% |
| Western Wealth Management, LLC | 86,434 | +12,889 | $1.4M | +$163.3K | 17.5% |
| Curi Capital, LLC | 97,858 | +12,921 | $1.6M | +$156.2K | 15.2% |
| Uniting Wealth Partners, LLC | 23,593 | +10,013 | $389.0K | +$156.0K | 73.7% |
| Cohen Capital Management, Inc. | 333,304 | +4,000 | $5.5M | -$154.7K | 1.2% |
| Lavaca Capital LLC | 261,726 | +1,326 | $4.3M | -$152.6K | 0.5% |
| Knollwood Investment Advisory, LLC | 282,726 | +2,157 | $4.7M | -$152.4K | 0.8% |
| 180 WEALTH ADVISORS, LLC | 209,368 | +17,045 | $3.5M | +$152.2K | 8.9% |
| Fisher Asset Management, LLC | 31,989 | +10,079 | $527.5K | +$151.5K | 46.0% |
| GAMCO INVESTORS, INC. ET AL | 25,100 | +9,800 | $413.9K | +$151.4K | 64.0% |
| FourThought Financial Partners, LLC | 97,600 | +12,614 | $1.6M | +$151.1K | 14.8% |
| Granite Group Advisors, LLC | 25,539 | +9,728 | $421.1K | +$149.8K | 61.5% |
| SITTNER & NELSON, LLC | 23,600 | +7,500 | $423.4K | +$147.1K | 46.6% |
| Fortis Capital Management LLC | 49,889 | +10,439 | $822.7K | +$145.7K | 26.5% |
| Fiduciary Group, LLC | 79,287 | +11,319 | $1.3M | +$141.1K | 16.6% |
| 1900 WEALTH MANAGEMENT LLC | 206,297 | +127 | $3.4M | -$136.0K | 0.1% |
| VestGen Advisors, LLC | 305,773 | +4,177 | $5.0M | -$133.2K | 1.4% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 248,406 | +11,283 | $4.1M | -$126.9K | 4.8% |
| Confluence Wealth Services, Inc. | 216,364 | +1,242 | $3.6M | -$123.7K | 0.6% |
| Greenline Partners, LLC | 35,810 | +8,484 | $590.5K | +$121.6K | 31.0% |
| HOWARD FINANCIAL SERVICES, LTD. | 188,175 | +623 | $3.1M | -$115.4K | 0.3% |
| Advisors Asset Management, Inc. | 464,077 | +24,819 | $7.7M | +$115.0K | 5.7% |
| CAPITAL ADVISORS INC/OK | 75,980 | +9,435 | $1.3M | +$111.0K | 14.2% |
| Security National Bank | 6,996 | +6,596 | $115.4K | +$108.5K | 1649.0% |
| Manning & Napier Advisors LLC | 930,000 | +30,000 | $15.3M | -$108.3K | 3.3% |
| Valeo Financial Advisors, LLC | 189,045 | +1,158 | $3.1M | -$106.8K | 0.6% |
| HBW ADVISORY SERVICES LLC | 47,981 | +8,061 | $791.2K | +$106.2K | 20.2% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 300,554 | +5,747 | $5.0M | -$102.7K | 1.9% |
| SL ADVISORS, LLC | 442,978 | +11,401 | $7.3M | -$101.2K | 2.6% |
| Annandale Capital, LLC | 638,661 | +1,182 | $10.5K | -$98.9K | 0.2% |
| NORTHERN TRUST CORP | 394,173 | +21,127 | $6.5M | +$98.4K | 5.7% |
| Addis & Hill, Inc | 78,329 | +7,997 | $1.3M | +$96.7K | 11.4% |
| Red Door Wealth Management, LLC | 22,400 | +6,301 | $369.4K | +$93.1K | 39.1% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 189,384 | +2,023 | $3.1M | -$92.2K | 1.1% |
| ArchPoint Investors | 181,126 | +1,887 | $3.0M | -$89.0K | 1.1% |
| Wealthstar Advisors, LLC | 42,639 | +6,815 | $703.1K | +$88.4K | 19.0% |
| Texas Bank & Trust Co | 155,958 | +960 | $2.6M | -$88.0K | 0.6% |
| CHAPIN DAVIS, INC. | 112,667 | +9,514 | $1.9M | +$87.8K | 9.2% |
| AMERICAN NATIONAL BANK & TRUST | 14,881 | +5,689 | $245.4K | +$87.7K | 61.9% |
| Summit Trail Advisors, LLC | 73,512 | +7,554 | $1.2M | +$80.4K | 11.4% |
| IHT Wealth Management, LLC | 172,243 | +11,376 | $2.8M | +$79.8K | 7.1% |
| PFG Investments, LLC | 241,634 | +14,059 | $4.0M | +$79.4K | 6.2% |
| Clarus Group, Inc. | 135,066 | +693 | $2.2M | -$78.6K | 0.5% |
| SCHULHOFF & CO INC | 44,625 | +6,305 | $735.9K | +$78.3K | 16.4% |
| Advisors Capital Management, LLC | 517,285 | +15,635 | $8.5M | -$78.3K | 3.1% |
| BRIDGES INVESTMENT MANAGEMENT INC | 299,182 | +16,186 | $4.9M | +$77.3K | 5.7% |
| True North Advisors, LLC | 106,640 | +8,653 | $1.8M | +$77.0K | 8.8% |
| Waterfront Wealth Inc. | 44,366 | +1,231 | $802.6K | +$75.1K | 2.9% |
| Main Street Financial Solutions, LLC | 20,685 | +5,134 | $341.1K | +$74.2K | 33.0% |
| DAYMARK WEALTH PARTNERS, LLC | 186,474 | +3,018 | $3.1M | -$73.2K | 1.6% |
| Cornerstone Wealth Management, LLC | 53,694 | +6,318 | $885.4K | +$72.4K | 13.3% |
| Wealthcare Advisory Partners LLC | 138,567 | +9,509 | $2.3M | +$70.3K | 7.4% |
| Redhawk Wealth Advisors, Inc. | 30,004 | +5,263 | $494.8K | +$70.2K | 21.3% |
| AlphaStar Capital Management, LLC | 25,030 | +5,061 | $412.7K | +$70.1K | 25.3% |
| Glen Eagle Advisors, LLC | 6,681 | +4,300 | $110.2K | +$69.3K | 180.6% |
| Wealthspire Advisors, LLC | 37,334 | +5,469 | $615.6K | +$68.8K | 17.2% |
| Diversify Advisory Services, LLC | 90,472 | +1,182 | $1.6M | +$66.9K | 1.3% |
| LAZARD ASSET MANAGEMENT LLC | 24,516 | +4,822 | $404.3K | +$66.3K | 24.5% |
| Clarkston Capital Partners, LLC | 152,300 | +2,300 | $2.5M | -$62.6K | 1.5% |
| Uptown Financial Advisors LLC | 130,151 | +1,509 | $2.1M | -$61.3K | 1.2% |
| MGO ONE SEVEN LLC | 130,515 | +1,579 | $2.2M | -$60.3K | 1.2% |
| Apollon Financial, LLC | 15,000 | +4,000 | $247.3K | +$58.6K | 36.4% |
| Vestmark Advisory Solutions, Inc. | 91,832 | +6,958 | $1.5M | +$57.9K | 8.2% |
| Autumn Glory Partners, LLC | 87,390 | +84 | $1.4M | -$57.1K | 0.1% |
| Perigon Wealth Management, LLC | 44,635 | +5,050 | $736.0K | +$56.8K | 12.8% |
| Amplius Wealth Advisors, LLC | 18,811 | +4,032 | $310.2K | +$56.6K | 27.3% |
| XML Financial, LLC | 46,637 | +5,094 | $769.0K | +$56.2K | 12.3% |
| PERSONAL CFO SOLUTIONS, LLC | 79,905 | +14 | $1.3M | -$53.3K | 0.0% |
| Purus Wealth Management, LLC | 15,500 | +3,682 | $255.6K | +$52.8K | 31.1% |
| Tradition Wealth Management, LLC | 34,579 | +4,420 | $570.2K | +$52.7K | 14.7% |
| WHITTIER TRUST CO OF NEVADA INC | 257,479 | +5,359 | $4.2M | -$51.6K | 2.1% |
| Bramshill Investments, LLC | 92,547 | +629 | $1.5M | -$51.2K | 0.7% |
| Federation des caisses Desjardins du Quebec | 62,184 | +5,408 | $1.0M | +$51.1K | 9.5% |
| Legacy Advisors, LLC | 108,912 | +7,165 | $1.8M | +$50.0K | 7.0% |
| MML INVESTORS SERVICES, LLC | 215,969 | +11,318 | $3.6M | +$49.5K | 5.5% |
| Haverford Trust Co | 97,628 | +926 | $1.6M | -$49.5K | 0.9% |
| Fortitude Advisory Group L.L.C. | 24,321 | +3,810 | $401.0K | +$49.1K | 18.6% |
| Intellectus Partners, LLC | 114,320 | +1,618 | $1.9M | -$48.8K | 1.4% |
| GM Advisory Group, LLC | 23,728 | +3,766 | $391.3K | +$48.7K | 18.9% |
| Summit Financial Strategies, Inc. | 85,238 | +505 | $1.4M | -$48.5K | 0.6% |
| AMERIFLEX GROUP, INC. | 7,078 | +3,078 | $116.7K | +$48.1K | 77.0% |
| McAdam, LLC | 85,740 | +6,088 | $1.4M | +$47.0K | 7.6% |
| Pingora Partners LLC | 160,794 | +3,540 | $2.7M | -$47.0K | 2.3% |
| DAVENPORT & Co LLC | 114,248 | +1,733 | $1.9M | -$46.8K | 1.5% |
| Cutler Capital Management, LLC | 373,291 | +11,894 | $6.2M | -$46.0K | 3.3% |
| Huntleigh Advisors, Inc. | 113,689 | +1,809 | $1.9M | -$45.1K | 1.6% |
| Lido Advisors, LLC | 349,776 | +3,295 | $6.0M | +$43.5K | 0.9% |
| CURA WEALTH ADVISORS, LLC | 14,507 | +3,048 | $239.2K | +$42.6K | 26.6% |
| Hardy Reed LLC | 44,040 | +4,200 | $726.2K | +$42.6K | 10.5% |
| SeaCrest Wealth Management, LLC | 33,221 | +2,850 | $548.8K | +$42.5K | 9.4% |
| FIFTH THIRD BANCORP | 127,208 | +2,500 | $2.1M | -$42.3K | 2.0% |
| Orion Porfolio Solutions, LLC | 15,422 | +3,062 | $254.3K | +$42.2K | 24.8% |
| Avos Capital Management, LLC | 76,695 | +583 | $1.3M | -$41.4K | 0.8% |
| Bridgewater Advisors Inc. | 52,828 | +4 | $932.4K | +$41.3K | 0.0% |
| TD Waterhouse Canada Inc. | 18,589 | +2,900 | $306.3K | +$39.9K | 18.5% |
| Fermata Advisors, LLC | 18,065 | +3,030 | $297.9K | +$39.9K | 20.1% |
| Pathway Financial Advisers, LLC | 131,707 | +2,783 | $2.2M | -$39.6K | 2.1% |
| Financial Partners Group, Inc | 24,593 | +442 | $453.7K | +$39.3K | 1.8% |
| Stockman Wealth Management, Inc. | 69,266 | +4,900 | $1.1M | +$37.7K | 7.6% |
| Successful Portfolios LLC | 12,831 | +2,327 | $217.6K | +$37.4K | 22.1% |
| ALBERT D MASON INC | 75,242 | +808 | $1.2M | -$36.5K | 1.1% |
| SCS Capital Management LLC | 107,285 | +6,306 | $1.8M | +$36.3K | 6.2% |
| AlphaCore Capital LLC | 17,341 | +2,791 | $286.0K | +$36.3K | 19.2% |
| Diligent Investors, LLC | 29,732 | +3,249 | $490.3K | +$35.8K | 12.3% |
| Chancellor Financial Group WB LP | 23,597 | +3,000 | $389.1K | +$35.7K | 14.6% |
| CNB Bank | 10,900 | +2,500 | $179.7K | +$35.6K | 29.8% |
| Amplify Investments, LLC | 11,339 | +2,001 | $195.4K | +$35.2K | 21.4% |
| FORTRESS PRIVATE LEDGER, LLC | 76,445 | +940 | $1.3M | -$35.1K | 1.2% |
| Platform Technology Partners | 68,529 | +634 | $1.1M | -$35.0K | 0.9% |
| CULLEN INVESTMENT GROUP, LTD. | 67,400 | +1,300 | $1.1M | +$32.6K | 2.0% |
| GODSEY & GIBB, INC | 4,053 | +2,053 | $66.8K | +$32.5K | 102.7% |
| Global Wealth Strategies & Associates | 2,964 | +1,964 | $48.9K | +$31.7K | 196.4% |
| EverSource Wealth Advisors, LLC | 49,182 | +110 | $811.0K | -$31.1K | 0.2% |
| Corsicana & Co. | 51,240 | +200 | $844.9K | -$30.9K | 0.4% |
| Oak Harvest Investment Services | 45,760 | +3 | $754.6K | -$30.6K | 0.0% |
| Sunbeam Capital Management, LLC | 45,857 | +42 | $756.2K | -$30.0K | 0.1% |
| WHALEROCK POINT PARTNERS, LLC | 19,400 | +2,500 | $319.9K | +$29.9K | 14.8% |
| Sound View Wealth Advisors Group, LLC | 46,616 | +85 | $768.7K | -$29.8K | 0.2% |
| GRIFFIN ASSET MANAGEMENT, INC. | 69,225 | +982 | $1.1M | -$29.5K | 1.4% |
| Csenge Advisory Group | 16,829 | +2,329 | $277.5K | +$28.7K | 16.1% |
| INVENIO WEALTH PARTNERS LLC | 34,726 | +3,010 | $572.6K | +$28.4K | 9.5% |
| AE Wealth Management LLC | 103,390 | +2,384 | $1.7M | -$28.4K | 2.4% |
| Walker Asset Management, LLC | 16,805 | +2,254 | $277.1K | +$27.4K | 15.5% |
| Vantage Financial Partners, LLC | 15,797 | +2,189 | $260.5K | +$27.0K | 16.1% |
| Evanson Asset Management, LLC | 40,461 | +13 | $667.2K | -$26.9K | 0.0% |
| MINDSET WEALTH MANAGEMENT, LLC | 16,540 | +2,200 | $272.7K | +$26.7K | 15.3% |
| Claro Advisors LLC | 59,814 | +785 | $986.3K | -$26.6K | 1.3% |
| Strategic Advocates LLC | 17,585 | +2,161 | $290.9K | +$26.2K | 14.0% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 38,903 | +5 | $641.5K | -$26.0K | 0.0% |
| LAKE STREET PRIVATE WEALTH, LLC | 41,024 | +97 | $676.5K | -$25.8K | 0.2% |
| MOODY NATIONAL BANK TRUST DIVISION | 43,117 | +231 | $711.0K | -$24.9K | 0.5% |
| GUGGENHEIM CAPITAL LLC | 58,207 | +3,654 | $959.8K | +$23.7K | 6.7% |
| Krilogy Financial LLC | 18,399 | +232 | $330.4K | +$23.2K | 1.3% |
| Arax Advisory Partners | 51,198 | +3,335 | $844.2K | +$22.9K | 7.0% |
| Empirical Asset Management, LLC | 46,314 | +6 | $573.4K | -$22.7K | 0.0% |
| Meriwether Wealth & Planning, LLC | 51,386 | +3,320 | $847.4K | +$22.5K | 6.9% |
| Arkadios Wealth Advisors | 128,592 | +3,709 | $2.1M | -$22.5K | 3.0% |
| Hilltop Holdings Inc. | 331,379 | +11,632 | $5.5M | -$22.4K | 3.6% |
| Mallini Complete Financial Planning LLC | 36,442 | +118 | $600.9K | -$22.4K | 0.3% |
| Hardin Capital Partners, LLC | 11,860 | +1,750 | $195.6K | +$22.1K | 17.3% |
| Mountain Capital Investment Advisors Inc. | 12,007 | +560 | $216.0K | +$21.5K | 4.9% |
| FAS Wealth Partners, Inc. | 37,044 | +2,668 | $610.9K | +$21.0K | 7.8% |
| Capital Advisory Group Advisory Services, LLC | 43,886 | +500 | $723.7K | -$20.8K | 1.1% |
| KPP Advisory Services LLC | 38,357 | +285 | $632.5K | -$20.8K | 0.7% |
| KERR FINANCIAL PLANNING Corp | 13,034 | +238 | $238.4K | +$20.6K | 1.9% |
| SG Americas Securities, LLC | 1,940,500 | +1,264,627 | $32.0K | +$20.4K | 187.1% |
| KG&L Capital Management,LLC | 15,850 | +1,800 | $261.4K | +$20.3K | 12.8% |
| Texas Capital Bank Wealth Management Services Inc | 730,689 | +27,386 | $12.0M | -$19.6K | 3.9% |
| Newman Dignan & Sheerar, Inc. | 17,050 | +1,800 | $281.1K | +$19.5K | 11.8% |
| Morton Capital Management LLC/CA | 48,567 | +767 | $800.9K | -$19.4K | 1.6% |
| Almanack Investment Partners, LLC. | 29,708 | +30 | $489.9K | -$19.4K | 0.1% |
| Parkside Financial Bank & Trust | 40,859 | +480 | $673.8K | -$19.1K | 1.2% |
| Sovereign Financial Group, Inc. | 15,765 | +1,727 | $260.0K | +$19.1K | 12.3% |
| Argent Advisors, Inc. | 18,263 | +1,795 | $301.2K | +$18.6K | 10.9% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 29,556 | +80 | $487.4K | -$18.4K | 0.3% |
| Nilsine Partners, LLC | 60,989 | +1,318 | $1.0M | -$18.2K | 2.2% |
| Clearstead Advisors, LLC | 15,029 | +1,650 | $247.8K | +$18.2K | 12.3% |
| Gateway Wealth Partners, LLC | 55,838 | +1,126 | $920.8K | -$18.1K | 2.0% |
| IAG Wealth Partners, LLC | 12,416 | +1,536 | $204.7K | +$18.0K | 14.1% |
| Conservest Capital Advisors, Inc. | 27,204 | +32 | $448.6K | -$17.7K | 0.1% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 28,189 | +84 | $464.8K | -$17.4K | 0.3% |
| Old North State Wealth Management, LLC | 308,024 | +11,019 | $5.1M | -$17.3K | 3.7% |
| Venture Visionary Partners LLC | 145,711 | +6,695 | $2.4M | +$17.3K | 4.8% |
| Symphony Financial Services, Inc. | 26,834 | +61 | $442.5K | -$16.9K | 0.2% |
| Koshinski Asset Management, Inc. | 20,265 | +1,775 | $334.2K | +$16.9K | 9.6% |
| Disciplined Investments, LLC | 43,735 | +731 | $721.2K | -$16.8K | 1.7% |
| DUDLEY CAPITAL MANAGEMENT, LLC | 13,657 | +1,500 | $225.2K | +$16.6K | 12.3% |
| Belpointe Asset Management LLC | 52,885 | +1,106 | $872.1K | -$16.5K | 2.1% |
| Duncan Williams Asset Management, LLC | 10,738 | +200 | $197.3K | +$16.4K | 1.9% |
| HRT FINANCIAL LP | 3,458,111 | +1,086,576 | $57.0K | +$16.3K | 45.8% |
| HORAN Wealth, LLC | 35,544 | +447 | $586.1K | -$16.2K | 1.3% |
| Russell Investments Group, Ltd. | 5,333 | +1,137 | $87.9K | +$15.9K | 27.1% |
| MISSION WEALTH MANAGEMENT, LP | 41,125 | +711 | $678.1K | -$15.4K | 1.8% |
| Bleakley Financial Group, LLC | 28,506 | +229 | $470.1K | -$15.2K | 0.8% |
| MADDEN SECURITIES Corp | 22,986 | +15 | $379.0K | -$15.1K | 0.1% |
| PDS Planning, Inc | 22,740 | +7 | $375.0K | -$15.1K | 0.0% |
| Vermillion Wealth Management, Inc. | 2,351 | +964 | $38.8K | +$15.0K | 69.5% |
| MARCO INVESTMENT MANAGEMENT LLC | 38,335 | +630 | $632.1K | -$14.9K | 1.7% |
| Waterloo Capital, L.P. | 28,806 | +263 | $475.0K | -$14.8K | 0.9% |
| Snowden Capital Advisors LLC | 72,144 | +1,969 | $1.2M | -$14.6K | 2.8% |
| CARY STREET PARTNERS FINANCIAL LLC | 167,517 | +5,693 | $2.8M | -$14.5K | 3.5% |
| Cyndeo Wealth Partners, LLC | 24,082 | +105 | $397.1K | -$14.3K | 0.4% |
| Sage Capital Management, LLC | 22,061 | +32 | $363.8K | -$14.2K | 0.1% |
| Welch Group, LLC | 33,158 | +2,121 | $546.8K | +$14.2K | 6.8% |
| Legacy Financial Strategies, LLC | 20,394 | +3 | $336.3K | -$13.6K | 0.0% |
| FIRST UNITED BANK & TRUST | 39,936 | +780 | $658.5K | -$13.4K | 2.0% |
| Weil Company, Inc. | 19,941 | +24 | $328.8K | -$13.0K | 0.1% |
| Veracity Capital LLC | 37,513 | +722 | $618.6K | -$12.8K | 2.0% |
| Salvus Wealth Management, LLC | 18,657 | +9 | $307.7K | -$12.3K | 0.0% |
| Empower Advisory Group, LLC | 23,481 | +208 | $387.2K | -$12.2K | 0.9% |
| Fifth Third Wealth Advisors LLC | 23,216 | +1,613 | $382.8K | +$12.1K | 7.5% |
| WP Advisors, LLC | 16,995 | +1,363 | $280.2K | +$12.0K | 8.7% |
| AGF MANAGEMENT LTD | 21,127 | +137 | $348.4K | -$11.8K | 0.7% |
| Register Financial Advisors LLC | 17,429 | +2 | $287.4K | -$11.6K | 0.0% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 25,987 | +345 | $428.5K | -$11.5K | 1.3% |
| Archford Capital Strategies, LLC | 41,489 | +2,276 | $684.2K | +$11.3K | 5.8% |
| Leisure Capital Management | 17,008 | +8 | $280.5K | -$11.3K | 0.0% |
| Cadent Capital Advisors, LLC | 21,664 | +218 | $357.2K | -$10.8K | 1.0% |
| SP Asset Management LLC | 30,631 | +589 | $505.1K | -$10.4K | 2.0% |
| Shepherd Financial Partners LLC | 22,464 | +278 | $370.4K | -$10.3K | 1.3% |
| Total Clarity Wealth Management, Inc. | 19,930 | +181 | $328.6K | -$10.3K | 0.9% |
| Southeast Asset Advisors, LLC | 32,333 | +667 | $533.2K | -$10.2K | 2.1% |
| AXXCESS WEALTH MANAGEMENT, LLC | 18,482 | +1,315 | $304.8K | +$10.2K | 7.7% |
| Purkiss Capital Advisors LLC | 18,989 | +176 | $313.1K | -$9.7K | 0.9% |
| AdvisorNet Financial, Inc | 1,648 | +625 | $27.2K | +$9.6K | 61.1% |
| Focus Financial Network, Inc. | 25,966 | +454 | $428.2K | -$9.6K | 1.8% |
| Core Wealth Partners LLC | 16,388 | +100 | $270.2K | -$9.3K | 0.6% |
| GABLES CAPITAL MANAGEMENT INC. | 1,600 | +600 | $26.4K | +$9.2K | 60.0% |
| QUADRANT CAPITAL GROUP LLC | 98,262 | +3,300 | $1.6M | -$9.2K | 3.5% |
| Calamos Wealth Management LLC | 15,062 | +57 | $248.4K | -$9.1K | 0.4% |
| Mattern Wealth Management LLC | 46,772 | +2,350 | $771.3K | +$9.0K | 5.3% |
| Aldebaran Financial Inc. | 22,975 | +1,350 | $380.0K | +$8.9K | 6.2% |
| Trek Financial, LLC | 13,445 | +6 | $221.7K | -$8.9K | 0.0% |
| Sowell Financial Services LLC | 363,039 | +13,659 | $6.0M | -$8.9K | 3.9% |
| CASCADE INVESTMENT GROUP, INC. | 92,184 | +3,084 | $1.5M | -$8.8K | 3.5% |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 18,874 | +232 | $311.2K | -$8.7K | 1.2% |
| KENNEDY INVESTMENT GROUP | 19,367 | +256 | $319.4K | -$8.6K | 1.3% |
| Disciplined Investors, L.L.C. | 16,088 | +131 | $265.3K | -$8.5K | 0.8% |
| Perennial Investment Advisors, LLC | 13,360 | +27 | $220.3K | -$8.5K | 0.2% |
| Wolff Financial Management LLC | 13,216 | +23 | $217.9K | -$8.5K | 0.2% |
| FIDUCIARY FINANCIAL GROUP, LLC | 28,106 | +607 | $463.5K | -$8.4K | 2.2% |
| Founders Financial Alliance, LLC | 13,535 | +43 | $223.2K | -$8.3K | 0.3% |
| PCG Wealth Advisors, LLC | 13,733 | +53 | $226.5K | -$8.3K | 0.4% |
| BEAM WEALTH ADVISORS, INC. | 35,878 | +924 | $591.6K | -$8.2K | 2.6% |
| Summit Financial Wealth Advisors, LLC | 24,448 | +239 | $403.2K | -$8.2K | 1.0% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 14,156 | +84 | $233.4K | -$8.0K | 0.6% |
| Pettinga Financial Advisors LLC | 14,390 | +100 | $237.3K | -$7.9K | 0.7% |
| GUYASUTA INVESTMENT ADVISORS INC | 13,264 | +70 | $218.7K | -$7.7K | 0.5% |
| Tranquility Partners, LLC | 20,581 | +372 | $339.4K | -$7.4K | 1.8% |
| SAGESPRING WEALTH PARTNERS, LLC | 24,922 | +1,402 | $411.0K | +$7.4K | 6.0% |
| Papamarkou Wellner Asset Management inc. | 22,486 | +450 | $370.8K | -$7.3K | 2.0% |
| DELTA ASSET MANAGEMENT LLC/TN | 1,900 | +500 | $31.3K | +$7.3K | 35.7% |
| YARGER WEALTH STRATEGIES, LLC | 21,222 | +408 | $349.9K | -$7.2K | 2.0% |
| Helium Advisors LLC | 13,586 | +946 | $224.0K | +$7.1K | 7.5% |
| American Money Management, LLC | 16,739 | +1,048 | $276.0K | +$6.8K | 6.7% |
| Cornell Pochily Investment Advisors, Inc. | 10,198 | +11 | $168.2K | -$6.7K | 0.1% |
| Saxony Capital Management, LLC | 20,270 | +404 | $334.3K | -$6.6K | 2.0% |
| CHOREO, LLC | 77,602 | +2,418 | $1.3M | -$6.6K | 3.2% |
| LEIGH BALDWIN & CO., LLC | 16,184 | +1,010 | $267.0K | +$6.6K | 6.7% |
| McCarthy Asset Management, Inc. | 10,620 | +30 | $175.1K | -$6.6K | 0.3% |
| RWA WEALTH PARTNERS, LLC | 48,937 | +1,527 | $807.0K | -$6.6K | 3.2% |
| Quadcap Wealth Management, LLC | 17,702 | +1,072 | $291.9K | +$6.5K | 6.4% |
| WORLD EQUITY GROUP, INC. | 10,580 | +35 | $174.5K | -$6.5K | 0.3% |
| Wealth Dimensions Group, Ltd. | 16,087 | +1,004 | $265.3K | +$6.4K | 6.7% |
| EVOLUTION WEALTH MANAGEMENT INC. | 768 | +384 | $12.9K | +$6.3K | 100.0% |
| CFO4Life Group, LLC | 14,847 | +212 | $244.8K | -$6.3K | 1.4% |
| Tyche Wealth Partners LLC | 22,421 | +1,234 | $369.7K | +$6.2K | 5.8% |
| Prosperity Consulting Group, LLC | 33,949 | +970 | $559.8K | -$6.1K | 2.9% |
| Ausdal Financial Partners, Inc. | 55,058 | +2,504 | $907.9K | +$6.1K | 4.8% |
| Talisman Wealth Advisors LLC | 12,913 | +119 | $213.6K | -$6.0K | 0.9% |
| EXENCIAL WEALTH ADVISORS, LLC | 95,066 | +3,364 | $1.6M | -$6.0K | 3.7% |
| WealthTrust Axiom LLC | 39,784 | +1,212 | $656.0K | -$5.9K | 3.1% |
| COHEN & STEERS, INC. | 3,052,066 | +459,138 | $50.3K | +$5.8K | 17.7% |
| Asset Allocation Strategies LLC | 43,731 | +2,042 | $721.1K | +$5.7K | 4.9% |
| Taylor & Morgan Wealth Management, LLC | 16,413 | +316 | $270.6K | -$5.6K | 2.0% |
| Freestone Capital Holdings, LLC | 21,742 | +535 | $358.5K | -$5.4K | 2.5% |
| Altus Wealth Group LLC | 10,510 | +100 | $173.3K | -$5.3K | 1.0% |
| Founders Capital Management | 5,805 | +533 | $95.7K | +$5.3K | 10.1% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,624 | +110 | $175.2K | -$5.2K | 1.0% |
| SIGNATUREFD, LLC | 30,022 | +883 | $495.1K | -$5.0K | 3.0% |
| ALLIUM FINANCIAL ADVISORS, LLC | 11,777 | +171 | $194.2K | -$4.9K | 1.5% |
| VIAWEALTH, LLC | 13,970 | +268 | $230.4K | -$4.7K | 1.9% |
| Centennial Wealth Advisory LLC | 11,624 | +177 | $191.7K | -$4.7K | 1.5% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 22,522 | +1,783 | $371.4K | -$4.6K | 8.6% |
| BWM Planning, LLC | 13,092 | +246 | $215.9K | -$4.6K | 1.9% |
| Safeguard Investment Advisory Group, LLC | 13,999 | +808 | $230.9K | +$4.5K | 6.1% |
| LBMC INVESTMENT ADVISORS, LLC | 13,776 | +282 | $227.2K | -$4.4K | 2.1% |
| JIM SAULNIER & ASSOCIATES, LLC | 12,468 | +240 | $205.6K | -$4.2K | 2.0% |
| NOVEM GROUP | 32,148 | +1,013 | $530.1K | -$4.2K | 3.3% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 12,030 | +231 | $198.4K | -$4.1K | 1.9% |
| Bridgewealth Advisory Group, LLC | 11,408 | +218 | $188.1K | -$3.9K | 1.9% |
| EPG Wealth Management LLC | 10,320 | +180 | $170.2K | -$3.8K | 1.8% |
| Atlas Private Wealth Advisors | 11,086 | +213 | $182.8K | -$3.8K | 1.9% |
| Buska Wealth Management, LLC | 16,269 | +847 | $268.3K | +$3.6K | 5.5% |
| NAPLES GLOBAL ADVISORS, LLC | 63,649 | +2,299 | $1.0M | -$3.2K | 3.7% |
| Orion Capital Management LLC | 9,309 | +179 | $153.5K | -$3.2K | 2.0% |
| Gradient Investments LLC | 23,666 | +1,093 | $390.3K | +$2.9K | 4.8% |
| Curated Wealth Partners LLC | 17,450 | +850 | $287.8K | +$2.9K | 5.1% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 16,260 | +800 | $268.1K | +$2.8K | 5.2% |
| First Trust Capital Management L.P. | 12,346 | +319 | $203.6K | -$2.8K | 2.6% |
| Real Talk Capital, LLC | 15,909 | +784 | $262.3K | +$2.8K | 5.2% |
| Concord Wealth Partners | 8,124 | +156 | $134.0K | -$2.8K | 1.9% |
| First Heartland Consultants, Inc. | 11,279 | +300 | $186.0K | -$2.4K | 2.7% |
| American Capital Advisory, LLC | 8,695 | +200 | $143.4K | -$2.4K | 2.4% |
| ROTHSCHILD INVESTMENT LLC | 24,069 | +807 | $396.9K | -$2.3K | 3.5% |
| HOLLENCREST CAPITAL MANAGEMENT | 5,432 | +81 | $89.6K | -$2.2K | 1.5% |
| Allspring Global Investments Holdings, LLC | 42,277 | +1,477 | $697.3K | -$2.2K | 3.6% |
| Rydar Equities, Inc. | 12,425 | +239 | $204.9K | -$2.2K | 2.0% |
| ARMSTRONG ADVISORY GROUP, INC | 3,971 | +41 | $65.5K | -$2.0K | 1.0% |
| NATIONAL BANK OF CANADA /FI/ | 33,627 | +1,180 | $554.2K | -$1.8K | 3.6% |
| Capital Investment Advisory Services, LLC | 16,766 | +561 | $276.5K | -$1.6K | 3.5% |
| Archer Investment Corp | 800 | +120 | $13.2K | +$1.5K | 17.6% |
| Fiduciary Alliance LLC | 45,619 | +1,866 | $752.3K | +$1.4K | 4.3% |
| Quaker Wealth Management, LLC | 3,159 | +42 | $52.1K | -$1.4K | 1.3% |
| N.E.W. Advisory Services LLC | 2,691 | +28 | $44.4K | -$1.3K | 1.1% |
| Marks Wealth, LLC | 12,560 | +560 | $207.1K | +$1.2K | 4.7% |
| American Wealth Advisors, LLC | 3,419 | +66 | $56.4K | -$1.2K | 2.0% |
| Wedmont Private Capital | 24,066 | +280 | $397.6K | +$1.1K | 1.2% |
| ALBION FINANCIAL GROUP /UT | 3,068 | +59 | $50.6K | -$1.0K | 2.0% |
| Mountain Hill Investment Partners Corp. | 1,313 | +2 | $21.7K | -$852 | 0.1% |
| McIlrath & Eck, LLC | 4,223 | +210 | $69.6K | +$774 | 5.2% |
| Janney Montgomery Scott LLC | 807,701 | +72,595 | $13.3K | +$705 | 9.9% |
| Florida Trust Wealth Management Co | 29,788 | +1,125 | $491.2K | -$653 | 3.9% |
| CWM, LLC | 242,815 | +47,282 | $4.0K | +$649 | 24.2% |
| VISION FINANCIAL MARKETS LLC | 1,901 | +37 | $31.3K | -$646 | 2.0% |
| WEST MICHIGAN ADVISORS, LLC | 15,157 | +629 | $249.9K | +$639 | 4.3% |
| Financial Management Professionals, Inc. | 1,210 | +11 | $20.0K | -$620 | 0.9% |
| 1ST SOURCE BANK | 23,894 | +900 | $394.0K | -$565 | 3.9% |
| Clarity Asset Management, Inc. | 1,603 | +31 | $26.4K | -$545 | 2.0% |
| Financial Network Wealth Advisors LLC | 882 | +3 | $14.5K | -$538 | 0.3% |
| Wealth Preservation Advisors, LLC | 2,486 | +126 | $41.0K | +$497 | 5.3% |
| Key Financial Inc | 2,616 | +50 | $43.1K | -$460 | 1.9% |
| Tidemark, LLC | 2,506 | +124 | $41.3K | +$438 | 5.2% |
| Smallwood Wealth Investment Management, LLC | 843 | +11 | $13.9K | -$374 | 1.3% |
| CALDWELL SUTTER CAPITAL, INC. | 10,396 | +390 | $171.4K | -$273 | 3.9% |
| FLAGSHIP HARBOR ADVISORS, LLC | 48,342 | +1,872 | $797.2K | -$249 | 4.0% |
| Cedar Mountain Advisors, LLC | 630 | +13 | $10.4K | -$214 | 2.1% |
| PROFFITT & GOODSON INC | 6,257 | +232 | $103.2K | -$211 | 3.9% |
| New England Capital Financial Advisors LLC | 592 | +11 | $9.8K | -$201 | 1.9% |
| Compass Financial Services Inc | 588 | +11 | $9.7K | -$200 | 1.9% |
| Turning Point Benefit Group, Inc. | 1,038 | +19 | $17.1K | -$180 | 1.9% |
| GSA CAPITAL PARTNERS LLP | 52,973 | +11,563 | $874 | +$163 | 27.9% |
| Versant Capital Management, Inc | 336 | +6 | $5.5K | -$122 | 1.8% |
| ZACKS INVESTMENT MANAGEMENT | 10,924 | +421 | $180.1K | -$101 | 4.0% |
| Ulland Investment Advisors, LLC | 16,000 | +6,000 | $264 | +$92 | 60.0% |
| CX Institutional | 8,245 | +5,464 | $136 | +$88 | 196.5% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 253 | +5 | $4.2K | -$87 | 2.0% |
| Capital Analysts, LLC | 238,058 | +4,530 | $3.9K | -$82 | 1.9% |
| WEDBUSH SECURITIES INC | 143,809 | +2,987 | $2.4K | -$45 | 2.1% |
| VAN ECK ASSOCIATES CORP | 207,109 | +5,639 | $3.4K | -$42 | 2.8% |
| Truvestments Capital LLC | 116 | +2 | $1.9K | -$40 | 1.8% |
| LaSalle St. Investment Advisors, LLC | 65,513 | +456 | $1.1K | -$36 | 0.7% |
| PEAPACK GLADSTONE FINANCIAL CORP | 17,617 | +2,641 | $291 | +$34 | 17.6% |
| CENTAURUS FINANCIAL, INC. | 13,928 | +1,944 | $230 | +$24 | 16.2% |
| Greenwich Wealth Management LLC | 12,974 | +36 | $214 | -$8 | 0.3% |
| VALLEY NATIONAL ADVISERS INC | 10,707 | +911 | $176 | +$8 | 9.3% |
| TSFG, LLC | 3,107 | +38 | $51 | -$2 | 1.2% |
| Capital Advisors, Ltd. LLC | 3,922 | +76 | $65 | -$1 | 2.0% |
| Arete Wealth Advisors, LLC | 40,168 | +1,515 | $663 | $0 | 3.9% |
| Financial Connections Group, Inc. | 1,475 | +28 | $24 | $0 | 1.9% |
Reduced(585)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 322,164 | -16,604,206 | $5.3M | -$285.1M | -98.1% |
| Blackstone Inc. | 25,775,241 | -12,765,069 | $425.0M | -$236.3M | -33.1% |
| JPMORGAN CHASE & CO | 36,713,535 | -8,101,108 | $605.4M | -$163.6M | -18.1% |
| FMR LLC | 22,089,457 | -7,395,384 | $364.3M | -$141.7M | -25.1% |
| GOLDMAN SACHS GROUP INC | 52,539,443 | -3,929,342 | $866.4M | -$102.6M | -7.0% |
| Royal Bank of Canada | 4,744,393 | -4,567,010 | $78.2M | -$92.7M | -49.0% |
| Invesco Ltd. | 54,994,321 | -2,868,345 | $906.9M | -$86.1M | -5.0% |
| CITADEL ADVISORS LLC | 5,334,000 | -3,787,763 | $88.0M | -$68.6M | -41.5% |
| UBS Group AG | 31,705,187 | -2,652,268 | $522.8M | -$66.8M | -7.7% |
| BROOKFIELD Corp /ON/ | 7,063,419 | -3,113,813 | $116.5M | -$58.2M | -30.6% |
| APPALOOSA LP | 2,191,250 | -2,765,985 | $36.1M | -$48.9M | -55.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,884,947 | -1,797,471 | $261.9M | -$41.5M | -10.2% |
| Caption Management, LLC | 227,500 | -2,257,800 | $3.8M | -$38.9M | -90.8% |
| Zurich Insurance Group Ltd/FI | 1,990,834 | -1,713,043 | $32.8M | -$30.7M | -46.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,806,727 | -58,981 | $29.8M | +$29.8M | -3.2% |
| Susquehanna Portfolio Strategies, LLC | 145,180 | -1,723,360 | $2.4M | -$29.7M | -92.2% |
| CITIGROUP INC | 4,855,095 | -1,119,564 | $80.1M | -$22.5M | -18.7% |
| RR Advisors, LLC | 1,179,867 | -1,324,133 | $19.5M | +$19.4M | -52.9% |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 23,954,947 | -12,005 | $395.0M | -$16.3M | -0.1% |
| First Reserve GP XIII Ltd | 23,340,380 | 0 | $384.9M | -$15.6M | 0.0% |
| VICTORY CAPITAL MANAGEMENT INC | 37,776 | -860,232 | $622.9K | -$14.8M | -95.8% |
| PEAK6 LLC | 260,800 | -849,300 | $4.3M | -$14.7M | -76.5% |
| NEUBERGER BERMAN GROUP LLC | 15,948,816 | -155,405 | $263.0M | -$13.4M | -1.0% |
| Creative Planning | 898,875 | -677,251 | $14.8M | -$12.2M | -43.0% |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 7,991,600 | -220,000 | $131.8M | -$9.1M | -2.7% |
| Allianz Asset Management GmbH | 2,154,999 | -412,015 | $35.5M | -$8.5M | -16.1% |
| HighTower Advisors, LLC | 2,719,258 | -389,042 | $44.8M | -$8.5M | -12.5% |
| OPPENHEIMER & CO INC | 475,693 | -472,139 | $7.8M | -$8.4M | -49.8% |
| US BANCORP \DE\ | 350,126 | -431,313 | $5.8M | -$7.6M | -55.2% |
| FFG Partners, LLC | 854,593 | -385,346 | $14.1M | -$7.2M | -31.1% |
| OSAIC HOLDINGS, INC. | 2,856,825 | -145,122 | $47.1M | -$5.8M | -4.8% |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 6,115,417 | -90,360 | $100.8M | -$5.6M | -1.4% |
| MILLER HOWARD INVESTMENTS INC /NY | 5,229,111 | -122,034 | $86.2M | -$5.6M | -2.3% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 3,765,800 | -137,664 | $62.1M | -$4.9M | -3.5% |
| Manske Wealth Management | 92,879 | -230,570 | $1.5M | -$4.4M | -71.3% |
| PIN OAK INVESTMENT ADVISORS INC | 238,865 | -16,817 | $4.4K | -$4.4M | -6.6% |
| Mizuho Markets Cayman LP | 156,236 | -242,952 | $2.6M | -$4.3M | -60.9% |
| Catalyst Capital Advisors LLC | 2,014,200 | -142,205 | $33.2M | -$3.8M | -6.6% |
| Stephens Group, LLC | 5,574,335 | 0 | $91.9M | -$3.7M | 0.0% |
| LONESTAR CAPITAL MANAGEMENT LLC | 929,000 | -171,000 | $15.3M | -$3.6M | -15.5% |
| Beacon Pointe Advisors, LLC | 1,665,104 | -138,402 | $27.5M | -$3.5M | -7.7% |
| COMMERCE BANK | 4,992,394 | -1,721 | $82.3M | -$3.4M | -0.0% |
| Nuveen, LLC | 2,100,529 | -114,197 | $34.6M | -$3.4M | -5.2% |
| Fractal Investments LLC | 4,797,715 | 0 | $79.1M | -$3.2M | 0.0% |
| Crescent Grove Advisors, LLC | 199,993 | -175,481 | $3.3M | -$3.1M | -46.7% |
| BlackRock, Inc. | 3,965,350 | -24,997 | $65.4M | -$3.1M | -0.6% |
| Pinnacle Wealth Planning Services, Inc. | 3,835,590 | -22,200 | $63.2M | -$3.0M | -0.6% |
| Kamunting Street Capital Management, L.P. | 2,316,210 | -63,242 | $38.2M | -$2.6M | -2.6% |
| Lee Financial Co | 43,614 | -150,203 | $719.2K | -$2.6M | -77.5% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 24,066 | -149,614 | $396.8K | -$2.6M | -86.1% |
| Finer Wealth Management, Inc. | 28,445 | -148,468 | $469.1K | -$2.6M | -83.9% |
| JENNISON ASSOCIATES LLC | 1,514,712 | -84,029 | $25.0M | -$2.5M | -5.3% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 3,027,317 | -75,000 | $49.9M | -$2.3M | -2.4% |
| New Republic Capital, LLC | 18,005 | -127,968 | $296.9K | -$2.2M | -87.7% |
| Balyasny Asset Management L.P. | 120,000 | -120,000 | $2.0M | -$2.1M | -50.0% |
| Heronetta Management, L.P. | 802,129 | -82,025 | $13.2M | -$1.9M | -9.3% |
| Dynamic Advisor Solutions LLC | 55,137 | -106,315 | $909.2K | -$1.9M | -65.8% |
| DIVIDEND ASSETS CAPITAL, LLC | 743,158 | -78,940 | $12.3M | -$1.9M | -9.6% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 338,545 | -92,403 | $5.6M | -$1.8M | -21.4% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 303,200 | -87,000 | $5.0M | -$1.7M | -22.3% |
| CVA Family Office, LLC | 5,435 | -95,918 | $89.6K | -$1.6M | -94.6% |
| Rollins Financial Advisors, LLC | 75,056 | -91,037 | $1.2M | -$1.6M | -54.8% |
| GOLDENTREE ASSET MANAGEMENT LP | 338,993 | -77,000 | $5.6M | -$1.5M | -18.5% |
| Geneos Wealth Management Inc. | 22,539 | -85,341 | $371.7K | -$1.5M | -79.1% |
| Integrated Wealth Concepts LLC | 90,075 | -74,341 | $1.5M | -$1.3M | -45.2% |
| Fayez Sarofim & Co | 180,024 | -64,989 | $3.0M | -$1.2M | -26.5% |
| Williams Jones Wealth Management, LLC. | 769,931 | -41,100 | $12.7M | -$1.2M | -5.1% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,343,639 | -18,686 | $22.2M | -$1.2M | -1.4% |
| STEPHENS INC /AR/ | 1,381,332 | -16,910 | $22.8M | -$1.2M | -1.2% |
| Cerity Partners LLC | 301,759 | -55,445 | $5.0M | -$1.2M | -15.5% |
| DEUTSCHE BANK AG\ | 696,213 | -39,362 | $11.5M | -$1.1M | -5.3% |
| Kovitz Investment Group Partners, LLC | 43,364 | -58,602 | $715.1K | -$1.0M | -57.5% |
| NorthRock Partners, LLC | 23,794 | -56,748 | $392.4K | -$1.0M | -70.5% |
| REGIONS FINANCIAL CORP | 49,389 | -57,265 | $814.4K | -$1.0M | -53.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,091,436 | -32,756 | $17.7M | -$1.0M | -2.9% |
| MRP Capital Investments, LLC | 2,456 | -53,032 | $40.5K | -$965.5K | -95.6% |
| Delphi Financial Group, Inc. | 1,421,945 | 0 | $23.4M | -$952.7K | 0.0% |
| SUMMIT SECURITIES GROUP LLC | 68,100 | -52,400 | $1.1M | -$944.8K | -43.5% |
| Alden Global Capital LLC | 1,370,511 | 0 | $22.6M | -$918.2K | 0.0% |
| Kercheville Advisors, LLC | 64,417 | -57,021 | $1.2M | -$917.3K | -47.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 523,229 | -26,480 | $8.5M | -$915.4K | -4.8% |
| Prime Capital Investment Advisors, LLC | 885,577 | -17,189 | $14.6M | -$888.3K | -1.9% |
| Black Swift Group, LLC | 30,000 | -47,950 | $494.7K | -$842.9K | -61.5% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 815,646 | -15,000 | $13.5M | -$803.9K | -1.8% |
| Private Capital Advisors, Inc. | 835,100 | -14,035 | $13.8M | -$800.4K | -1.6% |
| TRUIST FINANCIAL CORP | 781,475 | -14,866 | $12.9M | -$778.7K | -1.9% |
| Ameritas Advisory Services, LLC | 16,736 | -44,567 | $276.0K | -$776.0K | -72.7% |
| CWA Asset Management Group, LLC | 45,081 | -40,527 | $743.4K | -$725.7K | -47.3% |
| FIRST TRUST ADVISORS LP | 642,450 | -16,490 | $10.6M | -$713.4K | -2.5% |
| Plan Group Financial, LLC | 42,954 | -39,869 | $708.3K | -$712.9K | -48.1% |
| KEYBANK NATIONAL ASSOCIATION/OH | 218,676 | -32,696 | $3.6M | -$707.6K | -13.0% |
| GENERAL AMERICAN INVESTORS CO INC | 1,020,030 | 0 | $16.8M | -$683.4K | 0.0% |
| ASHFORD CAPITAL MANAGEMENT INC | 184,623 | -32,480 | $3.0M | -$681.1K | -15.0% |
| HARBOUR INVESTMENTS, INC. | 129,697 | -31,243 | $2.1M | -$623.0K | -19.4% |
| MidWestOne Financial Group, Inc. | 151,541 | -30,092 | $2.5M | -$617.9K | -16.6% |
| Meridian Wealth Management, LLC | 75,525 | -32,269 | $1.2M | -$604.3K | -29.9% |
| SEI INVESTMENTS CO | 100,307 | -31,125 | $1.7M | -$601.3K | -23.7% |
| Apollon Wealth Management, LLC | 263,309 | -24,475 | $4.3M | -$596.4K | -8.5% |
| IFG Advisory, LLC | 37,976 | -32,219 | $626.2K | -$578.3K | -45.9% |
| J.W. COLE ADVISORS, INC. | 226,841 | -6,687 | $3.5M | -$527.3K | -2.9% |
| StoneX Group Inc. | 65,510 | -28,106 | $1.1M | -$526.2K | -30.0% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 762,040 | 0 | $12.6M | -$510.6K | 0.0% |
| Cullen Capital Management, LLC | 134,221 | -22,614 | $2.2M | -$478.0K | -14.4% |
| Northern Right Capital Management, L.P. | 212,512 | -19,309 | $3.5M | -$473.7K | -8.3% |
| WT Wealth Management | 13,520 | -26,449 | $223.0K | -$462.9K | -66.2% |
| Cornerstone Advisory, LLC | 103,859 | -22,744 | $1.7M | -$459.9K | -18.0% |
| GPS Wealth Strategies Group, LLC | 3,275 | -26,112 | $54.0K | -$450.3K | -88.8% |
| ORG Wealth Partners, LLC | 396,083 | -10,680 | $6.5M | -$448.7K | -2.6% |
| Foundations Investment Advisors, LLC | 96,650 | -21,929 | $1.6M | -$441.1K | -18.5% |
| BLAIR WILLIAM & CO/IL | 547,665 | -4,254 | $9.0M | -$439.9K | -0.8% |
| Silvercrest Asset Management Group LLC | 144,474 | -19,363 | $2.4M | -$429.1K | -11.8% |
| Kingsview Wealth Management, LLC | 195,499 | -16,851 | $3.2M | -$420.1K | -7.9% |
| Concorde Financial Corp | 401,599 | -4,933 | $7.4M | +$417.3K | -1.2% |
| Enclave Advisors LLC | 184,518 | -16,913 | $3.0M | -$413.9K | -8.4% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 359,648 | -9,887 | $5.9M | -$410.6K | -2.7% |
| CITIZENS FINANCIAL GROUP INC/RI | 23,416 | -22,561 | $386.1K | -$402.8K | -49.1% |
| HENNESSY ADVISORS INC | 580,930 | 0 | $9.6M | -$389.2K | 0.0% |
| WEXFORD CAPITAL LP | 575,015 | 0 | $9.5M | -$385.3K | 0.0% |
| BROWN ADVISORY INC | 526,056 | -1,767 | $8.7M | -$382.8K | -0.3% |
| PNC Financial Services Group, Inc. | 260,273 | -12,126 | $4.3M | -$382.5K | -4.5% |
| Prospect Financial Services LLC | 168,219 | -15,303 | $2.8M | -$375.3K | -8.3% |
| Ensign Peak Advisors, Inc | 555,230 | 0 | $9.2M | -$372.0K | 0.0% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 39,686 | -19,858 | $654.4K | -$367.3K | -33.4% |
| SHEPHERD KAPLAN KROCHUK, LLC | 204,491 | -13,040 | $3.4M | -$360.8K | -6.0% |
| D.A. DAVIDSON & CO. | 405,267 | -4,736 | $6.7M | -$352.8K | -1.1% |
| Cullen/Frost Bankers, Inc. | 45,674 | -18,631 | $753.2K | -$350.3K | -29.0% |
| Icon Wealth Advisors, LLC | 172,106 | -12,774 | $2.8M | -$334.5K | -6.9% |
| Jackson Hole Capital Partners, LLC | 213,248 | -10,344 | $3.5M | -$320.4K | -4.6% |
| Sumitomo Mitsui Trust Group, Inc. | 88,000 | -15,000 | $1.5M | -$316.4K | -14.6% |
| Trueblood Wealth Management, LLC | 18,846 | -17,626 | $310.8K | -$315.1K | -48.3% |
| FORTEM FINANCIAL GROUP, LLC | 166,641 | -11,674 | $2.7M | -$312.0K | -6.5% |
| Bogart Wealth, LLC | 19,416 | -17,087 | $320.2K | -$306.2K | -46.8% |
| Keystone Financial Group | 70,514 | -15,087 | $1.2M | -$306.1K | -17.6% |
| AMERICAN FINANCIAL GROUP INC | 450,896 | 0 | $7.4M | -$302.1K | 0.0% |
| GatePass Capital, LLC | 23,860 | -16,640 | $393.5K | -$301.5K | -41.1% |
| QUEST INVESTMENT MANAGEMENT LLC | 31,547 | -16,165 | $520.2K | -$298.5K | -33.9% |
| Gilman Hill Asset Management, LLC | 371,725 | -2,745 | $6.1M | -$296.2K | -0.7% |
| Brookstone Capital Management | 229,440 | -8,197 | $3.8M | -$294.4K | -3.4% |
| KINGSWOOD WEALTH ADVISORS, LLC | 64,481 | -14,468 | $1.1M | -$291.5K | -18.3% |
| Mutual Advisors, LLC | 214,505 | -12,630 | $3.5M | -$290.0K | -5.6% |
| Global Retirement Partners, LLC | 192,810 | -9,255 | $3.2M | -$288.0K | -4.6% |
| Savant Capital, LLC | 32,221 | -15,078 | $531.3K | -$280.3K | -31.9% |
| SALEM INVESTMENT COUNSELORS INC | 383,301 | -1,348 | $6.3M | -$279.9K | -0.3% |
| Seelaus Asset Management LLC | 15,580 | -15,580 | $256.9K | -$277.8K | -50.0% |
| PRIVATE MANAGEMENT GROUP INC | 401,653 | 0 | $6.6M | -$269.1K | 0.0% |
| Solstein Capital, LLC | 5,927 | -14,985 | $97.7K | -$261.1K | -71.7% |
| Redwood Wealth Management Group, LLC | 165,460 | -8,579 | $2.7M | -$258.1K | -4.9% |
| Modern Wealth Management, LLC | 14,272 | -13,587 | $235.3K | -$255.9K | -48.8% |
| Fulcrum Asset Management LLP | 18,664 | -13,262 | $308.7K | -$254.6K | -41.5% |
| Keebeck Wealth Management | 317,678 | -2,027 | $5.2M | -$247.6K | -0.6% |
| Mountain Lake Investment Management LLC | 99,285 | -10,489 | $1.6M | -$246.5K | -9.6% |
| Intrua Financial, LLC | 120,128 | -9,292 | $2.0M | -$239.9K | -7.2% |
| HM PAYSON & CO | 26,863 | -11,542 | $443.0K | -$232.2K | -30.1% |
| Chesley Taft & Associates LLC | 43,786 | -11,800 | $722.0K | -$231.8K | -21.2% |
| Modus Advisors, LLC | 29,078 | -12,224 | $479.5K | -$229.2K | -29.6% |
| Sunbelt Securities, Inc. | 201,676 | -5,283 | $3.3M | -$225.8K | -2.5% |
| BALDWIN WEALTH PARTNERS LLC/MA | 257,603 | -3,000 | $4.2M | -$224.1K | -1.1% |
| Independent Advisor Alliance | 301,601 | -1,245 | $5.0M | -$223.4K | -0.4% |
| Pallas Capital Advisors LLC | 20,013 | -11,903 | $330.0K | -$217.7K | -37.3% |
| American Institute for Advanced Investment Management, LLP | 12,989 | -12,113 | $214.2K | -$216.6K | -48.3% |
| BENJAMIN EDWARDS INC | 179,998 | -5,506 | $3.0M | -$215.1K | -3.0% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 187,066 | -4,699 | $3.1M | -$206.0K | -2.5% |
| Laidlaw Wealth Management LLC | 20,830 | -10,840 | $343.5K | -$200.0K | -34.2% |
| SFMG, LLC | 32,248 | -10,264 | $531.8K | -$197.7K | -24.1% |
| ADELL HARRIMAN & CARPENTER INC | 280,864 | -517 | $4.6M | -$197.1K | -0.2% |
| J HAGAN CAPITAL, INC. | 14,105 | -10,858 | $232.6K | -$196.6K | -43.5% |
| Inspire Advisors, LLC | 81,718 | -8,172 | $1.3M | -$195.0K | -9.1% |
| Sigma Planning Corp | 122,619 | -6,122 | $2.0M | -$187.5K | -4.8% |
| State of Wyoming | 12,022 | -10,265 | $198.2K | -$184.2K | -46.0% |
| Visionary Wealth Advisors | 168,170 | -4,127 | $2.8M | -$183.5K | -2.4% |
| Jaffetilchin Investment Partners, LLC | 27,980 | -9,498 | $461.4K | -$181.7K | -25.3% |
| One Charles Private Wealth Services, LLC | 194,994 | -2,961 | $3.2M | -$181.5K | -1.5% |
| Joseph P. Lucia & Associates, LLC | 73,997 | -7,663 | $1.2M | -$181.1K | -9.4% |
| Atlantic Union Bankshares Corp | 10,214 | -9,872 | $168.4K | -$176.2K | -49.1% |
| Penbrook Management LLC | 74,489 | -7,105 | $1.2M | -$171.8K | -8.7% |
| Wellington Shields & Co., LLC | 43,803 | -8,253 | $722.3K | -$171.0K | -15.8% |
| IEQ CAPITAL, LLC | 193,854 | -2,117 | $3.2M | -$166.2K | -1.1% |
| HARBOR INVESTMENT ADVISORY, LLC | 18,448 | -8,960 | $304.2K | -$166.1K | -32.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 220,012 | -824 | $3.6M | -$161.6K | -0.4% |
| Integrated Advisors Network LLC | 137,847 | -3,937 | $2.3M | -$159.9K | -2.8% |
| CASTLEARK MANAGEMENT LLC | 238,240 | 0 | $3.9M | -$159.6K | 0.0% |
| TRANSCEND CAPITAL ADVISORS, LLC | 49,675 | -7,198 | $819.1K | -$156.8K | -12.7% |
| Calamos Advisors LLC | 230,990 | 0 | $3.8M | -$154.8K | 0.0% |
| American Assets Investment Management, LLC | 225,800 | 0 | $3.7M | -$151.3K | 0.0% |
| Kingsman Wealth Management, Inc. | 16,596 | -8,018 | $273.7K | -$148.7K | -32.6% |
| PSI Advisors, LLC | 212,935 | -308 | $3.5M | -$147.9K | -0.1% |
| BROWN BROTHERS HARRIMAN & CO | 62,716 | -6,155 | $1.0M | -$147.6K | -8.9% |
| INSIGNEO ADVISORY SERVICES, LLC | 12,893 | -8,002 | $212.6K | -$146.0K | -38.3% |
| Wellington Shields Capital Management, LLC | 112,845 | -3,998 | $1.9M | -$144.2K | -3.4% |
| JFS WEALTH ADVISORS, LLC | 1,060 | -8,324 | $17.5K | -$143.6K | -88.7% |
| SOA Wealth Advisors, LLC. | 75,470 | -142,936 | $100.3K | -$142.4K | -65.4% |
| CreativeOne Wealth, LLC | 41,657 | -6,538 | $686.9K | -$140.1K | -13.6% |
| WESBANCO BANK INC | 106,917 | -3,722 | $1.8M | -$135.5K | -3.4% |
| BASSO CAPITAL MANAGEMENT, L.P. | 195,000 | 0 | $3.2M | -$130.7K | 0.0% |
| Baugh & Associates, LLC | 157,863 | -1,670 | $2.4M | -$127.1K | -1.0% |
| CFM WEALTH PARTNERS LLC | 188,858 | 0 | $3.1M | -$126.5K | 0.0% |
| KIRR MARBACH & CO LLC /IN/ | 99,078 | -3,495 | $1.6M | -$126.4K | -3.4% |
| Financial Engines Advisors L.L.C. | 10,362 | -6,947 | $170.9K | -$126.2K | -40.1% |
| TRUST CO OF TOLEDO NA /OH/ | 93,757 | -3,682 | $1.5M | -$126.0K | -3.8% |
| Terril Brothers, Inc. | 174,214 | -500 | $2.9M | -$125.3K | -0.3% |
| Tepp RIA, LLC | 17,099 | -6,594 | $282.0K | -$124.6K | -27.8% |
| Jacobi Capital Management LLC | 109,422 | -2,989 | $1.8M | -$124.6K | -2.6% |
| Squarepoint Ops LLC | 65,300 | -4,600 | $1.1M | -$122.7K | -6.6% |
| Burford Brothers, Inc. | 77,086 | -4,069 | $1.3M | -$121.5K | -5.0% |
| Carnegie Investment Counsel | 21,575 | -6,110 | $355.8K | -$119.3K | -22.1% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 112,741 | -2,516 | $1.9M | -$118.7K | -2.2% |
| Parallel Advisors, LLC | 52,486 | -4,834 | $865.5K | -$118.1K | -8.4% |
| GREAT VALLEY ADVISOR GROUP, INC. | 142,944 | -1,281 | $2.4M | -$117.8K | -0.9% |
| Anfield Capital Management, LLC | 5,162 | -6,590 | $85.1K | -$116.5K | -56.1% |
| Avidian Wealth Enterprises, LLC | 105,758 | -2,646 | $1.7M | -$116.3K | -2.4% |
| Beverly Hills Private Wealth, LLC | 172,696 | 0 | $2.8M | -$115.7K | 0.0% |
| Pointe Capital Management LLC | 39,008 | -5,210 | $643.2K | -$115.5K | -11.8% |
| FIDELIS CAPITAL PARTNERS, LLC | 102,317 | -2,686 | $1.7M | -$114.6K | -2.5% |
| Larson Financial Group LLC | 45,672 | -4,873 | $753.1K | -$114.2K | -9.6% |
| Corps Capital Advisors, LLC | 163,792 | -227 | $2.7M | -$113.6K | -0.1% |
| CERTUITY, LLC | 15,834 | -6,000 | $261.1K | -$113.6K | -27.5% |
| Ackerman Capital Advisors, LLC | 169,498 | 0 | $2.8M | -$113.6K | 0.0% |
| TCFG WEALTH MANAGEMENT, LLC | 23,694 | -5,615 | $390.7K | -$112.2K | -19.1% |
| FAIRHOLME CAPITAL MANAGEMENT LLC | 166,600 | 0 | $2.7M | -$111.6K | 0.0% |
| SEGALL BRYANT & HAMILL, LLC | 165,499 | 0 | $2.7M | -$110.9K | 0.0% |
| Nicholson Meyer Capital Management, Inc. | 45,201 | -4,651 | $745.4K | -$110.1K | -9.3% |
| B. Riley Wealth Advisors, Inc. | 99,316 | -200,455 | $1.6M | -$108.7K | -66.9% |
| FRANKLIN RESOURCES INC | 116,727 | -1,691 | $1.9M | -$107.2K | -1.4% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 157,220 | 0 | $2.6M | -$105.3K | 0.0% |
| Wilmington Savings Fund Society, FSB | 156,722 | 0 | $2.6M | -$105.0K | 0.0% |
| PFG Advisors | 57,900 | -3,531 | $954.8K | -$99.4K | -5.7% |
| one8zero8, LLC | 43,834 | -4,005 | $722.8K | -$98.1K | -8.4% |
| PRINCIPAL SECURITIES, INC. | 26,772 | -4,488 | $441.5K | -$94.9K | -14.3% |
| Sage Investment Counsel LLC | 134,809 | -266 | $2.2M | -$94.9K | -0.2% |
| Rockwood Wealth Management, LLC | 131,165 | -408 | $2.2M | -$94.9K | -0.3% |
| Argent Trust Co | 25,706 | -4,400 | $423.9K | -$92.7K | -14.6% |
| OUTFITTER FINANCIAL LLC | 137,762 | 0 | $2.3M | -$92.3K | 0.0% |
| BIP Wealth, LLC | 29,108 | -4,160 | $480.0K | -$90.9K | -12.5% |
| Mill Creek Capital Advisors, LLC | 19,767 | -4,395 | $326.0K | -$88.7K | -18.2% |
| Secure Asset Management, LLC | 26,654 | -4,423 | $439.5K | -$88.5K | -14.2% |
| ACT WEALTH MANAGEMENT, LLC | 16,500 | -4,377 | $272.1K | -$86.2K | -21.0% |
| PRIVATE TRUST CO NA | 18,682 | -4,100 | $308.1K | -$82.9K | -18.0% |
| Quantum Private Wealth, LLC | 116,461 | -234 | $1.9M | -$82.0K | -0.2% |
| Samalin Investment Counsel, LLC | 52,293 | -2,691 | $862.3K | -$81.2K | -4.9% |
| Stablepoint Partners, LLC | 85,422 | -1,299 | $1.4M | -$79.5K | -1.5% |
| Wagner Wealth Management, LLC | 19,338 | -3,841 | $318.9K | -$78.9K | -16.6% |
| OneDigital Investment Advisors LLC | 22,802 | -3,684 | $376.0K | -$78.5K | -13.9% |
| GFS Advisors, LLC | 109,000 | -230 | $1.8M | -$77.0K | -0.2% |
| ASSETMARK, INC | 5,054 | -4,230 | $83.3K | -$76.0K | -45.6% |
| RFG Advisory, LLC | 52,751 | -2,339 | $869.9K | -$75.5K | -4.2% |
| SEARLE & CO. | 19,724 | -3,620 | $325.2K | -$75.3K | -15.5% |
| NewEdge Wealth, LLC | 179,014 | 0 | $3.0M | -$75.2K | 0.0% |
| Independent Wealth Network Inc. | 56,873 | -2,013 | $937.8K | -$72.6K | -3.4% |
| Glenview Trust co | 76,484 | -1,181 | $1.3M | -$71.5K | -1.5% |
| Aull & Monroe Investment Management Corp | 82,952 | -920 | $1.4M | -$71.4K | -1.1% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 91,832 | -426 | $1.5M | -$68.8K | -0.5% |
| Spire Wealth Management | 62,239 | -1,539 | $1.0M | -$68.1K | -2.4% |
| Ariston Services Group | 100,683 | 0 | $1.7M | -$67.5K | 0.0% |
| FOUNDERS FINANCIAL SECURITIES LLC | 74,681 | -946 | $1.2M | -$66.3K | -1.3% |
| Inscription Capital, LLC | 77,048 | -811 | $1.3M | -$65.5K | -1.0% |
| SMITH, MOORE & CO. | 12,512 | -3,304 | $206.3K | -$65.1K | -20.9% |
| TRITONPOINT WEALTH, LLC | 38,729 | -2,250 | $638.6K | -$64.6K | -5.5% |
| Alpha Wealth Funds, LLC | 89,500 | 0 | $1.5M | -$63.5K | 0.0% |
| CHELSEA COUNSEL CO | 94,000 | 0 | $1.6M | -$63.0K | 0.0% |
| Olistico Wealth, LLC | 56,246 | -1,440 | $927.5K | -$62.4K | -2.5% |
| Advisor OS, LLC | 48,152 | -1,653 | $794.0K | -$60.6K | -3.3% |
| MCF Advisors LLC | 6,440 | -3,278 | $106.2K | -$60.6K | -33.7% |
| EVOKE WEALTH, LLC | 17,513 | -2,840 | $288.8K | -$60.5K | -13.9% |
| Rossmore Private Capital | 90,000 | 0 | $1.5M | -$60.3K | 0.0% |
| Wealth Alliance Advisory Group, LLC | 49,096 | -1,594 | $809.6K | -$60.3K | -3.1% |
| HUNTINGTON NATIONAL BANK | 51,337 | -1,501 | $846.5K | -$60.1K | -2.8% |
| Blueprint Financial Advisors LLC | 34,958 | -2,110 | $576.5K | -$59.6K | -5.7% |
| Michels Family Financial, LLC | 19,856 | -2,687 | $327.4K | -$59.4K | -11.9% |
| Sequoia Financial Advisors, LLC | 52,703 | -1,354 | $869.1K | -$58.5K | -2.5% |
| KELLEHER FINANCIAL ADVISORS | 86,649 | 0 | $1.4M | -$58.1K | 0.0% |
| Rossby Financial, LCC | 15,000 | -2,972 | $247.3K | -$58.0K | -16.5% |
| TrueWealth Advisors, LLC | 11,539 | -2,865 | $190.3K | -$56.9K | -19.9% |
| Blueprint Investment Partners LLC | 29,958 | -2,110 | $494.0K | -$56.3K | -6.6% |
| Whitener Capital Management, Inc. | 31,425 | -2,000 | $518.2K | -$55.4K | -6.0% |
| Enhancing Capital LLC | 80,640 | 0 | $1.3M | -$54.0K | 0.0% |
| Linscomb Wealth, Inc. | 80,626 | 0 | $1.3M | -$54.0K | 0.0% |
| BURNEY CO/ | 64,499 | -611 | $1.1M | -$53.7K | -0.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15,571 | -2,506 | $256.8K | -$53.4K | -13.9% |
| Alpha Cubed Investments, LLC | 29,800 | -1,936 | $491.4K | -$53.2K | -6.1% |
| Obermeyer Wealth Partners | 58,217 | -818 | $960.0K | -$53.0K | -1.4% |
| F/m Investments LLC | 77,933 | 0 | $1.3M | -$52.2K | 0.0% |
| DELAP WEALTH ADVISORY, LLC | 10,203 | -2,746 | $168.2K | -$51.8K | -21.2% |
| Stokes Family Office, LLC | 73,395 | -83 | $1.2M | -$50.6K | -0.1% |
| FARMERS & MERCHANTS INVESTMENTS INC | 22,546 | -2,000 | $371.8K | -$49.4K | -8.1% |
| Asio Capital, LLC | 73,500 | 0 | $1.2M | -$49.2K | 0.0% |
| FIDELITY D & D BANCORP INC | 73,225 | 0 | $1.2M | -$49.1K | 0.0% |
| PRIMORIS WEALTH ADVISORS, LLC | 20,500 | -2,000 | $338.0K | -$48.1K | -8.9% |
| MOTCO | 7,325 | -2,500 | $120.8K | -$47.8K | -25.4% |
| NBC SECURITIES, INC. | 66,662 | -182 | $1.1M | -$47.8K | -0.3% |
| TCW GROUP INC | 70,993 | 0 | $1.2M | -$47.6K | 0.0% |
| HFG Advisors, Inc. | 69,452 | 0 | $1.1M | -$46.5K | 0.0% |
| Bedel Financial Consulting, Inc. | 16,593 | -2,053 | $273.6K | -$46.3K | -11.0% |
| Paragon Capital Management Ltd | 68,724 | 0 | $1.1M | -$46.0K | 0.0% |
| Meridian Wealth Advisors, LLC | 68,428 | 0 | $1.1M | -$45.8K | 0.0% |
| Teamwork Financial Advisors, LLC | 18,623 | -1,893 | $307.1K | -$45.0K | -9.2% |
| Savvy Advisors, Inc. | 17,105 | -1,926 | $282.1K | -$44.5K | -10.1% |
| Samjo Management, LLC | 40,000 | -1,000 | $659.6K | -$44.0K | -2.4% |
| NOESIS CAPITAL MANGEMENT CORP | 41,492 | -922 | $684.2K | -$43.6K | -2.2% |
| Cadence Bank | 46,840 | -677 | $772.4K | -$43.0K | -1.4% |
| MONETARY MANAGEMENT GROUP INC | 64,000 | 0 | $1.1M | -$42.9K | 0.0% |
| Chevy Chase Trust Holdings, LLC | 50,901 | -500 | $839.4K | -$42.7K | -1.0% |
| Chung Wu Investment Group, LLC | 35,561 | -1,088 | $586.4K | -$42.5K | -3.0% |
| Anchor Investment Management, LLC | 63,030 | 0 | $1.0M | -$42.2K | 0.0% |
| TRED AVON FAMILY WEALTH, LLC | 51,686 | -350 | $852.3K | -$40.6K | -0.7% |
| Gibraltar Capital Management, Inc. | 60,486 | 0 | $997.4K | -$40.5K | 0.0% |
| LMG Wealth Partners, LLC | 60,131 | 0 | $991.6K | -$40.3K | 0.0% |
| Hudson Value Partners, LLC | 64,775 | 0 | $1.1M | -$40.3K | 0.0% |
| AVALON CAPITAL MANAGEMENT | 60,000 | 0 | $989.4K | -$40.2K | 0.0% |
| Fulton Bank, N.A. | 27,719 | -1,253 | $457.1K | -$40.1K | -4.3% |
| MONECO Advisors, LLC | 51,034 | -333 | $841.6K | -$39.9K | -0.6% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 27,550 | -1,225 | $454.3K | -$39.5K | -4.3% |
| BARRETT & COMPANY, INC. | 10,166 | -1,852 | $167.6K | -$38.6K | -15.4% |
| Triad Wealth Partners, LLC | 46,509 | -366 | $766.9K | -$37.4K | -0.8% |
| SAXON INTERESTS, INC. | 23,380 | -450 | $385.5K | -$36.7K | -1.9% |
| PINNACLE ASSOCIATES LTD | 32,367 | -848 | $533.7K | -$36.2K | -2.5% |
| Tower Research Capital LLC (TRC) | 10,800 | -1,676 | $178.1K | -$36.0K | -13.4% |
| Princeton Global Asset Management LLC | 1,850 | -2,025 | $30.5K | -$36.0K | -52.3% |
| Rosenberg Matthew Hamilton | 3,428 | -1,954 | $56.5K | -$35.8K | -36.3% |
| TIAA TRUST, NATIONAL ASSOCIATION | 15,068 | -1,445 | $248.5K | -$34.9K | -8.8% |
| FineMark National Bank & Trust | 36,282 | -612 | $598.3K | -$34.8K | -1.6% |
| Compass Financial Group, INC/SD | 50,252 | -35 | $828.6K | -$34.3K | -0.1% |
| Cypress Capital Management LLC (WY) | 12,400 | -1,500 | $204.5K | -$34.0K | -10.8% |
| Kozak & Associates, Inc. | 3,125 | -2,010 | $53.0K | -$34.0K | -39.1% |
| SIG BROKERAGE, LP | 50,000 | 0 | $824.5K | -$33.5K | 0.0% |
| Midwest Trust Co | 18,922 | -1,199 | $312.0K | -$33.3K | -6.0% |
| CBIZ Investment Advisory Services, LLC | 810 | -1,902 | $13.4K | -$33.2K | -70.1% |
| Fairvoy Private Wealth, LLC | 16,800 | -1,272 | $277.0K | -$33.1K | -7.0% |
| Hobbs Group Advisors, LLC | 15,386 | -1,316 | $253.7K | -$32.9K | -7.9% |
| BLB&B Advisors, LLC | 49,051 | 0 | $808.9K | -$32.9K | 0.0% |
| Stratos Wealth Advisors, LLC | 37,825 | -428 | $623.7K | -$32.7K | -1.1% |
| Thrive Wealth Management, LLC | 47,034 | 0 | $775.6K | -$31.5K | 0.0% |
| KCM INVESTMENT ADVISORS LLC | 47,000 | 0 | $775.0K | -$31.5K | 0.0% |
| Coastal Bridge Advisors, LLC | 13,194 | -1,320 | $217.6K | -$31.5K | -9.1% |
| Ethos Financial Group, LLC | 19,995 | -987 | $329.7K | -$30.3K | -4.7% |
| GHP Investment Advisors, Inc. | 3,075 | -1,600 | $50.7K | -$29.5K | -34.2% |
| Dakota Wealth Management | 15,371 | -1,104 | $253.5K | -$29.2K | -6.7% |
| DOLIVER ADVISORS, LP | 30,436 | -510 | $501.9K | -$29.1K | -1.6% |
| Vanguard Personalized Indexing Management, LLC | 39,801 | -44 | $656.3K | -$28.2K | -0.1% |
| MMBG INVESTMENT ADVISORS CO. | 41,905 | 0 | $691.0K | -$28.1K | 0.0% |
| Bouchey Financial Group Ltd | 41,402 | 0 | $682.7K | -$27.7K | 0.0% |
| COMMUNITY TRUST & INVESTMENT CO | 11,521 | -1,152 | $190.0K | -$27.5K | -9.1% |
| Blue Trust, Inc. | 16,323 | -923 | $269.2K | -$26.8K | -5.3% |
| Tiller Private Wealth, Inc. | 29,210 | -418 | $481.7K | -$26.8K | -1.4% |
| TCTC Holdings, LLC | 38,848 | 0 | $640.6K | -$26.0K | 0.0% |
| Essex Financial Services, Inc. | 37,985 | -29 | $626.4K | -$25.9K | -0.1% |
| Magnus Financial Group LLC | 31,146 | -284 | $513.6K | -$25.7K | -0.9% |
| HILLTOP WEALTH ADVISORS, LLC | 37,180 | 0 | $613.1K | -$24.9K | 0.0% |
| Sawyer & Company, Inc | 1,500 | 0 | $24.7K | +$24.7K | 0.0% |
| Avantax Planning Partners, Inc. | 33,970 | -87 | $560.2K | -$24.3K | -0.3% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 35,126 | 0 | $579.2K | -$23.5K | 0.0% |
| ARS Wealth Advisors Group, LLC | 34,159 | -6 | $563.3K | -$23.0K | -0.0% |
| Banco BTG Pactual S.A. | 34,000 | 0 | $560.7K | -$22.8K | 0.0% |
| Caliber Wealth Management, LLC / KS | 11,346 | -872 | $187.1K | -$22.6K | -7.1% |
| Quadrant Private Wealth Management, LLC | 12,116 | -834 | $199.8K | -$22.4K | -6.4% |
| Second Line Capital, LLC | 30,874 | -88 | $509.1K | -$22.2K | -0.3% |
| Arista Wealth Management, LLC | 18,437 | -559 | $304.0K | -$21.9K | -2.9% |
| Covenant Asset Management, LLC | 32,691 | 0 | $539.1K | -$21.9K | 0.0% |
| AQR CAPITAL MANAGEMENT LLC | 16,843 | -600 | $277.7K | -$21.6K | -3.4% |
| Camelot Portfolios, LLC | 31,171 | -38 | $514.0K | -$21.5K | -0.1% |
| ROMANO BROTHERS AND COMPANY | 32,002 | 0 | $527.7K | -$21.4K | 0.0% |
| CONNING INC. | 31,667 | 0 | $522.2K | -$21.2K | 0.0% |
| Freedom Day Solutions, LLC | 10,801 | -800 | $178.1K | -$21.0K | -6.9% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 31,231 | 0 | $515.0K | -$20.9K | 0.0% |
| LongView Wealth Management | 28,434 | -1,190 | $487.6K | -$20.7K | -4.0% |
| Edgemoor Investment Advisors, Inc. | 20,620 | -400 | $340.0K | -$20.7K | -1.9% |
| Traub Capital Management LLC | 30,700 | 0 | $506.2K | -$20.6K | 0.0% |
| Probity Advisors, Inc. | 16,846 | -528 | $277.8K | -$20.3K | -3.0% |
| HANCOCK WHITNEY CORP | 30,200 | 0 | $498.0K | -$20.2K | 0.0% |
| Aspen Grove Capital, LLC | 30,001 | 0 | $494.7K | -$20.1K | 0.0% |
| JBF Capital, Inc. | 30,000 | 0 | $494.7K | -$20.1K | 0.0% |
| BigSur Wealth Management LLC | 30,000 | 0 | $494.7K | -$20.1K | 0.0% |
| DMC Group, LLC | 30,000 | 0 | $494.7K | -$20.1K | 0.0% |
| Whipplewood Advisors, LLC | 29,691 | 0 | $489.6K | -$19.9K | 0.0% |
| Caitlin John, LLC | 2,750 | -1,038 | $45.3K | -$19.7K | -27.4% |
| SPRING CAPITAL MANAGEMENT, LLC | 29,000 | 0 | $478.2K | -$19.4K | 0.0% |
| Patriot Financial Group Insurance Agency, LLC | 14,453 | -512 | $238.3K | -$18.5K | -3.4% |
| Seven Springs Wealth Group, LLC | 27,563 | 0 | $454.5K | -$18.5K | 0.0% |
| Provident Investment Management, Inc. | 27,391 | 0 | $451.7K | -$18.4K | 0.0% |
| Prosperity Financial Group, Inc. | 10,250 | -650 | $169.0K | -$18.0K | -6.0% |
| Quent Capital, LLC | 3,798 | -896 | $62.6K | -$17.9K | -19.1% |
| Hartford Financial Management Inc. | 26,382 | 0 | $435.0K | -$17.7K | 0.0% |
| Aviance Capital Partners, LLC | 26,167 | 0 | $431.5K | -$17.5K | 0.0% |
| Heritage Trust Co | 20,832 | -208 | $343.5K | -$17.5K | -1.0% |
| Checchi Capital Advisers, LLC | 25,439 | 0 | $419.5K | -$17.0K | 0.0% |
| NAVELLIER & ASSOCIATES INC | 19,750 | -204 | $325.7K | -$16.7K | -1.0% |
| M.E. ALLISON & CO., INC. | 24,692 | 0 | $407.2K | -$16.5K | 0.0% |
| ALLIANCEBERNSTEIN L.P. | 12,305 | -480 | $202.9K | -$16.5K | -3.8% |
| Ellis Investment Partners, LLC | 15,260 | -353 | $251.6K | -$16.3K | -2.3% |
| Canton Hathaway, LLC | 24,000 | 0 | $395.8K | -$16.2K | 0.0% |
| Meadowbrook Wealth Management, LLC | 24,000 | 0 | $395.8K | -$16.1K | 0.0% |
| C2C Wealth Management, LLC | 23,797 | 0 | $392.4K | -$15.9K | 0.0% |
| OARSMAN CAPITAL, INC. | 13,978 | -380 | $230.5K | -$15.9K | -2.6% |
| BRAVE ASSET MANAGEMENT INC | 23,178 | 0 | $382.2K | -$15.5K | 0.0% |
| EASTERN BANK | 22,440 | 0 | $370.0K | -$15.0K | 0.0% |
| Cornerstone Select Advisors, LLC | 14,675 | -302 | $242.0K | -$15.0K | -2.0% |
| WEALTH ALLIANCE, LLC | 15,143 | -281 | $249.7K | -$15.0K | -1.8% |
| Stone House Investment Management, LLC | 1,256 | -813 | $20.7K | -$14.8K | -39.3% |
| ADIRONDACK TRUST CO | 6,948 | -585 | $114.5K | -$14.7K | -7.8% |
| Nicholas Hoffman & Company, LLC. | 21,920 | 0 | $361.5K | -$14.7K | 0.0% |
| Arlington Trust Co LLC | 8,935 | -500 | $147.3K | -$14.6K | -5.3% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 20,280 | -1 | $334.4K | -$14.4K | 0.0% |
| AFFINITY WEALTH MANAGEMENT LLC | 21,478 | 0 | $354.2K | -$14.4K | 0.0% |
| WHITTIER TRUST CO | 25,717 | 0 | $417.9K | -$14.1K | 0.0% |
| WHITE PINE CAPITAL LLC | 21,030 | 0 | $346.8K | -$14.1K | 0.0% |
| E&G Advisors, LP | 20,784 | 0 | $342.7K | -$13.9K | 0.0% |
| UPTICK PARTNERS, LLC | 18,014 | -104 | $297.0K | -$13.9K | -0.6% |
| Mattson Financial Services, LLC | 20,637 | 0 | $340.3K | -$13.8K | 0.0% |
| JBR Co Financial Management Inc | 20,391 | 0 | $336.2K | -$13.7K | 0.0% |
| FLC Capital Advisors | 20,293 | 0 | $334.6K | -$13.6K | 0.0% |
| GRIMES & COMPANY, INC. | 12,544 | -287 | $206.9K | -$13.3K | -2.2% |
| Root Financial Partners, LLC | 13,541 | -242 | $223.3K | -$13.2K | -1.8% |
| Westover Capital Advisors, LLC | 19,200 | 0 | $316.6K | -$12.9K | 0.0% |
| HARMONY ASSET MANAGEMENT LLC | 18,725 | -14 | $308.8K | -$12.8K | -0.1% |
| MATTERN CAPITAL MANAGEMENT, LLC | 19,003 | 0 | $313.4K | -$12.7K | 0.0% |
| GDS Wealth Management | 18,867 | 0 | $311.1K | -$12.6K | 0.0% |
| SkyOak Wealth, LLC | 18,590 | 0 | $306.5K | -$12.5K | 0.0% |
| VISTA INVESTMENT PARTNERS LLC | 18,147 | 0 | $299.2K | -$12.2K | 0.0% |
| Verity & Verity, LLC | 17,878 | 0 | $294.8K | -$12.0K | 0.0% |
| Canvas Wealth Advisors, LLC | 38,594 | 0 | $636.4K | -$12.0K | 0.0% |
| Westbourne Investment Advisors, Inc. | 17,700 | 0 | $291.9K | -$11.9K | 0.0% |
| RiverTree Advisors, LLC | 17,500 | 0 | $288.6K | -$11.7K | 0.0% |
| Mayflower Financial Advisors, LLC | 17,135 | 0 | $282.6K | -$11.5K | 0.0% |
| Van Hulzen Asset Management, LLC | 17,120 | 0 | $282.3K | -$11.5K | 0.0% |
| Highlander Partners, L.P. | 17,080 | 0 | $281.6K | -$11.4K | 0.0% |
| CENTRAL TRUST Co | 17,059 | 0 | $281.3K | -$11.4K | 0.0% |
| Crumly & Associates Inc. | 16,948 | 0 | $279.5K | -$11.4K | 0.0% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 16,900 | 0 | $278.7K | -$11.3K | 0.0% |
| PEOPLES FINANCIAL SERVICES CORP. | 1,195 | -597 | $19.7K | -$11.0K | -33.3% |
| Professional Financial Advisors, LLC | 16,401 | 0 | $270.5K | -$11.0K | 0.0% |
| Consilium Wealth Advisory, LLC | 16,000 | 0 | $263.8K | -$10.7K | 0.0% |
| ORBA Wealth Advisors, L.L.C. | 15,600 | 0 | $257.2K | -$10.5K | 0.0% |
| Regent Peak Wealth Advisors LLC | 15,540 | 0 | $256.3K | -$10.4K | 0.0% |
| Symmetry Partners, LLC | 15,432 | 0 | $254.5K | -$10.3K | 0.0% |
| SYM FINANCIAL Corp | 15,341 | 0 | $253.0K | -$10.3K | 0.0% |
| Next Level Wealth Planning, LLC | 14,960 | 0 | $246.7K | -$10.0K | 0.0% |
| GREATMARK INVESTMENT PARTNERS, INC. | 14,712 | 0 | $242.6K | -$9.9K | 0.0% |
| SAPIENT CAPITAL LLC | 14,864 | 0 | $245.9K | -$9.8K | 0.0% |
| Van Cleef Asset Management,Inc | 14,590 | 0 | $240.6K | -$9.8K | 0.0% |
| Prossimo Advisors, LLC | 14,563 | 0 | $240.1K | -$9.8K | 0.0% |
| Ellenbecker Investment Group | 14,486 | 0 | $238.9K | -$9.7K | 0.0% |
| BRADLEY FOSTER & SARGENT INC/CT | 13,885 | 0 | $229.0K | -$9.3K | 0.0% |
| WEALTH EFFECTS LLC | 13,814 | 0 | $227.8K | -$9.3K | 0.0% |
| Family Management Corp | 13,664 | 0 | $225.3K | -$9.2K | 0.0% |
| Modera Wealth Management, LLC | 13,639 | 0 | $224.9K | -$9.1K | 0.0% |
| Herold Advisors, Inc. | 13,320 | 0 | $219.6K | -$8.9K | 0.0% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 13,263 | 0 | $218.7K | -$8.9K | 0.0% |
| Ruggaard & Associates LLC | 12,987 | 0 | $214.2K | -$8.7K | 0.0% |
| Caldwell Trust Co | 2,627 | -395 | $43.3K | -$8.5K | -13.1% |
| Virtus Investment Advisers, LLC | 9,975 | -104 | $164.5K | -$8.5K | -1.0% |
| PENNINGTON PARTNERS & CO., LLC | 12,600 | 0 | $207.8K | -$8.4K | 0.0% |
| Strata Wealth Advisors, LLC | 12,529 | 0 | $206.6K | -$8.4K | 0.0% |
| TOMPKINS FINANCIAL CORP | 12,500 | 0 | $206.1K | -$8.4K | 0.0% |
| Centurion Wealth Management LLC | 12,397 | 0 | $204.4K | -$8.3K | 0.0% |
| POTENTIA WEALTH | 12,318 | 0 | $203.1K | -$8.3K | 0.0% |
| CULLINAN ASSOCIATES INC | 12,300 | 0 | $202.8K | -$8.2K | 0.0% |
| LRI Investments, LLC | 12,290 | 0 | $202.7K | -$8.2K | 0.0% |
| HALL LAURIE J TRUSTEE | 12,004 | 0 | $197.9K | -$8.0K | 0.0% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 12,000 | 0 | $197.9K | -$8.0K | 0.0% |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 11,850 | 0 | $195.4K | -$7.9K | 0.0% |
| Indiana Trust & Investment Management Co | 11,796 | 0 | $194.5K | -$7.9K | 0.0% |
| EagleClaw Capital Managment, LLC | 11,500 | 0 | $189.6K | -$7.7K | 0.0% |
| Veery Capital, LLC | 11,500 | 0 | $189.6K | -$7.7K | 0.0% |
| FIRST CITIZENS BANK & TRUST CO | 11,402 | 0 | $188.0K | -$7.6K | 0.0% |
| SeaBridge Investment Advisors LLC | 11,061 | 0 | $182.4K | -$7.4K | 0.0% |
| AMI INVESTMENT MANAGEMENT INC | 10,997 | 0 | $181.3K | -$7.4K | 0.0% |
| HBK Sorce Advisory LLC | 17,507 | -1,511 | $314.1K | -$7.3K | -7.9% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10,670 | 0 | $175.9K | -$7.1K | 0.0% |
| Core Wealth Advisors, Inc. | 10,409 | 0 | $171.6K | -$7.0K | 0.0% |
| LYELL WEALTH MANAGEMENT, LP | 10,350 | 0 | $170.7K | -$6.9K | 0.0% |
| FIRST HORIZON CORP | 3,867 | -250 | $63.8K | -$6.9K | -6.1% |
| CITY HOLDING CO | 10,262 | 0 | $169.1K | -$6.9K | 0.0% |
| ARK & TLK INVESTMENTS, LLC | 10,083 | 0 | $166.3K | -$6.8K | 0.0% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 10,026 | 0 | $165.3K | -$6.7K | 0.0% |
| Vanguard Capital Wealth Advisors | 10,010 | 0 | $165.1K | -$6.7K | 0.0% |
| Quantum Financial Planning Services, Inc. | 10,000 | 0 | $164.9K | -$6.7K | 0.0% |
| Golden State Wealth Management, LLC | 2,636 | -282 | $43.5K | -$6.6K | -9.7% |
| Operose Advisors LLC | 9,556 | 0 | $157.6K | -$6.4K | 0.0% |
| Verdence Capital Advisors LLC | 14,758 | 0 | $243.4K | -$6.2K | 0.0% |
| Fairman Group, LLC | 9,150 | 0 | $150.9K | -$6.1K | 0.0% |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 15,500 | 0 | $268.9K | +$6.1K | 0.0% |
| TOTH FINANCIAL ADVISORY CORP | 8,785 | 0 | $144.9K | -$5.9K | 0.0% |
| Financial Gravity Asset Management, Inc. | 8,400 | 0 | $138.5K | -$5.6K | 0.0% |
| Moisand Fitzgerald Tamayo, LLC | 116 | -300 | $1.9K | -$5.2K | -72.1% |
| Nemes Rush Group LLC | 7,729 | 0 | $127.5K | -$5.2K | 0.0% |
| SJS Investment Consulting Inc. | 6,983 | 0 | $115.2K | -$4.7K | 0.0% |
| Sound Income Strategies, LLC | 14,687 | -390 | $254.8K | +$4.2K | -2.6% |
| Private Wealth Asset Management, LLC | 200 | -218 | $3.3K | -$3.9K | -52.1% |
| BankPlus Trust Department | 5,671 | 0 | $93.5K | -$3.8K | 0.0% |
| Hilltop National Bank | 5,584 | 0 | $92.1K | -$3.7K | 0.0% |
| Hara Capital LLC | 5,495 | 0 | $90.6K | -$3.7K | 0.0% |
| Heritage Wealth Advisors | 5,100 | 0 | $84.1K | -$3.4K | 0.0% |
| ZAZOVE ASSOCIATES LLC | 5,000 | 0 | $82.5K | -$3.4K | 0.0% |
| Citizens National Bank Trust Department | 5,000 | 0 | $82.5K | -$3.4K | 0.0% |
| Mechanics Financial Corp | 5,000 | 0 | $82.5K | -$3.4K | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 2,010,418 | -112,119 | $33.2K | -$3.3K | -5.3% |
| ATWOOD & PALMER INC | 4,822 | 0 | $79.5K | -$3.2K | 0.0% |
| Estabrook Capital Management | 4,451 | 0 | $73.4K | -$3.0K | 0.0% |
| Plante Moran Financial Advisors, LLC | 4,170 | 0 | $68.8K | -$2.8K | 0.0% |
| Employees Retirement System of Texas | 2,834,057 | -50,800 | $46.7K | -$2.8K | -1.8% |
| Lummis Asset Management, LP | 4,070 | 0 | $67.1K | -$2.7K | 0.0% |
| WOLFF WIESE MAGANA LLC | 3,935 | 0 | $64.9K | -$2.6K | 0.0% |
| Colonial Trust Advisors | 3,840 | 0 | $63.3K | -$2.6K | 0.0% |
| SouthState Corp | 3,721 | 0 | $61.4K | -$2.5K | 0.0% |
| Foster Victor Wealth Advisors, LLC | 22,561 | -884 | $391.4K | -$2.4K | -3.8% |
| ST GERMAIN D J CO INC | 3,614 | 0 | $59.6K | -$2.4K | 0.0% |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 3,600 | 0 | $59.4K | -$2.4K | 0.0% |
| PAYDEN & RYGEL | 638,490 | -112,200 | $10.5K | -$2.4K | -14.9% |
| Bollard Group LLC | 810,912 | -104,257 | $13.4K | -$2.3K | -11.4% |
| Dunhill Financial, LLC | 3,454 | 0 | $57.0K | -$2.3K | 0.0% |
| Manchester Capital Management LLC | 3,328 | 0 | $54.9K | -$2.2K | 0.0% |
| Community Bank, N.A. | 3,200 | 0 | $52.7K | -$2.1K | 0.0% |
| United Community Bank | 2,888 | 0 | $47.6K | -$1.9K | 0.0% |
| SOUTH PLAINS FINANCIAL, INC. | 2,778 | 0 | $45.8K | -$1.9K | 0.0% |
| Core Alternative Capital | 2,657 | 0 | $43.8K | -$1.8K | 0.0% |
| Atlantic Edge Private Wealth Management, LLC | 2,600 | 0 | $42.9K | -$1.7K | 0.0% |
| Transce3nd, LLC | 575 | -30 | $10.3K | +$1.7K | -5.0% |
| Financial Freedom, LLC | 2,416 | 0 | $39.8K | -$1.6K | 0.0% |
| ALERUS FINANCIAL NA | 2,400 | 0 | $39.6K | -$1.6K | 0.0% |
| SRH ADVISORS, LLC | 2,325 | 0 | $38.3K | -$1.6K | 0.0% |
| HHM Wealth Advisors, LLC | 2,270 | 0 | $37.4K | -$1.5K | 0.0% |
| Cherry Tree Wealth Management, LLC | 2,211 | 0 | $36.5K | -$1.5K | 0.0% |
| High Note Wealth, LLC | 2,200 | 0 | $36.3K | -$1.5K | 0.0% |
| CHILTON CAPITAL MANAGEMENT LLC | 2,000 | 0 | $33.0K | -$1.3K | 0.0% |
| NBT BANK N A /NY | 2,000 | 0 | $33.0K | -$1.3K | 0.0% |
| Trust Co | 2,000 | 0 | $33.0K | -$1.3K | 0.0% |
| EVERMAY WEALTH MANAGEMENT LLC | 1,844 | 0 | $30.4K | -$1.2K | 0.0% |
| SWAN Capital LLC | 638 | -36 | $10.5K | -$1.0K | -5.3% |
| Fourth Dimension Wealth, LLC | 1,500 | 0 | $24.7K | -$1.0K | 0.0% |
| ESL Trust Services, LLC | 1,391 | 0 | $22.9K | -$932 | 0.0% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 1,385 | 0 | $22.8K | -$928 | 0.0% |
| Beaird Harris Wealth Management, LLC | 1,332 | 0 | $22.0K | -$893 | 0.0% |
| Crewe Advisors LLC | 753 | -20 | $12.4K | -$848 | -2.6% |
| Asset Dedication, LLC | 1,250 | 0 | $20.6K | -$837 | 0.0% |
| Frazier Financial Advisors, LLC | 1,235 | 0 | $20.4K | -$827 | 0.0% |
| Colonial Trust Co / SC | 1,192 | 0 | $19.7K | -$799 | 0.0% |
| Ameritas Investment Partners, Inc. | 1,125 | 0 | $18.6K | -$754 | 0.0% |
| ISLAY CAPITAL MANAGEMENT, LLC | 1,024 | 0 | $16.9K | -$686 | 0.0% |
| TD Capital Management LLC | 1,018 | 0 | $16.8K | -$682 | 0.0% |
| North Ridge Wealth Advisors, Inc. | 1,000 | 0 | $16.5K | -$670 | 0.0% |
| City State Bank | 1,000 | 0 | $16.5K | -$670 | 0.0% |
| Provenance Wealth Advisors, LLC | 1,000 | 0 | $16.5K | -$670 | 0.0% |
| COUNTRY TRUST BANK | 1,000 | 0 | $16.5K | -$670 | 0.0% |
| GAMMA Investing LLC | 1,000 | 0 | $16.5K | -$670 | 0.0% |
| Smartleaf Asset Management LLC | 849 | 0 | $14.0K | -$560 | 0.0% |
| Legacy Wealth Managment, LLC/ID | 800 | 0 | $13.2K | -$536 | 0.0% |
| Physician Wealth Advisors, Inc. | 768 | 0 | $12.7K | -$514 | 0.0% |
| Raiffeisen Bank International AG | 116 | 0 | $1.6K | -$378 | 0.0% |
| NICOLET ADVISORY SERVICES, LLC | 13,630 | -372 | $233.8K | +$339 | -2.6% |
| PFS Partners, LLC | 500 | 0 | $8.2K | -$335 | 0.0% |
| 1620 INVESTMENT ADVISORS, INC. | 163 | -12 | $2.7K | -$315 | -6.8% |
| Avion Wealth | 35,466 | -12,860 | $584 | -$245 | -26.6% |
| Signature Resources Capital Management, LLC | 330 | -1 | $5.4K | -$238 | -0.3% |
| Carolina Wealth Advisors, LLC | 336 | 0 | $5.5K | -$225 | 0.0% |
| Millstone Evans Group, LLC | 300 | 0 | $4.9K | -$201 | 0.0% |
| Costello Asset Management, INC | 294 | 0 | $4.8K | -$197 | 0.0% |
| Smithfield Trust Co | 3,167 | -10,564 | $52 | -$183 | -76.9% |
| CHASE INVESTMENT COUNSEL CORP | 217,934 | -1,149 | $3.6K | -$166 | -0.5% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 23,513 | -8,039 | $387 | -$154 | -25.5% |
| Independence Bank of Kentucky | 200 | 0 | $3.3K | -$134 | 0.0% |
| FINANCIAL CONSULATE, INC | 180 | 0 | $3.0K | -$120 | 0.0% |
| USAdvisors Wealth Management, LLC | 16,060 | -2,190 | $264 | -$49 | -12.0% |
| INGALLS & SNYDER LLC | 16,873 | -2,120 | $278 | -$48 | -11.2% |
| NATIXIS ADVISORS, LLC | 30,166 | -1,442 | $497 | -$45 | -4.6% |
| Triumph Capital Management | 64 | 0 | $1.1K | -$43 | 0.0% |
| FLAGSHIP WEALTH ADVISORS, LLC | 60 | 0 | $989 | -$41 | 0.0% |
| Abound Wealth Management | 59 | 0 | $973 | -$40 | 0.0% |
| AM INVESTMENT STRATEGIES LLC | 24,322 | -766 | $401 | -$30 | -3.0% |
| Pacifica Partners Inc. | 75 | 0 | $1.2K | -$30 | 0.0% |
| ABNER HERRMAN & BROCK LLC | 35,000 | 0 | $577 | -$24 | 0.0% |
| King Wealth Management Group | 30,083 | 0 | $496 | -$20 | 0.0% |
| MPWM ADVISORY SOLUTIONS, LLC | 21 | 0 | $346 | -$14 | 0.0% |
| Opus Capital Group, LLC | 18,399 | 0 | $303 | -$13 | 0.0% |
| First PREMIER Bank | 15,288 | 0 | $252 | -$10 | 0.0% |
| NEVILLE RODIE & SHAW INC | 15,175 | 0 | $250 | -$10 | 0.0% |
| PFC CAPITAL GROUP, INC. | 10,001 | 0 | $164 | -$7 | 0.0% |
| ORG Partners LLC | 0 | 0 | $0 | -$4 | — |
| Covestor Ltd | 265 | -1 | $4 | -$1 | -0.4% |
| IronBridge Private Wealth, LLC | 10,642 | 0 | $182.6K | $0 | 0.0% |
| Pacific Center for Financial Services | 1,920 | 0 | $32.9K | $0 | 0.0% |
| Centerpoint Advisors, LLC | 434 | 0 | $7 | $0 | 0.0% |
| Penserra Capital Management LLC | 210 | -6 | $3 | $0 | -2.8% |
| BESSEMER GROUP INC | 278 | 0 | $5 | $0 | 0.0% |
| CKW FINANCIAL GROUP | 200 | 0 | $3 | $0 | 0.0% |
| Euro Pacific Asset Management, LLC | 13,210 | 0 | $239 | $0 | 0.0% |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 600,000 | 0 | $9.0K | $0 | 0.0% |