13F QoQ Ownership Changes
EVRG Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 156 new · 310 added · 445 reduced · 85 exited
New Positions(156)
Added To(310)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 30,206,309 | +70,231 | $2.19B | -$101.3M | 0.2% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,207,882 | +998,400 | $87.6M | +$71.6M | 476.6% |
| STATE STREET CORP | 16,610,151 | +140,070 | $1.20B | -$48.0M | 0.8% |
| Freestone Grove Partners LP | 854,739 | +651,738 | $62.0M | +$46.5M | 321.1% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 644,377 | +568,019 | $38.7M | +$32.9M | 743.9% |
| RENAISSANCE TECHNOLOGIES LLC | 811,202 | +446,400 | $58.8M | +$31.1M | 122.4% |
| TRUIST FINANCIAL CORP | 1,847,410 | +408,452 | $133.9M | +$24.5M | 28.4% |
| FRANKLIN RESOURCES INC | 6,091,518 | +33,457 | $441.6M | -$19.0M | 0.6% |
| ExodusPoint Capital Management, LP | 1,146,474 | +286,295 | $83.1M | +$17.7M | 33.3% |
| Focus Partners Wealth | 399,617 | +234,758 | $29.0M | +$16.5M | 142.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 6,447,150 | +105,842 | $465.7M | -$14.6M | 1.7% |
| PICTON MAHONEY ASSET MANAGEMENT | 172,616 | +17,175 | $12.5M | +$12.5M | 11.0% |
| Squarepoint Ops LLC | 237,494 | +167,281 | $17.2M | +$11.9M | 238.2% |
| JANE STREET GROUP, LLC | 232,386 | +158,312 | $16.8M | +$11.2M | 213.7% |
| Schonfeld Strategic Advisors LLC | 158,332 | +145,662 | $11.5M | +$10.5M | 1149.7% |
| Edgestream Partners, L.P. | 159,227 | +129,739 | $11.5M | +$9.3M | 440.0% |
| FEDERATED HERMES, INC. | 3,760,548 | +57,814 | $272.6M | -$8.9M | 1.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,188,020 | +2,940 | $158.6M | -$7.5M | 0.1% |
| Gotham Asset Management, LLC | 679,078 | +118,527 | $49.2M | +$6.6M | 21.1% |
| CRAMER ROSENTHAL MCGLYNN LLC | 474,988 | +101,956 | $34.4M | +$6.1M | 27.3% |
| Qsemble Capital Management, LP | 105,780 | +79,029 | $7.7M | +$5.6M | 295.4% |
| BARCLAYS PLC | 908,945 | +155,760 | $62.7M | +$5.4M | 20.7% |
| B. Metzler seel. Sohn & Co. AG | 75,133 | +70,609 | $5.4M | +$5.1M | 1560.8% |
| Energy Income Partners, LLC | 1,222,554 | +123,318 | $88.6M | +$5.1M | 11.2% |
| BlackRock, Inc. | 22,865,085 | +1,008,900 | $1.66B | -$4.0M | 4.6% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 112,137 | +57,224 | $8.1M | +$4.0M | 104.2% |
| MILLENNIUM MANAGEMENT LLC | 105,387 | +55,759 | $7.6M | +$3.9M | 112.3% |
| XTX Topco Ltd | 56,432 | +53,262 | $4.1M | +$3.8M | 1680.2% |
| Illinois Municipal Retirement Fund | 198,579 | +59,785 | $14.4M | +$3.8M | 43.1% |
| IFM Investors Pty Ltd | 49,307 | +532 | $3.6K | -$3.6M | 1.1% |
| ENVESTNET ASSET MANAGEMENT INC | 1,100,841 | +97,225 | $79.8M | +$3.5M | 9.7% |
| BNP PARIBAS FINANCIAL MARKETS | 517,932 | +68,779 | $37.5M | +$3.4M | 15.3% |
| DIMENSIONAL FUND ADVISORS LP | 1,347,410 | +19,042 | $97.7M | -$3.3M | 1.4% |
| Quantinno Capital Management LP | 399,857 | +56,448 | $29.0M | +$2.9M | 16.4% |
| PRUDENTIAL PLC | 113,617 | +42,503 | $8.2M | +$2.8M | 59.8% |
| BANK OF MONTREAL /CAN/ | 287,399 | +50,518 | $20.8M | +$2.8M | 21.3% |
| Oak Thistle LLC | 46,190 | +37,293 | $3.3M | +$2.7M | 419.2% |
| NATIONAL BANK OF CANADA /FI/ | 108,425 | +39,593 | $7.9M | +$2.6M | 57.5% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 768,034 | +67,850 | $55.7M | +$2.4M | 9.7% |
| NOMURA HOLDINGS INC | 62,163 | +33,492 | $4.5M | +$2.3M | 116.8% |
| Diameter Capital Partners LP | 260,000 | +40,000 | $18.8M | +$2.1M | 18.2% |
| PATTON FUND MANAGEMENT, INC. | 78,004 | +30,766 | $5.7M | +$2.1M | 65.1% |
| CITIGROUP INC | 389,219 | +45,138 | $28.2M | +$2.1M | 13.1% |
| Man Group plc | 33,042 | +25,804 | $2.4M | +$1.8M | 356.5% |
| Creative Planning | 229,060 | +34,860 | $16.6M | +$1.8M | 17.9% |
| Rakuten Investment Management, Inc. | 30,282 | +19,812 | $2.2M | +$1.8M | 189.2% |
| VIRTUS ADVISERS, LLC | 34,100 | +25,575 | $2.4M | +$1.8M | 300.0% |
| RNC CAPITAL MANAGEMENT LLC | 695,348 | +10,210 | $50.4M | -$1.7M | 1.5% |
| Sagefield Capital LP | 142,844 | +27,679 | $10.4M | +$1.6M | 24.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 196,512 | +28,093 | $14.2M | +$1.4M | 16.7% |
| BRANDES INVESTMENT PARTNERS, LP | 1,138,521 | +34,767 | $82.5M | -$1.4M | 3.1% |
| CIBC Asset Management Inc | 151,165 | +21,853 | $11.0M | +$1.1M | 16.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 455,429 | +7,738 | $33.0M | -$1.0M | 1.7% |
| Pacer Advisors, Inc. | 34,077 | +14,681 | $2.5M | +$995.8K | 75.7% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 1,364,928 | +75,614 | $98.9M | +$930.0K | 5.9% |
| ALPS ADVISORS INC | 362,375 | +5,134 | $26.3M | -$888.9K | 1.4% |
| INTEGRITY ALLIANCE, LLC. | 17,163 | +11,707 | $1.2M | +$829.4K | 214.6% |
| STIFEL FINANCIAL CORP | 322,420 | +4,902 | $23.4M | -$765.6K | 1.5% |
| Newbridge Financial Services Group, Inc. | 10,561 | +10,322 | $765.6K | +$747.4K | 4318.8% |
| ALLSTATE CORP | 17,571 | +9,352 | $1.3M | +$648.9K | 113.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 18,216 | +8,917 | $1.3M | +$613.6K | 95.9% |
| Tidal Investments LLC | 26,194 | +9,276 | $1.9M | +$612.7K | 54.8% |
| LMR Partners LLP | 27,999 | +8,527 | $2.0M | +$549.4K | 43.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 478,214 | +11,281 | $34.9M | -$548.4K | 2.4% |
| Korea Investment CORP | 312,210 | +21,606 | $22.6M | +$540.4K | 7.4% |
| Woodline Partners LP | 39,277 | +8,859 | $2.8M | +$534.8K | 29.1% |
| Johnson Financial Group, Inc. | 33,162 | +8,481 | $2.4M | +$527.7K | 34.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 292,628 | +6,675 | $21.2M | -$525.5K | 2.3% |
| LPL Financial LLC | 195,552 | +2,635 | $14.2M | -$490.0K | 1.4% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 58,607 | +9,003 | $4.2M | +$477.5K | 18.1% |
| PRINCIPAL FINANCIAL GROUP INC | 269,043 | +6,259 | $19.5M | -$473.9K | 2.4% |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 66,729 | +9,168 | $4.8M | +$461.4K | 15.9% |
| Rockefeller Capital Management L.P. | 11,008 | +6,345 | $798.0K | +$443.4K | 136.1% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 40,769 | +7,694 | $3.0M | +$439.3K | 23.3% |
| Cetera Investment Advisers | 131,254 | +350 | $9.5M | -$436.8K | 0.3% |
| Amundi | 190,685 | +7,153 | $13.8M | -$397.3K | 3.9% |
| Mirae Asset Global Investments Co., Ltd. | 39,275 | +6,921 | $2.8M | +$387.5K | 21.4% |
| M&T Bank Corp | 170,714 | +2,831 | $12.4M | -$387.1K | 1.7% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 138,226 | +1,333 | $10.0M | -$386.6K | 1.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 22,351 | +6,026 | $1.6M | +$379.2K | 36.9% |
| &PARTNERS | 24,118 | +6,037 | $1.7M | +$371.9K | 33.4% |
| Tower Research Capital LLC (TRC) | 8,449 | +5,114 | $612.5K | +$358.9K | 153.3% |
| MUFG Securities EMEA plc | 9,446 | +5,041 | $684.7K | +$349.9K | 114.4% |
| FIRST CITIZENS BANK & TRUST CO | 127,467 | +1,388 | $9.2M | -$344.4K | 1.1% |
| Andra AP-fonden | 22,751 | +5,196 | $1.6M | +$314.7K | 29.6% |
| Summit Trail Advisors, LLC | 22,657 | +5,169 | $1.6M | +$313.0K | 29.6% |
| Investment Management Corp of Ontario | 15,576 | +4,756 | $1.1M | +$306.6K | 44.0% |
| Bayforest Capital Ltd | 5,747 | +4,202 | $416.6K | +$299.1K | 272.0% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 55,400 | +6,355 | $4.0M | +$287.5K | 12.9% |
| Trust Co | 11,184 | +4,104 | $810.7K | +$272.5K | 58.0% |
| NEOS Investment Management LLC | 30,427 | +4,948 | $2.2M | +$268.7K | 19.4% |
| Global Retirement Partners, LLC | 6,373 | +3,804 | $462.0K | +$266.7K | 148.1% |
| Wealthfront Advisers LLC | 154,153 | +3,661 | $11.2M | -$265.9K | 2.4% |
| DARK FOREST CAPITAL MANAGEMENT LP | 25,514 | +2,389 | $1.8M | +$255.5K | 10.3% |
| Sterling Capital Management LLC | 18,939 | +3,789 | $1.4M | +$221.2K | 25.0% |
| National Pension Service | 9,062 | +3,035 | $656.9K | +$198.7K | 50.4% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,978 | +2,609 | $505.8K | +$173.7K | 59.7% |
| Kingsview Wealth Management, LLC | 6,458 | +2,549 | $468.1K | +$170.9K | 65.2% |
| NEUBERGER BERMAN GROUP LLC | 131,210 | +3,845 | $9.5M | -$170.9K | 3.0% |
| Callan Family Office, LLC | 8,295 | +2,631 | $601.3K | +$170.7K | 46.5% |
| Vise Technologies, Inc. | 11,124 | +2,699 | $806.4K | +$166.0K | 32.0% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 16,750 | +2,950 | $1.2M | +$165.1K | 21.4% |
| Vestmark Advisory Solutions, Inc. | 11,347 | +2,697 | $822.5K | +$165.0K | 31.2% |
| Pictet Asset Management Holding SA | 47,006 | +106 | $3.4M | -$157.9K | 0.2% |
| Oxbow Advisors, LLC | 47,891 | +170 | $3.5M | -$156.1K | 0.3% |
| Baird Financial Group, Inc. | 47,682 | +214 | $3.5M | -$152.0K | 0.5% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 24,726 | +3,033 | $1.8M | +$143.3K | 14.0% |
| AlphaCore Capital LLC | 5,422 | +2,053 | $393.0K | +$136.9K | 60.9% |
| Edgemoor Investment Advisors, Inc. | 90,591 | +2,452 | $6.6M | -$133.4K | 2.8% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 46,691 | +505 | $3.4M | -$126.4K | 1.1% |
| Atria Investments, Inc | 9,996 | +2,077 | $724.6K | +$122.6K | 26.2% |
| Quarry LP | 2,349 | +1,714 | $170.3K | +$122.0K | 269.9% |
| Sequoia Financial Advisors, LLC | 33,289 | +3,102 | $2.4M | +$118.3K | 10.3% |
| PNC Financial Services Group, Inc. | 62,923 | +4,454 | $4.6M | +$116.5K | 7.6% |
| CONNING INC. | 34,073 | +79 | $2.5M | -$114.3K | 0.2% |
| Trilogy Capital Inc. | 47,839 | +721 | $3.5M | -$114.1K | 1.5% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 31,729 | +31 | $2.3M | -$109.6K | 0.1% |
| Yaupon Capital Management LP | 210,050 | +8,313 | $15.2M | -$109.5K | 4.1% |
| ASSETMARK, INC | 53,496 | +1,069 | $3.9M | -$107.6K | 2.0% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,874 | +97 | $2.3M | -$105.1K | 0.3% |
| WealthTrust Axiom LLC | 28,853 | +51 | $2.1M | -$98.0K | 0.2% |
| FARMERS & MERCHANTS INVESTMENTS INC | 40,803 | +645 | $3.0M | -$95.0K | 1.6% |
| Wealthspire Advisors, LLC | 20,877 | +2,202 | $1.5M | +$93.7K | 11.8% |
| Ameritas Advisory Services, LLC | 3,079 | +1,317 | $223.2K | +$89.2K | 74.7% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 26,316 | +86 | $1.9M | -$86.4K | 0.3% |
| Midwest Trust Co | 70,646 | +4,411 | $5.1M | +$85.9K | 6.7% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,784 | +2,398 | $2.0M | +$85.0K | 9.4% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 30,353 | +322 | $2.2M | -$82.7K | 1.1% |
| Caprock Group, LLC | 21,581 | +1,000 | $1.6M | +$81.9K | 4.8% |
| ProShare Advisors LLC | 43,991 | +3,115 | $3.2M | +$81.5K | 7.6% |
| Canada Post Corp Registered Pension Plan | 4,325 | +1,220 | $313.5K | +$80.5K | 39.3% |
| Advisors Asset Management, Inc. | 40,118 | +2,889 | $2.9M | +$78.0K | 7.8% |
| KCM INVESTMENT ADVISORS LLC | 4,323 | +1,218 | $313.4K | +$77.3K | 39.2% |
| Clearbridge Investments, LLC | 63,542 | +1,935 | $4.6M | -$77.2K | 3.1% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 110,639 | +4,131 | $8.0M | -$76.5K | 3.9% |
| AlphaStar Capital Management, LLC | 5,913 | +1,216 | $428.6K | +$71.6K | 25.9% |
| Allspring Global Investments Holdings, LLC | 24,981 | +140 | $1.8M | -$68.0K | 0.6% |
| GATEWAY INVESTMENT ADVISERS LLC | 57,474 | +1,810 | $4.2M | -$65.3K | 3.3% |
| NewEdge Advisors, LLC | 19,109 | +37 | $1.4M | -$64.7K | 0.2% |
| BROWN BROTHERS HARRIMAN & CO | 4,477 | +1,053 | $324.5K | +$64.2K | 30.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 42,518 | +1,642 | $3.1M | -$63.0K | 4.0% |
| Ethic Inc. | 17,679 | +17 | $1.3M | -$61.1K | 0.1% |
| Brookmont Capital Management | 16,857 | +1 | $1.2M | -$59.4K | 0.0% |
| MARTINGALE ASSET MANAGEMENT L P | 37,954 | +2,510 | $2.8M | +$56.8K | 7.1% |
| MACQUARIE GROUP LTD | 175,737 | +7,437 | $12.7M | -$55.0K | 4.4% |
| GENTRY PRIVATE WEALTH, LLC | 6,098 | +1,005 | $442.0K | +$54.9K | 19.7% |
| GoalVest Advisory LLC | 6,264 | +1,005 | $454.1K | +$54.3K | 19.1% |
| Baker Avenue Asset Management, LP | 4,905 | +933 | $355.6K | +$53.6K | 23.5% |
| MAI Capital Management | 1,644 | +717 | $119.2K | +$48.7K | 77.3% |
| Kestra Advisory Services, LLC | 15,705 | +1,340 | $1.1M | +$46.5K | 9.3% |
| World Investment Advisors | 9,106 | +3,824 | $447.0K | +$45.4K | 72.4% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 28,967 | +1,935 | $2.1M | +$44.8K | 7.2% |
| GREENLEAF TRUST | 4,671 | +804 | $338.6K | +$44.6K | 20.8% |
| Corient Private Wealth LLC | 99,355 | +44,323 | $4.2M | +$44.6K | 80.5% |
| MILLER HOWARD INVESTMENTS INC /NY | 21,010 | +1,549 | $1.5M | +$43.6K | 8.0% |
| Czech National Bank | 60,703 | +2,248 | $4.4M | -$43.4K | 3.8% |
| Farther Finance Advisors, LLC | 11,634 | +1,105 | $843.3K | +$42.9K | 10.5% |
| Pallas Capital Advisors LLC | 11,060 | +13 | $801.7K | -$38.0K | 0.1% |
| HighPoint Advisor Group LLC | 10,661 | +1 | $772.8K | -$37.6K | 0.0% |
| SMITH, MOORE & CO. | 9,739 | +940 | $706.0K | +$37.1K | 10.7% |
| Federation des caisses Desjardins du Quebec | 7,115 | +810 | $515.8K | +$36.5K | 12.8% |
| WCG Wealth Advisors LLC | 12,059 | +106 | $874.2K | -$34.5K | 0.9% |
| Retirement Planning Group, LLC | 23,522 | +668 | $1.7M | -$32.3K | 2.9% |
| AE Wealth Management LLC | 8,238 | +791 | $597.2K | +$31.1K | 10.6% |
| Turning Point Benefit Group, Inc. | 11,938 | +992 | $865.4K | +$31.0K | 9.1% |
| Prime Capital Investment Advisors, LLC | 8,846 | +4 | $641.3K | -$30.9K | 0.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 9,102 | +32 | $659.8K | -$29.7K | 0.3% |
| Norinchukin Bank, The | 9,965 | +85 | $722.4K | -$28.7K | 0.9% |
| GAMMA Investing LLC | 16,762 | +405 | $1.2M | -$28.4K | 2.5% |
| POTOMAC FUND MANAGEMENT INC /ADV | 8,011 | +1 | $580.7K | -$28.3K | 0.0% |
| Parallel Advisors, LLC | 10,531 | +850 | $763.4K | +$27.4K | 8.8% |
| Prestige Wealth Management Group LLC | 510 | +425 | $33.2K | +$26.7K | 500.0% |
| JEPPSON WEALTH MANAGEMENT, LLC | 7,430 | +6 | $538.6K | -$25.8K | 0.1% |
| SRH ADVISORS, LLC | 1,189 | +392 | $86.2K | +$25.6K | 49.2% |
| SIERRA SUMMIT ADVISORS LLC | 12,758 | +258 | $924.8K | -$25.4K | 2.1% |
| Meeder Advisory Services, Inc. | 14,536 | +345 | $1.1M | -$25.1K | 2.4% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 7,355 | +20 | $533.2K | -$24.4K | 0.3% |
| Apollon Financial, LLC | 5,378 | +570 | $389.9K | +$24.3K | 11.8% |
| BENJAMIN EDWARDS INC | 7,229 | +651 | $524.0K | +$24.0K | 9.9% |
| SIGNATUREFD, LLC | 7,635 | +669 | $553.5K | +$23.9K | 9.6% |
| Moors & Cabot, Inc. | 10,731 | +190 | $777.9K | -$23.4K | 1.8% |
| Transamerica Financial Advisors, LLC | 529 | +328 | $38.4K | +$23.1K | 163.2% |
| Wealthcare Advisory Partners LLC | 11,354 | +225 | $823.1K | -$22.9K | 2.0% |
| Advyzon Investment Management, LLC | 5,619 | +554 | $407.3K | +$22.3K | 10.9% |
| FineMark National Bank & Trust | 7,887 | +74 | $571.7K | -$22.2K | 0.9% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 12,753 | +306 | $924.5K | -$21.8K | 2.5% |
| Hilltop Holdings Inc. | 8,990 | +142 | $651.6K | -$21.0K | 1.6% |
| MGO ONE SEVEN LLC | 8,070 | +648 | $585.0K | +$20.8K | 8.7% |
| Inscription Capital, LLC | 7,356 | +72 | $533.2K | -$20.5K | 1.0% |
| Clearstead Advisors, LLC | 861 | +308 | $62.4K | +$20.4K | 55.7% |
| Novak & Powell Financial Services, Inc. | 7,102 | +65 | $514.8K | -$20.1K | 0.9% |
| Aaron Wealth Advisors LLC | 6,778 | +578 | $491.3K | +$20.0K | 9.3% |
| Forvis Mazars Wealth Advisors, LLC | 8,948 | +155 | $648.7K | -$19.8K | 1.8% |
| IAMS WEALTH MANAGEMENT, LLC | 12,845 | +847 | $931.3K | +$19.0K | 7.0% |
| Balboa Wealth Partners | 5,366 | +1 | $389.0K | -$18.9K | 0.0% |
| STRS OHIO | 5,514 | +10 | $399.7K | -$18.7K | 0.2% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 5,408 | +8 | $392.0K | -$18.5K | 0.1% |
| Triumph Capital Management | 508 | +260 | $36.8K | +$18.0K | 104.8% |
| FAS Wealth Partners, Inc. | 5,767 | +32 | $418.1K | -$17.9K | 0.6% |
| Ranch Capital Advisors Inc. | 31,183 | +1,675 | $2.3M | +$17.2K | 5.7% |
| Keystone Financial Group | 4,822 | +450 | $349.5K | +$17.2K | 10.3% |
| 44 WEALTH MANAGEMENT LLC | 6,639 | +87 | $481.2K | -$16.8K | 1.3% |
| Versant Capital Management, Inc | 2,645 | +340 | $191.7K | +$16.5K | 14.8% |
| Ballentine Partners, LLC | 4,786 | +439 | $346.9K | +$16.5K | 10.1% |
| Chicago Partners Investment Group LLC | 14,044 | +565 | $1.1M | +$15.9K | 4.2% |
| Cullen/Frost Bankers, Inc. | 316,511 | +14,907 | $22.9M | +$15.9K | 4.9% |
| CoreCap Advisors, LLC | 613 | +231 | $44.4K | +$15.3K | 60.5% |
| RITHOLTZ WEALTH MANAGEMENT | 4,305 | +5 | $312.1K | -$14.8K | 0.1% |
| Meiji Yasuda Asset Management Co Ltd. | 4,926 | +50 | $357.1K | -$13.6K | 1.0% |
| Walker Asset Management, LLC | 4,534 | +34 | $328.7K | -$13.4K | 0.8% |
| LaFleur & Godfrey LLC | 25,354 | +1,002 | $1.8M | -$13.3K | 4.1% |
| Texas Capital Bank Wealth Management Services Inc | 3,783 | +2 | $274.2K | -$13.2K | 0.1% |
| SYM FINANCIAL Corp | 4,038 | +14 | $292.7K | -$13.2K | 0.3% |
| Aptus Capital Advisors, LLC | 4,784 | +50 | $346.8K | -$13.1K | 1.1% |
| D.A. DAVIDSON & CO. | 4,018 | +14 | $291.3K | -$13.1K | 0.3% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 3,915 | +12 | $283.8K | -$12.9K | 0.3% |
| Wealth Alliance Advisory Group, LLC | 3,423 | +328 | $248.1K | +$12.9K | 10.6% |
| BROWN ADVISORY INC | 3,334 | +314 | $241.7K | +$12.1K | 10.4% |
| Cornerstone Wealth Management, LLC | 3,762 | +18 | $272.7K | -$11.9K | 0.5% |
| Bank of Jackson Hole Trust | 677 | +179 | $49.1K | +$11.2K | 35.9% |
| Independent Advisor Alliance | 4,688 | +72 | $339.8K | -$11.1K | 1.6% |
| BLAIR WILLIAM & CO/IL | 7,116 | +476 | $515.8K | +$11.1K | 7.2% |
| Concurrent Investment Advisors, LLC | 12,844 | +458 | $931.1K | -$10.5K | 3.7% |
| Atlantic Union Bankshares Corp | 9,906 | +328 | $718.1K | -$10.0K | 3.4% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,163 | +184 | $84.3K | +$9.9K | 18.8% |
| HUNTINGTON NATIONAL BANK | 5,062 | +363 | $366.9K | +$9.7K | 7.7% |
| Manchester Capital Management LLC | 160 | +133 | $11.6K | +$9.5K | 492.6% |
| Geneos Wealth Management Inc. | 2,563 | +3 | $185.8K | -$8.9K | 0.1% |
| Ashton Thomas Private Wealth, LLC | 7,217 | +219 | $523.1K | -$8.8K | 3.1% |
| JANUS HENDERSON GROUP PLC | 12,355 | +457 | $895.7K | -$8.8K | 3.8% |
| Private Advisor Group, LLC | 20,201 | +1,053 | $1.5M | +$8.7K | 5.5% |
| EARNED WEALTH ADVISORS, LLC | 2,809 | +17 | $203.6K | -$8.6K | 0.6% |
| Equitable Holdings, Inc. | 4,664 | +106 | $338.1K | -$8.4K | 2.3% |
| Quent Capital, LLC | 3,288 | +42 | $238.4K | -$8.4K | 1.3% |
| Soltis Investment Advisors LLC | 67,600 | +3,244 | $4.9M | +$8.0K | 5.0% |
| Compound Planning, Inc. | 8,472 | +498 | $614.1K | +$8.0K | 6.2% |
| SAGESPRING WEALTH PARTNERS, LLC | 3,150 | +43 | $228.3K | -$7.8K | 1.4% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 1,150 | +150 | $83.4K | +$7.3K | 15.0% |
| Blue Trust, Inc. | 1,418 | +162 | $102.8K | +$7.3K | 12.9% |
| XPONANCE, INC. | 39,992 | +1,765 | $2.9M | -$7.0K | 4.6% |
| Avantra Family Wealth, Inc. | 3,296 | +63 | $238.9K | -$6.8K | 1.9% |
| Wilmington Savings Fund Society, FSB | 19,731 | +828 | $1.4M | -$6.7K | 4.4% |
| HB Wealth Management, LLC | 9,524 | +525 | $690.4K | +$6.3K | 5.8% |
| Key Financial Inc | 714 | +116 | $51.8K | +$6.2K | 19.4% |
| Apollon Wealth Management, LLC | 3,877 | +100 | $281.1K | -$6.1K | 2.6% |
| Summit Financial, LLC | 3,483 | +82 | $252.5K | -$6.1K | 2.4% |
| Blackhawk Capital Partners LLC. | 4,120 | +271 | $298.7K | +$6.1K | 7.0% |
| BFSG, LLC | 938 | +121 | $68.0K | +$5.9K | 14.8% |
| SYON CAPITAL LLC | 8,043 | +449 | $583.0K | +$5.7K | 5.9% |
| HOLLENCREST CAPITAL MANAGEMENT | 146 | +81 | $10.6K | +$5.6K | 124.6% |
| Larson Financial Group LLC | 3,104 | +210 | $225.0K | +$5.0K | 7.3% |
| Merit Financial Group, LLC | 6,137 | +347 | $444.9K | +$4.7K | 6.0% |
| Rafferty Asset Management, LLC | 25,351 | +1,124 | $1.8M | -$4.0K | 4.6% |
| Advisory Alpha, LLC | 3,519 | +219 | $255.1K | +$4.0K | 6.6% |
| Vestcor Inc | 174,330 | +57,795 | $12.6K | +$3.8K | 49.6% |
| Thrivent Financial for Lutherans | 1,050,711 | +1,335 | $76.2K | -$3.6K | 0.1% |
| Lido Advisors, LLC | 22,116 | +8 | $1.7M | -$3.3K | 0.0% |
| Hughes Financial Services, LLC | 844 | +2 | $61.2K | -$3.3K | 0.2% |
| Truvestments Capital LLC | 950 | +4 | $68.9K | -$3.0K | 0.4% |
| AdvisorNet Financial, Inc | 117 | +42 | $8.5K | +$2.8K | 56.0% |
| Steward Partners Investment Advisory, LLC | 3,122 | +109 | $226.3K | -$2.7K | 3.6% |
| JFS WEALTH ADVISORS, LLC | 154 | +43 | $11.2K | +$2.7K | 38.7% |
| ELEVATION WEALTH PARTNERS, LLC | 42 | +37 | $3.0K | +$2.7K | 740.0% |
| Miracle Mile Advisors, LLC | 3,920 | +148 | $284.2K | -$2.6K | 3.9% |
| QUADRANT CAPITAL GROUP LLC | 1,680 | +46 | $121.8K | -$2.4K | 2.8% |
| ROTHSCHILD INVESTMENT LLC | 877 | +73 | $63.5K | +$2.4K | 9.1% |
| Triad Wealth Partners, LLC | 4,599 | +184 | $333.4K | -$2.2K | 4.2% |
| Rakuten Securities, Inc. | 31 | +30 | $2.2K | +$2.2K | 3000.0% |
| Root Financial Partners, LLC | 631 | +55 | $45.7K | +$2.0K | 9.5% |
| Addison Advisors LLC | 1,624 | +51 | $117.7K | -$1.9K | 3.2% |
| Global X Japan Co., Ltd. | 136 | +30 | $9.9K | +$1.8K | 28.3% |
| Sowell Financial Services LLC | 4,086 | +168 | $296.2K | -$1.6K | 4.3% |
| Summit Global Investments | 65,197 | +24,587 | $4.7K | +$1.6K | 60.5% |
| Krilogy Financial LLC | 5,309 | +33 | $406.6K | +$1.6K | 0.6% |
| ORG Partners LLC | 80 | +22 | $5.8K | +$1.4K | 37.9% |
| Parkside Financial Bank & Trust | 939 | +28 | $68.1K | -$1.2K | 3.1% |
| Pinnacle Bancorp, Inc. | 711 | +18 | $51.5K | -$1.1K | 2.6% |
| Roxbury Financial LLC | 392 | +3 | $28.4K | -$1.1K | 0.8% |
| FIRST HORIZON CORP | 31 | +15 | $2.2K | +$1.0K | 93.8% |
| Compass Financial Services Inc | 353 | +4 | $25.6K | -$992 | 1.1% |
| North Star Investment Management Corp. | 150 | +20 | $10.9K | +$991 | 15.4% |
| Asset Dedication, LLC | 132 | +19 | $9.6K | +$978 | 16.8% |
| Cornerstone Planning Group LLC | 41 | +13 | $3.1K | +$969 | 46.4% |
| Bogart Wealth, LLC | 339 | +3 | $24.6K | -$958 | 0.9% |
| Mowery & Schoenfeld Wealth Management, LLC | 1,012 | +36 | $73.4K | -$836 | 3.7% |
| CYBER HORNET ETFs LLC | 667 | +40 | $48.4K | +$686 | 6.4% |
| BI Asset Management Fondsmaeglerselskab A/S | 25,157 | +9,605 | $1.8K | +$641 | 61.8% |
| JOURNEY STRATEGIC WEALTH LLC | 3,270 | +160 | $237.1K | +$621 | 5.1% |
| NATIXIS ADVISORS, LLC | 327,499 | +7,989 | $23.7K | -$550 | 2.5% |
| Bay Harbor Wealth Management, LLC | 22 | +8 | $1.6K | +$530 | 57.1% |
| SG Americas Securities, LLC | 97,699 | +9,085 | $7.1K | +$346 | 10.3% |
| PRAXIS INVESTMENT MANAGEMENT INC | 8,550 | +4,830 | $620 | +$337 | 129.8% |
| VAN ECK ASSOCIATES CORP | 125,865 | +1,518 | $9.1K | -$329 | 1.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,999 | +3,941 | $291 | +$287 | 6794.8% |
| PRIVATE TRUST CO NA | 482 | +26 | $34.9K | +$275 | 5.7% |
| Rossby Financial, LCC | 214 | +14 | $15.5K | +$267 | 7.0% |
| Rialto Wealth Management, LLC | 16 | +4 | $1.2K | +$247 | 33.3% |
| BELLEVUE ASSET MANAGEMENT, LLC | 85 | +1 | $6.2K | -$239 | 1.2% |
| Fortitude Family Office, LLC | 95 | +2 | $6.9K | -$183 | 2.1% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 58 | +4 | $4.2K | +$121 | 7.4% |
| Daiwa Securities Group Inc. | 39,363 | +1,148 | $2.9K | -$52 | 3.0% |
| Gulf International Bank (UK) Ltd | 12,576 | +47 | $912 | -$40 | 0.4% |
| PARK AVENUE SECURITIES LLC | 22,896 | +661 | $1.7K | -$30 | 3.0% |
| CX Institutional | 2,927 | +407 | $212 | +$20 | 16.1% |
| Physician Wealth Advisors, Inc. | 154 | +7 | $11.2K | -$11 | 4.8% |
| Dunhill Financial, LLC | 112 | +5 | $8.1K | +$11 | 4.7% |
| BESSEMER GROUP INC | 3,382 | +58 | $246 | -$6 | 1.7% |
| GW&K Investment Management, LLC | 262 | +17 | $19 | $0 | 6.9% |
| Smithfield Trust Co | 345 | +15 | $25 | $0 | 4.5% |
| Harel Insurance Investments & Financial Services Ltd. | 252 | +12 | $18 | $0 | 5.0% |