13F QoQ Ownership Changes
EXC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 182 new · 497 added · 552 reduced · 126 exited
New Positions(182)
Added To(497)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital World Investors | 10,100,575 | +8,987,453 | $440.3M | +$390.2M | 807.4% |
| NORGES BANK | 14,176,961 | +3,819,173 | $618.0M | +$198.0M | 36.9% |
| VANGUARD GROUP INC | 131,118,541 | +595,555 | $5.72B | -$159.4M | 0.5% |
| Allianz Asset Management GmbH | 7,612,010 | +3,107,644 | $331.8M | +$129.1M | 69.0% |
| BANK OF AMERICA CORP /DE/ | 7,905,477 | +3,053,797 | $344.6M | +$126.2M | 62.9% |
| BlackRock, Inc. | 118,420,605 | +6,218,983 | $5.16B | +$111.8M | 5.5% |
| CITIGROUP INC | 2,633,686 | +1,282,803 | $114.8M | +$54.0M | 95.0% |
| SEI INVESTMENTS CO | 1,679,769 | +1,241,332 | $73.2M | +$53.5M | 283.1% |
| BNP PARIBAS FINANCIAL MARKETS | 2,823,027 | +897,084 | $139.6M | +$52.9M | 46.6% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 13,831,973 | +1,426,401 | $602.9M | +$44.6M | 11.5% |
| BARCLAYS PLC | 5,968,128 | +1,194,323 | $259.1M | +$44.3M | 25.0% |
| California Public Employees Retirement System | 5,245,330 | +1,084,164 | $228.6M | +$41.3M | 26.1% |
| NORDEA INVESTMENT MANAGEMENT AB | 8,048,355 | +1,024,106 | $352.4M | +$39.9M | 14.6% |
| J. Safra Sarasin Holding AG | 786,698 | +717,860 | $34.3M | +$31.2M | 1042.8% |
| SOROS FUND MANAGEMENT LLC | 622,806 | +487,806 | $27.1M | +$21.1M | 361.3% |
| ProShare Advisors LLC | 1,891,110 | +509,451 | $82.4M | +$20.2M | 36.9% |
| Robeco Institutional Asset Management B.V. | 3,121,586 | +547,951 | $136.1M | +$20.2M | 21.3% |
| STATE STREET CORP | 66,623,103 | +2,550,786 | $2.90B | +$20.2M | 4.0% |
| PANAGORA ASSET MANAGEMENT INC | 3,686,978 | +482,957 | $160.7M | +$16.5M | 15.1% |
| Capital International, Inc./CA/ | 405,916 | +379,116 | $17.7M | +$16.5M | 1414.6% |
| Amundi | 8,155,511 | +22,070 | $355.5M | -$15.5M | 0.3% |
| IFM Investors Pty Ltd | 353,193 | +36,858 | $15.4K | -$13.9M | 11.7% |
| NORTHERN TRUST CORP | 14,806,402 | +776,218 | $645.4M | +$13.9M | 5.5% |
| Quantinno Capital Management LP | 848,432 | +325,123 | $37.0M | +$13.4M | 62.1% |
| FEDERATED HERMES, INC. | 773,798 | +309,443 | $33.7M | +$12.8M | 66.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,088,701 | +301,539 | $47.5M | +$12.0M | 38.3% |
| AMERIPRISE FINANCIAL INC | 3,340,511 | +340,958 | $145.6M | +$10.6M | 11.4% |
| Legal & General Group Plc | 13,145,826 | +202,665 | $573.0M | -$9.5M | 1.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,885,439 | +24,392 | $300.1M | -$8.7M | 0.3% |
| CREDIT AGRICOLE S A | 296,844 | +201,326 | $12.9M | +$8.6M | 210.8% |
| UBS Group AG | 5,644,852 | +362,668 | $246.1M | +$8.3M | 6.9% |
| Lombard Odier Asset Management (Switzerland) SA | 202,510 | +189,800 | $8.8M | +$8.3M | 1493.3% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 843,389 | +133,348 | $39.7M | +$7.7M | 18.8% |
| Walleye Capital LLC | 232,701 | +169,747 | $10.1M | +$7.3M | 269.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,243,070 | +192,235 | $54.2M | +$6.9M | 18.3% |
| PEAK6 LLC | 300,000 | +150,000 | $13.1M | +$6.3M | 100.0% |
| Balyasny Asset Management L.P. | 1,000,544 | +168,916 | $43.6M | +$6.2M | 20.3% |
| Cerity Partners LLC | 443,479 | +145,438 | $19.3M | +$5.9M | 48.8% |
| Rakuten Investment Management, Inc. | 187,423 | +159,060 | $8.2M | +$5.6M | 560.8% |
| Y-Intercept (Hong Kong) Ltd | 141,279 | +108,986 | $6.2M | +$4.7M | 337.5% |
| Nuveen, LLC | 4,535,595 | +39,779 | $197.7M | -$4.7M | 0.9% |
| DIMENSIONAL FUND ADVISORS LP | 3,661,424 | +14,987 | $159.6M | -$4.5M | 0.4% |
| CIBC Asset Management Inc | 423,587 | +111,191 | $18.5M | +$4.4M | 35.6% |
| Energy Income Partners, LLC | 180,170 | +102,504 | $7.9M | +$4.4M | 132.0% |
| NEOS Investment Management LLC | 579,543 | +112,038 | $25.3M | +$4.2M | 24.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,353,291 | +135,311 | $59.0M | +$4.2M | 11.1% |
| Capital Research Global Investors | 3,288,892 | +20,553 | $143.4M | -$3.7M | 0.6% |
| Asset Management One Co., Ltd. | 582,262 | +93,682 | $25.4M | +$3.4M | 19.2% |
| Mirae Asset Global Investments Co., Ltd. | 581,300 | +89,822 | $25.3M | +$3.2M | 18.3% |
| Walleye Trading LLC | 103,400 | +72,000 | $4.5M | +$3.1M | 229.3% |
| Susquehanna Portfolio Strategies, LLC | 126,670 | +71,612 | $5.5M | +$3.0M | 130.1% |
| DEUTSCHE BANK AG\ | 20,964,736 | +595,655 | $913.9M | -$3.0M | 2.9% |
| Federation des caisses Desjardins du Quebec | 308,760 | +69,401 | $13.5M | +$2.7M | 29.0% |
| State of Tennessee, Department of Treasury | 524,568 | +61,274 | $23.5M | +$2.6M | 13.2% |
| Russell Investments Group, Ltd. | 2,593,874 | +133,329 | $113.2M | +$2.5M | 5.4% |
| CI INVESTMENTS INC. | 57,560 | +5,911 | $2.5M | +$2.5M | 11.4% |
| ASR Vermogensbeheer N.V. | 272,233 | +60,250 | $11.9M | +$2.3M | 28.4% |
| LAZARD ASSET MANAGEMENT LLC | 23,130,053 | +683,950 | $1.01B | -$2.1M | 3.0% |
| ABN AMRO INVESTMENT SOLUTIONS | 117,203 | +48,038 | $5.1M | +$2.0M | 69.5% |
| RHUMBLINE ADVISERS | 2,100,867 | +22,628 | $91.6M | -$2.0M | 1.1% |
| Electron Capital Partners, LLC | 1,645,168 | +8,329 | $71.7M | -$2.0M | 0.5% |
| National Pension Service | 1,519,048 | +87,897 | $66.2M | +$1.8M | 6.1% |
| BTG Pactual Asset Management US LLC | 206,408 | +46,401 | $9.0M | +$1.8M | 29.0% |
| AVIVA PLC | 1,698,131 | +92,805 | $74.0M | +$1.8M | 5.8% |
| B. Metzler seel. Sohn & Co. AG | 215,392 | +45,723 | $9.4M | +$1.8M | 26.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 2,215,285 | +92,592 | $97.3M | +$1.8M | 4.4% |
| CIBC WORLD MARKET INC. | 157,590 | +43,531 | $6.9M | +$1.7M | 38.2% |
| Invesco Ltd. | 16,209,215 | +549,907 | $706.6M | +$1.7M | 3.5% |
| Ledyard National Bank | 43,926 | +37,798 | $1.9M | +$1.6M | 616.8% |
| ALLSTATE CORP | 75,580 | +38,551 | $3.3M | +$1.6M | 104.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 909,067 | +63,887 | $39.6M | +$1.6M | 7.5% |
| Woodline Partners LP | 172,367 | +38,885 | $7.5M | +$1.5M | 29.1% |
| Candriam S.C.A. | 1,202,609 | +4,566 | $52.4M | -$1.5M | 0.4% |
| Econ Financial Services Corp | 78,068 | +35,279 | $3.4M | +$1.5M | 82.4% |
| Creative Planning | 281,781 | +41,170 | $12.3M | +$1.5M | 17.1% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 258,090 | +40,288 | $11.3M | +$1.4M | 18.5% |
| FIRST CITIZENS BANK & TRUST CO | 282,452 | +40,832 | $12.3M | +$1.4M | 16.9% |
| BANK OF NOVA SCOTIA | 166,789 | +33,430 | $7.3M | +$1.3M | 25.1% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 178,852 | +33,763 | $7.8M | +$1.3M | 23.3% |
| Envestnet Portfolio Solutions, Inc. | 291,071 | +35,868 | $12.7M | +$1.2M | 14.1% |
| TD Asset Management Inc | 1,335,912 | +16,859 | $58.2M | -$1.1M | 1.3% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 192,516 | +31,029 | $8.4M | +$1.1M | 19.2% |
| NATIONAL BANK OF CANADA /FI/ | 555,687 | +42,270 | $24.2M | +$1.1M | 8.2% |
| Varma Mutual Pension Insurance Co | 297,315 | +33,300 | $13.0M | +$1.1M | 12.6% |
| Baird Financial Group, Inc. | 51,053 | +25,245 | $2.2M | +$1.1M | 97.8% |
| Skandinaviska Enskilda Banken AB (publ) | 229,073 | +30,595 | $10.0M | +$1.1M | 15.4% |
| DNB Asset Management AS | 527,023 | +39,602 | $23.0M | +$1.0M | 8.1% |
| INTECH INVESTMENT MANAGEMENT LLC | 124,883 | +26,457 | $5.4M | +$1.0M | 26.9% |
| Brevan Howard Capital Management LP | 32,525 | +21,961 | $1.4M | +$942.3K | 207.9% |
| MUFG Securities EMEA plc | 41,452 | +22,120 | $1.8M | +$936.8K | 114.4% |
| Advisors Asset Management, Inc. | 107,588 | +24,037 | $4.7M | +$929.1K | 28.8% |
| BANK OF MONTREAL /CAN/ | 2,840,462 | +69,488 | $123.8M | -$905.8K | 2.5% |
| STRS OHIO | 637,613 | +43 | $27.8M | -$903.5K | 0.0% |
| Tower Research Capital LLC (TRC) | 73,845 | +22,190 | $3.2M | +$893.9K | 43.0% |
| USA FINANCIAL FORMULAS | 20,184 | +20,031 | $879.8K | +$872.9K | 13092.1% |
| Vise Technologies, Inc. | 47,255 | +20,793 | $2.1M | +$868.8K | 78.6% |
| TD Waterhouse Canada Inc. | 60,977 | +17,710 | $2.7M | +$836.1K | 40.9% |
| Investment Management Corp of Ontario | 142,435 | +21,069 | $6.2M | +$746.1K | 17.4% |
| VICTORY CAPITAL MANAGEMENT INC | 2,439,332 | +92,635 | $106.3M | +$705.6K | 3.9% |
| WELLS FARGO & COMPANY/MN | 842,878 | +11,045 | $36.7M | -$699.7K | 1.3% |
| Mediolanum International Funds Ltd | 26,519 | +15,594 | $1.2M | +$681.1K | 142.7% |
| Maryland State Retirement & Pension System | 1,004,044 | +16,694 | $43.8M | -$674.3K | 1.7% |
| STIFEL FINANCIAL CORP | 125,885 | +18,059 | $5.5M | +$634.0K | 16.7% |
| CAISSE DES DEPOTS ET CONSIGNATIONS | 117,405 | +17,658 | $5.1M | +$628.1K | 17.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 209,233 | +21,307 | $9.1M | +$623.7K | 11.3% |
| Sequoia Financial Advisors, LLC | 42,716 | +15,201 | $1.9M | +$623.5K | 55.2% |
| QRG CAPITAL MANAGEMENT, INC. | 275,639 | +22,270 | $12.0M | +$611.0K | 8.8% |
| Focus Partners Wealth | 414,016 | +29,701 | $18.0M | +$598.3K | 7.7% |
| Bank of New York Mellon Corp | 13,363,717 | +434,884 | $582.5M | +$597.7K | 3.4% |
| Elo Mutual Pension Insurance Co | 150,532 | +18,003 | $6.6M | +$596.6K | 13.6% |
| NOMURA ASSET MANAGEMENT CO LTD | 831,507 | +12,980 | $36.2M | -$596.5K | 1.6% |
| Avanza Fonder AB | 121,705 | +16,978 | $5.3M | +$591.4K | 16.2% |
| Ethic Inc. | 334,268 | +23,567 | $14.6M | +$586.1K | 7.6% |
| HUB Investment Partners, LLC | 19,953 | +13,601 | $869.8K | +$583.8K | 214.1% |
| Tidal Investments LLC | 68,821 | +14,883 | $3.0M | +$572.1K | 27.6% |
| Gotham Asset Management, LLC | 531,310 | +4,066 | $23.2M | -$571.4K | 0.8% |
| Sumitomo Mitsui Trust Group, Inc. | 2,667,995 | +96,464 | $116.3M | +$553.3K | 3.8% |
| Howard Capital Management Inc. | 51,509 | +13,734 | $2.2M | +$545.0K | 36.4% |
| Union Bancaire Privee, UBP SA | 22,316 | +13,978 | $858.7K | +$538.1K | 167.6% |
| Genus Capital Management Inc. | 39,100 | +13,100 | $1.7M | +$534.1K | 50.4% |
| DAVENPORT & Co LLC | 19,074 | +12,212 | $831.5K | +$522.6K | 178.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1,306,729 | +21,798 | $57.4M | +$507.6K | 1.7% |
| Pacer Advisors, Inc. | 194,806 | +17,101 | $8.5M | +$493.1K | 9.6% |
| ANTIPODES PARTNERS Ltd | 3,684,480 | +126,948 | $160.6M | +$481.9K | 3.6% |
| Siemens Fonds Invest GmbH | 33,505 | +11,477 | $1.5M | +$480.1K | 52.1% |
| Aaron Wealth Advisors LLC | 28,553 | +11,182 | $1.2M | +$462.8K | 64.4% |
| JONES FINANCIAL COMPANIES LLLP | 40,380 | +10,942 | $1.8M | +$461.9K | 37.2% |
| Vinva Investment Management Ltd | 22,874 | +10,425 | $1.0M | +$453.5K | 83.7% |
| Lansforsakringar Fondforvaltning AB (publ) | 327,362 | +20,392 | $14.3M | +$453.0K | 6.6% |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 191,092 | +15,843 | $8.3M | +$441.7K | 9.0% |
| Cetera Investment Advisers | 339,642 | +20,495 | $14.8M | +$440.2K | 6.4% |
| Corient Private Wealth LLC | 286,996 | +56,118 | $10.8M | +$417.3K | 24.3% |
| DAVIDSON INVESTMENT ADVISORS | 402,520 | +3,817 | $17.5M | -$399.8K | 0.9% |
| Kingdom Financial Group LLC. | 13,797 | +9,130 | $601.4K | +$391.3K | 195.6% |
| Rafferty Asset Management, LLC | 392,179 | +3,819 | $17.1M | -$385.0K | 1.0% |
| MML INVESTORS SERVICES, LLC | 124,930 | +12,270 | $5.4M | +$374.9K | 10.9% |
| JANUS HENDERSON GROUP PLC | 274,886 | +428 | $12.0M | -$371.5K | 0.1% |
| Norinchukin Bank, The | 106,406 | +11,430 | $4.6M | +$363.4K | 12.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 149,598 | +12,696 | $6.5M | +$359.0K | 9.3% |
| Farther Finance Advisors, LLC | 23,472 | +8,580 | $1.0M | +$352.9K | 57.6% |
| GREAT LAKES ADVISORS, LLC | 29,883 | +8,430 | $1.3M | +$337.0K | 39.3% |
| Advisors Capital Management, LLC | 496,924 | +8,218 | $21.7M | -$335.7K | 1.7% |
| Qube Research & Technologies Ltd | 254,045 | +580 | $11.1M | -$334.6K | 0.2% |
| Prestige Wealth Management Group LLC | 9,612 | +8,010 | $396.2K | +$324.1K | 500.0% |
| Swedbank AB | 3,086,552 | +104,358 | $134.5M | +$314.3K | 3.5% |
| Metis Global Partners, LLC | 142,362 | +11,325 | $6.2M | +$307.6K | 8.6% |
| Wealthspire Advisors, LLC | 39,803 | +7,865 | $1.7M | +$297.5K | 24.6% |
| Wealthcare Advisory Partners LLC | 33,138 | +7,140 | $1.4M | +$274.3K | 27.5% |
| NewEdge Advisors, LLC | 80,378 | +8,577 | $3.5M | +$271.9K | 11.9% |
| ING GROEP NV | 169,414 | +11,377 | $7.4M | +$271.5K | 7.2% |
| Frank, Rimerman Advisors LLC | 23,309 | +6,689 | $1.0M | +$268.0K | 40.2% |
| Atria Investments, Inc | 32,599 | +6,937 | $1.4M | +$265.9K | 27.0% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 177,848 | +11,505 | $7.8M | +$265.3K | 6.9% |
| Te Ahumairangi Investment Management Ltd | 116,518 | +9,559 | $5.1M | +$264.8K | 8.9% |
| Interchange Capital Partners, LLC | 10,582 | +6,129 | $461.3K | +$260.9K | 137.6% |
| AMERICAN CENTURY COMPANIES INC | 669,115 | +15,363 | $29.2M | -$258.6K | 2.3% |
| Crossmark Global Holdings, Inc. | 58,257 | +7,481 | $2.5M | +$254.0K | 14.7% |
| MIZUHO SECURITIES USA LLC | 73,563 | +2 | $3.5M | +$253.1K | 0.0% |
| GF FUND MANAGEMENT CO. LTD. | 213,104 | +12,043 | $9.3M | +$239.4K | 6.0% |
| Perigon Wealth Management, LLC | 22,687 | +6,008 | $988.9K | +$238.2K | 36.0% |
| Vanguard Personalized Indexing Management, LLC | 163,767 | +37 | $7.1M | -$232.7K | 0.0% |
| PNC Financial Services Group, Inc. | 341,284 | +5,620 | $14.9M | -$231.6K | 1.7% |
| CATALYST FINANCIAL PARTNERS LLC | 15,528 | +5,477 | $676.9K | +$224.5K | 54.5% |
| HARBOUR INVESTMENTS, INC. | 11,181 | +5,010 | $487.4K | +$209.6K | 81.2% |
| WEXFORD CAPITAL LP | 16,674 | +5,167 | $726.8K | +$208.9K | 44.9% |
| KEYBANK NATIONAL ASSOCIATION/OH | 20,776 | +5,091 | $905.6K | +$199.7K | 32.5% |
| Busey Bank | 357,424 | +6,940 | $15.6M | -$195.0K | 2.0% |
| Summit Financial, LLC | 13,910 | +4,668 | $606.3K | +$190.3K | 50.5% |
| XPONANCE, INC. | 171,598 | +9,629 | $7.5M | +$189.7K | 5.9% |
| Trinity Legacy Partners, LLC | 108,844 | +1,859 | $4.7M | -$189.6K | 1.7% |
| &PARTNERS | 67,699 | +6,258 | $2.9M | +$187.8K | 10.2% |
| Meeder Advisory Services, Inc. | 28,225 | +4,984 | $1.2M | +$184.3K | 21.4% |
| Canada Post Corp Registered Pension Plan | 65,961 | +5,162 | $2.9M | +$183.7K | 8.5% |
| BNP PARIBAS | 250,456 | +11,923 | $10.9M | +$181.0K | 5.0% |
| Blueshift Asset Management, LLC | 21,883 | +4,618 | $953.9K | +$176.8K | 26.7% |
| AFFINITY INVESTMENT ADVISORS, LLC | 27,369 | +4,761 | $1.2M | +$175.4K | 21.1% |
| Rockefeller Capital Management L.P. | 188,469 | +9,763 | $8.2M | +$171.9K | 5.5% |
| LMR Partners LLP | 16,392 | +4,330 | $714.5K | +$171.6K | 35.9% |
| Financial Engines Advisors L.L.C. | 8,518 | +4,047 | $371.3K | +$170.1K | 90.5% |
| Coastline Trust Co | 4,100 | +3,900 | $178.7K | +$169.7K | 1950.0% |
| INVESTED ADVISORS | 9,915 | +3,000 | $432.2K | +$168.1K | 43.4% |
| Van Hulzen Asset Management, LLC | 287,413 | +12,791 | $12.5M | +$167.6K | 4.7% |
| Ensign Peak Advisors, Inc | 371,667 | +15,440 | $16.2M | +$167.2K | 4.3% |
| Global Retirement Partners, LLC | 35,678 | +4,776 | $1.6M | +$164.3K | 15.4% |
| AG2R LA MONDIALE GESTION D'ACTIFS | 47,928 | +3,516 | $2.1M | +$160.8K | 7.9% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 115,747 | +300 | $5.0M | -$150.9K | 0.3% |
| Private Advisor Group, LLC | 84,170 | +5,926 | $3.7M | +$147.2K | 7.6% |
| SYON CAPITAL LLC | 17,903 | +3,813 | $780.4K | +$146.2K | 27.1% |
| Argyle Capital Management, LLC | 37,542 | +4,400 | $1.6M | +$144.7K | 13.3% |
| Measured Wealth Private Client Group, LLC | 27,961 | +4,025 | $1.2M | +$141.5K | 16.8% |
| Ameritas Advisory Services, LLC | 14,731 | +3,559 | $642.1K | +$139.3K | 31.9% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 36,877 | +4,244 | $1.6M | +$138.7K | 13.0% |
| Callan Family Office, LLC | 19,678 | +3,697 | $857.8K | +$138.5K | 23.1% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 274,240 | +11,711 | $12.0M | +$137.7K | 4.5% |
| Waverly Advisors, LLC | 20,296 | +3,696 | $884.7K | +$137.6K | 22.3% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 29,550 | +3,950 | $1.3M | +$135.8K | 15.4% |
| BROWN BROTHERS HARRIMAN & CO | 8,752 | +3,279 | $381.5K | +$135.2K | 59.9% |
| TOWER TRUST & INVESTMENT Co | 6,572 | +3,178 | $286.5K | +$133.7K | 93.6% |
| M&T Bank Corp | 96,692 | +5,985 | $4.2M | +$132.6K | 6.6% |
| DENALI ADVISORS LLC | 8,000 | +3,100 | $348.7K | +$128.2K | 63.3% |
| AlphaCore Capital LLC | 16,321 | +3,194 | $711.4K | +$120.6K | 24.3% |
| Mowery & Schoenfeld Wealth Management, LLC | 3,571 | +2,773 | $155.7K | +$119.7K | 347.5% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 66,495 | +4,746 | $2.9M | +$119.2K | 7.7% |
| Bleakley Financial Group, LLC | 19,607 | +3,256 | $854.7K | +$118.7K | 19.9% |
| SUMMIT SECURITIES GROUP LLC | 3,038 | +2,709 | $132.4K | +$117.6K | 823.4% |
| MONTAG A & ASSOCIATES INC | 3,424 | +2,647 | $149.3K | +$114.3K | 340.7% |
| Savvy Advisors, Inc. | 18,784 | +3,112 | $818.8K | +$113.4K | 19.9% |
| CAPTRUST FINANCIAL ADVISORS | 62,056 | +4,458 | $2.7M | +$112.5K | 7.7% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 52,846 | +4,158 | $2.3M | +$112.1K | 8.5% |
| FineMark National Bank & Trust | 104,246 | +870 | $4.5M | -$108.9K | 0.8% |
| HighPoint Advisor Group LLC | 82,907 | +242 | $3.6M | -$106.8K | 0.3% |
| MCF Advisors LLC | 5,549 | +2,472 | $241.9K | +$103.4K | 80.3% |
| Crestwood Advisors Group, LLC | 9,918 | +2,543 | $432.3K | +$100.4K | 34.5% |
| BENJAMIN EDWARDS INC | 15,800 | +2,651 | $688.8K | +$96.8K | 20.2% |
| Pekin Hardy Strauss, Inc. | 69,150 | +67 | $3.0M | -$95.2K | 0.1% |
| BAILARD, INC. | 24,028 | +2,787 | $1.0M | +$91.3K | 13.1% |
| Quent Capital, LLC | 7,621 | +2,204 | $332.2K | +$88.4K | 40.7% |
| Leo Wealth, LLC | 35,456 | +3,044 | $1.5M | +$86.7K | 9.4% |
| Centennial Wealth Advisory LLC | 13,497 | +2,305 | $588.4K | +$84.7K | 20.6% |
| D. E. Shaw & Co., Inc. | 85,300 | +867 | $3.7M | -$82.1K | 1.0% |
| Venturi Wealth Management, LLC | 6,772 | +2,008 | $295.2K | +$80.8K | 42.1% |
| Merit Financial Group, LLC | 28,669 | +2,671 | $1.2M | +$79.4K | 10.3% |
| Diversified Enterprises, LLC | 12,654 | +2,159 | $551.6K | +$79.2K | 20.6% |
| Parallax Volatility Advisers, L.P. | 53,845 | +3,435 | $2.3M | +$78.1K | 6.8% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2,227 | +1,791 | $97.1K | +$77.5K | 410.8% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 6,870 | +1,900 | $299.5K | +$75.8K | 38.2% |
| TD PRIVATE CLIENT WEALTH LLC | 27,007 | +2,533 | $1.2M | +$75.7K | 10.3% |
| Thrive Wealth Management, LLC | 6,348 | +1,759 | $276.7K | +$70.1K | 38.3% |
| AGF MANAGEMENT LTD | 104,971 | +1,754 | $4.6M | -$70.1K | 1.7% |
| Czech National Bank | 266,398 | +9,882 | $11.6M | +$66.5K | 3.9% |
| Arax Advisory Partners | 17,959 | +2,034 | $782.8K | +$66.1K | 12.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 27,368 | +2,300 | $1.2M | +$64.6K | 9.2% |
| GATEWAY INVESTMENT ADVISERS LLC | 6,601 | +1,636 | $287.7K | +$64.3K | 33.0% |
| Principle Wealth Partners LLC | 51,335 | +200 | $2.2M | -$63.9K | 0.4% |
| Orion Porfolio Solutions, LLC | 27,305 | +2,265 | $1.2M | +$63.2K | 9.0% |
| Ameritas Investment Partners, Inc. | 45,730 | +2,840 | $2.0M | +$62.9K | 6.6% |
| HUNTINGTON NATIONAL BANK | 64,657 | +651 | $2.8M | -$62.5K | 1.0% |
| San Luis Wealth Advisors LLC | 19,015 | +1,984 | $828.8K | +$62.3K | 11.6% |
| Essex Financial Services, Inc. | 10,574 | +1,717 | $460.9K | +$62.3K | 19.4% |
| Ascent Group, LLC | 41,311 | +2,683 | $1.8M | +$62.1K | 6.9% |
| PRINCIPAL FINANCIAL GROUP INC | 1,237,676 | +37,672 | $54.0M | -$61.9K | 3.1% |
| Abundance Wealth Counselors | 61,572 | +581 | $2.7M | -$61.2K | 0.9% |
| Rosenberg Matthew Hamilton | 3,923 | +1,466 | $171.0K | +$60.4K | 59.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,350,503 | +1,427,113 | $146.0K | +$59.5K | 74.2% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 8,843 | +1,575 | $385.5K | +$58.3K | 21.7% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 18,387 | +1,260 | $801.5K | +$58.0K | 7.3% |
| Lido Advisors, LLC | 49,416 | +1,412 | $2.2M | +$57.8K | 2.9% |
| MIDDLETON & CO INC/MA | 96,936 | +1,784 | $4.2M | -$57.4K | 1.9% |
| Nilsine Partners, LLC | 30,301 | +2,204 | $1.3M | +$56.2K | 7.8% |
| Versant Capital Management, Inc | 5,528 | +1,400 | $241.0K | +$55.2K | 33.9% |
| HBK Sorce Advisory LLC | 28,390 | +942 | $1.3M | -$54.3K | 3.4% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 144,555 | +3,389 | $6.3M | -$52.7K | 2.4% |
| NORDEN GROUP LLC | 12,675 | +1,541 | $552.5K | +$51.4K | 13.8% |
| SG Americas Securities, LLC | 1,483,468 | +1,181,581 | $64.7K | +$51.1K | 391.4% |
| CWA Asset Management Group, LLC | 60,937 | +3,051 | $2.7M | +$50.8K | 5.3% |
| Stratos Investment Management, LLC | 55,218 | +2,867 | $2.4M | +$50.6K | 5.5% |
| TRUIST FINANCIAL CORP | 71,970 | +3,340 | $3.1M | +$48.1K | 4.9% |
| E Fund Management (Hong Kong) Co., Ltd. | 1,904 | +1,109 | $83.6K | +$47.8K | 139.5% |
| Caprock Group, LLC | 66,161 | +1,834 | $2.9M | +$47.7K | 2.9% |
| Brookstone Capital Management | 58,257 | +806 | $2.5M | -$46.5K | 1.4% |
| Sound Income Strategies, LLC | 2,378 | +1,093 | $106.4K | +$46.4K | 85.0% |
| China Universal Asset Management Co., Ltd. | 28,590 | +1,927 | $1.2M | +$46.1K | 7.2% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,121 | +1,048 | $48.9K | +$45.6K | 1435.6% |
| NEUBERGER BERMAN GROUP LLC | 125,634 | +2,927 | $5.5M | -$44.8K | 2.4% |
| Root Financial Partners, LLC | 1,705 | +1,042 | $74.3K | +$44.5K | 157.2% |
| TRUST CO OF TOLEDO NA /OH/ | 34,678 | +127 | $1.5M | -$43.5K | 0.4% |
| FINANCIAL CONSULATE, INC | 11,284 | +1,323 | $491.9K | +$43.5K | 13.3% |
| Key Financial Inc | 7,676 | +1,214 | $334.6K | +$43.4K | 18.8% |
| Chicago Partners Investment Group LLC | 26,095 | +1,106 | $1.1M | -$42.3K | 4.4% |
| Pure Financial Advisors, LLC | 5,638 | +1,116 | $245.7K | +$42.2K | 24.7% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 32,280 | +90 | $1.4M | -$41.8K | 0.3% |
| BOKF, NA | 10,958 | +1,270 | $477.7K | +$41.6K | 13.1% |
| GAMMA Investing LLC | 25,640 | +1,709 | $1.1M | +$40.5K | 7.1% |
| FOUNDERS FINANCIAL SECURITIES LLC | 9,545 | +1,163 | $416.1K | +$38.8K | 13.9% |
| MJT & Associates Financial Advisory Group, Inc. | 1,812 | +906 | $79.0K | +$38.2K | 100.0% |
| UMB Bank, n.a. | 4,967 | +980 | $216.5K | +$37.1K | 24.6% |
| Apollon Wealth Management, LLC | 29,091 | +122 | $1.3M | -$35.8K | 0.4% |
| PRINCIPAL SECURITIES, INC. | 31,248 | +1,738 | $1.4M | +$33.9K | 5.9% |
| MAI Capital Management | 40,927 | +565 | $1.8M | -$32.7K | 1.4% |
| Jackson, Grant Investment Advisers, Inc. | 817 | +732 | $35.6K | +$31.8K | 861.2% |
| Carrera Capital Advisors | 5,353 | +873 | $233.3K | +$31.7K | 19.5% |
| Concurrent Investment Advisors, LLC | 13,183 | +1,106 | $574.6K | +$31.1K | 9.2% |
| McIlrath & Eck, LLC | 961 | +720 | $41.9K | +$31.0K | 298.8% |
| PFG Investments, LLC | 14,024 | +1,126 | $611.3K | +$30.8K | 8.7% |
| World Investment Advisors | 21,575 | +10,471 | $469.7K | -$30.1K | 94.3% |
| Beech Hill Advisors, Inc. | 25,081 | +130 | $1.1M | -$29.8K | 0.5% |
| Advisory Alpha, LLC | 10,045 | +939 | $437.9K | +$28.4K | 10.3% |
| Riverbend Wealth Management, LLC | 5,797 | +811 | $252.7K | +$28.3K | 16.3% |
| MGO ONE SEVEN LLC | 25,611 | +1,421 | $1.1M | +$27.6K | 5.9% |
| Verdence Capital Advisors LLC | 8,634 | +233 | $376.3K | -$27.5K | 2.8% |
| Rakuten Securities, Inc. | 877 | +633 | $38.2K | +$27.2K | 259.4% |
| Magellan Asset Management Ltd | 862,916 | +27,819 | $37.6M | +$26.8K | 3.3% |
| Wedmont Private Capital | 8,882 | +179 | $381.8K | -$25.4K | 2.0% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 778 | +578 | $34.0K | +$24.9K | 289.0% |
| AdvisorNet Financial, Inc | 27,010 | +1,400 | $1.2M | +$24.6K | 5.5% |
| PTM WEALTH MANAGEMENT, LLC | 13,796 | +125 | $600.7K | -$24.0K | 0.9% |
| Smartleaf Asset Management LLC | 14,340 | +650 | $629.8K | +$23.7K | 4.7% |
| Black Diamond Financial, LLC | 15,155 | +1,003 | $660.6K | +$23.6K | 7.1% |
| CHICAGO TRUST Co NA | 5,846 | +707 | $254.8K | +$23.5K | 13.8% |
| Valeo Financial Advisors, LLC | 7,560 | +760 | $329.6K | +$23.5K | 11.2% |
| Larson Financial Group LLC | 5,891 | +705 | $256.8K | +$23.4K | 13.6% |
| Parkside Financial Bank & Trust | 5,222 | +667 | $227.6K | +$22.6K | 14.6% |
| EVOLUTION WEALTH MANAGEMENT INC. | 637 | +500 | $28.0K | +$21.8K | 365.0% |
| StoneX Group Inc. | 40,243 | +780 | $1.8M | -$21.6K | 2.0% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 31,346 | +1,449 | $1.4M | +$21.2K | 4.8% |
| RICHARDSON FINANCIAL SERVICES INC. | 3,160 | +570 | $137.7K | +$21.2K | 22.0% |
| SJS Investment Consulting Inc. | 801 | +490 | $34.9K | +$20.9K | 157.6% |
| Trivium Point Advisory, LLC | 10,456 | +792 | $455.8K | +$20.8K | 8.2% |
| Forum Financial Management, LP | 6,096 | +649 | $265.7K | +$20.6K | 11.9% |
| Sigma Planning Corp | 17,288 | +998 | $753.6K | +$20.4K | 6.1% |
| North Star Investment Management Corp. | 16,683 | +78 | $727.2K | -$20.2K | 0.5% |
| Parallel Advisors, LLC | 13,783 | +878 | $600.8K | +$19.9K | 6.8% |
| CHOREO, LLC | 27,540 | +1,105 | $1.2M | +$19.7K | 4.2% |
| Capital Investment Advisors, LLC | 7,666 | +672 | $334.1K | +$19.3K | 9.6% |
| Global Financial Private Client, LLC | 19,752 | +193 | $861.0K | -$19.3K | 1.0% |
| Steigerwald, Gordon & Koch Inc. | 1,175 | +466 | $51.2K | +$19.3K | 65.7% |
| SHELTON CAPITAL MANAGEMENT | 129,764 | +3,677 | $5.7M | -$18.8K | 2.9% |
| Aprio Wealth Management, LLC | 5,552 | +591 | $242.0K | +$18.7K | 11.9% |
| WORLD EQUITY GROUP, INC. | 18,400 | +951 | $802.1K | +$16.7K | 5.5% |
| Florida Trust Wealth Management Co | 14,060 | +75 | $612.9K | -$16.6K | 0.5% |
| 44 WEALTH MANAGEMENT LLC | 17,927 | +199 | $781.4K | -$16.5K | 1.1% |
| United Community Bank | 409 | +371 | $17.8K | +$16.1K | 976.3% |
| Strategic Advisors LLC | 11,457 | +4 | $499.4K | -$16.1K | 0.0% |
| Erste Asset Management GmbH | 10,298 | +499 | $449.3K | +$15.5K | 5.1% |
| ASHTON THOMAS SECURITIES, LLC | 12,184 | +41 | $531.1K | -$15.5K | 0.3% |
| Kestra Advisory Services, LLC | 135,592 | +4,620 | $5.9M | +$15.4K | 3.5% |
| Meiji Yasuda Asset Management Co Ltd. | 5,580 | +516 | $243.2K | +$15.3K | 10.2% |
| JOHNSON INVESTMENT COUNSEL INC | 10,419 | +8 | $454.2K | -$14.4K | 0.1% |
| Diversify Advisory Services, LLC | 26,229 | +1,143 | $1.2M | +$14.2K | 4.5% |
| NBT BANK N A /NY | 4,476 | +450 | $195.1K | +$13.9K | 11.2% |
| Redhawk Wealth Advisors, Inc. | 12,588 | +94 | $548.7K | -$13.6K | 0.8% |
| Uncommon Cents Investing LLC | 28,610 | +600 | $1.2M | -$13.6K | 2.1% |
| FIDELIS CAPITAL PARTNERS, LLC | 10,474 | +39 | $456.6K | -$13.1K | 0.4% |
| Haverford Trust Co | 10,214 | +32 | $445.2K | -$13.1K | 0.3% |
| ROMANO BROTHERS AND COMPANY | 8,696 | +550 | $379.1K | +$12.4K | 6.8% |
| Cullen/Frost Bankers, Inc. | 1,493 | +318 | $65.1K | +$12.2K | 27.1% |
| Ancora Advisors LLC | 343 | +274 | $15.0K | +$11.8K | 397.1% |
| PKO Investment Management Joint-Stock Co | 40,000 | +1,000 | $1.7M | -$11.8K | 2.6% |
| Avantax Planning Partners, Inc. | 5,801 | +435 | $252.9K | +$11.4K | 8.1% |
| Compound Planning, Inc. | 10,782 | +591 | $470.0K | +$11.3K | 5.8% |
| KINGSWOOD WEALTH ADVISORS, LLC | 7,939 | +5 | $346.1K | -$11.1K | 0.1% |
| AmeriServ Wealth Advisors | 10,784 | +100 | $470.1K | -$10.8K | 0.9% |
| Insight Advisors, LLC/ PA | 7,844 | +10 | $341.9K | -$10.7K | 0.1% |
| Goldstone Financial Group, LLC | 8,745 | +44 | $381.2K | -$10.4K | 0.5% |
| HB Wealth Management, LLC | 37,496 | +1,411 | $1.6M | +$10.3K | 3.9% |
| CORA CAPITAL ADVISORS LLC | 12,097 | +157 | $527.3K | -$10.1K | 1.3% |
| JOURNEY STRATEGIC WEALTH LLC | 9,728 | +87 | $424.0K | -$9.9K | 0.9% |
| Sentinus, LLC | 9,543 | +85 | $416.0K | -$9.7K | 0.9% |
| Procyon Advisors, LLC | 4,944 | +369 | $215.5K | +$9.6K | 8.1% |
| SPIREPOINT PRIVATE CLIENT, LLC | 5,689 | +387 | $248.0K | +$9.3K | 7.3% |
| Bank of Jackson Hole Trust | 468 | +218 | $20.4K | +$9.1K | 87.2% |
| PROFUND ADVISORS LLC | 129,712 | +3,893 | $5.7M | -$9.0K | 3.1% |
| Successful Portfolios LLC | 5,488 | +10 | $237.6K | -$8.9K | 0.2% |
| ICICI Prudential Asset Management Co Ltd | 16,214 | +704 | $706.8K | +$8.7K | 4.5% |
| Avantra Family Wealth, Inc. | 10,158 | +130 | $442.8K | -$8.6K | 1.3% |
| First Heartland Consultants, Inc. | 8,921 | +99 | $388.9K | -$8.2K | 1.1% |
| PLIMOTH TRUST CO LLC | 13,055 | +230 | $569.1K | -$8.2K | 1.8% |
| L2 Asset Management, LLC | 5,086 | +342 | $221.7K | +$8.2K | 7.2% |
| EAGLE WEALTH STRATEGIES LLC | 6,004 | +9 | $261.7K | -$8.1K | 0.1% |
| AlphaStar Capital Management, LLC | 40,300 | +1,452 | $1.8M | +$8.1K | 3.7% |
| RWA WEALTH PARTNERS, LLC | 23,607 | +925 | $1.0M | +$8.1K | 4.1% |
| KENNEDY INVESTMENT GROUP | 7,250 | +48 | $316.0K | -$8.1K | 0.7% |
| LEIGH BALDWIN & CO., LLC | 6,725 | +39 | $293.0K | -$7.9K | 0.6% |
| Bill Few Associates, Inc. | 5,951 | +15 | $259.4K | -$7.8K | 0.3% |
| Prime Capital Investment Advisors, LLC | 10,174 | +485 | $443.5K | +$7.4K | 5.0% |
| Platform Technology Partners | 8,137 | +93 | $354.7K | -$7.4K | 1.1% |
| New Age Alpha Advisors, LLC | 133,697 | +4,380 | $5.8M | +$7.3K | 3.4% |
| QUADRANT CAPITAL GROUP LLC | 17,453 | +710 | $760.8K | +$7.2K | 4.2% |
| Dorsey & Whitney Trust CO LLC | 8,106 | +97 | $353.4K | -$7.1K | 1.2% |
| CALTON & ASSOCIATES, INC. | 5,620 | +21 | $245.0K | -$7.1K | 0.4% |
| CENTRAL TRUST Co | 8,966 | +133 | $390.8K | -$6.8K | 1.5% |
| Signal Advisors Wealth, LLC | 6,295 | +348 | $274.4K | +$6.7K | 5.8% |
| Transamerica Financial Advisors, LLC | 285 | +157 | $12.4K | +$6.7K | 122.7% |
| Beacon Pointe Advisors, LLC | 15,442 | +635 | $673.1K | +$6.6K | 4.3% |
| Wealth Dimensions Group, Ltd. | 4,663 | +2 | $203.3K | -$6.5K | 0.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 336 | +150 | $14.6K | +$6.3K | 80.6% |
| CGN Advisors LLC | 7,395 | +96 | $322.3K | -$6.2K | 1.3% |
| Miracle Mile Advisors, LLC | 7,695 | +368 | $335.4K | +$5.6K | 5.0% |
| Stiles Financial Services Inc | 5,504 | +50 | $239.9K | -$5.6K | 0.9% |
| Stratos Wealth Partners, LTD. | 18,153 | +690 | $791.3K | +$5.3K | 4.0% |
| Janney Montgomery Scott LLC | 285,728 | +123,529 | $12.5K | +$5.2K | 76.2% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 47,810 | +1,395 | $2.1M | -$5.1K | 3.0% |
| Vantage Point Financial LLC | 4,695 | +35 | $204.7K | -$5.1K | 0.8% |
| Marion Wealth Management | 5,451 | +6 | $240.2K | -$4.9K | 0.1% |
| Biltmore Wealth Management, LLC | 4,775 | +43 | $208.1K | -$4.8K | 0.9% |
| Clearbridge Investments, LLC | 10,362 | +221 | $451.7K | -$4.8K | 2.2% |
| Clearstead Advisors, LLC | 10,088 | +420 | $439.7K | +$4.6K | 4.3% |
| Northstar Advisory Group, LLC | 5,595 | +76 | $243.9K | -$4.5K | 1.4% |
| TRUST POINT INC. | 7,574 | +139 | $330.1K | -$4.5K | 1.9% |
| CRA Financial Services, LLC | 6,180 | +95 | $269.4K | -$4.5K | 1.6% |
| Inscription Capital, LLC | 9,311 | +391 | $405.9K | +$4.4K | 4.4% |
| S.E.E.D. Planning Group LLC | 4,600 | +50 | $200.5K | -$4.3K | 1.1% |
| Resonant Capital Advisors, LLC | 9,175 | +384 | $399.9K | +$4.3K | 4.4% |
| Gen-Wealth Partners Inc | 2,632 | +177 | $114.7K | +$4.2K | 7.2% |
| Nemes Rush Group LLC | 5,082 | +69 | $221.5K | -$4.1K | 1.4% |
| DRIVE WEALTH MANAGEMENT, LLC | 4,944 | +244 | $215.5K | +$4.0K | 5.2% |
| GRIMES & COMPANY, INC. | 5,280 | +80 | $230.2K | -$3.9K | 1.5% |
| Kingsview Wealth Management, LLC | 23,976 | +842 | $1.0M | +$3.9K | 3.6% |
| Bryn Mawr Trust Advisors, LLC | 5,994 | +106 | $261.3K | -$3.7K | 1.8% |
| Spire Wealth Management | 11,149 | +432 | $486.0K | +$3.6K | 4.0% |
| Compton Financial Group, LLC | 6,785 | +134 | $295.7K | -$3.6K | 2.0% |
| WPG Advisers, LLC | 313 | +89 | $13.6K | +$3.6K | 39.7% |
| Compagnie Lombard Odier SCmA | 8,904 | +359 | $388.1K | +$3.5K | 4.2% |
| IMA Advisory Services, Inc. | 85 | +80 | $3.7K | +$3.5K | 1600.0% |
| BI Asset Management Fondsmaeglerselskab A/S | 147,715 | +79,965 | $6.4K | +$3.4K | 118.0% |
| CYBER HORNET ETFs LLC | 2,843 | +165 | $123.9K | +$3.4K | 6.2% |
| Dunhill Financial, LLC | 2,663 | +12 | $116.1K | -$3.3K | 0.5% |
| Turning Point Benefit Group, Inc. | 86 | +75 | $3.7K | +$3.3K | 681.8% |
| CANADA LIFE ASSURANCE Co | 4,369,402 | +130,485 | $190.6K | +$3.0K | 3.1% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 5,066 | +226 | $220.8K | +$3.0K | 4.7% |
| Baltimore-Washington Financial Advisors, Inc. | 5,768 | +248 | $251.4K | +$3.0K | 4.5% |
| BFSG, LLC | 541 | +83 | $23.6K | +$3.0K | 18.1% |
| True Wealth Design, LLC | 421 | +78 | $18.4K | +$2.9K | 22.7% |
| Enterprise Financial Services Corp | 5,810 | +119 | $253.3K | -$2.9K | 2.1% |
| GREENLEAF TRUST | 20,260 | +703 | $883.1K | +$2.9K | 3.6% |
| Glass Jacobson Investment Advisors llc | 2,694 | +22 | $117.4K | -$2.8K | 0.8% |
| Segment Wealth Management, LLC | 10,990 | +284 | $479.1K | -$2.8K | 2.6% |
| Snowden Capital Advisors LLC | 7,701 | +181 | $335.7K | -$2.8K | 2.4% |
| Crewe Advisors LLC | 134 | +65 | $5.8K | +$2.7K | 94.2% |
| SEEDS INVESTOR LLC | 9,536 | +241 | $415.7K | -$2.7K | 2.6% |
| FIRST HORIZON CORP | 2,322 | +15 | $101.2K | -$2.6K | 0.7% |
| Moors & Cabot, Inc. | 4,863 | +105 | $212.0K | -$2.2K | 2.2% |
| Quest 10 Wealth Builders, Inc. | 1,081 | +63 | $47.1K | +$2.1K | 6.2% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 6,846 | +261 | $298.4K | +$2.0K | 4.0% |
| Evergreen Wealth Solutions, LLC | 11,791 | +329 | $514.0K | -$1.9K | 2.9% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,431 | +129 | $236.7K | -$1.9K | 2.4% |
| Prosperity Consulting Group, LLC | 26,450 | +877 | $1.2M | +$1.9K | 3.4% |
| CVA Family Office, LLC | 1,592 | +11 | $69.4K | -$1.8K | 0.7% |
| WINNOW WEALTH LLC | 72 | +41 | $3.2K | +$1.7K | 132.3% |
| SouthState Corp | 177 | +44 | $7.7K | +$1.7K | 33.1% |
| ELEVATION WEALTH PARTNERS, LLC | 105 | +41 | $4.6K | +$1.7K | 64.1% |
| CoreCap Advisors, LLC | 1,730 | +19 | $75.4K | -$1.6K | 1.1% |
| SIGNATUREFD, LLC | 17,877 | +528 | $779.3K | -$1.6K | 3.0% |
| HFM Investment Advisors, LLC | 3,124 | +64 | $136.2K | -$1.6K | 2.1% |
| Aptus Capital Advisors, LLC | 14,005 | +475 | $610.5K | +$1.5K | 3.5% |
| T. Rowe Price Investment Management, Inc. | 89,309 | +35,274 | $3.9K | +$1.5K | 65.3% |
| Addison Advisors LLC | 1,333 | +13 | $58.1K | -$1.3K | 1.0% |
| Premier Path Wealth Partners, LLC | 5,263 | +194 | $229.4K | +$1.3K | 3.8% |
| Redwood Park Advisors LLC | 1,200 | +10 | $52.3K | -$1.3K | 0.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 66,914 | +2,137 | $2.9M | +$1.2K | 3.3% |
| JNBA Financial Advisors | 2,086 | +40 | $90.9K | -$1.2K | 1.9% |
| Bay Harbor Wealth Management, LLC | 80 | +28 | $3.5K | +$1.1K | 53.8% |
| TRUST CO OF VERMONT | 3,573 | +88 | $155.7K | -$1.1K | 2.5% |
| STONERIDGE INVESTMENT PARTNERS LLC | 38,355 | +24,124 | $1.7K | +$1.0K | 169.5% |
| ORG Partners LLC | 2,659 | +103 | $115.9K | +$857 | 4.0% |
| NATIXIS ADVISORS, LLC | 664,626 | +2,899 | $29.0K | -$813 | 0.4% |
| Bell Investment Advisors, Inc | 253 | +26 | $11.0K | +$811 | 11.4% |
| American Capital Advisory, LLC | 129 | +22 | $5.6K | +$807 | 20.6% |
| Aspect Partners, LLC | 59 | +19 | $2.6K | +$772 | 47.5% |
| FSM Wealth Advisors, LLC | 4,614 | +130 | $201.1K | -$715 | 2.9% |
| Summit Global Investments | 63,955 | +16,349 | $2.8K | +$645 | 34.3% |
| Newbridge Financial Services Group, Inc. | 520 | +2 | $22.7K | -$638 | 0.4% |
| Fortitude Family Office, LLC | 460 | +2 | $20.1K | -$564 | 0.4% |
| Financial Perspectives, Inc | 554 | +5 | $24.2K | -$560 | 0.9% |
| Anchor Investment Management, LLC | 538 | +5 | $23.4K | -$557 | 0.9% |
| BESSEMER GROUP INC | 26,683 | +13,220 | $1.2K | +$556 | 98.2% |
| SOA Wealth Advisors, LLC. | 486 | +4 | $21.2K | -$529 | 0.8% |
| VAN ECK ASSOCIATES CORP | 404,209 | +23,871 | $17.6K | +$500 | 6.3% |
| Harvest Fund Management Co., Ltd | 75,592 | +13,445 | $3.3K | +$498 | 21.6% |
| Cambridge Investment Research Advisors, Inc. | 221,708 | +17,283 | $9.7K | +$463 | 8.4% |
| Stephens Consulting, LLC | 443 | +4 | $19.3K | -$449 | 0.9% |
| Independence Bank of Kentucky | 2,081 | +57 | $90.7K | -$389 | 2.8% |
| Jacobi Capital Management LLC | 18,910 | +605 | $824.3K | +$378 | 3.3% |
| Elevated Capital Advisors, LLC | 19,500 | +607 | $850.0K | -$363 | 3.2% |
| KERR FINANCIAL PLANNING Corp | 136 | +1 | $6.0K | -$355 | 0.7% |
| CWM, LLC | 45,589 | +8,624 | $2.0K | +$323 | 23.3% |
| Retirement Wealth Solutions LLC | 69 | +8 | $3.0K | +$262 | 13.1% |
| Mn Services Vermogensbeheer B.V. | 386,974 | +6,474 | $16.9K | -$258 | 1.7% |
| Cedar Mountain Advisors, LLC | 238 | +2 | $10.4K | -$241 | 0.8% |
| TD Capital Management LLC | 236 | +2 | $10.3K | -$239 | 0.8% |
| Daiwa Securities Group Inc. | 404,791 | +16,931 | $17.6K | +$187 | 4.4% |
| Rialto Wealth Management, LLC | 65 | +6 | $2.8K | +$178 | 10.2% |
| Westfuller Advisors, LLC | 1,859 | +62 | $81.0K | +$157 | 3.5% |
| Tower View Wealth Management LLC | 140 | +1 | $6.1K | -$143 | 0.7% |
| iA Global Asset Management Inc. | 202,843 | +9,532 | $8.8K | +$141 | 4.9% |
| Physician Wealth Advisors, Inc. | 511 | +13 | $22.3K | -$140 | 2.6% |
| Abound Wealth Management | 128 | +7 | $5.6K | +$130 | 5.8% |
| PARK AVENUE SECURITIES LLC | 57,040 | +4,568 | $2.5K | +$124 | 8.7% |
| Valued Wealth Advisors LLC | 87 | +5 | $3.8K | +$122 | 6.1% |
| Thrivent Financial for Lutherans | 93,097 | +861 | $4.1K | -$90 | 0.9% |
| JFS WEALTH ADVISORS, LLC | 6,208 | +194 | $270.6K | -$83 | 3.2% |
| Westside Investment Management, Inc. | 166 | +6 | $7.3K | +$80 | 3.8% |
| Triumph Capital Management | 246 | +6 | $10.7K | -$63 | 2.5% |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 19,901 | +1,375 | $867 | +$33 | 7.4% |
| VESTOR CAPITAL, LLC | 16,386 | +14,770 | $102 | +$29 | 914.0% |
| Stone House Investment Management, LLC | 171 | +6 | $7.5K | +$27 | 3.6% |
| LaSalle St. Investment Advisors, LLC | 16,787 | +1,112 | $731 | +$26 | 7.1% |
| TSFG, LLC | 11,852 | +13 | $517 | -$16 | 0.1% |
| CX Institutional | 6,580 | +477 | $287 | +$12 | 7.8% |
| Bollard Group LLC | 10,671 | +88 | $465 | -$11 | 0.8% |
| Arete Wealth Advisors, LLC | 7,094 | +14 | $309 | -$10 | 0.2% |
| HANTZ FINANCIAL SERVICES, INC. | 3,537 | +320 | $154 | +$9 | 9.9% |
| HARBOR CAPITAL ADVISORS, INC. | 24,589 | +577 | $1.1K | -$9 | 2.4% |
| VALLEY NATIONAL ADVISERS INC | 304 | +96 | $13 | +$4 | 46.1% |
| Capital Analysts, LLC | 1,141 | +9 | $49 | -$2 | 0.8% |
| GW&K Investment Management, LLC | 1,521 | +106 | $66 | +$2 | 7.5% |
| Capital Advisors, Ltd. LLC | 1,085 | +1 | $47 | -$2 | 0.1% |